Assessing & Optimizing Your Liquidity & Capital Structure The strength of your company’s liquidity...
Ellen Wood was recently featured on The Millionaire Mindcast, a nationally recognized podcast hosted by entrepreneur and real estate investor Matty A. The episode focuses on Ellen’s journey in pioneering the fractional CFO model, her perspective on the changing role of financial leadership, and why businesses looking to scale—or prepare for a capital event—need to be thinking well beyond EBITDA.
With over 28 years leading vcfo and advising more than 6,000 companies, Ellen shares what she's learned from the frontlines of growth, transition, and exit planning. She discusses how the idea for “virtual CFO” came from a real need she experienced as a young CFO herself, and how that concept has evolved into a trusted resource for founders and leadership teams navigating high-stakes decisions.
Key Topics Covered:
- Origins of vcfo and the creation of the virtual CFO category
- Why financial leadership is more than just accounting and reporting
- How the v360Ⓡ assessment identifies key risks and value levers across six core areas
- What most business owners overlook in exit planning and how to avoid common pitfalls
- The influence of AI, private equity, and market shifts on the CFO’s evolving role
- Ellen’s advice to entrepreneurs scaling their first or second business