Professional advisory services helping companies improve operations, strategy, and performance.
20 episodes
Jim Hasty, founder of Cogle Group, discusses his company's evolution from technology consulting to AI-powered software products. He shares lessons from building Plan Checkers, an AI tool that reduces municipal permit review time from weeks to minutes, and outlines a crawl-walk-run framework for enterprise AI adoption focused on automating emotionally draining tasks rather than chasing adoption metrics.
John Yates, a tech attorney with 44 years of experience, and Greg Bedol, a serial entrepreneur and consultant, discuss their AI-powered business development platform Traction BD. They explain how AI is transforming professional services business development from a centuries-old mentor-based model into an automated system that helps lawyers, accountants, and consultants maintain relationships and convert prospects into clients through persistent, personalized outreach.
Todd and Bryan Dennstedt review their 2025 AI predictions, finding they accurately forecasted the AI trough of disillusionment, agentic AI emergence, and VC conservatism. They predict 2026 will be defined by organizational absorption of AI capabilities rather than new breakthroughs, with agentic workflows becoming default, SaaS pricing models compressing, and trust verification emerging as a critical business category. They emphasize that rapid AI-powered software development is fundamentally changing startup economics and making previously marginal business ideas viable.
Neil Miller, a partner emeritus at Tech CXO with nearly 20 years of fractional CFO experience across 70+ companies, shares his career journey from public accounting through multiple CFO roles at public companies to pioneering fractional executive work. He discusses value creation stories including Cloud Sherpas (acquired by Accenture) and Boomtown (90M+ revenue exit), the current venture capital environment, and how AI tools are compressing startup development cycles while raising the bar for execution speed.
Brantley Fry, partner at Tech CXO, shares her unconventional career path from environmental litigation to political operations to human capital management. She discusses her work on major environmental disasters (TVA coal ash spill, BP oil spill), serving as state director for a U.S. senator, and helping a health tech startup through acquisition. The conversation explores employment agreements, non-traditional hiring, and building culture through M&A transitions.
A father uses Claude AI to help his college-age son, an aspiring audio engineer, develop a comprehensive business plan for launching a recording studio service in Atlanta's hip-hop scene with a $350 budget. The AI generates detailed market analysis, pricing strategies, venue partnerships, social media tactics, and a 90-day action plan that validates the son's instincts while expanding his strategic thinking about client acquisition and business development.
A consultant demonstrates using Claude Desktop with MCP integrations to automatically generate client proposals by synthesizing meeting transcripts, emails, and web research. The AI system searches Google Drive for templates and meeting notes, analyzes Gmail exchanges, researches the client online, and produces a complete statement of work—all from a single prompt.
Mike Biwer, CEO of Cavalo, discusses how his company helps wholesale distributors optimize profitability through technology that controls pricing and margins at the line-item level. Founded by a distributor who achieved 10x industry-average profits, Cavalo evolved from a Microsoft Dynamics add-on to a multi-platform solution serving the $10 trillion distribution sector, where average pre-tax margins are under 5%.
Bob Brogan shares four decades of operational and strategic consulting experience, from early data warehousing work at IBM subsidiaries to leading turnarounds and exits. He discusses his approach to business transformation through modular design, cash cycle management, and the importance of mentorship—both as an angel investor evaluating founders and through his Legacy Guild charity providing scholarships to students who've lost parents.
Alan Gold, a 30-year marketing and sales veteran, discusses his career spanning Wi-Fi launches, speech recognition, and AI tools across startups and M&A. He covers current market uncertainty, the shift from sales tactics to strategy, AI's impact on entry-level roles, and why promoting top salespeople to management typically fails. Gold emphasizes listening skills, differentiation, and strategic thinking over tactical execution.
Jim Rozich, founder of Wheels Up Sales and Marketing, discusses common mistakes early-stage founders make when going to market—particularly 'Founder's Disease,' where entrepreneurs lead with product features instead of customer value. He covers CRM implementation, value-based email messaging, discovery call methodology, and how AI tools should support rather than replace human sales judgment.
Ghazenfer Mansoor, founder of Technology Divers, discusses his journey from Pakistan to building a global software development company. He explains his 'blueprint methodology' for converting napkin sketches into production-ready applications, the challenges of managing distributed teams across continents, and how AI tools are transforming both software development and client operations. Mansoor emphasizes the importance of entrepreneur peer groups and shares insights on mobile app development trends.
Kirby Winters, fractional CISO at TechCXO, discusses his journey from telecom to cybersecurity consulting, emphasizing leadership lessons from Eagle Scouts and entrepreneurship. He covers the evolving threat landscape—from social engineering to AI-enhanced phishing—and explains how fractional security leadership helps SMBs navigate SOC 2, HIPAA, and CMMC compliance without full-time hires. The conversation explores VPN evolution, cyber insurance realities, and the critical need for proactive security planning before customer mandates or breaches force action.
Three fractional IT executives discuss cost optimization strategies during economic downturns, including cloud infrastructure waste, vendor management, and strategic hiring decisions. They share specific examples of reducing AWS spend by 50-75%, eliminating unused software licenses, and the risks of cutting technical staff without preserving domain expertise.
Marc McCarthy, founder of Pro Consult IQ, discusses the complexities of B2B software expansion between UK and US markets. He covers cultural sales differences, regulatory considerations across US states, the importance of hiring locally, and strategic decisions around partnerships versus direct market entry. McCarthy emphasizes that shared language creates false assumptions about ease of expansion, and successful cross-Atlantic growth requires understanding time zones, legal frameworks, pricing strategies, and customer expectations that differ significantly between markets.
Katherine Hunter-Blyden, a fractional CMO, discusses her career journey from Fortune 500 companies like Ford and Progressive to serving small businesses. She covers the evolution of marketing measurement, the importance of email marketing and content strategy, brand versus direct response tactics, and how AI tools are transforming marketing efficiency while many professionals remain hesitant to adopt them.
Mike Blake, founder of High Score Strategies, discusses business valuation methodology, the changing landscape of patent protection, and his journey from venture capital to running a valuation consultancy from Portugal. He shares insights on helping founders navigate term sheets, the limitations of valuation in early-stage negotiations, and the story of launching Atlanta's Startup Lounge networking events that helped build the city's entrepreneurial ecosystem.
Maria Goldsholl, fractional Chief People Officer at TXO, discusses authentic leadership, building trust-based cultures in startups, and the value of fractional executive services. She emphasizes psychological safety, transparent communication, and learning from career setbacks as foundations for effective leadership and organizational growth.
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