Best The Cfo Edge Podcasts (2025)

1
Cash Burn, Runway & More: The KPIs That Keep Startups Alive 5:30

6d ago5:30

5:30

Every founder says, “Cash is king,” but few truly track the metrics that matter. In this episode of The CFO Edge, we're breaking down the essential cash KPIs that can make—or break—your business. Whether you're trying to raise capital, extend your runway, or just stay afloat during a tough quarter, these numbers aren’t optional—they're survival too…

1
What Holdco Investors Can Learn from Neil Mehta (Never Outsource DD!) 40:58

3d ago40:58

40:58

Neil Mehta built Greenoaks Capital into one of the most successful — and secretive — investment firms in the world. While most VCs chase hype, Neil built a reputation for radical focus, long-term thinking, and doing his own diligence. In this solo research episode, I break down what holdco builders, private equity investors, and traditional busines…

1
Built to Last: What Iconic Companies Do Differently (And How You Can Too) 5:34

12d ago5:34

5:34

What do visionary companies like Disney, 3M, and Johnson & Johnson have in common? In this special episode of The CFO Edge, we break down the key takeaways from the legendary book Built to Last by Jim Collins and Jerry Porras — and translate them into real, actionable strategies for modern founders and small business owners. From setting a long-ter…

1
How I'm Building a $50M EBITDA Holdco Of Boring Businesses | Nick Huber Interview 49:40

10d ago49:40

49:40

My guest today is Nick Huber — entrepreneur, investor, and creator behind a $30M+ holding company spanning real estate, service businesses, and media. In this episode, we dive deep into how Nick allocates capital across multiple businesses, builds operationally lean teams, and balances short-term cash flow with long-term wealth creation. We explore…

1
How to Set the Right Price: Proven Strategies for Founders & Small Businesses 5:15

18d ago5:15

5:15

Choosing the right price in today’s economy? Tricky. Costs are rising, customers are hesitating, and pricing feels more like guesswork than strategy. In this episode of The CFO Edge, Carol breaks down how founders and business owners can find their pricing sweet spot — without discounting their way into trouble. If pricing has ever made you feel un…

1
10 Lessons from 10 Episodes: Financial Strategies Every Founder Should Know 4:29

20d ago4:29

4:29

Welcome to Episode 10 of The CFO Edge — a special edition where we step back, zoom out, and spotlight the 10 biggest takeaways from our first 10 episodes. Whether you’ve been tuning in from the beginning or this is your first listen, this roundup delivers the core financial strategies every founder and small business owner needs to hear — in one va…

1
How I Bought 4 Competitors and 200x'd My Company ($1M -> $210M in 5 Years) | Nick Keegan Interview 52:05

17d ago52:05

52:05

My guest today is Nick Keegan, co-founder and CEO of Mail Metrics, a company helping highly regulated industries—like banks, insurers, and pension providers—communicate more effectively with their customers. Nick started Mail Metrics in 2013 at just 24 years old, after serving 11 years in the Irish Defence Forces. It took 7 years to reach €1M in re…

1
The CFO Playbook: Recession-Proof Your Startup Now 6:25

26d ago6:25

6:25

Recession talk isn’t just media noise—it’s a wake-up call for founders to get their financial house in order. In this episode, I share The CFO Playbook for recession-proofing your startup from the inside out. 🔥 We’ll dive into the principles of sustainable growth, managing cash reserves, and shifting your metrics mindset during downturns. 💡 This is…

1
Think Like a CFO: The Key Mindset Shift to Scale Your Startup 4:44

28d ago4:44

4:44

What really separates a visionary CEO from a strategic CFO? And more importantly — how can founders tap into both mindsets to scale smarter? In this episode of The CFO Edge, Carol breaks down the key differences between the CEO and CFO lens — and why switching gears between the two is crucial as your business grows. You’ll hear how to balance bold …

1
Why Networks are Your MOAT and Competitive Edge (And How to Build Them?) | Alix Pasquet's Triad Strategy 34:59

24d ago34:59

34:59

In this special episode, I share transformative insights on the power of networks, heavily inspired by the wisdom of Alix Pasquet, a Managing Partner at Prime Macaya Capital Management. I dive into his framework for understanding how your network acts as both a critical competitive moat and a vital margin of safety in investing and business. Key to…

1
How We Bought 15 Companies Worth $270M in Just 24 Months | Yuen Yung Interview 1:04:12

29d ago1:04:12

1:04:12

My guest today is Yuen Yung, Founding Partner at HalBar Partners, a firm focused on operator-led acquisitions. In just two years, HalBar and NCA ETA have closed 15 acquisitions totaling $270M in enterprise value, hitting their goal of 10 deals per year. We discuss: Yuen’s journey from immigrant roots to building HalBar The firm’s investment thesis,…

