The Origin Story
20 Years of CFOing for CEOs
Who
Just a guy who loves business, data, people, creating simple frameworks, and teaching, coaching and guiding.
Why
It’s an instinct after finishing my first client project in 1992. The why never changes – learning new things, helping others, and having fun at the same time. The CEOs are amazing people. But I’ve found that I enjoy helping those who serve CEOs just as much.
A Transparent Message
CFOing for CEOs Is Not For Everyone
Are you sure you want to be a CFO serving multiple clients? Whether you call yourself a CFO who works part-time for other CEOs, a fractional CFO, or a virtual CFO, this is hard work. Not only are you the rainmaker if you are in a solo practice, but you are also your firms’ business developer and lead consultant. And then there is admin work and ongoing training to keep growing your game.
That’s why I created Free Agent CFO™ because I wanted to share the essence of serving CEOs in a unique manner that helps them to grow and proper. All coaching and mentoring is tacit-based with scores and scores of stories from the playing field.
I completed my first project in 1993. I started my practice in 2001. I’ve been a customer (they call it partner) of the greatest CFO firm on the planet. I’ve tried every possible consulting model possible based on experimentation, but based on my unique capabilities and personality. I also pretty much remake my service offerings about every five years – that’s because our capabilities and preferences change over time. This also keeps our business fresh and interesting.
And this brings me back full circle to why I created this learning platform. It’s instinctual. I love doing it. It’s not work. And I enjoy seeing others grow.
Founder – Free Agent CFO™