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

The Learning Workshop covers:

• What a healthy finance function should actually cost as a percentage of revenue: guess it in the chat before Bart reveals the real number
• The cash mechanics of a business-model transition: what happens to year-one cash flow when a $2M upfront deal turns into $300-400K a year, recurring
• The three metrics that mattered most through that transition: Rule of 40, retention rate, and LTV:CAC, and the thresholds that separate a model that pencils from one that doesn’t
• What it costs to get leadership continuity wrong: the real dollar figure in recruiting fees when the wrong executives were in critical seats
• Where AI can responsibly take on financial work, and where it can’t: the 80/20 split Bart runs by
• A live investor readiness assessment: a 10-statement, self-scored tool you can apply to your own business before the session ends, followed by open Q&A

Why This Matters Now

A growth plan stalls, or gets discounted, the moment a company can’t defend its numbers or survive a change at the top. This session treats investor readiness as the foundation under every Make BIG Happen plan. Build it early, and the outcome is bigger instead of smaller and rushed.