CareTrust REIT CFO Succession: Pipeline-Ready Deal Flow
Bill Wagner retires. Derek Bunker steps in as CFO. Finance leadership gap = urgent sales trigger. Pitch our CFO transition toolkit to close faster. 💰
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🚀 Battle Card: CareTrust REIT, Inc.
Quick trigger:
👤 Decision Maker in the News
- Derek Bunker, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/caretrust-reit-inc-/)
💡 Why It Matters
- This CareTrust REIT, Inc. sales trigger calls for stabilizing finance leadership to keep investor confidence high as they expand their skilled nursing and seniors housing portfolio. → Source
🎯 Core Pain Point
- Leadership continuity risk: Finance team under new leadership ahead of this CareTrust REIT, Inc. sales trigger needs seamless handoff.
- Capital management complexity: Integrating US and UK acquisitions demands robust, harmonized FP&A processes.
💰 What to Pitch
- Primary: CFO transition toolkit → Automate role handover and preserve investor trust during this CareTrust REIT, Inc. sales trigger.
- Expansion: Portfolio analytics platform → Drive data-driven capital allocation across multi-jurisdiction properties.
🗺️ Quick Context
- HQ: San Clemente, CA
- Employees: ≈ 50
- Rev: ≈ $200 M
🤼 Competitive Intel
Which other vendors you’ll probably face to win CareTrust REIT, Inc.’s business.
- Oracle NetSuite ([netsuite.com](https://www.netsuite.com)) — ERP / CPM
- Unique edge: Fully integrated cloud suite for global finance ops
- Evaluated by CFO & finance team for scale
- Workday ([workday.com](https://www.workday.com)) — Financial Management
- Unique edge: Modern UI with real‐time analytics
- Evaluated by CFO & IT for user adoption
- BlackLine ([blackline.com](https://www.blackline.com)) — Account Reconciliation
- Unique edge: Automated close process for accuracy
- Evaluated by Controller & Accounting for compliance
- Adaptive Insights ([adaptiveinsights.com](https://www.adaptiveinsights.com)) — FP&A
- Unique edge: Intuitive planning and forecasting dashboards
- Evaluated by VP Finance for agility
✅ Do-Now Checklist
Generate email + DM with the Copy-My-Prompt block (Step 7) and tie it to the CFO succession
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Automate finance team handoffs and accelerate your financial close❑
PROOF_METRIC = ❑30% faster month-end close❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Derek
COMPANY = CareTrust REIT, Inc.
DEPT = Finance
SIZE = ≈ 8
BOTTLENECK = leadership continuity risk
EVENT = CFO succession
DETAIL = Bill Wagner’s planned retirement
PAIN = ensuring seamless finance leadership handoff
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250923315371&div=41152219
SIM_CO = The Ensign Group
WIN_METRIC = 30% faster month-end close
NEXT_SIZE = ≈ 15
EMP_EST = ≈ 50
REV_EST = ≈ $200 M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 8-person Finance
Derek—noticed your Finance team is ≈ 8.
That’s when leadership continuity risk slows growth.
We helped The Ensign Group fix this with Automate finance team handoffs and accelerate your financial close.
Result: 30% faster month-end close.
Quick call?
PS—next bottleneck hits ≈ 15.
DM ≤45 words, TONE:
Saw your post about Bill Wagner’s planned retirement — ensuring seamless finance leadership handoff.
Automate finance team handoffs and accelerate your financial close. 30% faster month-end close. Quick chat?