Plan, Forecast, & Report with Agility: Financial Performance Insights for Private Equity

Sep 09, 2020 - 10:00 a.m. to 11:00 a.m.
Central time
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Small and midsize businesses often lack reporting on key metrics that private equity owners use to judge the sustainability of earnings and identify opportunities for improvement. Deals happen fast, and acquisition targets often use different financial management systems. BKD has developed a solution called Financial Performance Insights (FPI) to extract data from disparate systems and aggregate it into one place in a common format (a data warehouse). This innovative tool enables users to slice and dice their data in different ways—all without the expense and time of moving acquisitions onto a single financial system. Join us for an insightful  webinar that will explore how FPI can help private equity firms and portfolio companies streamline the onboarding process for tuck-in acquisitions.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Evaluate the effect of disparate data among portfolio companies
  • Discuss data consolidation for improved decision making
  • Examine pro forma financial results that incorporate pre-acquisition activity for add-ons
  • Analyze FPI’s reporting package built for private equity firms

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