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

Decades of Financial Strategy, Still in the Game and Giving Back | Ted Stone, Ep 36

Decades of Financial Strategy, Still in the Game and Giving Back | Ted Stone, Ep 36

Ted Stone, a 72-year-old fractional CFO, discusses his decades-long career in financial leadership, including multiple private equity-backed M&A transactions, integration strategies, and current work helping companies navigate recapitalizations and ESOP transitions. He shares lessons from rolling up businesses, managing post-acquisition culture clashes, and why he continues working seven years past traditional retirement age.

Tariffs and Economic Uncertainty: How We Got Here and What's Next | Michael Weinstein, Ep 28

Tariffs and Economic Uncertainty: How We Got Here and What's Next | Michael Weinstein, Ep 28

Michael Weinstein, a fractional CFO with decades of Wall Street and corporate finance experience, analyzes the current economic uncertainty driven by tariff policy, Federal Reserve decisions, and structural market challenges. He explains how tariffs function as a massive tax increase, why venture capital liquidity has frozen, and how uncertainty prevents corporate investment—while arguing that entrepreneurship and new business formation will ultimately lead the economy out of stagnation.

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

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

Chris Caparon, co-founder and former CEO of Sephoria Software, shares his 20-year journey building an accounts receivable automation company from a garage startup to a successful exit to private equity. He discusses navigating multiple economic crises, evolving technology platforms, and the relentless customer focus that enabled his bootstrapped company to serve Fortune 500 clients across 110 countries.

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