Resources

Create value X, and capture Y% of it - we help you maximize both.

Our blog

Founder to Freedom Weekly

Skip the business guru noise. Every week, we deliver battle-tested insights on building valuable companies, founder interviews you can actually learn from, and exit strategies that work in real life.
Legal Documents for Venture Capital Due Diligence
Finance
Ensure your startup's legal documents are robust to attract venture capital and streamline due diligence for funding success.
Checklist for Optimizing Working Capital in Supply Chains
Finance
Learn how to optimize working capital in your supply chain through effective metrics, inventory management, and technology integration.
How to Navigate Global M&A Trends for Founders
Finance
Explore key M&A trends across regions in 2025, insights for founders, and strategies shaping global mergers and acquisitions.
How to Hire Finance Talent: Dos and Don'ts
Finance
Learn the best practices for hiring finance professionals, including dos, don'ts, and when to consider fractional CFOs.
Complete Guide to Business Systems for Scaling
Finance
Learn how business systems streamline operations, save time, and drive growth. Discover actionable strategies to scale your business effectively.
How to Scale Your Business Without Losing Values
Finance
Discover strategies to grow your business while staying true to your brand's values. Insights on leadership, operations, and scaling effectively.
How NLP Improves Financial Data Analysis
Finance
Explore how NLP transforms financial data analysis by automating insights, enhancing accuracy, and streamlining compliance for growth-stage companies.
How to Retain Top Talent in Family Offices
Finance
Explore strategies for family offices to retain top talent through culture, work-life balance, career growth, and competitive compensation.
Scaling Supply Chains for Clean Energy Startups
Finance
Learn how clean energy startups can effectively scale their supply chains through technology, sustainability, and financial oversight.
Ultimate Guide to API Security for Financial Platforms
Finance
Learn essential strategies for securing APIs in financial platforms, including authentication, encryption, and compliance best practices.
How CFOs Scale Predictive Analytics for Business Impact
Finance
Explore how CFOs leverage predictive analytics to drive growth, optimize costs, and enhance decision-making across organizations.
Cash Flow Planning for Venture-Backed Growth
Finance
Effective cash flow planning is crucial for venture-backed companies to scale and prepare for successful exits, ensuring liquidity and strategic investments.
How to Analyze Historical Revenue for Accurate Projections
Finance
Learn how to analyze historical revenue data to accurately project future growth and improve business decision-making.
AI-Powered Workflow Tools for Financial Teams
Finance
AI-powered workflow tools enhance efficiency, accuracy, and scalability for financial teams, transforming operations and reducing long-term costs.
State-by-State QSBS Tax Rules Explained
Finance
Understand how state tax laws impact your QSBS gains and discover strategies to maximize your savings.
Ultimate Guide to Healthcare Capital Structure
Finance
Explore the critical aspects of capital structure in healthcare, including debt and equity balance, metrics, and optimization strategies for growth.
How AI Transforms FP&A Processes
Finance
Explore how AI revolutionizes FP&A processes by enhancing accuracy, automating tasks, and providing real-time insights for better decision-making.
NLP Trends in Global Financial Forecasting
Finance
Explore how NLP is revolutionizing financial forecasting by enhancing sentiment analysis, risk management, and fraud detection in global markets.
Navigating Cross-Border Investment Regulations
Finance
Understanding cross-border investment regulations is crucial for companies to navigate complexities and secure approvals effectively.
How Dynamic Pricing Impacts Unit Economics
Finance
Explore how dynamic pricing affects key financial metrics such as CAC, LTV, and contribution margin, driving growth and profitability.
Ultimate Guide to Hospitality Financial Dashboards
Finance
Explore the importance of hospitality financial dashboards for optimizing revenue, managing costs, and enhancing decision-making in the industry.
Scaling Businesses with Automated Bookkeeping Workflows
Finance
Automated bookkeeping transforms financial processes for growth-stage companies, enhancing accuracy and freeing up resources for strategic tasks.
Public Multiples for Private SaaS Valuations
Finance
Valuing private SaaS companies requires adjustments from public multiples to reflect unique challenges like liquidity and customer concentration.
CAC vs. CLV: Metrics for Scaling Businesses
Finance
Explore the critical balance between Customer Acquisition Cost and Customer Lifetime Value to drive sustainable business growth.
