Insights
Frameworks for the fractional CFO moment.
Field notes from 25+ years of senior finance leadership. Exit readiness, FP&A scaling, capital strategy, and where AI belongs (and doesn't) in the finance function.
The Three Things Buyers Actually Diligence Before Closing
By the time a buyer is in your data room, the LOI price is already a number they're trying to walk back from. The three areas that drive nearly all the price erosion between LOI and close.
Read the post →The $40M Ceiling: Where Founder-Built Finance Stacks Break
Almost every founder-built finance stack breaks somewhere between $20M and $40M in revenue. Three failure modes show up almost every time, and the cost of waiting is paid in valuation.
Read the post →Where AI Belongs in the CFO Stack (and Where It Doesn't)
Three places AI belongs in the CFO stack. Three places it doesn't. From a CFO who used AI tools through a $95M sale process.
Read the post →Want to talk about your finance function?
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