Booking this show offers access to growth-focused SMBs via CFO-level finance and operations insights. External guests provide actionable, metrics-driven lessons (KPIs, profitability, exits) with storytelling appeal, useful for finance, fintech, and services brands seeking relatable case studies.
152 episodes, Biweekly, 5.0 rating
<1k, Male, USA
Education, Business, Investing, Entrepreneurship, Careers, Management, Marketing
Typical Credentials:
Executive-level professionals or proven entrepreneurs with track records of growth, profitability, or dealmaking in small to mid-market businesses
Required Achievements:
Built or scaled a service/retail business, Sold or exited a business, Led or founded a specialized advisory firm (e.g., M&A, coaching), Demonstrated revenue growth, profitability improvements, or notable partnerships, Gained media or industry recognition in their field
Kevin Faulkner - Credit Repair, Credit Scores, Personal Finance, Business Finance, Cory Boehs - Personal Kpis, Leadership, Scaling, Work-life Balance, Delegation, AI Tools, Mitch Smedley - Scaling A Service Business, Financing Via HELOC, COGS, Marketing, Selling A Business, David Forster - Business Systems, Sops, Second-in-command, Operations Optimization, Rachel Boynton - Selling A Business, Financial Literacy, Sale Process, Earnouts
cash flow, credit health, KPIs, scaling, leadership, hiring, delegation, SOPs, M&A, due diligence