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Founder Dependence Isn’t Always a Problem — Until You Want Options I recently read a LinkedIn post highlighting a red flag in acquisitions: if the founder can’t step away and the business can’t run without them, you’re not buying a business — you’re buying a job. Yes! Great insight. Dead on. For cash-flow–driven acquisitions, standalone…
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How’s It Like the Game – Can you spot the differences? But Founders don’t have time for games. They want solutions – not titles. The real question isn’t whether you need a CFO or a Controller. The question is: do you have a foundation that lets you make confident decisions and grow value? 1: The…
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The Question That Wouldn’t Go Away A few months ago, I participated in an ARM industry webinar focused on a topic that most people outside of finance rarely think about: how to properly maintain and reconcile multiple trust bank accounts across multiple clients, with payments flowing through multiple third-party processors.We discussed internal controls, segregation of…
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Working with founders is like being the pacer in a race: you run at what feel like sprint speeds to you, yet seem almost leisurely to them. There is always a goal—an Ahab-like pursuit—and you get to run an important leg of their journey, making it your own by helping translate ambition into measurable progress.…
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A Real Use Case for AI A vendor sends monthly invoices as PDFs. Not summaries—full transaction-level detail. All the data you want, hermetically sealed inside a document designed primarily for printing and filing, not analysis. The data is valuable. The data is locked. Hey, why not just demand the vendor send the invoices directly…