Marc Suidan, MBA, CPA

Maximizing Financial Strategy: How Startups Benefit from Fractional CFO Services In the dynamic world of startups, financial acumen is just as critical as innovation. While full-time Chief Financial Officers (CFOs) bring expertise to the table, they also come with a significant cost that early-stage companies may not be able to afford. This is where fractional CFO services step in to bridge the gap, offering a plethora of benefits tailored to meet the unique challenges that startups face. Strategic Financial Leadership without Full-time Commitment One of the primary advantages of a fractional CFO is the strategic leadership they provide. These seasoned finance professionals draw upon their experience to deliver: - Financial oversight: ensuring that https://buff.ly/3WkLPti

6

A private equity-backed SaaS firm needed assistance with integrating newly acquired companies and restructuring their financial systems. They turned to Phyton to support them through the restructuring. By placing high-level financial consultants, including an interim CFO and VP-level FP&A professionals, we helped integrate the companies' systems, build new financial models, and create robust forecasting tools. Thanks to these strategic placements, the company emerged from restructuring, ready to grow organically, with a strong foundation for future success. Read the case study to discover how we helped them succeed—and how Phyton can partner with you to meet your talent needs and drive future growth! #ExecutiveSearch #Recruiters #CaseStudy #Businessgrowth #PhytonTalentAdvisors

18

1 Comment

🎙️ **Unlocking the Secrets of Exceptional CFOs: Insights from Ben Mekie - Acuity Associates on the Gross Profit Podcast** In today's fast-paced business environment, the role of the CFO is more critical than ever. In this episode of The Gross Profit Podcast, host James Kennedy sat down with Ben Mekie, a seasoned finance expert from Acuity Associates. Ben shared profound insights into the five essential competencies every CFO must possess to drive financial leadership and organizational success. Ben's insights underscore the transformative power a top-tier CFO can bring to an organization. Whether it's through aligning resources, driving strategic growth, or ensuring everyone speaks the same language of success, the right CFO can be the catalyst for extraordinary growth. 🔗Link to full episode here: https://hubs.la/Q02GvmcG0 #GrossProfitPodcast #FractionalCFO #BusinessSuccess

6

2 Comments

Tune into Episode 21 of the Private Equity Value Creation podcast to learn the key areas saas.group analyzes in a short due PE diligence process. https://lnkd.in/ga-nDMQE

2

An opportunity for SaaS CFOs to network and problem solve in small groups PLUS the latest benchmark data from Ray Rike and Benchmarkit?! Our Q2 SaaS CFO roundtable won't be one to miss. Click to learn more and save your *virtual* seat: https://lnkd.in/eC8FBNma #cfo #saasbenchmarks #benchmarkdata #finance #saascfo

11

In the competitive landscape of SaaS, advancing through the maturity model is crucial for long-term success. To thrive, organizations must strategically balance growth and profitability, anticipating market demands while scaling effectively. In our latest article, A&M Managing Directors Cindy Finkelman and Joe Melfi explore the key drivers of SaaS maturity. Discover how to establish scalable infrastructure, implement standardized processes and create frictionless, personalized client experiences that build lasting relationships. Are you ready to optimize your SaaS strategy and unlock new growth opportunities? Read the full article to learn more: https://okt.to/J7iSrf #AMon #AMonPI #SaaS #ClientEngagement #OperationalExcellence

16

1 Comment

🚀 Why Every SaaS Company Needs a Fractional CFO 🚀 Navigating the financial landscape of a SaaS company can be tough—think steep trails and unpredictable turns. But what if you had a financial trail guide to help you along the way? A Fractional CFO offers the strategic expertise you need without the full-time cost, allowing you to focus on growth, product development, and scaling your business. From managing cash flow to making data-driven decisions, a Fractional CFO is your secret weapon for navigating growth challenges. Ready to explore how this could transform your business? 👉 Read our latest article and discover why a Fractional CFO might be the perfect fit for your SaaS company. https://lnkd.in/g4hsMyTF

8

Artificial Intelligence – Bane or Boon to the CFO? - by Larry Breitbarth https://hubs.ly/Q02MBWZ40 CFOs are often skeptical of “breakthroughs” that promise to “transform the finance function” and “shift the paradigm of accounting and finance.” Should we feel that way about the current wave of Artificial Intelligence as well? #cfoselections

