Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning
In this episode of CFO Weekly, Dennis DuBois, a seasoned CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions, drawing from his diverse experience across hospitality, tech, and PE portfolio companies.
In this episode of CFO Weekly, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality relationships with internal and external stakeholders.
With experience across multiple industries, private equity companies, and organizations of all sizes, Dennis brings a systemic viewpoint to growth strategy development and financial infrastructure building. Currently serving as Virtual CFO at Creative Planning, an independent wealth advisory firm managing over $300 billion in assets, and as Board Member at publicly traded Entrepreneur Resorts Limited, Dennis DuBois has successfully navigated complex transactions, COVID-19 disruptions, and the transition from traditional CFO roles to fractional finance leadership.
What You'll Learn:
- The key differences between interim and fractional CFO roles and when each is most valuable
- How fractional CFOs can prevent transaction failures by identifying risks early
- Common financial reporting gaps that derail M&A deals
- Why most sellers overvalue their businesses and how to set realistic expectations
- The critical role of financial preparation in successful exits
Learn more about Dennis DuBois: