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.

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, 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

Glenn Turell

Founder · Turell PE Advisory LLC

I built Turell PE Advisory to combine 25 years of senior finance and operating experience across PE-backed and founder-led companies with hands-on AI Finance capabilities, serving lower-middle market sponsors and portfolio companies across consumer, media, services, hospitality, and entertainment.

This is a lean, senior-led practice by design. You work directly with a senior PE CFO. Specialized support is added only where it accelerates execution.

Real PE operating experience combined with current AI fluency is the differentiator.

Broadway Licensing Global → Concord

Chief Financial Officer · Sold May 2025

Managed due diligence, data room, and management schedules for Goldman Sachs-led sell-side; $35M transaction. Reduced monthly close by 60% and standardized multi-entity reporting in parallel with the sale process.

AREA15

Vice President of Finance · Las Vegas

Built finance infrastructure from the ground up for a ~$60M immersive entertainment business spanning ticketing, F&B, retail, sponsorship, and venue operations.

Elias Arts Holdings → Universal Music Group

Chief Financial Officer · Seaport Capital Portfolio Company

EBITDA from −$2M to +$4M. Close from 25 days to 3. Launched an Audio Identity division and an international licensing subsidiary. The licensing business added $3M in enterprise value and was a primary driver of the exit. Successful exit to Universal Music Group.

Don Buchwald & Associates

Controller

Modernized accounting systems, automated reconciliations and payment processes, and built performance KPIs for a leading talent and literary agency.

Earlier Career

Finance leadership across hospitality, entertainment, and brand strategy

The World Entertainment (WWE subsidiary) — Controller
The FutureBrand Company — Senior Consultant, Brand Valuation & Strategy
Starwood Hotels & Resorts — Director of Finance, New York Region (8 properties)

NYU Stern · MBA with Distinction Cornell University · B.S. AI Finance Club Accelerator · 2026

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

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Visibilitydrives value.