Resources
Executive guides, real client outcomes, and a curated read of the research that informs how we work — selected for founders, investors, and the partners who refer them.
Practical playbooks for the transition from back-office accounting to institutional-grade corporate finance — our own research alongside the outside thinking we rate most highly, curated for founders, investors, and finance leaders.
Why companies between $3M and $100M overpay — or under-resource — the finance function, what the benchmarking data shows, and how a tiered model closes the gap.
Download PDF → Hunt + Co. Advisors · Client BriefingWhat's accurate in 2026: no forgiveness, the relief that does exist, and why staying current matters after the SBA's record referral to Treasury.
Read the briefing → McKinsey & CompanyHow PE-grade ownership discipline raises the bar on forecasting, focus, and value creation.
Read → McKinsey & CompanyWhat separates effective portfolio-company CFOs in their first 12 months — and how they spend their time.
Read → Bain & CompanyWhy one-dimensional diligence misses value, and how integrated diligence connects the levers.
Read → KPMGAnnual empirical read on WACC, risk premiums, and return expectations across sectors.
Read →How we take companies from messy, multi-entity accounting to an institutional close. Scenarios below are representative of the work.
Rebuilding the books and automating the close for a founder-led services company.
View scenario → CFO Advisory · Interim CFORolling cash forecasting, margin by service line, and a board-ready package for a fast-growing founder-led company.
View scenario → M&A Advisory · Sell-SideGAAP conversion, defensible EBITDA adjustments, and a complete data room — on the seller's timeline.
View scenario →The research we track on middle-market performance, private capital, cost of capital, and finance technology — refreshed as new editions publish.
The middle market carried real momentum into 2026: the National Center for the Middle Market's latest reading put year-over-year revenue growth at 11.7%, with AI now the leading destination for near-term investment dollars. Capital, though, is not cheap — KPMG's most recent Cost of Capital Study sets the average WACC at 8.5% (9.4% in technology), and Bain's 2026 private-equity read argues "12 is the new 5": with borrowing costs of 8–9%, today's deals need roughly 10–12% annual EBITDA growth to clear the old 2.5x return bar. On the technology side, FinOps has gone AI-first — 98% of organizations now manage AI spend, up from 63% a year earlier — even as more than half still can't fully scope what they're spending. The through-line for finance leaders: disciplined value creation and cost visibility matter more when growth must be earned, not borrowed.
Latest reading: 11.7% YoY revenue growth and AI as the top near-term investment for $10M–$1B companies.
Explore → Bain & Company"12 is the new 5" — at 8–9% borrowing costs, deals now demand 10–12% annual EBITDA growth for the same return.
Explore → FinOps Foundation98% of organizations now manage AI spend (up from 63%) — yet over half can't fully scope it.
Explore → CFO DiveVendors are embedding autonomous AI agents across FP&A, tax, and treasury as finance moves toward end-to-end automation.
Read → CFO DiveOngoing coverage of the ERP, automation, and AI shifts reshaping the back office.
Follow → McKinsey & CompanyCapital allocation, planning, and performance — now with 44% of CFOs running gen AI across five-plus use cases.
Explore →External resources are independent third-party publications, shared for reference. Links do not imply affiliation or endorsement, and Hunt + Co. is not responsible for external content.
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Schedule an Exploratory Call →rocky@huntandcoadvisors.com · Smyrna, GA