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Fractional CFO

Merushka Chetty

Victor Lanten – Venezuelan CFO Forced to Flee and Start Over at 45 

James Kennedy sits down with Victor Lanten, fractional CFO at Compass Planning Group, to unpack how a top Latin-American finance leader rebuilt from scratch in the U.S. – going from PepsiCo, GM, Citibank, Motorola & Brightstar… to Uber driver and golf caddie… to running a thriving advisory. Victor shares the mindset, systems, and client playbooks he now uses to professionalize SMB finance – especially in food, manufacturing, and multi-location healthcare – plus the Sandler selling approach that helped him grow without “hard selling.”

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Merushka Chetty

Benjamin Ziza – $20M Company Didn’t Know Their Revenue

James Kennedy welcomes Benjamin Ziza, co-founder of Iter Advisors, to discuss what makes a fractional CFO not just valuable – but indispensable. Benjamin shares his unique ability to explain value clearly to CEOs and close clients effectively, a skill many fractional CFOs struggle with. Drawing on his background in audit, consulting, and senior finance roles across Europe and Africa, he unpacks how trust, fairness, speed, and logical communication underpin his firm’s rapid growth.

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Merushka Chetty

Craig Patterson – From Welfare to Department Head in 60 Days

James Kennedy sits down with Craig Patterson – fractional CFO, CEO of Patterson & Associates Consulting (PAC-LLC), former Bechtel engineer, and one-time stand-up comic – to unpack how housing authorities work, why purchase orders are essential for public-funded accountability, and how AI/automation can give finance teams their evenings back. From UC Berkeley football to Department of Defense–scale builds, Craig shares a people-first approach to delivering tech that everyday teams can actually use.

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Merushka Chetty

Joe O’Regan – Why 90% of Startups Waste Their Capital 

James Kennedy chats with Joe O’Regan – founder of Intrinsic CFO and an ACCA-qualified fractional CFO – about the full arc of capital: deploying it in banks, raising it in corporate finance, and managing it inside growing SMBs. From wind-farm project finance and PPAs to benchmarking margins and preparing for exit, Joe breaks down how smart capital allocation – and the “three Es” (economical, effective, efficient) – drives durable growth. Along the way: dairy-farm grit, Big Four consulting, Canada radio days, and why every business should be “always ready to sell.”

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Merushka Chetty

Kyle Gasaway – How We Got Acquired by IBM Using Only QuickBooks

James Kennedy welcomes Kyle Gasaway, founder of Unicorn Group, to unpack the myths and realities of ERP implementations and why many startups don’t need them nearly as early as they think. Kyle shares candid lessons from years as a Big Four auditor, controller, and startup CFO – covering failed NetSuite and Sage Intacct rollouts, QuickBooks-powered exits (including an IBM acquisition), and his framework for keeping finance stage-appropriate. He also explains how fractional CFOs can maximize value through equity strategy, pricing discipline, and simplicity in systems

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Merushka Chetty

Haim Ratzabi – The Startup Secret They Don’t Want You to Know

James Kennedy chats with Haim Ratzabi, founder of HR Boutique CFO Services in Israel, about building and scaling companies in the Startup Nation – from early finance ops through U.S. GAAP/IFRS readiness and the long road to a NASDAQ listing. Haim explains Israel’s unique mix of government R&D support, elite military tech networks, and a deep advisor ecosystem (Big Four + global law firms) that helps startups go global. You’ll hear what it really takes – time, fees, bankers, tooling – to go public, when to bring in a fractional CFO, and how to structure finance so founders can move fast and pass investor/bank scrutiny.

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Merushka Chetty

Karl Baker – The Third Exit Strategy NO ONE Talks About! 

James Kennedy sits down with Karl Baker, CPA and founder of Baker CFO Advisory, to unpack a third path to ownership and exit: employee ownership paired with open-book management. Drawing on Jack Stack’s The Great Game of Business and Karl’s decades in public accounting and fractional CFO work, they dig into ESOPs, teaching every employee the P&L, and the cadence of weekly financial huddles that move companies faster—without chaos. We also get into when to bring in a fractional CFO, how to get bank-ready for growth, and why decisions made with 60–70% of the data often beat waiting for “perfect.”

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Merushka Chetty

Ryan Chenier – The MBA Secret Most Business Owners Miss 

In this episode of The Gross Profit Podcast, James Kennedy sits down with Winnipeg-based Fractional CFO Ryan Chenier to explore how strategic financial leadership can transform a business. Ryan shares his journey from an MBA graduate to building his own dream CFO practice, and why podcasting has become an unexpected yet powerful business development tool. He explains how a process-driven approach and a focus on ROI – both in time and money – can help owners make smarter, faster decisions.

Ryan also walks through two compelling client case studies: guiding an electrical services company from startup to a lucrative sale, and helping a high-growth business overcome cash flow challenges with three-way budgeting and bank financing. From aligning teams around enterprise value to knowing when to pivot a strategy, Ryan’s insights offer practical lessons for any entrepreneur aiming to grow, scale, or exit with confidence.

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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.

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