So when you think about kind of the best-in-class businesses that you've seen, where do you see, I mean, you just mentioned those three different kind of elements, but when you show up, what's oftentimes the piece that might be missing that you say, okay, this is the first place we need to start to really shore things up to get you so you are getting that kind of best-in-class value?

Well, that's a tough one to pick one.

It's really dependent upon... business, but let me hit high levels because it allows me to maybe talk about some examples.

So top line revenue, right? All things being equal, and you may be in a business that this is impossible, but you want recurring revenue.

You want, in a perfect world, annual recurring revenue.

In a perfect world, you want that annual recurring revenue to be reflected in a longer-term contract.

But sometimes that's not possible.

This is what a well-capitalized business feels