Create The Next From ProCFO Partners

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Create The Next From ProCFO Partners

ProCFO Partners

167 episodes

6 days ago

Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness. Mauricio discusses the CFO’s unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing ho...

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Entrepreneurship

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Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness. Mauricio discusses the CFO’s unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing ho...

Show more...

Entrepreneurship

Episodes (20/167)

Create The Next From ProCFO Partners

How to Lead International Expansion Without Losing Focus or Foundation

Expanding internationally can open new markets, create efficiencies, and strengthen your business. It also introduces unfamiliar risks and complexities. In this episode, ProCFO Mauricio Davila shares insights from years of guiding companies through global growth and explains why international expansion demands more than just financial readiness. Mauricio discusses the CFO’s unique role in identifying what others miss: navigating local laws, understanding regulatory systems, and recognizing ho...

1 week ago

18 minutes

Create The Next From ProCFO Partners

Numbers as Navigation: Making Financial Projections Work for Your Business

Looking backward can have some value because your numbers show patterns and provide a baseline for performance. But history alone won’t tell you where your business is headed. That’s the role of projections. In this episode, ProCFO Marty Weinberg explains why projections are living tools that connect your numbers to your strategy. Marty explores how projections, when tied to real operational levers like pricing, staffing, and customer acquisition costs, give leaders a roadmap for growth. He s...

1 month ago

21 minutes

Create The Next From ProCFO Partners

From Disruption to Direction: Turning Change into Strategy

Change can be incremental, like with a new tool or a small process shift. Or change can be transformational, when the entire direction of the business needs to adjust. In this episode, ProCFO Vijay Singh joins us to talk about the difference, and what happens when organizations fail to recognize the signals that change is coming. Vijay shares real-world examples of what happens when growth outpaces profitability, or when sales drive deals without operations at the table. In one situation, mi...

1 month ago

18 minutes

Create The Next From ProCFO Partners

The Business of Better: Client Story with Mugen Psychiatry

We love to share stories of our clients, and in our new episode of Create The Next, ProCFO Kristy Barthelemy sits down with Alan Alan Akira, MD, founder and CEO of Mugen Psychiatry, about developing the business of better. Alan didn’t set out to build a business that just paid well - he wanted one that worked well. That means overcoming growing pains like financial blind spots, unclear metrics, and the creeping feeling that key pieces to success might be slipping through the cracks. With fr...

1 month ago

24 minutes

Create The Next From ProCFO Partners

Raising Capital from Every Angle: Insights from a CFO, Banker, and Investment Banker

Raising capital looks different depending on if you're sitting at the head of the company, behind a bank’s desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared. In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over...

2 months ago

21 minutes

Create The Next From ProCFO Partners

Beyond Buzzwords: Turning AI Into ROI for CFOs

AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving productivity and solving real business problems. From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. ...

3 months ago

21 minutes

Create The Next From ProCFO Partners

In Practice and In Command: Client Story with US Immigration Law Counsel

In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategically led business with stronger systems, better financial discipline, and a clearer leadership structure. Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s gu...

4 months ago

30 minutes

Create The Next From ProCFO Partners

Clear Line of Sight: Forward-Looking Finance at Paragon

When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was driving margins—or where money was going—the company risked scaling into chaos. In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realize...

5 months ago

28 minutes

Create The Next From ProCFO Partners

Open Book Management: Financial Transparency that Transforms

What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation. In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, th...

7 months ago

27 minutes

Create The Next From ProCFO Partners

How to Scale Your Company to $10M and Beyond

Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working. In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau. We explore the stages of business growth, why...

7 months ago

25 minutes

Create The Next From ProCFO Partners

The Friction and Fundamentals of Franchising

Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson. In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the re...

8 months ago

24 minutes

Create The Next From ProCFO Partners

Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead

A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but s...

8 months ago

32 minutes

Create The Next From ProCFO Partners

The Friction of Fractional: Business Beyond the Delivery Method

“Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth. In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transaction...

8 months ago

16 minutes

Create The Next From ProCFO Partners

Introducing Interim CFO Services – A Smarter Solution for Critical Transitions

What happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn’t stop just because a CFO departs or because your business is in flux. That’s why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it’s needed most. In this episode, CEO Nelson Tepfer introduces this exciting ...

9 months ago

13 minutes

Create The Next From ProCFO Partners

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

Are you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. F...

9 months ago

19 minutes

Create The Next From ProCFO Partners

Turning Data into Decisions: ProCFO Reports and the Path to Your Potential

Imagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination. To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProC...

9 months ago

20 minutes

Create The Next From ProCFO Partners

Choosing and Implementing the Right ERP System for Your Business

Are you getting the most out of your ERP system, or is it holding you back? An ERP is meant to streamline operations and make life easier. In reality, the ERP is often frustrating—underutilized, poorly adopted, or misaligned with the company’s needs. ProCFO Larry Bomback joins us in this episode to break down why systems can underperform and how to avoid common frustrations, exploring the complexities of selecting, implementing, or improving an ERP system.Larry shares practical strategies for...

10 months ago

22 minutes

Create The Next From ProCFO Partners

Where to Focus Now and Next Going Into 2025

With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down and shares insights on what's worth focusing on to strengthen your financial position and prepare for the year ahead.We discuss why cash flow is always a priority—to keep things running and give you the flexibility to grow. Nelson explains why revisitin...

11 months ago

23 minutes

Create The Next From ProCFO Partners

The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and Education

Nonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make their unique work possible. In this episode, we hear from Letitia Zwickert, CEO and Founder of MENTEE, and Haleh Fardi, Chief Visionary Officer at ProCFO Partners, about how their partnership is helping change that. MENTEE is doing incredible work around ...

11 months ago

22 minutes

Create The Next From ProCFO Partners

From Survivalist to Strategist: The Business Owner's Transformation

Financial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows this struggle well. In this episode, we're excited to share the Client Story of Univeral Medical Resources as Jason and ProCFO Joe Shake discuss their relationship and the transformation of both the company and its leadership. Jason shares his experien...

1 year ago

30 minutes