Page 23 - TACC 2025 Program

Craig Harwerth Jose Fornell
Partner, Houston Partner, Miami

profitability, especially during periods of growth or acquisition. A data-driven culture supports better
decision-making and fosters an environment where strategic objectives are met effectively.

CFOs who integrate these principles into their leadership framework can unlock new opportunities, driving
growth and ensuring their organizations achieve long-term success.

Conclusion

In the competitive landscape of middle-market private equity, the CFO’s role has transformed into that of
a strategic leader, essential to achieving growth, profitability, and exit objectives. By implementing best
practices in FP&A, optimizing cash flow, and leading cost management initiatives, CFOs can align their
organizations with the aggressive value creation goals of PE firms.

As private equity firms continue to demand higher returns, the strategic CFO remains a vital driver of
enterprise value. By fostering a culture of proactive financial management, these leaders ensure their
companies remain competitive and adaptable, unlocking new opportunities in the ever-evolving market.

About Impact Point Co.

Impact Point Co. is a management consulting firm specializing in Office of the CFO and M&A solutions
tailored to the middle market. Founded by professionals from top-tier consulting firms, Impact Point delivers
value creation opportunities through transformation, merger integration, and turnaround strategies. The firm
collaborates with operating partners and C-suite executives to enhance financial planning, analysis, and
reporting, ensuring optimal performance for private equity-backed companies.

Learn more: impactpoint.com