How CFOs can turn bankruptcy into success

Turning bankruptcy into a competitive edge? It’s possible. This piece from Simba, Mitch, and Andrew breaks down five ways CFOs can do just that.

Post-bankruptcy is a critical moment for CFOs to shift from survival mode to long-term value creation. Done right, it’s not just recovery; it’s an opportunity to emerge stronger, smarter, and strategically positioned for long-term success. Great insights here.

Turning bankruptcy into a competitive edge? It’s possible. This piece from Simba, Mitch, and Andewq breaks down five ways CFOs can do just that.

With the Spirit Airlines bankruptcies top of mind, sponsors and CFOs alike are asking themselves how to truly emerge from bankruptcy. Great piece from Mitch, Simba, and Andrew outlining how to prevent bankruptcy from becoming a revolving door.

With the Spirit Airlines bankruptcies top of mind, sponsors and CFOs alike are asking themselves how to truly emerge from bankruptcy. Great piece from Mitch, Simba, and Andrew outlining how to prevent bankruptcy from becoming a revolving door.

You think it’s revenue. It’s not. Every Q4, we find firms losing margin for the same quiet reasons— costs that never move, forecasts that ignore reality, and teams that review numbers but don’t own them. Profit leaks don’t happen in one big moment. They creep in through “fixed” expenses, slow reactions, and accountability gaps that compound over time. In this week’s CFO Playbook, we break down the 3 silent margin drains we keep uncovering—and the fixes that protect profit before year-end. Because the smartest firms don’t wait until January to patch the damage. They fix it in October. Which of these margin drains shows up in your firm most often? #FinancialLeadership #Profitability #LawFirmGrowth #FractionalCFO #YearEndSuccess

In general, private company valuations are disconnected from public company multiples. In the longer term, there is a correlation, but short-term fluctuations in public company valuations don't impact private valuations as much. Consequently, founders shouldn't overly focus on short-term changes in public markets, but rather on long-term growth potential: the biggest determinant of valuation. #founders #pathtoexit

Feeling inspired after my conversation with Jason Wenk of Altruist! Our chat about independence and growth really opened my eyes to what’s possible for advisors today, and I truly believe we’re at the start of something much bigger than just a job. In this full episode of Behind The Curtain Finance, I explore independence, growth, and the future of advisory work. Don’t miss it! Listen now: https://bit.ly/3L837pI #BehindTheCurtainFinance #Finance #Advisors #Growth #Independence

3 Ways CEOs Kill Their Funding Chances Before They Even Apply. I once met a CEO who ran a strong $8M services company. He came to me after being rejected by multiple lenders. When I reviewed his materials, I saw the issue immediately: 1️⃣ No clear growth plan. His pitch deck was full of numbers but no vision. 2️⃣ Weak financial presentation. The numbers weren’t wrong, but they were messy — no investor wants to “hunt” for clarity. 3️⃣ He asked for the wrong type of funding. His business didn’t match the structure of what he was applying for. We spent 30 days reshaping his approach — cleaned up his numbers, tightened the story, aligned him with the right capital. Within 6 weeks, he secured the facility he needed. Capital isn’t just about strength. It’s about alignment. The wrong fit kills the deal before the conversation even starts. 👉 Which do you think is the hardest for CEOs to get right: the plan, the numbers, or the funding fit? #CapitalReadiness, #AlternativeCapital, #BusinessGrowth, #CapitalReadiness

3 Ways CEOs Kill Their Funding Chances Before They Even Apply. I once met a CEO who ran a strong $8M services company. He came to me after being rejected by multiple lenders. When I reviewed his materials, I saw the issue immediately: 1️⃣ No clear growth plan. His pitch deck was full of numbers but no vision. 2️⃣ Weak financial presentation. The numbers weren’t wrong, but they were messy — no investor wants to “hunt” for clarity. 3️⃣ He asked for the wrong type of funding. His business didn’t match the structure of what he was applying for. We spent 30 days reshaping his approach — cleaned up his numbers, tightened the story, aligned him with the right capital. Within 6 weeks, he secured the facility he needed. Capital isn’t just about strength. It’s about alignment. The wrong fit kills the deal before the conversation even starts. 👉 Which do you think is the hardest for CEOs to get right: the plan, the numbers, or the funding fit? #CapitalReadiness, #AlternativeCapital, #BusinessGrowth, #CapitalReadiness