The Importance of Budget Tracking: Stay on Top of Your Finances

Jamie Odegaard – The Dark Truth about Buying Businesses

This week James sits down with Jamie Odegaard, founder of Aardvark, to unpack what he calls an “inflationary war story” – from swinging a shovel in high-end construction to launching a thriving fractional CFO firm.
They explore Jamie’s unconventional journey, how he navigated a failed acquisition, the harsh realities of private equity partnerships, and how his firm helps small creative and service businesses build real financial health.
Jamie also shares his thoughts on popular business influencers, the value of gross margin clarity, and why invoicing on time might be the most underrated financial lever of all.

Salvatore Tirabassi – How to Make Your Sales Team 10X More Effective

Today, James sits down with private equity expert Salvatore Tirabassi.
They explore what makes a founder investable, how private equity firms assess opportunities, and the key elements that drive value creation post-investment. Salvatore reflects on his career in investment banking and private equity, and what it really takes to scale a business with confidence.
Packed with wisdom from years of working with founders, this episode is a must-listen for anyone considering taking on outside investment – or preparing to pitch.

Sarah Philabaum – Why Most Coffee Shops Fail – (And How to Beat the Odds)

Today, James sits down with Sarah Philabaum from BuildYourBooks.com.
They dive into the financial ins and outs of running a successful coffee shop, from managing cash flow to navigating tricky budgeting decisions. Sarah shares her journey in supporting small business owners through bookkeeping and CFO services, and offers practical advice backed by real-world experience.
Don’t miss Sarah’s exclusive cash flow spreadsheet – created just for podcast listeners – and her game-changing insights for coffee shop owners looking to thrive in a competitive market!

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