Article

Budgeting for Results – Developing the Right Targets, Tools, and Process

Posted on by impactpoint
12
Jan

Introduction

For many middle market, PE-backed companies, the annual budget is the roadmap to delivering on the investment thesis. Done well, it can align every function around value creation and position the business to meet or exceed its targets. Done poorly, it can delay initiatives, create roadblocks, and leave critical performance gaps undiscovered.


Impact Point’s approach to budgeting is designed to eliminate those pitfalls. It blends discipline and flexibility, ensuring budgets are actionable, transparent, and tied directly to the company’s strategic goals. Here’s what that looks like in practice.

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Chad Stacey

Partner

Chad Stacey is one of the founding partners of Impact Point Co., and leads the firm’s M&A Services group. Based out of New York, Chad has 16+ years of experience in providing professional services to clients from the PE middle market through to Fortune 100 companies. His experience includes merger integration planning & execution, synergy assessments, carve-out support, cost efficiency and working capital optimization. Chad tailors Impact Point’s M&A services methodologies to each client, and his expertise spans many industries including technology, telco, industrials, healthcare, consumer products, and pharmaceuticals.

Chad also serves as the Program Director for the US M&A Executives Council for The Conference Board, a not-for-profit think tank composed of M&A leaders from the world’s largest acquirers.

Prior to founding Impact Point, Chad previously worked within Alvarez and Marsal’s Private Equity Performance Improvement group, primarily focused on supporting PE Portcos in the middle market to execute their portfolio investment strategies. Chad led programs including merger integration, carve-outs, cost take-out and other performance improvement initiatives. Prior to A&M, he worked with EY in London, UK and Perth, Australia, where he delivered transaction advisory services, due diligence and working capital optimization for both Private Equity portcos and public companies. His qualifications include a BCom from Curtin University in Western Australia, and his postgraduate qualifications include a GradDip in Applied Finance from the Financial Services Institute of Australasia (FINSIA), and he is a qualified CA (Institute of Chartered Accountants, Australia and New Zealand).