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Margin Theory

PODCAST · business

Margin Theory

Margin Theory is a media brand and financial operating system for owner-operator businesses doing $1M to $20M.It's a newsletter, podcast, and community plus the fractional CFO practice that proves it works.The premise: every business that stalls between $1M and $20M got too big to see each detail and run at the same time. The answers are already inside the business hiding in the data it produces every day. Every transaction, every invoice, every payroll run, every line item is hiding six figures of money one layer below where anyone is looking.We call that boundary our edge.Most fractional CFOs stop at the surface drivers. Edge Theory traces the money five drivers down to the thing actually moving the number.Most founders coast in the middle. Edge Theory is for the ones who'd rather see further.

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  1. 8

    Kris Klein on Consulting to CEO in Three Years

    Kris Klein is CEO and co-founder of PollenSense, a deep tech life sciences company whose optical sensors use AI to identify pollen, mold, and dust in real time across 25-plus countries. He came in three years ago as a consultant, told the founder "just...

  2. 7

    Scott Newman on Selling Bulletproof Whiteboards to Every School in America

    Scott Newman runs Titan Armored, a Dallas manufacturer of bulletproof whiteboards and ballistic glass trusted by schools, government facilities, and corporate offices. He came up with the idea on a bar napkin after the Robb Elementary shooting in Uvald...

  3. 6

    Daniel McCaulley on Turning Down Work to Protect His Culture

    Daniel McCaulley, P.E., is the founder of Ultimus Engineering, a faith-based Texas firm that does MEP, aquatics, and structural engineering work across 22 states. He retired his wife from her job and set a hard 5pm cutoff for his team. Two accidental $...

  4. 5

    Gabe Draper on Selling the House to Keep Food on the Table

    Gabe Draper is a fourth-generation manufacturer who founded Factur, a company that prospects new customers for industrial manufacturers. Before Factur, Gabe ran his family's machine shop, lost 72% of revenue in a single month, went bankrupt, and sold h...

  5. 4

    Micki Gram on Accidentally Building an Agency After a Failed CBD Farm

    Micki Gram built a social media and experiential marketing agency that grew out of filming brand events for fun. We talk about watching her dad lose a fortune and never consider a backup plan, the moment she told her mom she hated her and how that beca...

  6. 3

    Robby Pederson on Bidding $6 Billion in Work Last Year

    Robby Pederson is the VP of Dirt Rocks, a construction logistics company he started from a spare bedroom after a hurricane in 2017. We talk about scaling to $100 million, raising a family where every kid runs a business, and the moment his daughter tol...

  7. 2

    Nick Riseman on Taking Over a 25 Year Family Business

    Nick Riseman is a partner at DDM Marketing and Consulting, a full-service marketing and advertising firm now in its 25th year. We talk about taking over a family business, the leadership conference moment that changed how he shows up as a dad, and why ...

  8. 1

    Federico Trejo on Betting His Emergency Fund to Start a Business

    Federico Trejo owns Tierra Viva Landscapes in Dallas. When the PE-backed company he was running went Chapter 7, he launched his own business in 72 hours. We talk about those early days, using AI to compete with billion-dollar companies, and betting his...

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ABOUT THIS SHOW

Margin Theory is a media brand and financial operating system for owner-operator businesses doing $1M to $20M.It's a newsletter, podcast, and community plus the fractional CFO practice that proves it works.The premise: every business that stalls between $1M and $20M got too big to see each detail and run at the same time. The answers are already inside the business hiding in the data it produces every day. Every transaction, every invoice, every payroll run, every line item is hiding six figures of money one layer below where anyone is looking.We call that boundary our edge.Most fractional CFOs stop at the surface drivers. Edge Theory traces the money five drivers down to the thing actually moving the number.Most founders coast in the middle. Edge Theory is for the ones who'd rather see further.

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Edge Theory

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