Recent Posts
What Scaling Actually Looks Like in 2026
I have spent most of my career working with middle-market companies, and one thing I have learned is that growth and scaling are not the same thing. That distinction matters more in 2026 than it has in a long time. I regularly hear business owners and management teams...
AI Policies Are the New Internal Controls: A CFO’s Guide to AI Governance
The most important control in your business right now isn't in your accounting system. It's the one nobody has written down yet — the rules for how your people use AI. I've spent four decades watching internal controls evolve. Segregation of duties. Approval...
The Cost of Delayed Financial Reporting: Why Timing Matters to Business Decisions
Late financials don’t just frustrate the board. They can cost a business the chance to make decisions while those decisions still matter. Managing history instead of the business When reporting runs 30, 45 or 60 days behind, you’re managing with an incomplete picture....
Leadership Under Pressure: Why the Demands on Leadership Teams Are Growing
Leadership has always come with pressure. The responsibility for making difficult decisions, navigating uncertainty, delivering results and helping an organization move forward has never been easy. However, the nature of that pressure has changed. Leadership teams are...
The Quality of Growth: Why Revenue Alone Isn’t Enough for Investors
For years, revenue growth was one of the easiest ways for a company to get investors’ attention. If sales were growing quickly, investors were often willing to tolerate weak margins, inconsistent cash flow, and significant spending in the name of expansion. That...
Companies Are Outgrowing Their Systems Faster Than Ever: Here’s What Happens Next
For many growing companies, success creates a problem nobody anticipated. The systems that helped get the business from $1 million to $5 million in revenue often become the very systems that prevent it from reaching $20 million and beyond. I recently worked with a...
Buyers Are More Skeptical in 2026: Here’s What They’re Looking For
If you are considering selling your business in the next few years, the M&A market of 2026 requires a different mindset than it did just a few years ago. Capital is still available. Strategic buyers are still acquiring. Private equity firms continue to seek...
The Spreadsheet Problem: A Hidden Risk for Growing Companies
Most growing companies don't break because of strategy. They break because the spreadsheet that got them to $5 million can't carry them to $20 million, and nobody noticed until it failed. I've seen this pattern more times than I can count, across finance, operations,...
AI and Leadership: The CFO’s Opportunity to Create More Than Efficiency
Artificial intelligence amplifies experience. Leadership converts it to the right results. The right results improve the lives of customers and employees while delivering better returns for business owners and investors. Experienced CFOs lead business teams to think...
Transition Planning: How to Hand Off Your Business Without Disrupting Operations
Closing the deal isn't the finish line. Whether you're selling your business, preparing for retirement, bringing in new leadership, or completing an internal succession plan, the transition period is often what determines whether the business continues to thrive. Even...