In this episode, Dan speaks with Patrick Dennis, a six-time CEO and seasoned private equity operator, about the decisions that create value, and why most leadership teams get this wrong. Patrick’s career spans leading global businesses through IPOs, complex restructurings, PE-backed transformations, and multiple exits, including serving as CEO of Avaya during a critical turnaround period. Drawing on decades of experience at the sharp end of decision-making, he explains how the best CEOs cut t...
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In this episode, Dan speaks with Patrick Dennis, a six-time CEO and seasoned private equity operator, about the decisions that create value, and why most leadership teams get this wrong. Patrick’s career spans leading global businesses through IPOs, complex restructurings, PE-backed transformations, and multiple exits, including serving as CEO of Avaya during a critical turnaround period. Drawing on decades of experience at the sharp end of decision-making, he explains how the best CEOs cut t...
#04: Owning the CRM: How CFOs Build Investor-Grade Forecasts with Richard Simons
Next Exit
22 minutes
5 months ago
#04: Owning the CRM: How CFOs Build Investor-Grade Forecasts with Richard Simons
In this episode, Dan Thompson talks with Richard Simons, seasoned CFO with four PE-backed exits and a career spanning Sky, Microsoft, and DMGT. Richard shares why today’s CFOs must take a hands-on role in CRM strategy and how the right data inputs power forecasts that drive confident decisions and maximise exit value. He explains how finance teams can avoid the common trap of disconnected sales data, what to track in SaaS metrics, and how to build models that hold up to due diligence. Richard...
Next Exit
In this episode, Dan speaks with Patrick Dennis, a six-time CEO and seasoned private equity operator, about the decisions that create value, and why most leadership teams get this wrong. Patrick’s career spans leading global businesses through IPOs, complex restructurings, PE-backed transformations, and multiple exits, including serving as CEO of Avaya during a critical turnaround period. Drawing on decades of experience at the sharp end of decision-making, he explains how the best CEOs cut t...
