PE / Operator Toolkits

Board-ready quarterly business review templates. Financial summary, KPI dashboard, strategic initiative tracker, and risk register.

Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.

Complete 100-day operating plan for PE-backed industrial portfolio companies. KPI setup, governance cadence, reporting structure, and quick wins.

Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.