80+ ACQUISITIONS $400M+ RAISED 3 PUBLIC CO CFO $1.3B+ REVENUE 30+ YEARS 12 PE FIRMS $340M+ EBITDA
80+ ACQUISITIONS $400M+ RAISED 3 PUBLIC CO CFO $1.3B+ REVENUE 30+ YEARS 12 PE FIRMS $340M+ EBITDA
80+ ACQUISITIONS $400M+ RAISED 3 PUBLIC CO CFO $1.3B+ REVENUE 30+ YEARS 12 PE FIRMS $340M+ EBITDA
Live from LinkedInBrad's ThinkingPE & CFO Insights272 posts curated · Synced 3w ago

Brad's Thinking.

30 years of pattern recognition in PE-backed companies, M&A, and the CFO seat — distilled into public posts. Ranked by what Brad's audience engaged with most.

Featured Post3w ago

CFO Engagement Models: A Decision Guide Not all CFO engagements are created equal. The right model depends on your situation, your timeline, and what you actually need — not what sounds right in a board meeting. This guide defines seven distinct engagement structures, when each is appropriate, and how to choose between them: 1. Operating Partner / Consultant — $15K–$50K/month 2. Full-Time CFO — $250K–$450K all-in 3. Interim CFO — $25K–$60K/month ($8K–$12K/week) 4. Fractional CFO — $5K–$20K/mo…

OriginalSaaS & SoftwareFinance Transformation

Blackstone just told you exactly what the PE-backed SaaS CFO job looks like in 2026. Most CFOs aren't listening. Blackstone's AI strategy got a lot of attention this week. The Anthropic joint venture. The $1 billion equity stake. The Palantir-style consulting model being built t…

OriginalFP&A & Financial PlanningFinance Transformation

The CFO in the Age of AI | #1 of 5 AI Proficiency Is Not a Skill. It’s a Standard. I have implemented more than 20 ERP systems. Fifteen Salesforce deployments. Ten data warehouses. Two billing platform overhauls. Every one of those implementations taught me the same lesson: t…

OriginalOrganizational DesignCFO + COO

The COO surge is a CFO problem in disguise. Russell Reynolds just reported the highest COO appointments since 2019. 42% blamed operational complexity. That’s the symptom. Here’s the cause: The CFO role got undersized — and companies are compensating with headcount instead of cap…

1mo ago3411
OriginalFP&A & Financial PlanningFinance Transformation

I don’t type anymore. Not really. I talk to my data. It talks back. Here’s what my finance function looks like today — and why it has nothing to do with what I learned in my first CFO role. The setup: Multiple screens. Live. Each one pulling from a different data stream — ARR…

1mo ago294
OriginalAI for Lower Middle MarketAI Implementation Playbook

A CFO'S FIELD NOTES — THE CFO AI PLAYBOOK | POST 1 OF 3 The CFO AI Playbook: Your Work & Home Setup 98% of PE sponsors are asking their CFOs to prioritize AI adoption. Most don't know where to start. This is the first of three posts on what best-in-class looks like for a lower…

OriginalSaaS & SoftwareFP&A & Financial Planning

AI Won’t Replace Your CFO. Bad Data Will. I keep hearing the same framing in PE board rooms: AI is going to transform finance. And I agree. But the conversation almost always skips the part that determines whether that transformation actually happens. Data quality. AI doesn’t …

OriginalLead-to-CashAI Governance & Capital Allocation

What Actually Signals Strong AI Skills in a CFO? It’s not coding. It’s not prompt engineering. And it’s definitely not how many tools they’ve tested. Strong AI capability in a CFO shows up in one place: measurable business outcomes. The real differentiator is the ability to us…

1mo ago121
OriginalFinance TransformationAI/Operational CFO

The CFO in the Age of AI A CFO’s Field Notes A LinkedIn Series by Brad Wolfe | wolfepacks.com Five posts. One argument. As a delve into AI and think about how to implement and leverage it I have realized how the CFO & Operating Partner need to adjust. AI is not replacing the…

