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Donny Mashiach – CFO Reveals His 90% Client Win Rate Secret

James Kennedy sits down with Donny Mashiach, founder of Warrior GP, to unpack how he’s importing an investment-banking “deal team” model into the fractional CFO world. Donny shares how he consistently closes prospects with a pre-work, presentation-led pitch, how he aligns incentives so everyone wins, and a concrete case study where he unlocked $750k of cash by fixing inventory turns at an eCommerce retailer. They also touch on walking away from “wrong” venture terms, seasonality planning, and why founders should expect their exit to feel personal – and stressful.

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Scott Geller – The Staffing Business Cash Flow Death Trap (And How to Escape)

In this episode, James Kennedy sits down with Scott Geller, CEO of Path Predict LLC and fractional CFO, to unpack the nuts and bolts of running and scaling staffing firms. Scott explains why staffing is really two sales pipelines (candidates and clients), how cash flow can get crushed by weekly payrolls and 30–90 day receivables, and the practical levers owners can pull – pricing, margins, funding – to stay liquid and grow. He also shares a venture story: guiding a COVID-era sports-tech startup past a so-so VC offer to a stronger strategic exit by building runway, discipline, and options.

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Corey Friedman – From Corporate Burnout to Hospital Mogul in 10 Years

In this episode, James Kennedy sits down with fractional CFO Corey Friedman to unpack two meaty finance arenas: (1) buying and turning around distressed hospitals, and (2) making nonprofit dollars go further with strong grant governance. Corey shares how to read the real story in financials, what diligence looks like when acquiring a hospital, and the practical ways nonprofits can satisfy funders while staying mission-first.

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