PE CFO Advisory · Lower-Middle Market PE

Visibility
drives value.

PE CFO Experience. Practical AI Fluency.

AI systems that automate manual finance processes, improve visibility, and build exit readiness. Designed to enhance current tools, not replace them. Grounded in 25 years of finance and operating experience across PE-backed and founder-led companies, including buyouts, turnarounds, integrations, and exits, and over a year of hands-on work applying AI to data cleansing, forecasting, reporting, and process automation.

Let's Connect What We Do
The Problem

Capable teams. Insufficient visibility.

Finance teams at PE-backed companies spend most of their time producing information rather than using it. The fix is better architecture and applied AI Finance tools, starting with the data.

🗄️
The foundation: clean, standardized data

Data problems are visibility problems. Standardizing sources, definitions, and data flows is the first investment. It is what makes reporting reliable, AI trustworthy, and exit prep credible.

The work follows a structured path — Diagnose, Crawl, Walk, Run, Build — moving only as fast as the data, workflows, and ownership model allow.

Across every stage, four priorities stay constant:

🔗
Consistency across the portfolio

For sponsors managing multiple companies, the same reporting standards and data architecture can be installed across the portfolio.

⚙️
Manual processes automated

Close cycles, reporting packs, and data tasks systematized on current tools, freeing the team for higher-value work.

📡
Decision-ready visibility

Dashboards and KPIs that reflect what is happening now, not what happened at month-end.

🎯
Exit readiness built in

Normalized EBITDA and QoE-ready data in the operating cadence, not assembled under pressure when the process starts.

Services

What we deliver

Focused engagements with clear deliverables, built for your team to own and operate. Every engagement is designed to enhance current systems, processes, and tools, not replace them. No ERP migrations, no IT overhaul, no rip-and-replace. Most engagements show meaningful progress within 60 days.

🗄️
Foundation

Data Processing, Cleaning & Standardization

Map data sources, reconcile definitions, and correct inconsistencies across ERPs, spreadsheets, and reporting tools. A standardized data foundation is what makes everything else — reporting, AI workflows, and exit prep — reliable.

🤖
Cornerstone

AI-Enhanced Finance Workflows

The capability that connects everything else. Practical AI automation layered onto existing tools: variance commentary, dashboard reporting, forecasting models, data cleanup, and board packages your team can own and operate independently.

⚡

Faster Close & Reporting Efficiency

Compress the monthly close, eliminate manual bottlenecks, and automate recurring reporting packs. The team spends less time building and more time on work that drives decisions.

📈

Segment & Event-Level P&L

Build granular P&L visibility by brand, segment, market, venue, or event, so operators and sponsors can see exactly where value is being created and where it needs attention.

💧

Cash Forecasting & Working Capital

Build a 13-week cash forecast tied to the operating calendar, with working capital visibility (DSO, DPO, inventory turns) and early warning signals for liquidity and covenant headroom.

🏁

Exit & QoE Readiness

Normalized EBITDA, clean data room, management schedules, and QoE-quality reporting built into the operating cadence, so the business is ready when the process starts, not scrambling after it does.

About
Glenn Turell, Founder of Turell PE Advisory
25+
years across PE & founder-led companies

I lived the manual version of finance.
Then I trained to rebuild it.

Glenn Turell · Founder, Turell PE Advisory LLC

The manual grind your finance team faces today is work I did manually for 25+ years. I trained specifically to rebuild it with today's AI tools.

Throughout my career I ran finance across PE-backed and founder-led companies. I know the manual grind firsthand: multi-entity consolidations reconciled across disconnected systems, closes assembled line by line, cash tracked every morning across separate bank logins, and board decks built over late nights before every meeting.

Delivered through that grind: two completed PE exits, to Concord Theatricals and Universal Music Group. A 25-day close compressed to 3. $55M+ in combined transaction value.

That experience is the point. I trained specifically to rebuild that work with AI-enabled tools, so the same output takes a fraction of the effort and the team spends its time on decisions instead of assembly. It starts with clean, standardized data and moves only as fast as the systems and ownership model allow.

ManualAI-enabled
Consolidations reconciled across systems
→
Automated, exception-flagged workflows
Line-by-line close and KPI assembly
→
Automated entries feeding a single source of truth
Highlighter-and-pencil reconciliations
→
Rules-based auto-matching
Cash and covenants tracked by spreadsheet
→
Live monitoring with alerts
Late-night board decks
→
Dynamic dashboards and reporting that refresh from connected data
AI Finance Accelerator Ambassador
Over the past year I've learned to apply AI across core finance work, including data cleaning, dashboards, forecasting, and process and reporting automation. My training was capped with the intensive AI Finance Accelerator program through the AI Finance Club, where I serve as an Ambassador.
Affiliate disclosure: as an Ambassador, I may earn a referral commission if you enroll through this link.
25+
Years in finance leadership
2
Completed PE exits
$6M
EBITDA improvement in a single portfolio company engagement
60d
To meaningful progress. No overhaul required.
Get in Touch

Let's start with a conversation.

If you are a PE sponsor or portfolio company executive dealing with reporting that lags the business, data in too many places, a finance team at capacity, or an exit on the horizon, I'd like to hear about it.

✉
glenn@turellpeadvisory.com
in
LinkedIn Profile

Typically responds within one business day.

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