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.

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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

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