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Insights

Practical perspectives from the professionals who perform the work.

Explore lessons from diligence, finance operations, tax, and the sectors where Exbo Group has the deepest expertise. Substantive lessons drawn from engagements, not recycled commentary.

Featured insights

A cross-section of recent thinking — from deal mechanics and diligence to the reporting, systems, and tax questions that follow.

CFO and Controllership Advisory
Allie Hewatt
·
Sep 10, 2026
·
5
min
The 5 Financial Operations Every Growing Company Needs Before Its Data Can Be Trusted
CFO and Controllership Advisory
Kevin Gwynn White
·
Sep 10, 2026
·
5
min
CFO vs. Controller: The Gap That Decides Whether You're Investor-Ready

All Insights

CFO and Controllership Advisory
Making Sense of Equity Accounting for Growth-Stage Companies
Allie Hewatt
·
Sep 3, 2026
·
6
min read
Tax
Understanding Transfer Pricing: Strategy, Compliance, and Value Creation
Jack Siegel
·
Sep 3, 2026
·
9
min read
CFO and Controllership Advisory
Equity Compensation: A Tool for Talent and Growth
Parker Johnson
·
Sep 3, 2026
·
7
min read
CFO and Controllership Advisory
Multi-Entity Companies: Unlocking Flexibility, Value, and Control
Joanna Briand
·
Sep 3, 2026
·
7
min read
Transaction Services
Deal Mechanics 101: How M&A Deals Really Work
Sep 3, 2026
·
7
min read
Healthcare
Management Services Organizations (MSOs): A Strategic Approach to Management that Helps Healthcare Stay Human
Ryan McGrady
·
Sep 3, 2026
·
6
min read
Transaction Services
Due Diligence Reports: Streamlining Decision Making
Nicholas Spezio
·
Sep 10, 2026
·
4
min read
Transaction Services
Convertible Notes: A Strategic Tool for Early-Stage Financing
Kevin Gwynn White
·
Sep 3, 2026
·
10
min read
CFO and Controllership Advisory
The Power of Recurring KPI Reporting Packages
Jack Siegel
·
Sep 3, 2026
·
5
min read
CFO and Controllership Advisory
A Guide to Navigating ASC 842 Lease Standards
Kevin Gwynn White
·
Sep 3, 2026
·
7
min read
CFO and Controllership Advisory
Plotting Success with an Annual Planning Presentation
Kevin Gwynn White
·
Sep 3, 2026
·
6
min read
CFO and Controllership Advisory
Agent vs. Principal: How this Determination Affects Revenue Recognition
Allie Hewatt
·
Sep 3, 2026
·
8
min read
Finance Transformation
Reviewing Ramp.com: A Smart Way to Improve Business Finances
Allie Hewatt
·
Sep 3, 2026
·
5
min read
CFO and Controllership Advisory
Make the Most of Your Meetings: Planning and Navigating Board Meetings
Kevin Gwynn White
·
Sep 3, 2026
·
8
min read
Finance Transformation
Streamlining Business Operations: A Deep Dive into Product Invoicing Systems
Sep 3, 2026
·
5
min read
Transaction Services
Purchase Price Allocation in Mergers and Acquisitions: Understanding its Value
Lauren Hennelly
·
Sep 3, 2026
·
9
min read
CFO and Controllership Advisory
Financial Analysis Template: A Necessity for Businesses
Kevin Gwynn White
·
Sep 3, 2026
·
4
min read
Transaction Services
Assessing Financial Health through Rapid Diligence
Lauren Hennelly
·
Sep 3, 2026
·
4
min read
CFO and Controllership Advisory
Finance Essentials for Navigating Growth, Fundraising, and Profitability
Kevin Gwynn White
·
Sep 3, 2026
·
6
min read
Finance Transformation
Improving Your Business’ Efficiency: Leveraging Alteryx and Digital Solutions
Sep 3, 2026
·
6
min read
Transaction Services
Asset vs. Equity Deals: Weighing the Benefits and Risks
Laura Chamberlain
·
Sep 3, 2026
·
7
min read
CFO and Controllership Advisory
Strategic Budgeting: A Guide for Growth-Stage Companies
Kevin Gwynn White
·
Sep 3, 2026
·
7
min read
Finance Transformation
Choosing the Right Payroll System for Your Business
Kevin Gwynn White
·
Sep 3, 2026
·
5
min read
Finance Transformation
The Power of Effective Expense Management
Kevin Gwynn White
·
Sep 3, 2026
·
6
min read
Tax
Simplifying Sales Tax
Laura Chamberlain
·
Sep 3, 2026
·
6
min read
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