#61 How to Hire a Fractional CFO for Your Startup and Prepare for Exit | Rick Sanchez Jr.

Every entrepreneur faces the same brutal question: how much capital should I raise, and at what valuation? Rick Sanchez, fractional CFO and transformation specialist, breaks down the capital raising process with refreshing honesty about financial narratives, investor psychology, and the critical difference between strategic and financial buyers. This isn’t theoretical finance; it’s battle-tested wisdom on turning messy financials into compelling stories that close deals and build businesses worth buying. Learn what Wharton Business School will never teach you!  Sign up for the ANTI-MBA today: https://bit.ly/46vct60 Click here to order your personalized poster!: https://bit.ly/46J08MS Connect with Richard (Rick) Sanchez Jr. Website: https://bit.ly/3NXjreH Facebook: https://bit.ly/4qt4ApP Instagram:https://bit.ly/4bKpAEK LinkedIn: https://bit.ly/4cfB9E3 Timestamps 00:00 Intro of Show 02:19 SMEs’ Budget Forecasting 03:15 Financial Planning with a CFO 15:19 Defining a Robust Financial Narrative 20:37 KPIs for Business Valuation 25:17 Employee Bonuses and Equity 29:35 Effectively Delegating Responsibilities 40:41 Common Mistakes of Million-Dollar Companies 42:36 Tips before Business Exit 50:04 Raising a Capital vs. Selling the Business 52:44 What is a Strategic Buyer? 55:50 Connect with Rick Watch the “David Guttman Podcast” every Tuesday at 8AM EST on YouTube https://bit.ly/3ZGK2yv Connect with David Guttman Website: https://bit.ly/4jclYvK Instagram: https://bit.ly/4iARMe9 TikTok: https://bit.ly/3P19NVm Facebook: https://bit.ly/49CQjQx X: https://bit.ly/4gH28aR LinkedIn: https://bit.ly/3Bx7Tc2 SUBSCRIBE TO: https://www.youtube.com/@OfficialDavidGuttman Download the “David Guttman Podcast” on all your favorite podcast platforms: Spotify: ​​https://spoti.fi/3VE3fzVApple Podcasts: https://bit.ly/3VLzm0v