1
The Power of Financial Transparency: How to Build Trust and Lead Better 5:07

1M ago5:07

5:07

Founders, here’s the truth: the best leadership isn’t just bold—it’s financially transparent. In this episode, we talk about why clear, consistent financial communication is a superpower for startup teams. 📢 From investor conversations to internal updates, financial clarity builds trust, alignment, and smart decision-making at every level of your b…

1
Financial Survival Guide: How Startups Can Prepare for Economic Uncertainty 5:32

1M ago5:32

5:32

Economic storms are inevitable—but financial chaos doesn’t have to be. In this episode of The CFO Edge, I break down how founders can prepare their startup finances to stay steady and even thrive when markets get shaky. This isn’t about generic advice—it’s about practical, founder-focused financial strategies you can implement today. 🎯 We’ll talk a…

1
E58: Powering the Future of Digital Infrastructure: A Conversation on Advanced Battery Technology 26:28

1M ago26:28

26:28

In the latest episode of NEDAS Live!, host, and founder and CEO of iMiller Public Relations, Ilissa Miller welcomes Tod Higginbotham, COO of ZincFive and an expert in energy storage solutions and the former CEO of Powergenics. Episode #58 dives into the critical role that innovative battery technologies play in powering digital infrastructure today…

1
Fundraising Prep 101: What Investors Actually Look For 5:08

1M ago5:08

5:08

Raising capital is more than just pitching investors—it’s about proving that your business is worth the investment. In this episode of The CFO Edge, we’ll dive into what investors really look for, how to prepare your financials, and key steps to ensure a smoother fundraising process. Whether you’re preparing for your first round or gearing up for a…

1
How We Bought 35 Businesses and Built a $700M HoldCo | Jesper Søgaard Interview 49:31

1M ago49:31

49:31

My guest today is Jesper Søgaard, co-founder and CEO of Better Collective — a global leader in digital sports media and sports betting information, with over 400 million monthly visits, 1,200+ employees, and 20 international offices. Founded in 2004, Better Collective has grown into a powerhouse through a disciplined mix of organic growth and over …

1
The 3 Biggest Pricing Mistakes Businesses Make and How to Fix Them 4:06

1M ago4:06

4:06

Pricing can make or break your business—but many small business owners get it wrong. In this episode of The CFO Edge, we break down the three biggest pricing mistakes that could be hurting your revenue and profitability. Are you underpricing your services? Ignoring your costs? Failing to test and adjust? I’ll walk you through how to set smarter pri…

1
E57: The Future of Communications: A Conversation with Joel Ogren 31:19

2M ago31:19

31:19

In this episode of NEDAS Live! podcast, you'll join host Ilissa Miller as she sits down with Joel Ogren, CEO and founder of Assured Communications, for a fascinating look at how communications infrastructure has evolved over his 40+ year career. You'll discover how the telecommunications landscape has transformed since Joel founded his company more…

1
Cash Flow vs. Revenue vs. Profit – Don’t Mix These Up! 4:22

2M ago4:22

4:22

Think you understand cash flow, revenue, and profit? 🤔 Many founders confuse these terms—and it can lead to serious financial trouble. In this episode, I’ll break it down in a way that makes complete sense so you can manage your business finances like a pro. 🔑 We’ll cover: ✔️ Why revenue doesn’t mean you’re profitable ✔️ How startups run out of cas…

1
Your Startup Raised Money - Now What? Managing Cash Burn Like a CFO 4:57

2M ago4:57

4:57

Congratulations! 🎉 You raised capital for your startup. But now comes the real challenge: making sure that money doesn’t disappear faster than expected. In this episode, I break down: ✔️ How to calculate and extend your runway ✔️ The difference between essential vs. wasteful spending ✔️ The key financial metrics investors expect you to track ✔️ Why…

1
Welcome to The CFO Edge – Your Finance Game-Changer! 2:20

2M ago2:20

2:20

Welcome to The CFO Edge! 🎙️ If you're a startup founder, small business owner, or finance professional, this podcast is your go-to source for practical CFO insights to scale your business. In this quick intro, I’ll share: ✅ What The CFO Edge is all about ✅ Who this podcast is for ✅ What you can expect from upcoming episodes 💡 Ready to sharpen your …

1
The Ultimate HoldCo Model: Turning Advisory into Long-Term Equity in Wonderful Businesses | Matthew Mathison Interview 1:03:57

