CFO GROWTH ADVISORS

Executive Summary Revenue Performance:  Midsize private companies saw revenue growth accelerate to 11.7% —a full point increase from mid-year. Labor Efficiency:  AI is becoming a workforce multiplier; companies report AI has already replaced or reduced the need for human employees by an average of 18% . Investment Shift:  Capital is moving out of cash and into technology; AI now captures 28%  of total allocated investment dollars. Strategic Mandate:  2026 requires a focus on

The CFO’s View of the Technical Debt Barrier: Why legacy data foundations prevent mid-market firms from achieving measurable AI ROI. For the past two years, private company owners  in the East Bay  and Silicon Valley  have been told that AI is a "must-have." But as we move into February 2026, the conversation has changed. According to a recent CFO Dive analysis, only 12% of CEOs say AI has delivered both cost and revenue benefits. The era of "AI experimentation" is over. We h

As we move into the first quarter of 2026, the data confirms what many leaders in the East Bay , Silicon Valley , and San Francisco  have been feeling: resilience is paying off. According to the recent Q4 2025 Middle Market Business Index (MMBI) , revenue and earnings for mid-size companies  across the U.S. showed steady, robust growth to close out the year. For a private company owner , these statistics aren't just numbers on a page—they are a green light to shift from "defe