Fractional CFO, Outsourced CFO, Virtual CFO Topics
How Mergers and Acquisitions Can Propel Your Business Growth Strategy?
TL;DR: This article breaks down the core concepts of M&A, including strategic alignment, financials, and highlights examples of successful and failed deals. It also explains the benefits of M&A, such as market expansion, access to tech and talent, and cost...
Strategic Capital Raising: Balancing Runway and Dilution for Maximum Value Creation
After two decades in venture capital and having raised over $400 million throughout my career, I’ve seen firsthand how capital raising strategy can make or break promising companies. Most recently, I helped two clients secure about $5 million each in...
Q of E: A Strategic Approach for Maximum Transaction Value in Quality of Earnings
Quality of Earnings is a frequent conversation with clients. Many people don’t understand the implications of a good or bad Q of E, and those seeking private equity investment frequently fall into a trap of the big 4 accounting firms...
Understanding the Tariff Impact on Trade Balances: A Path to Barter Economy?
We’ve now seen Elon Musk blast Peter Navarro, highlighting their conflicting views on trade, following the matchlighting of trillions of dollars of retirement accounts. Things seem to be chaotic, and who knows where this tariff strategy will lead. One thing...
The Power of ESOP: Creating Win-Win Exit Strategies with Employee Stock Ownership Programs
A few years ago, I structured the sale of a business to an Employee Stock Ownership Trust under the rules for employee stock ownership plans. These transactions are known in this corner of finance as ESOPs. But these ESOPs...
How Fractional CFO’s Can Help Prevent Bankruptcy for Small-Medium Sized Businesses: Teaming Up with Founders to Enhance Liquidity
The words “Chief Financial Officer (CFO)” and “Founder” are often used in the same sentence when it is too late. Founders sometimes seek out a CFO when they are already drowning in hot water. Due to the high cost of...
Tariff Impact: Beyond Headlines to the P&L Reality for Emerging Businesses
Overview The ping-ponging news on tariffs & tariff impact has been very confusing for emerging businesses and clients that I service through my CFO services and analytics practice. The international trade commission has found that while steel and aluminum producers...
Navigating ASC 606 in the SaaS World: Strategies for MRR and ARR Recognition
I recently implemented an ASC 606 system in an emerging company that needed to move from cash revenue accounting to accrual revenue accounting. Emerging businesses face this issue when they start raising capital and external parties and investors want to...
Understanding the Rule of 78s: A Critical Tool for Recurring Revenue Forecasting
I recently created a series of financial calculators for businesses on my firm’s website. Shortly after I added the rule of 78s calculator, a useful concept I have used for years, I met a SaaS banker who had never heard...
Financial Calculators: An Essential Financial Tool for Business Owners
Informed decisions are key to sustainable growth and profitability. Financial calculators that once required specialized knowledge or expensive software are now accessible through targeted calculators that provide immediate insights. Whether you’re a startup founder, a seasoned entrepreneur, or a business...