1M ago1:03:57

1:03:57

Meet Matthew Mathison – Co-founder and Managing Partner at MBL Partners, a firm building and investing in enduring, cash-flowing businesses. With a unique mix of Wall Street experience and entrepreneurial grit, Matthew shares how MBL identifies overlooked opportunities, partners with exceptional operators, and builds long-term value without chasing…

1
My First 5 Acquisitions and How I'm Building a $20m EBITDA SaaS HoldCo | Pascal Levy-Garboua Interview 1:07:53

2M ago1:07:53

1:07:53

In this episode, I sit down with Pascal Levy-Garboua, a seasoned entrepreneur, investor, and the founder of Noosa Labs. After making 140 venture capital investments, including seven unicorns, Pascal shifted his focus to acquiring and scaling small, profitable SaaS businesses under Noosa Labs. His next goal? Building a $50 million ARR portfolio with…

1
How a Youtuber Built an 8-Fig Holdco of 6 Businesses | Arie Scherson Interview 1:14:21

2M ago1:14:21

1:14:21

Meet Arie Scherson, co-founder of Bluedot Holdings, a fast-growing e-commerce and SaaS holding company with six portfolio businesses generating over $10 million in revenue. Arie started his journey as a YouTuber in his 20s, testing 15 different products before mastering Facebook Ads and scaling his first business. Through relentless experimentation…

1
30+ Acquisitions And Counting – The Hidden Genius of Jeremy Giffon 28:09

2M ago28:09

28:09

Jeremy Giffon is one of the most interesting minds in business that almost no one knows about. As a former analyst at Tiny Capital, he played a key role in acquiring and operating dozens of companies—while staying almost completely out of the spotlight. His insights on capital allocation, holding companies, and finding asymmetric opportunities have…

1
How This Young Man Bought a $10M Business with Just $40K – Secrets from a $400M Lender | Bruce Marks Interview 1:05:03

2M ago1:05:03

1:05:03

Bruce Marks is a seasoned lender who has closed over $400M in deals, helping over 1,200 entrepreneurs acquire businesses using SBA loans. As Senior VP at First Bank of the Lake, Bruce specializes in financing small business acquisitions, search funds, and lower middle-market M&A transactions. Bruce doesn’t just finance deals—he knows what makes a b…

1
How 4 Swedish Serial Acquirers Scaled To a 49x P/E Ratio | Niklas Sävås Interview 55:09

3M ago55:09

55:09

In this episode, we dive into the world of serial acquisitions with Niklas Savas, an analyst at Redeye, who has a unique perspective on the Swedish serial acquirers' approach. Addtech AB: Over 150 companies, $1.5B in revenue, $150M in operating profit. Lagercrantz Group AB: Around 40 companies, $500M in revenue, $50M in profit Lifco AB: Over 100 co…

1
[$10M+ Raised] Mark Doble, Co-Founder of Alexi, on Overcoming Adversity and Achieving Product-Market Fit in Legal Tech 18:47

3M ago18:47

18:47

Welcome back to this week’s episode of Sit Down Startup! Today, host Adam O'Donnell sits down with Mark Doble, Co-Founder of Alexi, to explore his inspiring journey in the legal tech space and the challenges of achieving product-market fit while raising over $10 million in funding. Join us as Mark shares his experiences transitioning from law to en…

1
How I Bought 4 Companies and Built a One-Man HoldCo Doing $20M in Revenue | Dustin Carreon Interview 1:29:13

3M ago1:29:13

1:29:13

Today’s story is a huge reminder to not cancel out the troubled kid or the teen who doesn't have it all together. Just a down-to-earth success story (with all the drama, obstacles, grind and persistence for 90-min straight). Dustin Carreon’s journey is a testament to the power of reinvention and strategic thinking. He started with a business that h…

1
How I Built a 14-Unit Zaxby's Franchise Doing $50M in Revenue | Ben Little Interview 1:05:45

3M ago1:05:45

1:05:45

Ben Little runs the #1 Zaxby’s franchise in the U.S. His company owns 14 locations, employs over 800 people, and generates more than $50M in annual revenue. Ben didn’t just buy into a franchise—he built a powerhouse. In this episode, we dive into what makes a top-performing franchisee, Ben’s approach to scaling, and how he structures deals and fina…

1
Empowering Female Leaders to Step Up. With Emma Woods 37:13

3M ago37:13

37:13

In the School for CEOs Leadership Insights podcast, we access the workable wisdom of prominent executives, thought leaders and business experts, whose knowledge can help you to become a more effective leader, and improve your company culture. In this episode we’re joined by Emma Woods. Emma had a successful marketing career for over two decades, wo…

