Financial Strategy
What Is a Revenue Model and Why Does It Matter?
Your company’s revenue model affects every aspect of your business, including growth, scalability, and value. Whether contemplating a change or selecting a model for the first time, thoughtful planning is critical. As a fractional CFO, I have helped many CEOs choose...
How to Avoid Goal-Setting Mistakes as a Financial Services CEO
Every CEO understands the necessity of goal-setting. After all, you are responsible for establishing the North Star and motivating your team to pursue it. However, as a Fractional CFO, I have worked with small and mid-sized companies in the financial services space...
How to Prepare for Due Diligence: A Checklist
Great CEOs always look to the future, and sometimes this leads to the realization that you must prepare for desirable opportunities, because these events will undoubtedly trigger a due diligence process. Although it may sound daunting, getting a jump-start on the...
Why Savvy Business Leaders Outsource Strategic Roles (and How to Do So Effectively)
Many business owners resist outsourcing important positions, and it is easy to understand why. When you have built a company from the ground up, you are deeply invested in its success. It is hard to imagine that a contractor could match an internal team member’s...
