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Insights

Practical perspectives from the professionals who perform the work.

Explore musings from acting finance teams, diligence professionals, finance operations leaders , tax advisors, 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.

Tax Advisory
Laura Chamberlain
·
November 12, 2026
·
5
min
Call Your Tax Provider Before the Deal Closes. Here's What Happens When You Don't.
Education
CFO and Controllership Advisory
Kevin Gwynn White
·
October 22, 2026
·
4
min
Why Education Companies Need a Different Cash Forecasting Model Than SaaS

All Insights

Transaction Services
What a Quality of Earnings (QoE) Analysis Uncovers in a Deal
Nicholas Spezio
·
October 5, 2026
·
4
min read
CFO and Controllership Advisory
Why a CFO Hire Isn't a Finance Function
Eric Fiegoli
·
September 24, 2026
·
5
min read
CFO and Controllership Advisory
The 5 Financial Operations Every Growing Company Needs Before Its Data Can Be Trusted
Allie Hewatt
·
August 13, 2026
·
5
min read
CFO and Controllership Advisory
CFO vs. Controller: The Gap That Decides Whether You're Investor-Ready
Kevin Gwynn White
·
July 16, 2026
·
5
min read
CFO and Controllership Advisory
Making Sense of Equity Accounting for Growth-Stage Companies
Allie Hewatt
·
August 20, 2025
·
6
min read
Tax Advisory
Understanding Transfer Pricing: Strategy, Compliance, and Value Creation
Jack Siegel
·
July 11, 2025
·
9
min read
CFO and Controllership Advisory
Equity Compensation: A Tool for Talent and Growth
Parker Johnson
·
June 8, 2025
·
7
min read
CFO and Controllership Advisory
Multi-Entity Companies: Unlocking Flexibility, Value, and Control
Joanna Briand
·
May 7, 2025
·
7
min read
Transaction Services
Deal Mechanics 101: How M&A Deals Really Work
April 14, 2025
·
7
min read
CFO and Controllership Advisory
Management Services Organizations (MSOs): A Strategic Approach to Management that Helps Healthcare Stay Human
Ryan McGrady
·
March 12, 2025
·
6
min read
Transaction Services
Due Diligence Reports: Streamlining Decision Making
Nicholas Spezio
·
August 12, 2024
·
4
min read
Transaction Services
Convertible Notes: A Strategic Tool for Early-Stage Financing
Kevin Gwynn White
·
June 6, 2024
·
10
min read
CFO and Controllership Advisory
The Power of Recurring KPI Reporting Packages
Jack Siegel
·
May 8, 2024
·
5
min read
CFO and Controllership Advisory
A Guide to Navigating ASC 842 Lease Standards
Kevin Gwynn White
·
April 4, 2024
·
7
min read
CFO and Controllership Advisory
Plotting Success with an Annual Planning Presentation
Kevin Gwynn White
·
March 28, 2024
·
6
min read
CFO and Controllership Advisory
Agent vs. Principal: How this Determination Affects Revenue Recognition
Allie Hewatt
·
February 13, 2024
·
8
min read
Finance Transformation
Reviewing Ramp.com: A Smart Way to Improve Business Finances
Allie Hewatt
·
January 17, 2024
·
5
min read
CFO and Controllership Advisory
Make the Most of Your Meetings: Planning and Navigating Board Meetings
Kevin Gwynn White
·
July 1, 2023
·
8
min read
Finance Transformation
Streamlining Business Operations: A Deep Dive into Product Invoicing Systems
June 30, 2023
·
5
min read
Transaction Services
Purchase Price Allocation in Mergers and Acquisitions: Understanding its Value
Lauren Hennelly
·
June 10, 2023
·
9
min read
CFO and Controllership Advisory
Financial Analysis Template: A Necessity for Businesses
Kevin Gwynn White
·
June 1, 2023
·
4
min read
Transaction Services
Assessing Financial Health through Rapid Diligence
Lauren Hennelly
·
May 20, 2023
·
4
min read
CFO and Controllership Advisory
Finance Essentials for Navigating Growth, Fundraising, and Profitability
Kevin Gwynn White
·
May 15, 2023
·
6
min read
Finance Transformation
Improving Your Business’ Efficiency: Leveraging Alteryx and Digital Solutions
April 28, 2023
·
6
min read
Transaction Services
Asset vs. Equity Deals: Weighing the Benefits and Risks
Laura Chamberlain
·
April 1, 2023
·
7
min read
CFO and Controllership Advisory
Strategic Budgeting: A Guide for Growth-Stage Companies
Kevin Gwynn White
·
March 30, 2023
·
7
min read
Finance Transformation
Choosing the Right Payroll System for Your Business
Kevin Gwynn White
·
March 1, 2023
·
5
min read
Finance Transformation
The Power of Effective Expense Management
Kevin Gwynn White
·
February 27, 2023
·
6
min read
Tax Advisory
Simplifying Sales Tax
Laura Chamberlain
·
February 1, 2023
·
6
min read
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