I love to meet smart people, with diverse backgrounds, who have incredible vision, and take incredible risks.
I love to solve difficult problems
With decades of deep corporate finance experience, I love to solve the big problems that others shy away from. In business, the hardest problems are usually people problems. People matter. And in my experience, at privately-held corporations, people matter more.
Privately-held companies are communities of founders, investors, sometimes family, sometimes neighbors and best friends. As my practice focuses on the unique challenges faced by privately-held corporations, I am acutely attuned to how these relationships are intertwined with the operation and performance of the business.
My role, frequently, is to encourage others to make the best decisions under less than ideal circumstances, and with less than complete data. I know it's hard. And I gravitate toward these friction points to make the organization stronger.
I love to be part of the team
Often I am my client's CFO. Sometimes, I report to the CFO. Other times, I report to the CEO and mentor the CFO, to help them build the kind of department not allowed by time or expertise.
Regardless of what role I play, I am an extension of your team, your brand, and your goals. If I am not accepted as part of the team, I will never accomplish the difficult tasks I was brought in to tackle.
The work is challenging. But the relationships don't have to be. Over the years, I've become part of a community shared with my clients, which has become the basis of many long-term relationships, based on mutual respect and admiration.
Being part of a team is not just sorting through the data and making the (very) tough calls. Being part of a team—my clients' teams—means I send flowers to an intern for her first sale, exchange pictures of my child for pictures of others', solicit nominations for the best ice cream on Cape Cod, attend weddings, birthday parties, and let's-have-fun parties.
I am mindful of the impact my work has on the lives, and livelihoods, of those I work with.
I love to speak & share
While I love to crush a great corporate finance engagement, I also love to share what I know with others.
What I do is particular, peculiar, and rather focused. I've spoken at conferences on the topics of building finance teams, the dynamics of subscription revenue, how to choose a private-company CFO, and if your company even needs a CFO.
If you want get in the mind of a CFO, I am that CFO. I've trained global sales teams on the role of a CFO, how to approach a CFO during the sales cycle, and how to build various CFO personas.
Need a SaaS nerd? I also present, guest blog, and serve as a subject matter expert on recurring revenue economics.