Recent Posts
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,...
Human Capital Starts with Honest Talent Evaluation
In today’s fast-paced, tech-driven business landscape, it’s easy to forget that your greatest asset isn’t your product, platform, or even your intellectual property; it’s your people. As an EOS Worldwide (Entrepreneurial Operating System®) Integrator™ and CFO Partner...
Florida CFO Group Joins Panel and Sponsors “Back to the Future of Work” Event
On September 4th, members of the Florida CFO Group joined business leaders from across Tampa Bay at Embarc Collective for an evening of forward-thinking conversation and a bit of nostalgic fun. Hosted by Fractio and held at Embarc’s ReliaQuest Auditorium, the...