EPISODE · Jul 6, 2026 · 54 MIN
What 20+ Years as a CFO Taught Robert About Building a Business Worth Buying
from The 5 Year Exit · host Magnetic Consulting
Robert Friedman spent more than 20 years helping build a company from the inside.Then he helped lead one of the most important transitions in its history.A great business isn't just profitable. Robert shares what he learned as CFO of BAMCO, including the financial systems, accountability, and leadership decisions that transformed the company before its transition to employee ownership (ESOP). We also unpack why two previous sale attempts failed, what founders should understand about ESOPs, and how to think about exit planning long before you're ready to leave.Build Something Magnetic.
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What 20+ Years as a CFO Taught Robert About Building a Business Worth Buying
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