Most founders don’t have a marketing problem.
They have a financial visibility problem.
In this episode of The Takeover, we sit down with Heather Hall, founder of Sapphire CFO Solutions and former CFO across multiple fintech and SaaS companies, to break down what separates scalable businesses from the ones constantly stuck in survival mode.
Heather shares the behind-the-scenes realities of startup finance, from messy books and cash flow stress… to fundraising, data rooms, forecasting, and preparing for exits.
If you’re a founder, operator, or agency owner trying to grow with clarity and confidence… this conversation will completely change how you think about finance.
Keynotes & Chapter Markers:
- 00:00 – Heather’s journey from audit to startup CFO
- 08:38 – Why founders delay finance until it’s too late
- 11:28 – The importance of visibility & transparency around numbers
- 16:39 – Building a data room and preparing for an exit
- 24:13 – The ROI mindset CFOs use when evaluating investments
- 29:57 – Why thought leadership matters for modern founders
Connect with Heather:
LinkedIn: https://www.linkedin.com/in/heatherhallcpa/
Website: https://www.sapphirecfosolutions.com/
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About The Hosts:
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