Recent Posts
Plumbers, Millionaires, and Private Equity—The Surprising Intersection of Trades and Big Business
Private Equity Transforming Skilled Trades Who would’ve thought that fixing a leaky faucet or repairing an air conditioner could be the gateway to multi-million-dollar paydays? It turns out that private equity firms have discovered a treasure trove in skilled trades...
What Can an 800-Year-Old Sport Teach Us About Business?
The Ancient Sport That Even John McEnroe Struggles With – And What It Can Teach Us About Business Have you ever heard of real tennis? No, not the one you see at the US Open, but the real real tennis – the sport that’s been around for over 800 years. It’s so old that...
When Coyotes Cross Your Path: Adaptability in the Urban (and Business) Jungle
In San Francisco, we’re used to a little bit of chaos. Whether it’s our famously unpredictable weather or the traffic in Union Square, there’s always something to keep us on our toes. But lately, residents have been dealing with an unexpected challenge: coyotes. Yes,...
What If Employees Could Vote for CEOs?
A Radical, Yet Surprisingly Logical Idea Picture this: It’s Election Day at your company. Ballots in hand, employees from every corner of the organization line up to cast their votes—not for the latest office snack or Friday’s playlist, but for their next CEO. Sound...
The Fed’s Soft Landing Act – Cue the Applause, Please
Well, folks, it looks like the Federal Reserve has finally pulled off the economic equivalent of a gymnast sticking the landing after a quadruple backflip. That’s right, we’re talking about a "soft landing" – not just a myth whispered about by optimistic economists at...
Beyond the Numbers: The True Role of a CFO in SMB & Lower Middle Market Success
Special shoutout to the Secret CFO who's inspired me to write a brief series on being a SMB & Lower Middle Market CFO. After more than a decade in a mix of founder-led, privately held investor-owned, and PE-backed businesses across a variety of industries, it's...
The Art of Networking: It’s Give and Take, Not Give and Take My Card
Networking is crucial for solo practitioners and SMBs, but it’s not just about handing out business cards. It’s a dance of give and take, creating genuine connections without the hard sell. Learn how to master the art of networking with a focus on building relationships, offering value, and making lasting impressions.
Is Your Business Ready for the Corporate Tax Roller Coaster? Buckle Up!
So, there I was, enjoying my morning coffee and catching up on the latest tax policy news (because that’s what we CFOs do for fun, right?), when I got a call from a fellow CFO. Let’s call him "Taxus Maximus." He sounded more panicked than a cat during a vacuum cleaner...
The Critical Need for CFO Succession Planning
The Critical Need for CFO Succession Planning Introduction In the ever-evolving business landscape, the CFO role has expanded significantly, necessitating a broader skill set and forward thinking. However, recent findings from Deloitte's CFO Signals™ survey for Q2...