Jeff Epstein, former CFO of Oracle, discusses the skills needed to be a top CFO and the different routes to becoming one. He shares insights on budget setting, including the right percentage of time to hit budget goals and balancing between aggressive and conservative targets. Epstein also talks about the critical role of FP&A in making strategic decisions and revisiting processes during mergers. The podcast covers topics such as the importance of forecasting accuracy, managing expectations with Wall Street guidance, and focusing on key drivers and metrics in budgeting.

Jeff Epstein, a co-host and startup advisor, offers valuable insights on navigating entrepreneurial challenges. They tackle the complexities of competing against larger companies and the emotional toll of splitting from co-founders. The duo emphasizes the importance of self-awareness and personal experience in overcoming hurdles. They discuss the transition from feature development to maintaining a mature B2B app, alongside the significance of harnessing customer feedback for product growth. Epstein's expertise shines as he encourages a thoughtful approach to evolving business dynamics.

Jeff Epstein, the founder of Ambassador, shares his remarkable journey of building and selling a multi-million dollar SaaS startup without a technical background. He discusses the trials of bootstrapping, the delicate balance between stress and passion, and the importance of community support. Jeff reflects on the emotional toll of the acquisition process, the significance of transparent communication with employees, and the strategic decisions that shaped his success. He also emphasizes the need for intentionality in pursuing future opportunities post-sale.