CFO Insights - Finance, M&A & Capital Markets
Perspectives on capital allocation, M&A, fractional CFO strategy, and financial leadership for business owners and institutional investors.
U.S.–Iran War & Hormuz Crisis: March 17, 2026 Update
Ten days after our initial March 7 report, the crisis has deepened materially. Brent crude surged above $100 per barrel and briefly touched $119.
The Israel–U.S.–Iran War & Hormuz Crisis: Oil Price Shock, Force Majeure, and What U.S. SMBs & Consumers Should Understand (with charts)
WTI Oil Price - Actual Path vs. Scenario Projections (2026).
Navigating AI Disruption: A Strategic Guide for SMID Businesses, 2026–2028
SMID specific AI exposure: Where risk is concentrated.
The Cash Conversion Cycle: The Working Capital Discipline That Funds Both Stability and Growth
SMIDs consistently underestimate how much capital is trapped inside their operations. Releasing it may be the most powerful growth-financing tool available—and it costs nothing to borrow.
Why Most Private Company Sales Stall or Get Discounted — And How to Make Sure Yours Does Not
Lessons from 20+ years on the sell-side as a Fractional and Interim CFO. The difference between your headline price and what you actually deposit is rarely the deal - it is the preparation.
How Small and Mid-Size Companies Can Achieve Growth While Improving Return on Invested Capital
Most SMIDs pursue growth or efficiency—the highest-performing companies pursue both simultaneously. Here's how to build the dual engine that delivers revenue growth and ROIC improvement.