OriginalFP&A & Financial PlanningFinance Transformation

The Input Problem | Post 1 of 6 A CFO’s Field Notes Everyone’s Watching the Demo. Nobody’s Asking About the Data. I watched a CFO upload 24 months of financials into an AI tool this week and produce three capital allocation paths, side by side, in a single conversation. It w…

1mo ago121
OriginalAI Governance & Capital AllocationChief AI Officer Role

MAPPING THE DISRUPTION | A CFO'S AI TIMELINE 2025–2035 | POST 3 OF 5 2028–2030: The Operational Reckoning. Agentic AI is mainstream. The adoption gap becomes measurable in exit multiples. Governance failures become public. The companies that built well in 2025–2027 pull away…

OriginalFP&A & Financial PlanningFinance Transformation

Surviving the Upgrade The Governance Gap Two numbers. One problem. 87% of CFOs say AI will be extremely or very important to finance operations in 2026. 15% of organizations report being well or fully prepared to support it. That gap — 87% conviction, 15% readiness — is not a…

OriginalFP&A & Financial PlanningFinance Transformation

Surviving the Upgrade The CFO role is being upgraded whether you participate or not. AI is eliminating entire layers of traditional finance work while simultaneously demanding new capabilities that most finance leaders haven’t developed yet. This series is about closing that gap…

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What Brad Reads & Listens To

The voices that shape how I think about finance, leadership, M&A, and building great companies.

Planet Money

How to make a BOOK into a bestseller

May 2, 2026View

In the world of commercial publishing, there are few crowning achievements more coveted than a place on the New York Times Best Seller List. But how does a book actually end up there? There is, of course, a playbook that publishers and authors use to try to gin up enough sales at the beginning of a new book’s life to launch it onto the list. But there is also a world of more shadowy techniques – a whole history of hacking shenanigans going back nearly a century.Today on the show, the fourth episode in our series: Planet Money sets out to make the Planet Money book a best seller, and along the way, we uncover all the outlandish strategies that people have tried to hack their way onto the New York Times Best Seller List. There will be mass hallucinations, legal exorcisms, shady book launderers, and scarlet daggers. And we learn the hard way how trying to engineer your way onto the list, just might be the thing that keeps you from getting there.Related:- “Night People's Hoax On Day People Makes Hit With Book Folks” - New York Times: “Jacqueline Susann Dead at 53; Novelist Wrote 'Valley of Dolls'”- New York Times: “Blatty Sue Times On Best-Seller List”- New York Times: “Court Bars A Suit Over Books List”- Bloomberg Businessweek: “Did Dirty Tricks Create A Best Seller?” - Episode 1: Inside a BOOK auction- Episode 2: Our BOOK vs. the global supply chain - Episode 3: BOOKstore Economics- Series: Planet Money makes a book- Laura McGrath’s new book: Middlemen: Literary Agents and the Making of American FictionOur book: Planet Money: A Guide to the Economic Forces That Shape Your Life is in stores now. Support: Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Find us on Socials: Facebook / Instagram / TikTok.Our weekly Newsletter.This episode was produced by Willa Rubin. It was edited by Jess Jiang, fact-checked by Sierra Juarez, and engineered by Robert Rodriguez and Cena Loffredo. Alex Goldmark is our executive producer. Music: NPR Source Audio - "Quirky Episodes," “Dramedy Scheme,” "Unforeseen Consequences,” and “Impractical Jokes.” See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Pivot

Big Tech’s Day of Reckoning, Elon Takes the Stand, and the FCC Targets Disney

May 1, 2026View

The Indicator

Polymarket bots, lithium found: lots!, marathon shoe thoughts

May 1, 2026View

It’s Indicators of the Week (now on YouTube!). It’s our weekly look at some of the most fascinating economic numbers from the news. On today’s episode: who wins and loses their Polymarket bets, an American lithium motherlode, and the economics of lightweight running shoes. Related episodes: The race to produce lithium Advanced Fairness At The Marathon For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Julia Ritchey and Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

The Indicator

The UAE wants a dollar lifeline

Apr 30, 2026View

With the Iran War underway, the United Arab Emirates is looking for some economic certainty. The rich Arab nation is home to a lot of foreign-held deposits, and they’re worried investors will pull those funds. So, they’re looking for an economic backstop. Enter: currency swap lines. Today, we explain why the UAE is looking to its close ally, the U.S., for a currency swap line and how it would work.The Indicator has a weekly newsletter! Be among the first to sign up now: npr.org/indicatornewsletter Related episodes: Where the US got $20B to bail out ArgentinaScott Bessent’s $20 billion dollar gamble on ArgentinaFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Planet Money

Spirit Airlines and the future of cheap flights

Apr 29, 2026View

It’s way more than fuel costs that pushed Spirit Airlines to the brink of liquidation and led President Trump to muse about “buying” them. Many low cost airlines are struggling due to a canny and calculated set of strategies from bigger airlines that we can think of as ‘revenge of the legacy carriers.’ Today on the show, we go back in time to when Spirit was riding high and pressuring the whole industry to cut costs. We talk with then-CEO Ben Baldanza about his radical vision for cheap air travel and then travel to the present day to hear how legacy airlines beat Spirit and other budget airlines at their own game. Plus, what happens to us passengers if Spirit does go away. Newsletters:Greg’s weekly deep diveThe brand new Indicator link roundupRelated Episodes: People Express and how flying got so bad (or did it?)Book: Planet Money: A Guide to the Economic Forces That Shape Your Life is in stores now. Support: Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Find us on Socials: Facebook / Instagram / TikTok This episode of Planet Money was hosted by Greg Rosalsky, Jacob Goldstein, Zoe Chace and Emma Peaslee. It was produced by Emma Peaslee. It was edited by Alex Goldmark. It was fact-checked by Vito Emanuel and engineered by Jimmy Keeley. Alex Goldmark is Planet Money’s executive producer. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Business Wars

Bumble's Stumble | The Queen Bee | 1

Apr 29, 2026View

The Indicator

The new economic arms race

Apr 29, 2026View

Iran’s weaponization of the Strait of Hormuz is the perfect example of how modern warfare is increasingly waged, not only with drones and bombs, but also through the weaponization of economic choke points. Today on the show, we talk to author Edward Fishman, who says the U.S. innovated a new kind of economic warfare a couple of decades ago, and that has sparked a new economic arms race. Edward Fishman’s book is “Chokepoints: American Power in the Age of Economic Warfare”.The Indicator has a weekly newsletter! Be among the first to sign up now: npr.org/indicatornewsletter Related episodes: Think the oil shock is bad in the US? Look hereFixing the oil crisis might not fix the Persian GulfHow are drivers riding out the gas crisis?For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Pivot

WHCD Shooting Aftermath, Musk and Altman Face-Off, Spirit Airlines Bailout

Apr 28, 2026View

Planet Money

Battlefield rare earths: How the U.S. lost to China

Apr 24, 2026View

At one point in history, one U.S. company monopolized the rare earths industry. Then China took over the industry. Can the U.S. bring it back?Rare earths are critical to making, like, everything. From smart phones to electric vehicles to microwaves. They’ve also become a powerful political weapon for China, which controls the majority of mining and processing of rare earths. Today, we have the story of the rise and fall of America’s rare earth industry told through that single company. It’s a corporate saga made for prestige television about the elements that literally, once, made prestige televisions. Live event info and tickets here. Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode was produced by Emma Peaslee and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Jimmy Keeley. Alex Goldmark is Planet Money’s executive producer.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Pivot

Tucker Carlson's Rebrand, Apple’s New Era, and SpaceX’s AI Deal

Apr 24, 2026View

Business Wars

Athletic Brewing and the NA Beer Revolution | Is NA Here to Stay? | 3

Apr 23, 2026View

Business Wars

Athletic Brewing and the NA Beer Revolution | Bring Your Beer to Work | 2

Apr 22, 2026View

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