PerformaFi Advisory -- Strategic Finance, Driving Growth

Insights

Practical perspectives for founders, CEOs, and investors.

Most founders track the wrong metrics

Or no metrics at all. What to measure when the dashboard is full but the decisions are still guesswork.

Read on LinkedIn

The most useful financial document in most lower middle market companies

Why a 13-week rolling cash flow shows you the tight weeks while there is still time to act.

Read on LinkedIn

The covenant you are about to trip is not about the bank

Covenant trouble is visible long before the compliance certificate is due.

Read on LinkedIn

Governance does not have to feel like someone rearranging your furniture

Clearer decision rights, better information flow, and accountability that protects the culture instead of flattening it.

Read on LinkedIn

Fix the picture of the business before you fix the business

Bad data creates the optical illusion of chaos. Clean it up and the real problems get smaller.

Read on LinkedIn

More on LinkedIn

New pieces are posted first on LinkedIn. Follow PerformaFi Advisory to see them as they publish.

Follow on LinkedIn

Let's talk about your next step

A 30-minute conversation is usually enough to know whether a fractional CFO is the right fit.

Schedule a Conversation