Precedent Transactions in Renewable Energy M&A
Finance
Explore the evolving landscape of renewable energy M&A, focusing on key trends, valuations, and the impact of policies like the Inflation Reduction Act.
Precedent Transactions in Renewable Energy M&A
Finance
Explore the evolving landscape of renewable energy M&A, focusing on key trends, valuations, and the impact of policies like the Inflation Reduction Act.
How CFOs Plan Global Supply Chain Budgets
Finance
CFOs are redefining global supply chain budgets by leveraging real-time data, scenario planning, and risk management strategies to drive financial stability and growth.
Unit Economics of Data Storage Costs
Finance
Understanding cloud storage costs is essential for efficient data management, with each provider offering unique pricing models and features.
Revenue and Expense Trends: FP&A Best Practices
Finance
Explore FP&A best practices to effectively manage revenue and expenses, streamline forecasting, and drive growth in fast-paced markets.
AI Startup Metrics: What VCs Want to See
Finance
Venture capitalists prioritize measurable metrics for AI startups, focusing on revenue, customer retention, and operational efficiency for funding decisions.
Stock Sales in M&A: Tax-Free Options Explained
Finance
Explore tax-free stock sales in M&A, including key structures, QSBS benefits, and how to navigate IRS requirements for optimal outcomes.
Top KYC Tools for Growth-Stage Companies
Finance
Explore essential KYC tools that help growth-stage companies streamline compliance, enhance efficiency, and support global expansion.
How to Design Real-Time Financial Dashboards
Finance
Learn how to create effective real-time financial dashboards that enhance decision-making through clear goals, key metrics, and intuitive design.
How Cloud Analytics Transforms FP&A for Growth Companies
Finance
Explore how cloud analytics revolutionizes financial planning for growth companies, enhancing decision-making with real-time insights and automation.
FP&A Strategies for Emerging Market Growth
Finance
Explore tailored FP&A strategies essential for navigating the complexities and growth opportunities in emerging markets like India and Brazil.
How CFOs Use Data for Real-Time Cost Optimization
Finance
Explore how CFOs leverage real-time data analytics for proactive cost optimization in manufacturing to safeguard profit margins amid rising expenses.
Economic Trends Shaping Foreign Investment Screening
Finance
Foreign investment screening is evolving due to economic pressures, geopolitical tensions, and emerging technologies, demanding adaptive strategies from growth-stage companies.
5 Inventory Financing Structures for Manufacturers
Finance
Explore five effective inventory financing structures for manufacturers to enhance cash flow and manage growth during peak seasons.
CFTC partners with Nasdaq to enhance crypto-market oversight and transparency
Finance
CFTC partners with Nasdaq to deploy advanced surveillance tech, marking a pivotal step in crypto market regulation and transparency.
FDIC proposes overhaul of branch application rules
Finance
FDIC proposes major revisions to branch application rules, simplifying procedures, eliminating public notice, and expediting approvals for banks.
Focus Groups vs. Surveys for Segmentation Data
Finance
Explore the strengths and limitations of focus groups and surveys for customer segmentation, and learn how to effectively combine both methods for optimal insights.
Tax Strategies for SaaS Founders Post-Exit
Finance
Effective tax strategies for SaaS founders post-exit can save millions, focusing on capital gains, estate planning, and charitable giving.
Key Metrics to Share with Stakeholders Before Exits
Finance
Understand the essential metrics to share with stakeholders before an exit to enhance valuation and build trust.
Unit Economics Calculator for Insights
Finance
Analyze your business profitability with our Unit Economics Calculator. Input costs and revenue to see margins and break-even points instantly!
IFRS vs. GAAP: Revenue Recognition for Manufacturing
Finance
Explore the key differences between IFRS and GAAP revenue recognition standards for manufacturers and their impact on financial reporting.
Real Estate Data Analytics for Cash Flow Forecasting
Finance
Explore how data analytics enhances cash flow forecasting in commercial real estate, improving accuracy and decision-making for investors.
Financial KPI Generator for Growth
Finance
Track your business health with our Financial KPI Generator! Input financial data and get key metrics like profit margins and ROA instantly.
Break-Even Analysis Tool for Clarity
Finance
Calculate your break-even point easily with our free tool! Input costs and prices to see when your business turns profitable. Try it now!
Why Mid-Market Infrastructure Offers Alpha Potential
Finance
Mid-market infrastructure investments provide unique opportunities for growth, operational improvements, and higher returns in a low-yield environment.
