Category: Industry Insights
ARM, SaaS, and other sector-specific lessons and trends.
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I see no shortage of posts aimed at owners warning about valuation gotchas. Founder dependence is usually near the top of the list: no capable lieutenants, no delegation, value looks more like a job than a business. There’s truth in that. But it’s also incomplete. In many early and mid-stage companies, a founder-centric model isn’t…
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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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LinkedIn markets the role of CFO as: That’s the textbook definition, but it’s incomplete and misleading, especially for small and mid-sized companies. And adding the secret code word “hands-on” does not do it justice. The Reality: “CFO” in the SME Market Means ‘Hands-On CFO + Controller + Process Architect’ In enterprise environments, the CFO has…
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Collections technology has evolved dramatically over the past decade — but almost entirely on the consumer engagement side of the business. AI is already transforming: This is the “AI front end” revolution, and it has rightly attracted attention. But there is another half of collections operations, one far less glamorous and far more operationally painful:…
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Tech vendors love to say they’re building a “CRM for collections.” But in reality, the distance between a sales CRM and a collections CRM is not a short hop. It’s an entirely different planet. Collections is one of the only industries where you must: A traditional CRM does one of those things. A Collections CRM…
Financial Foundations with Jim Curham 