Exit ready - The portfolio company playbook

Exit ready - The portfolio company playbook

From KPMG Financial Reporting podcast by KPMG LLP (U.S.)

April 7, 2026 · 32 min

About this episode

The episode provides a strategic playbook for financial leaders on navigating the portfolio company lifecycle and making critical accounting choices for a successful exit.

In this episode, host Nick Tricarichi is joined by KPMG Partner Nick Burgmeier. Together, they provide a strategic playbook for financial leaders, deconstructing the portfolio company lifecycle and revealing how to make the critical accounting choices that pave the way for a smooth and valuable exit, whether it's an IPO, a strategic sale or a continuation fund.

People in this episode

Host: Nick Tricarichi

Guest: Nick Burgmeier

Topics covered

  • portfolio company lifecycle
  • financial leadership
  • accounting choices
  • exit strategies
  • IPO
  • strategic sale
  • continuation fund

Keywords

  • portfolio company
  • financial leaders
  • accounting choices
  • exit strategies
  • IPO
  • strategic sale
  • continuation fund

Mentioned in this episode

Organizations: KPMG LLP (U.S.)

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