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Merushka Chetty

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.

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Merushka Chetty

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.

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Merushka Chetty

Joe Stafford – The $26 Million Math Mistake That Changed Everything

In this episode, James Kennedy sits down with Joe Stafford, founder of Trinity Business Advisors and serial entrepreneur, to unpack hard-won lessons from scaling to $60M revenue, surviving a bank workout, exiting two companies, and now guiding owners through exit planning the right way. Joe shares how a simple gross-margin math fix generated $26M in profit, what really happens when private equity is on the other side of the table, and a practical playbook for making your business sellable, scalable, and less owner-dependent.

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Merushka Chetty

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.

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