Holli shares her transition from being a CFO to starting her venture as a fractional CFO, focusing on continuous learning and the necessity for change when comfort settles in. She emphasizes the unexpected aspects of her journey into entrepreneurship, highlighting the benefits of planning and mentorship. Holli discusses the challenges in mergers and acquisitions (M&A), particularly the importance of due diligence and integration planning and the value she brings to small businesses lacking financial expertise.
The conversation also touches on the lessons learned from entrepreneurship, including the significance of community support and finding a balance between professional ambitions and family life. Holli and Jasmine explore the complexities of buying and selling businesses, underscoring the emotional investment and strategic importance of relationship building and expert guidance in navigating the business landscape. Holli's story is a testament to the challenges and rewards of moving from corporate to entrepreneurial life, offering insights into financial management and the power of a supportive network.
Follow Holli:
https://www.linkedin.com/in/hollimoeini/
Follow Jasmine:
LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/
Instagram: https://www.instagram.com/jasmine.yu.zhang/
X: https://twitter.com/Jasmine_Y_Zhang

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Join the ”Mommy and Money Podcast” for a journey through motherhood and financial empowerment! Each episode offers tips, stories, and expert advice to help moms navigate finances and family life. Discover business, investing, and money management skills tailored for multitasking business owners. Tune in and empower your financial journey as a parent! 🤱💰

Mommy and Money with Jasmine Yu Zhang

Breaking the CFO Mold: Holli's Leap from Corporate Finance to Entrepreneurial Freedom