1
[Harnessing AI Technology for Business Growth] Founder Daniel Saks Discusses Persistence, Overcoming Rejection, and the Evolution of AppDirect and Landbase 22:23

3M ago22:23

22:23

In the latest episode of Sit Down Startup, Adam O'Donnell sits down with Daniel Saks, co-founder and CEO of Landbase, to delve into his entrepreneurial journey, including the successes and challenges he faced while building AppDirect. Daniel shares invaluable insights into the evolution of AppDirect, which has grown into a unicorn valued at over ha…

1
How We Bought 6 Businesses and Built a $80M Long Term HoldCo | Ryan Sullivan Interview 1:22:04

3M ago1:22:04

1:22:04

Ryan Sullivan is a risk-conscious entrepreneur who stepped into business ownership in his late 40s, proving that it’s never too late to take the leap. As the co-founder of North Park Group, Ryan has been acquiring small legacy manufacturing businesses across the U.S., starting with a 100-year-old electrical component manufacturer in Wichita, Kansas…

1
How We Bought 10 Businesses and Turned $20K Into a $200M HoldCo | Roman Khan Interview 45:39

4M ago45:39

45:39

Roman Khan is the co-founder of Peak21, a direct-to-consumer holding company that has scaled to an impressive $200 million in revenue—all while maintaining profitability. Together with his wife Jennifer, Roman has acquired 10 companies, building a diverse and thriving portfolio of DTC brands. In this episode, we dive into Roman’s entrepreneurial jo…

1
How I Built and Sold a $16M Company to Invest In Search Funds | Christopher Hillier Interview 1:00:41

4M ago1:00:41

1:00:41

Christopher Hillier is a seasoned entrepreneur with over 15 years of experience in the employee benefits industry. He began his journey as the Co-Founder and President of Benefit Health Advisor, a full-service employee benefits brokerage based in Englewood, Colorado. In our conversation, we delve into Chris’s entrepreneurial journey, from starting …

1
[Sustaining Competitive Edge] CEO Randy Wootton of Maxio on the Dynamics of Product-Market Fit in a Changing Landscape 22:51

4M ago22:51

22:51

Welcome back to this week’s episode of Sit Down Startup! Today, host Adam O'Donnell sits down with Randy Wootton, CEO of Maxio, to delve into the intricate dynamics of sustaining product-market fit in the ever-evolving landscape of B2B SaaS. Join us as Randy shares his unique journey from military leadership to the helm of a transformative billing …

1
E56: Navigating Digital Infrastructure’s Next Frontier: A Conversation with Jonathan Hjembo, Senior Manager of Infrastructure Research at TeleGeography 33:04

4M ago33:04

33:04

Tune in for a conversation with Jonathan Hjembo, Senior Manager of Infrastructure Research at TeleGeography. The discussion explores the critical challenges and opportunities in the communications infrastructure ecosystem, particularly focusing on the unprecedented growth driven by AI deployment needs in 2024-2025. Jonathan explains TeleGeography's…

1
How I Bought 2 Businesses With Little Of My Own Money And No Investors | Santino DeFranco Interview 1:21:48

4M ago1:21:48

1:21:48

Santino DeFranco is a former UFC fighter turned entrepreneur who has successfully transitioned from the octagon to the world of business ownership. Santino has acquired two companies: a Shell Gas Station with a Krispy Krunchy Chicken franchise and a restaurant hood cleaning business. In this episode, we dive into his journey from professional fight…

1
How We Bought 14 Businesses and Built a $30M HoldCo in 6 Years | Joe Van Deman and Colin King Interview 1:05:30

4M ago1:05:30

1:05:30

Meet Joe Van Deman and Colin King Founders of Circle City Capital Group. Starting with a small amount of savings and an SBA loan, over the past six years, they’ve made 14 acquisitions that have been consolidated into 4 companies, employing a total of 200 people. A combined $30m of revenue. ---------------------------------------------- Timestamps: …

1
How I Raised Money (from 44 Investors) and Bought a 40-Year-Old 8-Fig Manufacturing Business | Jason Andrew Interview 1:06:49

5M ago1:06:49

1:06:49

Jason Andrew is the co-founder of a holding company Arbor Permanent Owners - team of operators and investors committed to growing businesses for the long-term. They just closed their fundraise and cornerstone deal: 40-year-old manufacturing business in the materials handling sector. $25m in revenue, 25%+ EBITDA Jason, Simon and Rowan have done an e…

