Insights
Actionable finance strategy, frameworks, and perspectives for leaders navigating growth — written from inside the engagement, not the marketing funnel.
A finance-control mandate for the first 100 days after a lower-middle-market acquisition: Day-1 reconciliation, cash forecast, covenant tracker, sponsor reporting, working-capital baseline, and board cadence.
Why this matters
Written from inside the engagement — frameworks, diligence questions, and operator points of view you can use in your next leadership conversation.
A sponsor-grade covenant management framework for a $20M EBITDA lower-middle-market platform, including headroom math, definition risk, warning cadence, and sourced private-credit benchmarks.
Every fractional CFO firm now claims to use AI. Here is what AI-augmented finance actually looks like in practice - and the guardrails Brian, who founded an AI-backed venture, applies in every Catalyst engagement.
Most fractional CFOs spend 60+ days in discovery. That is consulting, not finance leadership. Here is the discipline behind Catalyst's two-week onramp - and why the time-to-output gap is the strongest signal of operator-grade work.
The split between CFO and COO is a Fortune 500 artifact. In growth-stage companies, the executive who can hold both seats is more valuable than two separate hires. Here is when, and why.
The fractional CFO market exploded after 2023. Most new entrants are recently-laid-off controllers. Here is the diligence framework I use - and you should too - to separate operator-grade fractionals from the rebrand wave.
From LinkedIn
Brian publishes regularly on LinkedIn — frameworks, deal notes, and reactions to what’s actually happening in CFO and bookkeeping practice today.
Founder thoughts
Live feed of Brian's most recent LinkedIn posts. Click any post to open it on LinkedIn.
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