Revenue outgrows the finance department long before owners expect it. Chad Anselmo — 10-time CFO and managing partner at Lionshield Holdings — walks through the people, platform, and process investments that keep profit pace with growth from under $25M through $100M+.
Chad Anselmo
Managing Partner, Lionshield Holdings
Ten-time CFO who owns and operates five commercial subcontracting businesses. Spearheaded Corvia’s nine-figure exit as CFO/CEO and served as CFO of Paysafe’s Payment Division during its $4.6B acquisition. Has led teams of up to 350 employees.
For subcontractors at every stage, the finance function is often the last thing to professionalize. Owners add capacity reactively — when something breaks — not proactively based on where the business is headed. Chad’s 3P Framework (People, Platform, Process) gives finance leaders a repeatable way to forecast what to add and when, without margin dilution or organizational debt.
Here are the actionable strategies from this session — and the resources you can implement right away.
Strategy 1
The 3P Framework
Invest across all three for profitable growth. Cut corners on any one and you create debt — organizational, technical, or efficiency — that forces you to throttle growth or accept margin dilution.
People: Organizational debt shows up as burnout, understaffing, or babysitting the wrong hires instead of leading.
Platform: Technical debt means fighting your own systems instead of using them to compete.
Process: Efficiency debt is every decision running through one person — a single point of failure.
Buy what you need when you need it: Overstaffing finance creates cash flow pain and burdens the rest of the organization — the “silk robe” lesson.
At this stage, the owner still carries everything. Finance is fragmented — often family or friends covering payroll and a little AP/AR. The tip of the spear is cash flow and profitability.
Hire a payroll specialist first: If people are not paid correctly and on time, trust erodes across the organization.
Match with payroll platform: Hours, bonuses, and job costing must reconcile before you add complexity.
Review the weekly bank statement: You cannot operate blind — negative cash with no visibility is the fastest path to crisis.
Prepare for $25M: Start scouting a controller, job-profit-before-finish reporting, and integrated payroll + time tracking.
The owner loses intuitive visibility. Finance is overwhelmed and hiring. The tip of the spear shifts to winning the right projects — not just chasing revenue.
Controller hire: Find an executor in the sweet spot — not peaked at $15M, not forcing a $3B enterprise stack on a growing sub. Trust is non-negotiable.
ERP with eyes open: QuickBooks may still work. Implementations take twice the time and cost quoted. Confirm team capacity before you sign.
Monthly AR/AP and job profit midstream: Know which projects are winners before they close.
CFO + monthly close + banking partner: Your first C-suite hire thinks strategically. Set up credit capacity before Friday-afternoon cash crunches.
The full stage-by-stage checklist Chad referenced on the webinar — map People, Platform, and Process from under $25M through $100M+ and note what to build before your next ceiling.