Success Stories

Success Story: UK Sofa Retailer Transforms Multi-Location Procurement

The Challenge: Growing Pains Hit Procurement Hard A rapidly expanding UK sofa retailer with 25

ProcurementExpress Partners with Echo Seismic to Modernize Multi-Project Procurement Operations

Leading B2B Procurement Platform Supports Seismic Services Company’s Digital Transformation Initiative ProcurementExpress, the procurement technology

Procurement Express and UNICEF Celebrate a Decade of Partnership, Cementing Highest Standards of Control and Global Efficiency

DUBLIN, IRELAND – Procurement Express and UNICEF are proudly celebrating more than 10 years of

Articles

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From Healthcare Analytics to Fractional CFO Founder

Tiffany Vogel didn’t follow the standard path of a fractional CFO. After cut her teeth

Grant Manager Mastermind Recap: Turning Funding Pressure into Strategic Opportunity

Why We Brought Grant Leaders Together Securing grants is tough enough; doing it sustainably –

From Ledgers to Launchpads: Jason Andrews’ Journey from Finance to Marketing

In this enlightening episode of The Gross Profit Podcast, host James Kennedy chats with Jason

Case Studies

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Biotech Company Streamlines Research Procurement After Workforce Reduction

A biotech research company successfully re-implemented a comprehensive procurement management system following a significant workforce

Multi-Property Hospitality Group Streamlines Procurement Operations

A regional hospitality group operating four hotel properties successfully transformed their disorganized procurement processes by

Construction Company Streamlines Multi-Location Procurement Operations

Executive Summary A multi-location construction company successfully transformed their manual procurement process by implementing a

Podcasts

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Paul Maskill – How to Get 50% Equity in a Business Without Investing

In this episode, James Kennedy sits down with Paul Maskill, the “Blue-Collar CFO,” to unpack how service pros and trades owners can turn a time-for-money job into a sellable, scalable company. From pricing that actually funds growth to partnering for equity, Paul shares the moves he used to grow and exit multiple local businesses (landscaping, electrical, kids’ sports programs) and why home-service companies win by doing “the boring stuff” brilliantly – answer fast, show up, keep promises.

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Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

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Joe Stafford – The $26 Million Math Mistake That Changed Everything

In this episode, James Kennedy sits down with Joe Stafford, founder of Trinity Business Advisors and serial entrepreneur, to unpack hard-won lessons from scaling to $60M revenue, surviving a bank workout, exiting two companies, and now guiding owners through exit planning the right way. Joe shares how a simple gross-margin math fix generated $26M in profit, what really happens when private equity is on the other side of the table, and a practical playbook for making your business sellable, scalable, and less owner-dependent.

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