48. From Goldman Sachs to Fractional CFO for Small Business with Oscar Casanova

Oscar Casanova is the founder of Eververdant Growth Partners, a fractional CFO advisory firm helping lower middle-market business owners make sharper financial decisions. Before starting his own firm, Oscar closed over $30 billion in deals across Goldman Sachs, high-growth startups, and Shopify - and he brings that same rigor to the small businesses that make up the backbone of the economy. In this episode, Jack and Oscar dig into Oscar's journey from growing up in Mexico to landing at Goldman Sachs on his fifth application attempt, why he walked away from the corporate path to build something of his own, and the "operating system" mindset he uses to run his life and his firm. They also get into how he actually wins clients (hint: it is not by chasing outcomes), what makes someone coachable, and a full lightning round of scrappy versus sophisticated questions. Oscar lands the verdict for himself by the end - you will have to listen to find out which side he falls on. Chapters: 0:00 Welcome and fun fact of the day 1:02 Scrappy or sophisticated - Oscar's answer 1:45 Growing up in Mexico and coaching basketball 5:01 What Eververdant Growth Partners does today 5:38 Leaving Mexico for the US in 2011 8:20 Scrappy rapid fire - Tupperware and the four meals 11:23 The "operating system" for life and fitness 12:00 Getting into Goldman Sachs on the fifth try 17:47 Finding Eververdant's first clients through curiosity 23:39 Surrendering the outcome instead of chasing it 30:10 Earning trust as a CFO advisor 35:04 Lightning round - office, inbox, and airport habits 40:04 Final scrappy versus sophisticated verdict Oscar Casanova: LinkedIn: https://www.linkedin.com/in/oscar-casanova-c/ Eververdant Growth Partners: https://eververdantgrowthpartners.com Jack Tompkins: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng