What makes a business truly bankable, transferable, and valuable?
In this episode of Driven: Unscripted Success, host Nareman Hamdan sits down with Jeffrey Glick, CPA, a financial leader and trusted advisor with more than 35 years of experience spanning Merrill Lynch, Phibro Energy and Salomon Brothers, mergers and acquisitions, the C-suite, private equity, entrepreneurship, and outsourced CFO leadership.
Jeffrey explains why growing companies can have strong revenue and still be unprepared for a loan, investment, acquisition, or sale. He shares the financial infrastructure businesses need to build before a major transaction, including timely and consistent reporting, meaningful performance metrics, sound policies and controls, and leadership depth that allows the company to operate beyond its founder.
The conversation also follows Jeffrey’s own career journey, from growing up in the Bronx and becoming a CPA to working on the Wall Street trading floor and accepting the risk of becoming CFO of a half-billion-dollar company at age thirty. He shares how that company grew to approximately $2 billion, how he rebuilt after the 2008 financial crisis, and why trust played a major role in the opportunities he received.
Jeffrey and Nareman also discuss mentorship, team development, the importance of giving people visibility, and the leadership lesson Jeffrey learned early in his career: it is not only who you know, but who knows you.
As AI and automation transform accounting and finance, Jeffrey explains why financial professionals will need stronger judgment, communication, and strategic skills. He also warns businesses against investing in AI without understanding the cost, the problem being solved, and the expected return.
This episode is for founders, executives, finance professionals, advisors, and business owners who want to build stronger companies, protect enterprise value, and prepare for opportunity before it arrives.
CONNECT WITH JEFFREY GLICK
LinkedIn: https://www.linkedin.com/in/jeffreyglick
START U UP: https://www.startuup.net
Email: jmg@startuup.net
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