Stories and lessons from an unexpected journey in finance. If startups require building from scratch and public companies require navigating scale, the PE/VC-backed middle market sits in the most demanding place of all: transformation. In these environments, I’ve often been brought in when the business is behind plan, burning cash, or lacking operational discipline. Sometimes
Stories and lessons from an unexpected journey in finance. If the middle market and public-company CFO roles are about refinement, the startup CFO role is raw creation. I’ve stepped into venture-backed environments where the company had tremendous product vision but very little financial structure. It’s not unusual. Startups grow around opportunity, not process. When the
Stories and lessons from an unexpected journey in finance. If there’s one universal truth about the CFO role, it’s this: the title may stay the same, but the job absolutely does not. Over nearly three decades across startups, PE-backed middle-market businesses, and multi-billion-dollar global enterprises, I’ve learned that a CFO’s world is completely shaped by
Stories and lessons from an unexpected journey in finance. Thanksgiving has a way of forcing even the busiest leaders to hit pause—if only for a moment. And every year, when I finally stop running from meeting to meeting, board deck to board deck, and crisis to crisis, I’m reminded of just how much there is
𝘚𝘵𝘰𝘳𝘪𝘦𝘴 𝘢𝘯𝘥 𝘭𝘦𝘴𝘴𝘰𝘯𝘴 𝘧𝘳𝘰𝘮 𝘢𝘯 𝘶𝘯𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥 𝘫𝘰𝘶𝘳𝘯𝘦𝘺 𝘪𝘯 𝘧𝘪𝘯𝘢𝘯𝘤𝘦. One of the most misunderstood financial metrics—by boards and founders alike—is free cash flow (FCF). It sounds technical, but it’s really this: FCF is your Netflix money. Think about your personal finances. Each month you pay the must-haves: rent or mortgage, groceries, utilities, insurance. In business, that’s payroll, COGS, hosting, vendor payments—everything required just