CEOCI Learning Workshop: From Broken Books to a 4.7x Exit: What Investor Readiness Requires

Roughly half of executive hires fail within 18 months — but for many companies, the harder test comes earlier: can your numbers survive scrutiny from an investor, a board member, or a due-diligence team? Financial statements that can’t be trusted, a business-model transition that could break you on cash flow alone, repeated changes in leadership at the top — any one of these can derail a raise, an acquisition, or an exit. The company that handles them well doesn’t do it by accident.

Our upcoming CEOCI Learning Workshop, From Broken Books to a 4.7x Exit: What Investor Readiness Requires, is designed for CEOs who want their business ready for that test before it’s forced on them.

In this 45-minute event, Strategic Partner expert Bart Davis, CEO & Co-Founder of 512Financial, will walk through a real client story — a company that faced untrustworthy financials, a high-stakes business-model shift, and five changes in leadership at the top, and still closed an exit at a 4.7x return. Along the way, he’ll show what had to be true at each stage, and where that same test is showing up again today in the form of AI-built financials.