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In this insightful episode of the CFO 4.0 Podcast, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners, for a no-holds-barred session of myth-busting in the world of private equity. This episode offers practical wisdom, experienced insights, and a refreshingly candid take on what it really means to lead in a PE-backed business.

Tune in to explore:

• Why growth and profit aren’t mutually exclusive in private equity strategy
• The real expectations around budgeting and how to balance ambition with achievability
• What kinds of mistakes are tolerated
• How equity structures work, and why understanding “good leaver vs bad leaver” clauses is essential
• Whether industry experience or private equity background matters more for CFO roles
• How values, trust, and transparency drive performance in today’s private equity landscape

Links mentioned:

• Richard's Linkedin
• Learn more about Sullivan Street Partners

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities of life as a fractional CFO.

In this episode, Karl covers:

• The biggest differences and challenges between full-time and fractional CFO roles
• Building effective financial models and keeping them simple, flexible, and insightful
• Working with investors and managing expectations through clear reporting
• Lessons from multiple management buyouts and how to prepare early for due diligence
• Advice for aspiring fractional CFOs, including mindset, client management, and business development

Links mentioned:

• Karl's Linkedin
• Learn more about Lloyd Consulting Limted

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, host Hannah Munro chats with Karla Smith, CFO at Ogilvy UK, about her unique path to CFO and how finance operates at the heart of a creative, people-driven organisation.

Key topics covered include:

• Karla’s career journey from audit trainee to CFO
• How to succeed in senior finance roles with flexible hours and build mutual trust with your organisation.
• The role of finance in creative industries
• Building financial literacy across teams through internal training
• Approaching talent investment and balancing short-term results with long-term value.
• Tips for new CFOs on strategic planning, effective delegation, and building strong CEO partnerships.

Links mentioned:

• Karla's Linkedin
• Learn more about Ogilvy

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!