Fractional CFO Archives - Page 2 of 6 - ProcurementExpress.com

Carolina Aponte – Venezuelan Immigrant’s Rise to Top CFO Success

In this episode, James Kennedy sits down with Carolina Aponte – fractional CFO, founder, and co-host of the Breaking Even Better podcast – to trace her journey from teen tour guide in Venezuela to award-winning North Carolina business owner. Carolina shares how she arrived in the U.S. at 20 without a high school diploma, juggled three jobs to survive, and used night classes plus on-the-job learning to climb from receptionist to controller and ultimately firm owner.

They unpack what a great controller actually does, how finance leaders can influence (but not control!) CEOs, and why relationships, resilience, and “improv” are just as important as debits and credits. Carolina also talks about helping more than 10 clients break the $1M revenue barrier and how her team-based model delivers 90%+ client retention.

Nick Bilotta – The Medieval Accounting Trick That Still Works Today

In this episode, James Kennedy sits down with Nick Bilotta, Founder of Bilotta & Co. CPAs, to explore two powerful concepts often misunderstood in the accounting world: fund accounting and financial storytelling. Nick shares why fund accounting – often dismissed as an “old-school” practice – is becoming more relevant than ever for nonprofits, contractors, and organizations that need transparency, donor confidence, and better decision-making. He also breaks down how great accountants don’t just report numbers – they translate financials into narratives that inspire trust, secure funding, and shape an organization’s future. From motorcycle technician to SEC reporting leader to firm owner, Nick’s unconventional journey gives him a unique perspective on the role of modern CPAs, fractional CFOs, and the importance of clarity in financial communication.

Andy Mellor – The Truth About Fractional CFOs

In this episode, James Kennedy sits down with UK-based portfolio CFO Andy Mellor, founder of Summit17, to tackle a controversial question: what actually makes a “real” fractional CFO? Drawing on Andy’s journey from big corporate finance to PE-backed gym chains and nursery groups, through to running his own packed portfolio practice, they unpack how to separate serious CFOs from title-only pretenders, why great financial models should drive day-to-day decisions (not gather dust in Excel), and how fractional CFOs can build real equity instead of just selling hours. Along the way, Andy shares a live MBO case study where a retiring partner was bought out without private equity and how smart forecasting and cash planning made it possible.

Darren Cherry – The Exit Planning Blueprint

In this episode, James Kennedy talks with Darren Cherry, Partner at FocusCFO and leader of the firm’s Exit Planning practice, about building a business that thrives without the owner. Darren explains the three reasons companies bring in a fractional CFO, why exits take 12-18 months (minimum), and how to grow value (not just income) by reducing owner dependency, tightening approvals, and installing metrics that drive behavior. He also shares a turnaround story from industrial manufacturing and the mindset entrepreneurs need to scale and sell.

Niall White – $10B in Deals: Post-Acquisition Reality Check

In this episode, James Kennedy sits down with Niall White, corporate finance expert and founder at Capstack, to unpack what really determines success after the deal closes. Drawing on a career spanning BDO (Dublin & London), Barclays Capital (funding marquee PE buyouts), and in-house M&A at an Irish PLC, Niall explains why most value is won – or lost – during integration, not at the signing ceremony. They cover how to prepare a founder-led company for sale, structure earn-outs that actually work, and the people/controls you must have in place before, during, and after a transaction.

Paul Maskill – How to Get 50% Equity in a Business Without Investing

In this episode, James Kennedy sits down with Paul Maskill, the “Blue-Collar CFO,” to unpack how service pros and trades owners can turn a time-for-money job into a sellable, scalable company. From pricing that actually funds growth to partnering for equity, Paul shares the moves he used to grow and exit multiple local businesses (landscaping, electrical, kids’ sports programs) and why home-service companies win by doing “the boring stuff” brilliantly – answer fast, show up, keep promises.

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

Jeffrey Heybruck – A La Carte Billing Was Killing Profits – Here’s the Fix

In this episode, James Kennedy chats with Jeffrey (Jeff) Heybruck, CPA and founder of Lucrum Consulting in Charlotte, NC. Jeff breaks down how he helped a high-end landscaping firm transform its maintenance arm from custom, ad-hoc work into packaged, recurring revenue – boosting margins, simplifying ops, and making the company far more attractive to a private-equity roll-up. Along the way, he shares CFO tactics for pricing, renewal timing, quoting, and why you shouldn’t kill an “unsexy” service that quietly drives both profit and pipeline.

Shane Spellman – Fractional CFO Saves Client $500K in M&A Deal

James Kennedy sits down with Irish fractional CFO Shane Spellman, founder of Spellman Profit Partners, to unpack how a buy-side, board-level investment lens can transform SMB decisions day-to-day and at exit. Drawing on Shane’s time leading return-on-investment and M&A support at Kerry Group, they cover capital ranking, integration pitfalls, and why “you can do anything – but not everything” should guide every owner’s roadmap.

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