Is your business's financial health a source of stress or a clear path to your goals? This episode of Harmonious at Lunch features Tom Dillon, founder of Frak Finance, who provides a strategic playbook for SMB growth. Learn how to master cash flow, identify key performance indicators (KPIs), and reverse-engineer your exit strategy, whether it's a sale, acquisition, or succession plan. Discover how a CFO's mindset can transform your business's financial trajectory.

Key takeaways:

• Learn how to structure your finances for growth, moving beyond rearview mirror accounting to a forward-looking, strategic approach.
• Understand the importance of defining your "definition of success" to create a realistic roadmap for achieving your long-term financial goals.
• Discover how to analyze your sales and marketing funnel, identify key metrics like customer acquisition cost (CAC) and return on ad spend (ROAS), and optimize your spending.
• Explore the limitations of cost-cutting as a long-term growth strategy and the importance of an "abundance mindset."
• Learn the crucial indicators that signal it might be time to bring on a fractional CFO to gain control of your finances and achieve your growth potential.

Take action:

• Like this video and subscribe to the Harmonious at Lunch channel for more expert guidance on business growth and financial strategy.
• Visit Frak Finance at https://www.frakfinance.com/ to learn more about their fractional CFO services and financial consulting.
• Connect with Frak Finance on LinkedIn: https://www.linkedin.com/company/frak-finance/

In this episode, you'll also learn:

• How to conduct quality of earnings due diligence when buying a business to ensure you're making a sound investment.
• The common financial challenges faced by SMB owners, including disorganized finances and a lack of strategic planning.
• How to build a realistic financial forecast that aligns with your growth goals and avoids discouraging your team.
• The importance of collaboration between finance, sales, and marketing to drive revenue growth and achieve a scalable, transferable business.
• How to identify and address the levers within your sales and marketing funnel to maximize your return on investment.

If you're a business owner or entrepreneur seeking to optimize your finances, accelerate growth, and plan for a successful exit, this episode provides actionable strategies and expert guidance. Tune in and discover how to create a financial blueprint for long-term success!

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