Recent Posts
Scaling Smart: A CFO’s Perspective on Scaling a Business
As a Chief Financial Officer, I’ve seen firsthand how scaling a business can be both exhilarating and perilous. Scaling a business means increasing its capacity to grow and generate more revenue without a corresponding increase in costs. Scaling without a solid...
The Equity Conversation You Can’t Avoid: What If It’s Time to Raise Some?
Raising equity looks different from the inside than it does on paper. Having raised equity for both a venture-capital–backed startup and a public company, I’ve seen firsthand what it really takes to secure funding for growth, finish product development, and support...
Year-End Isn’t Just a Deadline — It’s a Financial Opportunity
As we head into year-end, most small and mid-size businesses focus on closing deals and tying up loose ends. But this is also one of the best times to create real financial strategy going into Q1. Over the years, I’ve seen that the companies who use these few weeks...
Raising Equity: What Every Owner Should Know Before Saying Yes
Growing companies hit a point where internal cash flow and debt financing no longer stretch far enough. When that day comes, the next question is often the hardest one: Do we raise equity, and if so, how? Over the years, I’ve raised equity for both a venture-backed...
The Founder’s Roadmap to Funding: Angels, VCs, and the Path to an IPO
Most entrepreneurs start the same way: a little grit, a lot of caffeine, and a spreadsheet that somehow doubles as both a business plan and a therapy journal. You hustle, you bootstrap, and you keep things moving until eventually, you hit a wall. The opportunities are...
Doing Standup Comedy- a CFO’s Perspective
Earlier this year, I got myself two coaches: • An AI coach I met with on Friday afternoons (Kevin Connor — awesome) • And a standup comedy coach whose class I joined on Monday nights (Carmen Vallone — also awesome). The AI class made me a better CFO. But surprisingly,...
Debt vs. Equity? The Funding Decision That Shapes Your Company’s Future
Raising capital is not only about getting money. It is about making the right choice for your business, your cash flow, and your control. Every growing business reaches a point when more capital is needed to expand, hire, or invest in new opportunities. When your...
Why Financial Metrics Still Matter More Than Ever
There comes a point in every business when the numbers stop being abstract and start telling a story. Maybe it’s the first time margins shrink even as revenue grows, or when cash flow feels tighter than it should. Those numbers aren’t just data points, they’re...
Setting the Organizational Foundation for Sustainable Growth
Whether your business has been operating for years or is just getting started, a business owner or manager must ensure that the organization is supported by a strong and stable foundation. That foundation rests on three essential functions: finance, operations, and...
Human Capital, Part 2: Are the Right People in the Right Seats on the Bus?
By Donald Retreage, Jr. - CFO/COO/EOS® Integrator, Partner Florida CFO Group You can have a solid strategy, an inspiring vision, and even robust financials, but if the wrong people are in the wrong roles, your organization won’t go far. As Jim Collins famously put it,...