4

📊 Key Metrics Driving Growth in Early-Stage SaaS In this episode of The SaaS CFO Podcast, I discuss with Jake Soffer the critical metrics that guide his decision-making at this stage of his business. 📈 With ARR and customer count being top priorities, Jake also emphasizes the importance of ACV (Average Contract Value) as they experiment with pricing to fuel growth. 💡 Additionally, we dive into the significance of gross revenue retention, especially in the SMB market, as a key indicator of sustainable success. Tune in to learn about: - The pivotal metrics every early-stage SaaS should focus on - How ACV plays a role in scaling your business - Strategies for improving gross revenue retention in the SMB space Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSMetrics #StartupGrowth #ARR #ACV #RevenueRetention #BusinessStrategy #EarlyStageSaaS #SaaSPodcast #SMBGrowth #SalesMetrics #CustomerSuccess #GrowthStrategies #ScalingUp #SaaSFounders #BusinessMetrics #SaaSLeaders #PodcastEpisode #TechEntrepreneurs #StartupLife

4

📊 Key Metrics Driving Growth in Early-Stage SaaS In this episode of The SaaS CFO Podcast, I discuss with Jake Soffer the critical metrics that guide his decision-making at this stage of his business. 📈 With ARR and customer count being top priorities, Jake also emphasizes the importance of ACV (Average Contract Value) as they experiment with pricing to fuel growth. 💡 Additionally, we dive into the significance of gross revenue retention, especially in the SMB market, as a key indicator of sustainable success. Tune in to learn about: - The pivotal metrics every early-stage SaaS should focus on - How ACV plays a role in scaling your business - Strategies for improving gross revenue retention in the SMB space Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSMetrics #StartupGrowth #ARR #ACV #RevenueRetention #BusinessStrategy #EarlyStageSaaS #SaaSPodcast #SMBGrowth #SalesMetrics #CustomerSuccess #GrowthStrategies #ScalingUp #SaaSFounders #BusinessMetrics #SaaSLeaders #PodcastEpisode #TechEntrepreneurs #StartupLife

3

1 Comment

In recent decades, Financial Planning and Analysis (FP&A) has rapidly evolved from a new, unnamed discipline to a staple strategic role within most org charts. How did this elite practice, which started as a secret weapon for the top 1% of businesses, transform into a mass-adopted must-have? In our recent post, we dove deep into the evolution of FP&A, tracing the journey of its humble back-office beginnings to its epic rise as a strategic asset and value driver for modern finance teams and businesses.  Click below to better understand: ▶ Building the foundation for FP&A (1970 - 1990)  ▶ The birth of modern-day FP&A (1990 - 2010)  ▶ Awakening and early growth (2010 - 2015)  ▶ Transformation and maturity (2015 - present) ▶ What elite FP&A looks like today  ▶ Typical responsibilities of a modern FP&A team  ▶ What impacts and outcomes a dialed-in FP&A team drives Read on 👉 https://lnkd.in/eJps7geb

46

🔥 Exciting Highlights from the "Balanced Generative AI: Leveraging & Mitigating Risks" event hosted by the Seattle CFO Leadership Council! Our very own Senior Corporate Counsel, John Butler, joined a distinguished group of experts including Haley Bettencourt, Gerson Rodriguez, Julie Sandler, and David Shim. We're proud of John and grateful for his insights that have left a lasting impact on the CFOLC. What are your thoughts on the evolving role of AI in finance? Share below! #CFO #AIInnovation #SeattleFinance

3

🌐 Discover how fractional CFOs can drive growth for small and medium-sized businesses. ✔ Read our new blog to uncover the top benefits of choosing a fractional CFO over a full-time one. Link: https://lnkd.in/dbrDpzgy #FractionalCFO #SMB #FinancialStrategy #BusinessGrowth #CFO #StartupSuccess #SmallBusiness

6

All these terms are ones SaaS founders should familiarize themselves with when it comes to discussing warrants in negotiations with potential investor partners. #NegotiationTalk #InvestmentTerms #FinanceEducation https://lnkd.in/gWep3ETC

1

Eric Kutcher, senior partner and CFO at McKinsey & Company, did not have the most traditional path to a financial leadership role. In this episode of Secrets of Rockstar CFOs, Kutcher joins Jack McCullough, to discuss the importance of asking “why not,” the game-changing aspects of AI, and McKinsey’s role in sustainability and gender equality measures. Listen by clicking below or streaming on Spotify, Apple or Google podcasts! 🎧 🔗https://lnkd.in/guXxzAiH #SecretsofRockstarCFOs #Sustainability #FinanceLeaders #AI

10

To PE Partners, from a CFO, about Executive Coaching. CFO for LegalZoom & Grab on the topic of coaching: "as a portfolio [company leader] taking on the lens of a PE partner … I know they really help management to excel." https://lnkd.in/gSxz9YGT #privateequity #cfo #ceo #finance

1

☕ In capital markets, expecting the unexpected is more than just a mantra—it's a necessity. In a recent CFO article, Kate Peachway discusses her early morning routine, and the values of #teamwork and structured problem-solving. Her favorite quote, "Growth and comfort do not co-exist," reminds us that stepping out of our comfort zone is essential for success. Read the full story here: https://lnkd.in/eMzF8m7S #CFO #BusinessGrowth #ExpectTheUnexpected

18