March 6, 2024

CapEx 101 with Patrick Batka

On this episode of the Gross Profit Podcast, James Kennedy sits down with Patrick Batka, a distinguished Lecturer at Privatuniversität Schloss Seeburg and the Managing Director of MHPB. Patrick dives into the complex world of Capex Evaluation Models, offering invaluable advice on how businesses can make informed decisions regarding capital expenses.
The Gross Profit Podcast
The Gross Profit Podcast
CapEx 101 with Patrick Batka
Loading
/

Show Notes

This week James Kennedy is joined by Patrick Batka, a distinguished Lecturer at Privatuniversität Schloss Seeburg and the Managing Director of MHPB.

Patrick’s unique blend of expertise in finance, strategy, and human resources, along with his commitment to ESG (Environmental, Social, and Governance) and humanity, makes him an ideal guest to discuss the intricate topic of CapEx (Capital Expenditure).

Patrick and James dive into the complex world of Capex Evaluation Models, offering invaluable advice on how businesses can make informed decisions regarding capital expenses. This conversation is especially beneficial for business leaders and financial managers looking to optimize their investment strategies.

What You’ll Learn:

  • The Essentials of CapEx: Understanding the fundamentals of capital expenditure and its impact on a company’s financial health.
  • Evaluating CapEx Decisions: Patrick shares his insights on how to analyze and decide on potential investments and expenditures.
  • Strategic Planning for CapEx: Learn how to integrate capital expenditure planning into your overall business strategy for sustainable growth.
  • Book Recommendation: Gain deeper insights from Patrick’s recommended read, “Corporate Finance, 5th Edition” by Berk & DeMarz.

Episode Highlights:

  • “Patrick, can you explain the key factors that businesses should consider when evaluating a CapEx opportunity?”
  • “How does the concept of CapEx tie into a company’s broader financial and strategic planning?”
  • “From your experience, what are some common pitfalls companies face in CapEx decision-making and how can they be avoided?”
  • “What are the latest trends or innovations in CapEx evaluation that businesses should be aware of?”

Apart from his role in the corporate world, Patrick is deeply involved in voluntary work and enjoys contributing to societal welfare through his roles at the Austrian Red Cross and other organizations. His approach to leadership is marked by mindfulness and empowerment, reflecting his belief in the power of humanity.

This podcast is tagged under:

The Gross Profit Podcast

More Episodes

Merushka Chetty

Aldo Aprile -Why Restaurants REALLY Fail

In this episode, James Kennedy sits down with Aldo Aprile, CPA and founder of Aprile CPA, to explore why every fractional CFO needs a close partnership with a tax expert – and why savvy business owners should plan taxes year-round, not just at filing time. Drawing on Aldo’s upbringing in a Peruvian family restaurant, his stints at GE, AmEx, PF Chang’s and more, they dig into restaurant prime-cost math, setting performance incentives, and the critical tax-planning moves that can save entrepreneurs tens of thousands each year.

Listen Now »
Merushka Chetty

Christophe Gantzer – Swiss Expert: Your Supply Chain Will Fail

In this episode, James Kennedy sits down with Christophe Gantzer, fractional CFO and co-founder of Clear Edge, to unpack the seismic shift in ESG and sustainability reporting across Europe – and what it means for Swiss and EU businesses alike. Drawing on his 20+ years in finance and his unique perspective as a French expat in Switzerland, Christophe explains the new CSRD/ESRS framework, how non-financial KPIs are now a finance function imperative, and why risk management must expand to cover environmental and social “debts.” Along the way, he shares real-world examples – from chocolate price shocks to cyber-risk parallels – that illustrate why CFOs can no longer sit on the sidelines of sustainability.

Listen Now »
Merushka Chetty

Scott Clements – The Outsourcing Secret NOBODY is Talking About!

James Kennedy welcomes Scott Clements, co-founder of Park Financial LLC and seasoned fractional CFO, to explore how he’s built a coast-to-coast advisory practice using online tools, joint ventures and strategic partnerships. Drawing on his unique journey – from EY auditor to high-school math teacher and back into finance – Scott reveals how he leverages technology and referral networks to serve clients nationwide. He also shares the systems he uses to manage feast-or-famine cash flows, balance in-house versus outsourced talent, and position his firm for steady, sustainable growth.

Listen Now »