Fractional CFO, Outsourced CFO, Virtual CFO Topics
The Skype Story and What Business Owners Can Learn From It: The Rise and Fall of Skype
The rise and fall of Skype is the story of a company that had an incredible trajectory since it was founded over 20 years ago, set against the historical and technological background of peer-to-peer file sharing services like Kazaa; however,...
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...
Interim CFO: Expert Financial Leadership for Your Business Transitions
When your chief financial officer unexpectedly departs or your company faces a critical financial transition, waiting months for a permanent replacement isn’t an option. Business operations continue, stakeholders demand answers, and financial decisions can’t be delayed. This is where an...
The Best Outsourced CFO Services: Boost Your Business Financial Health
Introduction to CFO Services Outsourced CFO services provide expert financial management and strategic insights to improve financial performance and drive growth. CFO outsourcing refers to engaging external financial experts to fulfill the CFO role, offering businesses—especially small and growing ones—strategic...
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...