1
E55: The Davos of Digital Infrastructure: Insights into PTC'25 35:53

5M ago35:53

35:53

In this episode you'll discover insights about the upcoming PTC conference in Honolulu, Hawaii - often called the "Davos of digital infrastructure." The discussion explores how the conference brings together over 30 industry categories, from data centers and subsea cables to satellite and mobile networks, fostering crucial conversations about the f…

1
How We Bought 25+ Businesses and Built a $600M HoldCo at 34 and 33 | Iryna and Sameer Interview 1:10:31

5M ago1:10:31

1:10:31

Meet Iryna Dubylovska and Sameer Rizvi. Founders of RD Capital Partners (RDCP). Over the past eight years, they’ve made 31 investments that have been consolidated into 12 companies, employing a total of 2,000 people. A combined $400m of revenue and $40m of EBITDA. 1. We pick sectors and businesses where profits and cash-flow are the main driver of…

1
[$121.5M in Funding] Efficient Capital Labs' Kaustav Das on Bridging the Funding Gap and Achieving Product-Market Fit 24:31

5M ago24:31

24:31

Welcome back to Sit Down Startup! In this week's episode, host Adam O'Donnell sits down with Kaustav Das, co-founder of Efficient Capital Labs, a pioneering venture focused on transforming funding for SaaS founders. Join us as Kaustav shares his remarkable journey in navigating the complexities of cross-border financing and the critical importance …

1
Wellness for Focus and Innovation. With Rich Baker 31:00

5M ago31:00

31:00

In the School for CEOs Leadership Insights podcast, we access the workable wisdom of prominent executives, thought leaders and business experts, whose knowledge can help you to become a more effective leader, and improve your company culture. In this episode, recorded in Summer 2024, we were joined by Rich Baker. Rich is a seasoned business leader …

1
How I Bought 35+ Businesses and Built a $240M HoldCo At 38 | Andrew Wilkinson Interview 56:06

5M ago56:06

56:06

12 ideas and observations from the 56-minute conversation with Andrew Wilkinson, the the founder of Tiny, on building a 30+ business holding company: Starting companies is fun, but anyone who has done it knows it is a lot of work. Buying established businesses with existing cash flow isn’t as sexy so I suspect it is wildly underrated as a way of bu…

1
[Pioneering Retail Innovation] CEO Angie Westbrock on Standard AI's Journey from Autonomous Checkout to Computer Vision Insights 27:35

6M ago27:35

27:35

Welcome back to this Thanksgiving week's episode of Sit Down Startup! Today, host Adam O'Donnell sits down with Angie Westbrock, CEO of Standard AI, to explore her inspiring journey from the manufacturing sector to leading a cutting-edge retail technology company. Discover how Standard AI pivoted from autonomous checkout to leveraging computer visi…

1
How I Started, Bought and Sold 6 Service Businesses (In $500k to $3M EBITDA Range) | Robert Lombardi Interview 1:13:08

6M ago1:13:08

1:13:08

Selling the very first flooring business for $30k turned into a career of starting, buying and selling B2B, B2C service businesses. A total of 6 different companies in different industries: 2 residential flooring companies 2 commercial flooring companies 1 restoration company 1 commercial cleaning company My conversation with Robert Lombardi, the f…

1
How I Built a 7-Figure Swim School HoldCo With 30-35% Margins | Josh Scott Interview 1:00:14

6M ago1:00:14

1:00:14

Forget HVAC and trade businesses… Private equity comes after your kids swim schools… Meet Josh Scott (with wife Annie): 5 locations 7 figures in revenue (30-35% margins) Spends a lot of time with family and children. Again, the riches (both time and $$$) are in niches. We discussed: - Raising prices and selling it to private equity (which they choo…

1
[$30M Raised] Transforming Legal Tech: Spellbook Co-Founder & CEO Scott Stevenson on Achieving Product-Market Fit 24:18

6M ago24:18

24:18

Welcome back to Sit Down Startup! In this week's episode, host Adam O'Donnell sits down with Scott Stevenson, co-founder and CEO of Spellbook, the first generative AI copilot for lawyers, to discuss his remarkable journey in the legal tech space. Uncover the invaluable insights Scott gained about resilience, the struggles of achieving product-marke…

1
How I'm Building a $15M EBITDA B2B Micro-SaaS Holdco | Kjael Skaalerud Interview 1:00:38

6M ago1:00:38

1:00:38

“Selling B2B SaaS is great, but owning assets is better - that's why I went and built Skaling Ventures on my own.” A portfolio of profitable niche vertical B2B SaaS businesses: $1-3M with some ARR growth (~10%) logo retention greater than 95% limited go-to-market (GTM) knowledge/investment, fragmented competition, and technical founders. We discuss…

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