A Monthly Dispatch · Vol. I

The Trades CFO Letter.

A monthly publication for owners of trades, manufacturing, and construction businesses doing $5M–$50M. Written by a CFO who’s actually sat in the seat.

Recent Issues

From the archive.

Vol. I · No. 01

The 21 numbers a $10M owner should know cold

The KPI dashboard every founder-led $5M–$50M business should be running — and what each metric tells you about what's coming next.

Vol. I · No. 02 · Coming

Working capital diagnostic

How to find the cash already trapped in your business — and the specific operational moves that release it. Ships with a working capital model template.

From the Practice

What's in it.

One long-form briefing per month, drawn from work the practice is actively doing with clients. Every issue ships with a downloadable tool — a KPI dashboard, a working capital model, a diligence scorecard. Things you can put to work in your own business the same week you read them.
Topics rotate through the parts of running a $5M–$50M business that owners typically figure out the hard way: working capital and cash conversion, the KPIs that actually predict trouble, ERP selection without getting fleeced, what PE buyers price in 2026, lender prep, exit readiness, and the unglamorous machinery of building a finance function that doesn’t break.

The Promise

CFO-grade thinking for owners who haven't hired one.