What happens when you blend the precision of engineering with the strategic thinking of finance? In this episode of Going Beyond the Deal podcast, I sit down with Ted Stone, Managing Partner at TechCXO’s New York office, to explore how the right systems and leadership can make or break a business.

From his early career as a “recovering engineer” to guiding companies through complex financial and operational decisions, Ted shares valuable insights on what it takes to scale successfully.

Listeners will discover how Ted’s unique ability to connect tech teams with executive leadership has driven growth in companies ranging from startups to billion-dollar enterprises. Whether you’re running a small business or managing a large corporation, Ted’s experiences across industries—from pharmaceuticals to software—offer key takeaways on aligning finance with operations to maximize value.

Curious about when it’s time to bring in a fractional CFO or how to align business goals with execution? Ted breaks it all down, offering actionable advice for companies of all sizes looking to streamline their operations and drive success. Listen now and enjoy!

In This Episode You’ll Learn:

• Why the CFO plays a critical role in bridging the gap between tech and executive teams
• How to know when your business needs a fractional CFO or other leadership support
• The importance of systems in scaling a business, and how to develop them
• How early-stage companies can prepare for investment and growth
• Why aligning finance with operations is crucial for long-term success
• And much more…

Ted Stone is the Managing Partner of TechCXO’s New York office. With decades of experience as a CFO across industries including pharmaceuticals, software, and consumer products, Ted specializes in helping companies bridge the gap between technical teams and executive leadership. His expertise lies in operational management, financial strategy, and guiding companies through growth, investment, and exit strategies.

Resources:

Techcxo.com

[email protected]

Book Mentioned:

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Connect with Michael on LinkedIn

DBD Investment Bank

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.