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In this episode, Dan speaks with Joseph Sanborn, CFO of EverQuote, about leading a public company through a full strategic and operational reset. Joseph shares how EverQuote navigated a severe industry downturn, exited non-core initiatives, refocused on its data and technology strengths, and rebuil…

In this episode, Dan speaks with Patrick Dennis, a six-time CEO and seasoned private equity operator, about the decisions that create value, and why most leadership teams get this wrong. Patrick’s career spans leading global businesses through IPOs, complex restructurings, PE-backed transformations…

In this episode, Dan speaks with Keith Taylor, CFO of Equinix, the $100B global digital infrastructure company and one of the longest-serving CFOs in the S&P 500. Keith shares how he helped build Equinix from a 10-person startup into a global market leader that delivered 88 consecutive quarters…

In this episode, Dan speaks with Neil Hodson, multi-time CFO, COO and now Director of LMS Digital, about how finance leaders can take control of SaaS businesses under pressure. Neil shares how he tackled high churn and cash burn at FONN, reshaped the sales and marketing model around contribution an…

In this episode, Dan speaks with Bob Gold, Veteran CFO and PE Specialist, about his battle-tested approach to unlocking cash and stabilising businesses: the “War on Working Capital.” Bob breaks down how he takes day-one ownership of cash, sets up visual wallboards for AR, inventory, and AP, and dri…

In this episode, Dan speaks with Michael Vigario, CFO of ACT Group (North America), about what it takes to scale as a finance leader across startups, fintech, and PE-backed billion-dollar enterprises. Michael shares how he built world-class finance and operations teams from scratch, the discipline …

In this episode, Dan Thompson speaks with Blaine Fitzgerald, CFO at Kinaxis and former VP Finance at Shopify, about what it takes to drive sustainable, capital-efficient growth in today’s market. Blaine breaks down how he applies the Rule of 40 to balance growth and profitability, why AI is a finan…

In this episode, Dan Thompson sits down with Sun Choi, consulting CFO, operator, and angel investor, who’s helped multiple B2B SaaS companies scale and exit. From both strategic and private equity deals. Sun shares the real KPIs buyers care about, what separates sponsor and strategic due diligence,…

In this episode, Dan Thompson talks with Richard Simons, seasoned CFO with four PE-backed exits and a career spanning Sky, Microsoft, and DMGT. Richard shares why today’s CFOs must take a hands-on role in CRM strategy and how the right data inputs power forecasts that drive confident decisions and …