Case Study #94: Rebuilding Proven CFO
In November 2023, Dave Gilbert bought Proven CFO (now rebranded as Proven). We will look at what he learned as he took over the business.
In November 2023, Dave Gilbert bought Proven CFO (now rebranded as Proven). We will look at what he learned as he took over the business.
In this episode we discuss practical lessons for buyers and sellers and the unique case of seller remorse after closing.
It’s a new year, but some of the sectors that were already growing in 2025 continue to do so, providing growth for existing businesses in those sectors and franchises also looking to get in on the action.
The episode covers what basic buyer information to collect, how seller financing changes the due diligence stakes, and more.
When sellers ask us about timing a sale, in one way they are asking the obvious question: how can I optimize my exit? We have a simple answer to that question: you can’t time the market.