Insights That Drive Value.

Bad Data Leads to Bad Decisions

Bad data is the death of companies. If I give you the Read More Read More

The CFO Is More Than the Finance Leader

In middle-market companies, leadership has to wear multiple hats. Sometimes the CFO Read More Read More

The Silent Lever That Can Create Serious Value

In creating value, there’s only so many levers that we can pull. Read More Read More

Great CFOs Reforecast, Not Just Budget

Budgets are a look into what we see the company doing over Read More Read More

Good Data Is Only Half the Story

The table stakes for a useful reporting package is good data. That’s Read More Read More

A Transaction CFO Can Increase Your Company’s Value

If you’re looking to sell your business in a year, you bring Read More Read More

Financial Reporting Is the Table Stakes for Private Equity

It sounds simple, but it really does come down to the table Read More Read More

Why Cash Flow Will Always Be King

The reason I say cash flow is king is because revenue and Read More Read More

Private Equity Fundraising Is Slowing. Here’s What CFOs Must Do

When you see fundraising fall to the lowest level in seven years, Read More Read More

Great CFOs Teach, They Don’t Just Report

Numbers can be scary. It’s my job as a CFO to be Read More Read More

The Modern CFO Is an Architect of Growth

I was just reading this article about CFOs as risk managers. And Read More Read More

Why Every Private Equity Deal Needs a CFO on Day One

I was just reading this article asking when’s the right time to Read More Read More

The First Step in Private Equity Value Creation

When I work with a company that’s never worked with private equity Read More Read More

I once walked into a company that had 26 retail stores. We Read More Read More

The CFO Is the First Value Accelerator

I was just reading this article about value creation in companies, particularly Read More Read More

A CFO’s First 100 Days Define Everything

When you walk in as a new CFO, the first hundred days Read More Read More

The CFO Is the Bridge After the Deal Closes

Deals are often contentious. You have a seller who’s looking to get Read More Read More

Why CFOs Must Stay Exit Ready at All Times

I was just reading this article about the secondaries market booming. LPs Read More Read More

The CFO’s Real Superpower Is Communication

I know I keep saying that the CFO is a nonfiction storyteller, Read More Read More

Private Credit Is Booming. Here Is the CFO Reality

This article talks about the explosion of private credit within private equity. Read More Read More

Why Audit Experience Matters for CFOs

I think A CFO who starts their career in a non-audit background Read More Read More

Culture Is Value Creation, Not HR Talk

The CFO isn’t just a numbers guy. They’re a leader who helps Read More Read More

Why Great CFOs Are Always Audit Ready

I started my career in big four accounting in the audit team Read More Read More

Choosing the Right CFO Model Matters

Not every company needs the same CFO model. Some companies need an Read More Read More

Why Smaller Teams Outperform Bigger Ones

When given the option between a small efficient team or a large Read More Read More

The Truth About Hiring a CFO

Folks, I just read this article that talks about when you should Read More Read More

How CFOs Protect Margins From Trade Volatility

Folks, I promise I’m never gonna come to you with political commentary, Read More Read More

Great CFOs Bring Solutions, Not Just Problems

I call myself a solutions architect. Why? Because as a CFO, I’m Read More Read More

Inflation Is Not the Real Threat to Your Margins

There are articles everywhere. Every client I talk to, what do they Read More Read More

Trust Is the CFO’s Greatest Asset

Trust is everything in a company. It’s a multiplier of value. If Read More Read More

Turning KPIs Into a Story That Drives Value

I always tell new clients that the role of a great CFO Read More Read More

How Mid Market CFOs Compete With Mega Funds

In this article in ainvest.com, it stipulates that mega deals are set Read More Read More

Growth Means Nothing Without Value Protection

Every company wants to grow and create value. However, you also have Read More Read More

How CFOs Stop Value Erosion in Tail End Funds

According to a recent report from Trio Asset Management, firms had $668 Read More Read More

How CFOs Decide Which Investments Create Value

So many times a CFO is viewed as the “no” guy. The Read More Read More

Exit Delays Are a Test of CFO Discipline

A recent PricewaterhouseCoopers article indicated that there are over 30,000 private equity Read More Read More

Why Great CFOs Say Yes If, Not No

So many times the CFO is viewed as the “no” guy. I’d Read More Read More

Why Private Equity Hold Periods Keep Getting Longer

A recent private equity info article indicated that PE hold times are Read More Read More

The CFO Role in a Private Equity Acquisition

In a private equity deal, we all have a plan of what Read More Read More

CEO vs CFO: Who Really Charts the Course?

When I say the CEO is a captain and the CFO is Read More Read More

Bumps in the Road

Navigating the Bumps in the Road I came across a story that Read More Read More

A CFO Knows Yes and No

The CFO’s job isn’t to say No. It’s to make sure every Read More Read More

Clarity and Priorities

Clarity Starts With Priorities! People don’t get stuck because they lack direction. Read More Read More

CFO Changes

Oh the Times They Are a Changin’ The CFO role has changed Read More Read More

Lessons from Lego

Lessons from Lego I recently read about Lego’s turnaround in the early Read More Read More

Cash flow is not an afterthought. It is strategy.

Cash flow is not an afterthought. It is strategy. When I walk Read More Read More