EPISODE · Aug 14, 2025 · 19 MIN
#05: Forecasts that Hold Up to Diligence: How CFOs Build Exit-Ready Metrics with Sun Choi
from Next Exit · host Dan Thompson | Kluster
In this episode, Dan Thompson sits down with Sun Choi, consulting CFO, operator, and angel investor, who’s helped multiple B2B SaaS companies scale and exit. From both strategic and private equity deals. Sun shares the real KPIs buyers care about, what separates sponsor and strategic due diligence, and how to avoid the pitfalls that derail exits.He breaks down the importance of clean books, go-to-market efficiency, and board alignment and shares a a hard lesson on complacency from a deal that went sideways and what CFOs should learn from it.Key Takeaways:✔️ What PE and strategic acquirers want to see in your metrics✔️ Why forecasting beyond your track record will get flagged fast✔️ How to avoid due diligence landmines with clean, automated reporting✔️ The metrics that matter: NDR, CAC payback, burn ratio, ARR per FTE✔️ A firsthand story of how complacency lost a deal Subscribe to the Next Exit podcast.Check out Dan’s Private Equity-Grade Forecasting software, Kluster, here: https://www.kluster.com/Send podcast guest pitches to: [email protected]
Embed this episode
What this episode covers
In this episode, Dan Thompson sits down with Sun Choi, consulting CFO, operator, and angel investor, who’s helped multiple B2B SaaS companies scale and exit. From both strategic and private equity deals. Sun shares the real KPIs buyers care about, what separates sponsor and strategic due diligence, and how to avoid the pitfalls that derail exits. He breaks down the importance of clean books, go-to-market efficiency, and board alignment and shares a a hard lesson on complacency from a deal tha...
Ready to play
#05: Forecasts that Hold Up to Diligence: How CFOs Build Exit-Ready Metrics with Sun Choi
No transcript for this episode yet
Similar Episodes
No similar episodes found.