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Recurring vs. Reoccurring Revenue

Reporting & Metrics

Recurring vs. Reoccurring Revenue

Not all ARR is created equal, especially when someone puts a multiple on it

CJ Gustafson

•

Oct 21, 2026


Congratulations. Now Buy Some Stock.

Management Equity

Congratulations. Now Buy Some Stock.

Evaluating your Roll-Over Equity

CJ Gustafson

•

Oct 14, 2026

Cash Conversion: Where did all the EBITDA go?

Reporting & Metrics

Cash Conversion: Where did all the EBITDA go?

Adjustments that rhyme

CJ Gustafson

•

Oct 7, 2026

How Much Services Revenue Can You Live With?

Reporting & Metrics

How Much Services Revenue Can You Live With?

How services revenue impacts valuation, but also customer success and renewals

CJ Gustafson

•

Sep 30, 2026

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Arguing About Deferred Revenues

Deal Mechanics

Arguing About Deferred Revenues

CJ Gustafson

•

Sep 23, 2026

Unfavorable Favorable Variances

Budgeting

Unfavorable Favorable Variances

CJ Gustafson

•

Sep 15, 2026

Balance Sheet Diligence for Founder Owned Targets

Deal Mechanics

Balance Sheet Diligence for Founder Owned Targets

CJ Gustafson

•

Sep 9, 2026

What Building the "Cube" During M&A Diligence Entails

Reporting & Metrics

What Building the "Cube" During M&A Diligence Entails

CJ Gustafson

•

Sep 2, 2026

Why We Gave the Strategics a Six-Week Head Start

Deal Mechanics

Why We Gave the Strategics a Six-Week Head Start

CJ Gustafson

•

Aug 26, 2026

Firing Your Banker Doesn't End the Fee

Deal Mechanics

Firing Your Banker Doesn't End the Fee

CJ Gustafson

•

Aug 19, 2026

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A weekly playbook for PE-backed CFOs and execs. Deep dives on margin expansion, smart capital use, and exit strategy.

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