The Lonely CFO
Financial leaders in small and midsized businesses (SMBs) have it tough. SMBs have it even tougher in that they don’t often have... Read More
Financial leaders in small... Read More
Rootsource
Arrows in the Quiver: Finance as a Competitive Advantage
What are the traditional sources of competitive advantage? Having the best product or customer service, the leanest cost structure, or perhaps just... Read More
What are the traditional... Read More
The Data False Flag Can Be Worse Than No Flag
Data and analytics are valuable to business management. That isn’t news. However, there are many situations where improper labeling, incomplete datasets, or... Read More
Data and analytics are... Read More
Where’s The Finance Talent At?
I spend a lot of time talking to finance professionals. The team, candidates, members of finance teams at clients, other colleagues, friends,... Read More
I spend a lot... Read More
Protecting the Entrepreneurial Spirit
Entrepreneurship is sometimes characterized as jumping off a cliff and figuring out how to construct the parachute on the way down. Essentially... Read More
Entrepreneurship is sometimes characterized... Read More
The Limits of Traditional Finance Models
The leaders of small and midsize businesses (SMBs) can have it tough when it comes to working with finance providers, both in... Read More
The leaders of small... Read More
Don’t Be a Pig
There’s a common investment banking saying about less-than-ideal clients. It’s “putting lipstick on the pig,” referring to dressing up a company as... Read More
There’s a common investment... Read More
The Working Capital Value Trap
There is often debt aversion in small or family-run businesses. Many leave excess cash in the company to not stress about working... Read More
There is often debt... Read More
Losing Ground with the Status Quo
In this era of disruption, technological advancement, and seismic shifts in the way we all do business, doing the same thing as... Read More
In this era of... Read More