Purchase Orders Archives - Page 2 of 8

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.

Case Study: Small Business Digital Procurement Transformation

Executive Summary A growing small business successfully transitioned from paper-based procurement processes to a comprehensive digital procurement management system. The implementation addressed key challenges including

Case Study: Multi-Location Care Organization Procurement Transformation

Executive Summary A rapidly growing multi-location care organization successfully implemented a comprehensive procurement management solution to centralize operations across six facilities, with plans to scale

Case Study: Streamlining Procurement for Nonprofit Operations

Transforming Manual Processes into Automated Workflows for Mission-Critical Organizations Executive Summary A multi-location humanitarian organization with 60+ employees was struggling with fragmented procurement processes that

Case Study: Multi-Location Healthcare Organization Streamlines Procurement Operations

Executive Summary A growing healthcare management services organization with multiple clinical locations successfully implemented ProcurementExpress to centralize procurement operations, ensure regulatory compliance, and gain real-time

Jaime Medina – The Singing CFO

In this episode, James Kennedy sits down with Jaime Medina, founder of The Startup CFO (tscfo.com), to unpack non-dilutive ways B2B SaaS founders can extend runway before their next equity round. Drawing on Jaime’s path from physics PhD to McKinsey to fractional CFO (now leading a 38-person team across Spain and Germany), they dive into European public funding, soft loans, grants, tax incentives, and – most surprisingly – bank financing for SaaS. You’ll hear how to present unit economics to credit risk teams, run multiple debt processes in parallel, and realistically save 10–20% dilution on the next raise. Bonus: why the best CFOs play offense (growth) and defense (controls)… and why Ring of Fire is a crowd-pleaser at karaoke.

Success Story: UK Sofa Retailer Transforms Multi-Location Procurement

The Challenge: Growing Pains Hit Procurement Hard A rapidly expanding UK sofa retailer with 25 showrooms faced a familiar growth challenge – their procurement processes

Alina Rivera – Purpose-Driven Business: Balancing Profit and Impact

In this episode, James Kennedy sits down with Alina Rivera, founder of Advising Puerto Rico and fractional CFO, to explore how purpose-driven operators can build commercially strong companies and meaningful community impact. From documenting procurement processes in construction to guiding hospitality entrepreneurs through cash flow, budgets, and people-first policies, Alina shares the playbook she uses to turn scrappy growth into sustainable scale – without losing the mission.

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.

auto Requisition

Finance operations

SUPPLIER MANAGEMENT

Purchase Orders

By Industry

Requisition

Finance Ops

Company