Scaling Your Business with Financial Clarity and Strategy Featuring Jeff Glick

Elena Apalkova welcomes Jeff Glick to discuss business financial structures. They explore common mistakes, data-driven decisions, and compare weekly vs. monthly financial reviews. The role of a CFO in scaling businesses, capital raising, and managing investor expectations is highlighted. Jeff identifies financial red flags and stresses staff retention. They discuss essential tech tools and traits of successful companies. A ninety-day financial foundation plan is introduced, emphasizing a mindset shift for founders. The episode contrasts revenue with clarity in assessing company strength, concluding with closing thoughts. (0:00) Introduction with guest Jeff Glick on financial structures (5:48) Financial mistakes and data-driven decisions (10:17) Weekly vs monthly financial review metrics (12:12) Strategic CFO role in business scaling (16:32) Capital raising and investor expectations (21:26) Red flags in financial management (24:40) Staff retention and management in scaling (28:28) Tech essentials for business scaling (31:38) Characteristics of successfully scaling companies (33:16) Ninety-day financial foundation plan (35:17) Mindset shift for founders (37:27) Revenue vs. clarity for company strength (37:51) Closing thoughts and sign-off