Business Valuation Calculator Simplified
Finance
Curious about your business value? Use our free calculator to estimate worth with revenue, profit, and growth metrics. Get instant insights!
Transfer Pricing Risks in Cross-Border M&A
Finance
Explore the intricacies of transfer pricing in cross-border M&A, including risks, compliance challenges, and best practices for successful transactions.
Cash Flow Calculator for Smart Planning
Finance
Track and predict your cash flow with our easy calculator. Perfect for small biz owners and freelancers to stay financially healthy!
CFO Guide to CSRD Compliance in Manufacturing
Finance
Manufacturing CFOs must adapt to CSRD compliance, focusing on sustainability reporting, data collection, and regulatory changes to ensure transparency and efficiency.
Data Localization Laws: Legal Due Diligence Tips
Finance
Explore essential strategies for navigating data localization laws during M&A to ensure compliance and avoid costly penalties.
How Capital Structure Shapes Exit Options
Finance
Explore how a well-structured capital framework influences your company’s exit strategies, from acquisitions to IPOs and buyouts.
How To Analyze Overtime Costs For Better Profit Margins
Finance
Learn how to effectively analyze and manage overtime costs to boost profit margins and improve operational efficiency.
Sector-Specific Foreign Investment Rules: Overview
Finance
Explore the complexities of U.S. foreign investment regulations and their impact on growth-stage companies in critical sectors.
ERP Data Validation for M&A Readiness
Finance
Accurate ERP data validation is crucial for successful M&A transactions, impacting deal integrity, valuations, and compliance risks.
7 Steps to Scale Financial Systems for Growth
Finance
Learn how to scale your financial systems with seven actionable steps to support business growth and improve decision-making.
Local VC Benchmarks: When to Use Them
Finance
Local VC benchmarks provide a clearer evaluation of venture capital fund performance by considering regional factors unique to the US market.
How Public Health Crises Shift Healthcare VC Trends
Finance
Public health crises reshape healthcare venture capital trends, driving investment toward urgent solutions and long-term innovations.
How Blended Finance Supports Impact Investing in Clean Energy
Finance
Explore how blended finance bridges funding gaps in clean energy by attracting private investment through innovative risk mitigation strategies.
Currency Risk Impact on Supply Chain Cash Flow
Finance
Explore how currency risk impacts supply chain cash flow, highlighting types of risks and effective management strategies for businesses.
Checklist for Biotech Cross-Border Exits
Finance
Understand the essential steps for successful biotech cross-border exits, from regulatory compliance to tax planning and market analysis.
Double Counting in Renewable Energy: Valuation Challenges
Finance
Double counting in renewable energy inflates valuations and creates compliance risks. Explore key challenges and solutions to ensure accurate reporting.
How to Adjust Beta for Private Companies
Finance
Learn how to accurately adjust beta for private companies to improve financial valuation by considering unique risks and capital structures.
How to Build a Leadership Pipeline for Growth
Finance
Learn how to build a leadership pipeline that nurtures talent at all levels, ensuring your organization is prepared for growth and change.
How Value-Based Pricing Impacts Unit Economics
Finance
Learn how value-based pricing can enhance unit economics, improve profitability, and drive sustainable growth for your business.
Cash Flow Tools: Side-by-Side Comparison 2025
Finance
Explore essential cash flow forecasting tools for 2025 that enhance financial management with real-time data, automation, and seamless integrations.
M&A Impacts on Supply Chain Working Capital
Finance
Explore how M&A transactions impact supply chain working capital, revealing challenges and opportunities for financial efficiency.
How Blockchain Reduces Cross-Border Payment Fees
Finance
Explore how blockchain technology is transforming cross-border payments by reducing fees, speeding up transactions, and increasing transparency.
When Joint Ventures Trigger Merger Control Filings
Finance
Understand when joint ventures require merger control filings and how to navigate the complexities of compliance to avoid costly penalties.
Aligning Pricing and Onboarding for SaaS Growth
Finance
Aligning pricing and onboarding in SaaS is essential for driving growth, enhancing retention, and maximizing customer value.
SaaS Sales Dashboards for Scaling Businesses
Finance
Explore how SaaS sales dashboards transform data into actionable insights, driving growth and aligning teams for success.
