Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning

CFO Weekly

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:

• Dennis DuBois on LinkedIn
• Creative Planner Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

• Driving Value Beyond Finance with Tom McDermott
• Why CFOs Are the Chief Everything Officers with Claire Bramley
• Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
• NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
• What Lights You Up? with Jordan Grumet
• Become a Lean Six Sigma Master Black Belt with William Washington
  

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