Fractional CFO, Outsourced CFO, Virtual CFO Topics
Beyond Fulfillment: Mastering Mid-Market Finance
In the fast-paced world of mid-market growth, founders often find themselves caught between basic bookkeeping and the need for high-level financial strategy. On this episode of Beyond Fulfillment, host Dave sits down with Salvatore Tirabassi, Founder and Managing Director of...
ESOP Succession Planning, 1042 Tax Rollovers, and Business Exit Strategy
On The Agent of Wealth podcast, Salvatore Tirabassi walks through how Employee Stock Ownership Plans (ESOPs) work end-to-end — from selecting a trustee and banker to seller notes and warrants and the powerful 1042 tax exchange — and explains when...
My First 30 Days as Your Fractional CFO
When I step into a new engagement, my focus is on identifying quick wins that create immediate value. Once we succeed in these critical areas, we build momentum and continue to improve systematically. The first 30 days aren't about grand...
Training an AI Agent Is Teaching You How to Manage: A reflection on patience, process, and the human skills hiding inside the machine
I've been spending a lot of time with Claude lately. Not because I want to but because AI agents are not a mindless effort if you want them to work correctly. Recently, I was at a networking event with other...
The Hidden Cost of the Pivot: Why Failing Fast May Be the Most Expensive Strategy in the AI Era
AI has flattened the innovation economy, making product replication faster and cheaper than ever. And in a market where product differentiation is temporary, customer acquisition and retention becomes the only durable competitive moat. Those two conclusions lead directly to a...
When Everyone Can Build, the Only Moat Is Who You Have and Why They Stay
In my last post, I explored how AI has flattened the innovation economy, making product replication faster and cheaper than at any point in history. If anyone anywhere can build what you built, the natural follow-on question is uncomfortable: what,...
Move Fast and Build Things: How AI Is Rewriting the Rules of Innovation
CFO > Move Fast and Build Things: How AI Is Rewriting the Rules of Innovation For a long time now, “move fast and break things” was the operating philosophy of the innovation economy. Ship quickly, learn from failure, outpace the known...
Anthropic and Open AI: How Core Values May Be the Difference Maker in the Battle for #1
Focus comes from principles guiding to a vision. Success comes from execution guiding to an opportunity. This depends on teams aligned on core values. Exceptional success relies on focus to create remarkable outcomes. But it does not work the other...
The Fraud Triangle’s Achilles Heel – Engineering Trust Through Systematic Controls
Outright financial fraud in the form of stealing company funds is something that happens. In the news you can find a variety of examples of systemic cash fraud, and, all too often, this occurs in the accounting and finance areas...
When Every Dollar Has a Name on It: Mastering Third-Party Fund Accountability
Table of ContentsThe $31 Million Documentation DisasterUnderstanding the Federal Compliance MazeDue Diligence Readiness: The Foundation of Audit SuccessThe Cascade Effect of Poor DocumentationOvercoming Financial ChallengesExpert Advice and ResourcesThe ProcurementExpress Solution: Compliance by DesignReal-Time Budget EnforcementThe Audit-Ready AdvantageBeyond Compliance: Strategic Grant...