Podcast Topics
The Incredibly Technical, Refreshingly Human Story of Building and Selling CFO Alliance
I thought I was building a company. It turns out the company was building me. I started CFO Alliance in 2008 and spent 15 years building it before selling to private equity. I can tell plenty of stories about sales, leadership, culture, M&A, and the exit. But the story worth telling is the one I didn't expect: how much building that company taught me — about myself, about people, about how the world actually works. I thought I was building a company. It turns out the company was building me. Let's talk about entrepreneurship, the messy reality of growth, what an exit actually feels like — and what I learned when strategy alone wasn't enough.
We Do We Keep Should-ing On Ourselves?
I should be further along. I should be grateful. I should stay. I should leave. We measure ourselves against invisible expectations without ever asking the obvious question: whose "should" is it, anyway? Let's get curious about the patterns shaping our choices, what we actually want — and what's getting in the way.
Your Soul Has Been Calling. Why Does Your Brain Keep Answering?
What do you already know that you've been reasoning yourself out of? Sometimes we know before we're willing to know — and then our very capable brains arrive with an airtight case for why we shouldn't trust it. As a CPA, strategist, and M&A advisor, I have real respect for rational thinking. I also know how easily we use our intellect to override something deeper. What do you already know that you've been reasoning yourself out of? Let's talk intuition, fear, self-trust, and big decisions — and what changes when our soul gets a seat at the table.
The Right Question Changes Everything
Bring me the tangled situation, the decision you keep circling, or the business problem that might actually be a human one. Ask anyone who knows me and they'll tell you: I ask a lot of questions. It took me years to realize I'm more than just curious — I have a knack for finding the question underneath the question. The one that reframes the whole problem. Years as an M&A advisor sharpened it; something less nameable makes it mine. So bring me the tangled business situation, the decision you keep circling, or the thing tp. Let's find the question that hasn't surfaced yet.