How Custom Accounting Software Supports Scaling
Finance
Custom accounting software enhances scalability, compliance, and efficiency, tailored to meet the unique needs of growing businesses.
Deferred Sales Trusts vs. 1031 Exchanges
Finance
Explore the differences between Deferred Sales Trusts and 1031 Exchanges for deferring capital gains taxes on real estate and other assets.
SaaS Burn Rate Benchmarks by Revenue Stage
Finance
Understand how to manage SaaS burn rates across revenue stages to ensure sustainable growth and efficient capital use.
Ultimate Guide to Nonprofit Liquidity Analysis
Finance
Learn how to assess and improve your nonprofit's liquidity with key metrics, best practices, and strategies for financial stability.
Ultimate Guide to Blockchain Interoperability for Enterprises
Finance
Explore the complexities, challenges, and future trends of blockchain interoperability for enterprises navigating multiple platforms.
FP&A Strategies for Cross-Industry Partnerships
Finance
Explore effective FP&A strategies for cross-industry partnerships, including financial modeling, real-time data sync, and synergy identification.
Disaster Recovery for SaaS Companies: Guide
Finance
Effective disaster recovery for SaaS companies is crucial for minimizing downtime, protecting data, and maintaining customer trust.
Workforce Planning for Growth-Stage Companies
Finance
Growth-stage companies can enhance scalability and profitability through data-driven workforce planning, addressing skill gaps and competition.
Key Metrics for Customer Acquisition Dashboards
Finance
Learn how to optimize customer acquisition strategies with essential metrics and effective dashboard solutions for data-driven growth.
How to Negotiate Supplier Payment Terms
Finance
Learn effective strategies for negotiating supplier payment terms to enhance cash flow and strengthen supplier relationships in today's economy.
VC Returns vs. Market: Risk-Adjusted Metrics Compared
Finance
Explore the differences between venture capital and public market investments, focusing on risk-adjusted returns, liquidity, and performance metrics.
Contingency Planning for M&A Success
Finance
Effective contingency planning is crucial for M&A success, addressing risks like cybersecurity and leadership turnover to ensure smoother transitions.
Contingency Planning for Cash Flow Crises
Finance
Learn how to safeguard your business from cash flow crises with effective contingency planning and proactive strategies.
QSBS in M&A: Tax Considerations for Founders
Finance
Learn how Qualified Small Business Stock (QSBS) can significantly reduce capital gains taxes for founders during M&A transactions.
Top Valuation Methods for Renewable Energy Projects
Finance
Explore effective valuation methods for renewable energy projects, highlighting their strengths, limitations, and regulatory impacts on investment decisions.
Key Rotation Policies for Fintech Security
Finance
Key rotation is essential for fintech security, reducing breach risks and ensuring compliance with regulations. Learn how to implement effective policies.
Top Trade Compliance Risks in M&A
Finance
Understanding trade compliance risks in cross-border M&A is vital to avoid costly penalties and ensure successful integrations.
Public-Private Joint Ventures in Renewable Energy
Finance
Explore how public-private joint ventures are transforming renewable energy funding, driving innovation, and achieving sustainability goals.
Cash Flow Analytics for Liquidity Buffer Management
Finance
Explore how cash flow analytics coupled with liquidity buffers can enhance financial stability and growth for businesses in unpredictable markets.
Asset Sale vs. Stock Sale: Tax Differences
Finance
Understand the tax implications of asset sales versus stock sales, and how to optimize your business sale for maximum financial benefit.
IFRS vs GAAP: Depreciation Impact on Manufacturing
Finance
Explore how IFRS and GAAP differ in depreciation methods, impacting asset valuation and financial reporting for manufacturers.
FP&A Insights: Identifying Hidden Cost Drivers
Finance
Uncover hidden costs that impact profitability with effective FP&A techniques and modern technologies for better resource management.
Limitations of IRR in VC Performance Evaluation
Finance
Explore the limitations of IRR in venture capital performance evaluation and discover better metrics for assessing fund success.
Global Diversification: A Guide for Mid-Market Companies
Finance
Explore how mid-market companies can achieve global diversification through strategic planning, risk management, and understanding local markets.
How Early Payment Discounts Impact Working Capital
Finance
Explore how early payment discounts can enhance cash flow, strengthen supplier relationships, and optimize working capital management.
PUBLICATIONS

What we've published

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.