ORCA OPERATING PARTNERS / INSIGHTS
Ideas that
change the outcome.
Perspectives on cash flow, operating discipline, enterprise value, and the decisions that move businesses forward.
Recent thinking.
Practical ideas for owners, executives, and investors making consequential decisions.
When growth looks healthy but margins tell a different story
A boardroom guide to reconciling the growth narrative with the economics of software and professional services.
Read article ↗Value Is Built in Cash Flow. The Multiple Is Only the Shorthand.
A business becomes valuable when it can produce more cash, produce it more reliably, and defend the economics behind it.
Read article ↗Cash Conversion Is an Operating Metric.
Earnings may be improving while the bank balance tells a different story. Start with the mechanics of conversion.
Read article ↗Growth Has to Earn Its Keep.
The best growth initiatives improve durable profit and cash generation without requiring disproportionate investment.
Read article ↗