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ACG Strategic Insights™
Strategic Intelligence That Drives Results
ACG Strategic Insights™ reaches more than 10 million executives and aspiring leaders worldwide — daily. The topics covered here are the same ones driving the most consequential decisions in boardrooms right now: strategic leadership, financial strategy, technology and innovation, business strategy, and executive development. This is the thinking that underlies the work.
All Posts
Optional Quarterly Reporting Hands Boards a Decision Most Haven’t Framed
The SEC’s proposed Form 10-S would let public companies file one interim report instead of three. Even companies that stay quarterly face new questions from lenders, sponsors, and investors, and the answers sit in a three-layer reporting system.
Jerry Justice
6 hours ago8 min read
The K-Shaped Consumer Is Breaking Your Average Customer Assumptions
Planning around an average customer fails when demand splits. The pattern reaches B2B through your customers’ customers, and the size of the split is debated, so test it against your own data.
Jerry Justice
1 day ago7 min read
Admitting a Wrong Call Protects Authority Better Than Defending It
A bad decision costs you twice, once in results and once in credibility. The research on apology, silence, and escalation shows why admitting a wrong call tends to protect authority, and how to reverse course with your team intact.
Jerry Justice
2 days ago7 min read
Electricity Strategy Is Now a Business Decision for Leaders
U.S. commercial electricity use is overtaking residential use, and grids from Ireland to Southeast Asia are setting new limits on power. Here is what that means for your sites, capacity, and margins.
Jerry Justice
3 days ago7 min read
Health Benefit Costs Are Now a Capital Allocation Decision
Health benefit costs are projected to jump 8.2% in 2027. Learn how the U.S. employer coverage model puts that increase on your income statement and why CFOs and CHROs should plan it together.
Jerry Justice
4 days ago7 min read
Why Your Best Process Documentation Is Already Obsolete
Process documentation is accurate on the day it's written and starts aging the next morning. Here is why the gap stays hidden and how to find it before an audit, a buyer, or a resignation does.
Jerry Justice
Oct 307 min read
Executive Bench Strength Is the Risk Your Income Statement Never Shows
A company that runs on one or two irreplaceable people carries a risk the income statement never reports. Here is where it hides, how buyers and boards find it, and how cross-training and a mapped bench close the gap.
Jerry Justice
Oct 298 min read
What the Fed's October Meeting Means for Your Deal Financing Window
The Fed's decision reprices floating-rate debt at once, but term premiums, spreads, and lender appetite move on their own. Here is how to read October and December together before you set a closing date.
Jerry Justice
Oct 288 min read
Strategic Buyers and Financial Buyers Want Different Things From You
A strategic buyer pays for what your company adds to its own. A financial buyer pays for what your company can earn and become. Here is how to read which one you're facing before you set your price.
Jerry Justice
Oct 277 min read
Inventory Planning for a Fourth Quarter That Won't Behave Like Last Year's
Last year's Q4 curve is a record, not a plan. A practical way to test demand, duty, and lead-time assumptions and set trigger points before the holiday buy closes.
Jerry Justice
Oct 266 min read
What Your Bank's Q4 Portfolio Review Means for Your Credit Line
Banks re-rate loans on a schedule, and the rating shapes how your covenants and borrowing base are treated. See what the reviewer examines, who wins a disagreement, and how to check your own headroom first.
Jerry Justice
Oct 238 min read
Earnout Governance Is the Problem You Signed Up For
Closing ends the negotiation but not the earnout. Here is how buyers and sellers can track the metric, share information, and keep a payout from turning into a dispute.
Jerry Justice
Oct 228 min read
The Leadership Skill of Absorbing a Bad Number Before You Act
A disappointing figure tests your judgment before it tests your strategy. Learn why panic and minimizing fail the same way and how to separate the signal from the story.
Jerry Justice
Oct 218 min read
The Onboarding Process That Determines Whether Your Q4 New Hires Perform in Q1
A Q4 hire reaches day 90 in Q1, and by then the cause of any stumble is months old. This piece shows where a compressed start breaks the process and what to check before blaming the person.
Jerry Justice
Oct 208 min read
Why Sellers Leave Deal Value on the Table Before the Process Starts
Buyers pay for what your records can prove. Here is where sellers lose value before a banker is hired, and the questions that show what to fix first.
Jerry Justice
Oct 198 min read
The Capital Expenditure Freeze That Costs More Than It Saves
A year-end freeze can protect the wrong number and push costs into Q1. Research on target-driven cutting shows how the delay compounds, and a three-group sort shows which spending can wait.
Jerry Justice
Oct 167 min read
Why Your Highest Performer Just Turned Down the Promotion
A top performer's no isn't always a refusal to grow. It can be an accurate reading of how the role was built, and a signal that the career path needs more than one shape.
Jerry Justice
Oct 157 min read
Cyber Diligence Gaps That Surface After the Deal Closes
Buyers inherit a target's security exposure the day a deal closes, including what the diligence window never showed. A regulator's findings in the Marriott and Starwood case show how a clean report can leave the gaps that matter.
Jerry Justice
Oct 148 min read
Legacy Systems Are Not the Risk, Your Plan to Replace Them Is
Old systems have real costs, but the damage often comes from the move itself. Verified cases from the UK, Canada, and the US show where replacement plans break and what to settle before go-live.
Jerry Justice
Oct 137 min read
The Board's Role in M&A Has Changed, and Most Boards Haven't
Boards built for scheduled oversight now face deal clocks set by counterparties, regulators, and rulebooks. A Delaware ruling and 2026 research from NACD, Deloitte, and PwC point to the same fix, which is deciding how the board will engage before the first approach arrives.
Jerry Justice
Oct 128 min read
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