13: Fractional CFOs, Private Equity, AI, and Scaling a Business | How Smart Companies Grow With Financial Strategy
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13: Fractional CFOs, Private Equity, AI, and Scaling a Business | How Smart Companies Grow With Financial Strategy
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About this listen
In this episode of Unfiltered Finance, Ron sits down with the founder of Whitman CFO Solutions, Pete Caltabino, to break down what a fractional CFO actually does, when a growing business needs one, and how smart companies use financial strategy to scale. They get into private equity rollups, cash flow problems, merchant cash advances, interim CFOs, hiring financial leadership, AI in finance, and what business owners usually get wrong about accounting and profitability.
This conversation is packed with insight for small business owners, operators, entrepreneurs, finance professionals, and anyone trying to build a company that can grow, scale, or exit successfully.
Search tags
fractional CFO, interim CFO, outsourced CFO, small business finance, private equity rollups, business growth strategy, cash flow management, Whitman Advisory, CFO services, scaling a business, entrepreneur finance, family office investing, merchant cash advance, AI in finance, business profitability, EBITDA, finance leadership, business exit strategy, portfolio company finance, Unfiltered Finance podcast