CFO GROWTH ADVISORS

Introduction Growth through mergers and acquisitions (M&A) is one of the most appealing—and most dangerous—strategies for expanding a business. A landmark analysis of  40,000 M&A deals over 40 years  shows that  70–75% fail to achieve their expected results . For CEOs, entrepreneurs, and small business owners in the  San Francisco Bay Area ,  Silicon Valley , and  East Bay , this is a critical wake-up call. The region’s fast-moving markets, high-valuation environment, and int

A recent S&P Global analysis, reported in Fortune, highlights a seismic shift in corporate cost pressure: companies are facing at least $1.2 trillion in unexpected costs in 2025 compared to budgeted expectations. For small and mid-market businesses in the San Francisco Bay Area, Silicon Valley, and the East Bay, this isn’t a temporary blip—it’s a new baseline for sustained cost volatility. If you’re a business owner, entrepreneur, or CEO in the region, the question isn’t if

Middle market private companies are proving more resilient than many expected in Q3 2025. According to the latest Golub Capital Altman Index news, earnings grew 3 percent year-over-year , while revenue rose 4 percent . This marks the 12th consecutive quarter of earnings growth for private equity–backed firms — a signal that even amid macroeconomic uncertainty, disciplined operations and cost management continue to pay off. For finance leaders, CEOs, and business owners in th