Balancing growth with efficiency and the path to IPO

Billy Morris give his thoughts on sustainable growth, capital efficiency and building a scalable financial strategy to Kathy Svetina.

Key takeaways:

  • Prioritize investments in R&D, sales, and marketing based on the company's growth stage
  • Make sure your data environments are secure and use business intelligence tools early on
  • Prepare thoroughly for M&A processes and IPOs by focusing on data accuracy and cross-functional collaboration
  • Centralize your software and cloud costs to ensure efficient allocation of resources
In This Video
Kathy Svetina
Founder at NewCastle Finance
Kathy is a leading light in finance support for growing businesses. She is an experienced fractional CFO who has hosted multiple Vertice interviews with finance and procurement experts.
Billy Morris
CFO at Supermetrics, ex-CFO at Genesis Global
Billy has over 15 years experience in corporate finance, financial planning and analysis, and financial management. He's a trusted voice about sustainable growth, capital efficiency and scalable financial strategies.
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