In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
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In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who improved EBITDA from $500K to $911K and exited for $5.7M, and another who discovered $750K in taxes paid on phantom profit and later secured refunds (including $42K in sales tax) after fixing systems. You’ll learn how to prep 2–3 years before exit, ...
FinFactor: Expert Insights for the CFO
In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
