#232 – Lowell Mora | Impact CFO – From Controller to Strategic Partner: The Evolving Role of Finance

Lowell Mora joins to discuss the critical role of finance in business strategy, particularly for family-owned businesses. Lowell shares his extensive experience as a CFO, emphasizing the importance of financial planning, analysis, and the need for businesses to adapt and prepare for transitions. The conversation explores the nuances of financial functions, the significance of cash flow forecasting, and the complexities of business valuation, including the impact of diversification on risk and opportunity. Lowell discusses various aspects of business strategy, including vertical integration, learning from mistakes, diverse sales approaches, optimizing operations, navigating business transitions, and building trust in transactions. He emphasizes the importance of understanding the unique needs of different sales processes and the necessity of a holistic approach to operational optimization. Additionally, he explores the complexities involved in selling a business and the creative solutions that can arise during this process. Links: Show notes: http://brandonbartneck.com/buildingbetter/lowellmora Edison Manufacturing Exchange: https://brandonbartneck.substack.com/publish/home\ linkedin.com/in/brandonbartneck/ https://www.impactcfo.net/ Lowell Mora Bio: Lowell Mora, President of Impact CFO, brings a wealth of expertise in leading small to mid-sized businesses. His extensive experience spans both family-owned and private equity-owned companies, making him a versatile and strategic advisor to CEOs. Lowell excels in driving record growth and profitability, particularly in equipment business models, working with manufacturers and industrial products, percentage of completion accounting, and managing multimillion-dollar contracts. He is also proficient in leading ERP implementations. With his deep financial leadership across diverse industries, Lowell offers a unique perspective on every project. As a Fractional CFO, he provides invaluable financial oversight, guiding numerous businesses through complex transactions and strategic initiatives. His expert financial guidance has helped businesses navigate transitions and achieve their financial goals with precision and expertise. Focused on driving growth and profitability, Lowell collaborates with businesses of all sizes to implement cost-effective strategies and streamline operations, ensuring long-term success. Building Better Building Better with Brandon Bartneck is focused on the people, products, and companies that are creating a better tomorrow, often in the transportation and manufacturing sectors. This show was previously called the Future of Mobility podcast. I aim to have real, human conversations to explore what these leaders and innovators are doing, why and how they’re doing it, and what we can learn from their experiences. If you care about making an impact then this show might be for you. Topics include manufacturing, production, assembly, autonomous driving, electric vehicles, hydrogen and fuel cells, impact, leadership, and more. Edison Manufacturing and Engineering: Edison is your low volume contract manufacturing partner, focused on assembly of complex mobility and energy products that don’t neatly fit within traditional high-volume production methods.

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