Business Recapitalization

Strategic restructuring of company ownership and capital structure, including buyouts of majority shareholders and alternative financing approaches to realign stakeholder interests.

3 episodes

Ep36—Ted Stone: Decades of Financial Strategy — Still in the Game and Giving Back

Ep36—Ted Stone: Decades of Financial Strategy — Still in the Game and Giving Back

Ted Stone, a 72-year-old career CFO, discusses his transition to fractional CFO work serving multiple clients across diverse industries. He shares detailed stories from three major private equity deals—Velocity Express (a last-mile delivery rollup), an office telephone company spin-out, and Solucent (a healthcare data integration)—while exploring current trends including the silver tsunami of retiring business owners, ESOP structures, and the value of executive peer networks like Executive Forum.

Ep28 Michael Weinstein—Tariffs and Economic Uncertainty - How We Got Here & What's Next

Ep28 Michael Weinstein—Tariffs and Economic Uncertainty - How We Got Here & What's Next

Michael Weinstein, a fractional CFO with extensive Wall Street experience, discusses the current economic uncertainty driven by tariff policies, Federal Reserve decisions, and structural market challenges. He explains how tariffs function as a massive tax increase, analyzes the compounding effects of policy uncertainty on corporate investment, and examines the clogged venture capital pipeline. Weinstein draws historical parallels to past economic cycles while noting this situation is unique—a self-inflicted late-cycle shock with no clear playbook.

Ep 10 - Chris Caparon: Hard-Won Lessons from a Long and Successful Tech Journey

Ep 10 - Chris Caparon: Hard-Won Lessons from a Long and Successful Tech Journey

Chris Caparon shares his 20-year journey building Sephoria Software, an accounts receivable automation company that grew from a garage startup in 2001 to serving Fortune 500 companies across 110 countries before its private equity exit. He discusses navigating multiple economic crises, evolving technology platforms, and the critical importance of customer-centric product development and maintaining strong founder relationships throughout the company lifecycle.

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