MM3 Exit Readiness Planning with Stuart Trood

Stuart Trood is GrowCFO’s non-executive chairman and a highly experienced CFO. He has been a key team member during the exit process in his previous companies and is hugely experienced in what matters and what doesn’t during this process. Stuart shares his experiences in this masterclass

We discuss the CFO’s role in preparing for an exit event and will outline the key challenges of going through a sales process. We look at what’s important three years, two years and one year out from the exit as well as the ongoing activities the CFO needs to be on top of.

Here’s the recording of the masterclass and the accompanying Q&A

Using AI to Report Faster and Smarter to Private Equity Investors

Thomas Jutz of Triton Partners, Thomas Delage de Luget of Agicap, and Kevin Appleby of GrowCFO discuss how AI can support faster, smarter reporting to private equity investors. The conversation covers data integration, scenario analysis, and practical automation—alongside the need for accurate data and human oversight.

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Join Nico Botes and Sunelle Botha from Montego Pet Nutrition, Eric Reyhle from Acterys, and Kevin Appleby from GrowCFO to discover how leading finance teams are cutting planning cycles from days to seconds. In this customer-led session, you’ll see how they replaced spreadsheet chaos with a single version of the truth, enabled real-time scenario modelling, and built AI-ready foundations for modern planning and forecasting using Microsoft Fabric, Power BI and Acterys.

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AI Masterclass: Practical uses of Claude for finance leaders

Finance leaders don’t need more AI theory – they need results. In this practical masterclass, Pac O’Shea and Kevin Appleby show how to use Claude as a hands-on finance assistant for P&L insights, sharper board packs, and fast scenario models. Walk away with prompts, templates, and repeatable workflows you can apply in your finance team immediately.

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