Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie

Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie

Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who improved EBITDA from $500K to $911K and exited for $5.7M, and another who discovered $750K in taxes paid on phantom profit and later secured refunds (including $42K in sales tax) after fixing systems. You’ll learn how to prep 2–3 years before exit, ...

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Episoder(39)

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

In this episode of FinFactor, host Blaine Bertsch sits down with Mark Ryski, founder of Headcount and author of Store Traffic is a Gift, to break down why point-of-sale (POS) data alone cannot give th...

24 Jun 28min

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

The CFO role is undergoing a significant transformation as non-financial risk reporting moves from a regulatory "tick-box" exercise to a core driver of enterprise value. In this episode of FinFacto...

20 Mai 22min

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

In this episode of FinFactor, host Blaine Bertsch sits down with 35-year CPA and M&A expert Holli Moeini to uncover the "crime scenes" that destroy deal value for mid-market companies. While many CEOs...

23 Apr 34min

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

The office of the CFO is standing at the precipice of a "Great Transition." As AI and humanoid robotics evolve at light speed, the traditional metrics for capital allocation are being rewritten. In th...

2 Apr 43min

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

If you’re a CFO in a growing mid-market business, the real cost of “good enough” IT shows up fast: redundant software (shadow IT), unmanaged vendor renewals, expensive surprises, and tech projects tha...

18 Feb 25min

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

In this episode of FinFactor, Blaine Bertsch sits down with Abhijit Verekar, founder of Avero Advisors, to unpack one of the biggest misconceptions in today’s tech landscape: that public agencies and ...

3 Feb 30min

How Modern ERPs Fix Manufacturing Chaos: COGS, Tariffs, Excel Failures & AI Transformation

How Modern ERPs Fix Manufacturing Chaos: COGS, Tariffs, Excel Failures & AI Transformation

In this episode of FinFactor, Blaine Bertsch sits down with Jim Harris of Western Computer to uncover the biggest operational and financial challenges facing manufacturers and importers today—especial...

21 Jan 29min

The Hidden 25%: How CFOs Can Reclaim Massive Savings in Employer Healthcare Costs

The Hidden 25%: How CFOs Can Reclaim Massive Savings in Employer Healthcare Costs

In this episode of FinFactor, Blaine Bertsch sits down with Donovan Pyle of Health Compass Consulting to expose one of the largest hidden opportunities on the corporate P&L—wasted healthcare spend. Do...

6 Jan 21min

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