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.
In this episode, James sits down with fractional CFO Joey Albertson – founder of The Profitability Project – to unpack the “$2.5M mistake” she uncovered within 30 days at a B2B SaaS company. They get tactical about balance-sheet reconciliations, fixing SaaS billing leaks, and how Joey’s Clarity → Structure → Profitability framework delivers fast, measurable results (without a six-month wait).
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.
