Finance Operators

About Finance Operators

Finance Operators.

Publisher

Finance Operators

Category

business

Language

en

Explicit

No

First episode

18 Mar 2025

Latest episode

18 Jul 2025

Latest episodes

12 episodes in the feed.

1. 

   18 Jul 2025

   How CashBack beats discount codes & More with Dan Glazer.

   Dan Glazer from Postscript examines e-commerce financing challenges and Fondue's cashback program, exploring Postscript's acquisition of Fondue and its impact on e-commerce businesses in this interview.

2. 

   27 May 2025

   It's a slow spiral to death. Avoiding commoditization with Taylor Holiday.

   Taylor Holiday shares his journey from baseball to entrepreneurship and discusses strategies for direct-to-consumer brands to avoid commoditization, emphasizing financial and marketing alignment in an interview with Mehtab and Drew.

3. 

   19 May 2025

   Outsource your sales tax nightmares + FIGS + Building your own factory & More.

   Chapters 00:00 Introduction to Sales Tax Challenges 03:05 Understanding Sales Tax Compliance 05:49 The Impact of Supreme Court Rulings 09:01 Navigating E-commerce and Sales Tax 12:05 The Role of Numeral in Sales Tax Management 14:50 Fundraising and Business Growth Strategies 29:57 The Fast-Paced World of Fundraising 34:32 The Touchland Acquisition: A Case Study 39:34 Understanding TAM: The Importance of Market Size 49:38 Navigating Tax Refunds and Factory Operations 52:54 The Economics of Vertical Integration 55:07 Challenges of Manufacturing Operations 56:56 Strategic Advantages of In-House Production 58:39 Exploring the FIGS Brand and Market Potential 01:01:34 The Dilemma of Premium vs. Mass Market 01:05:12 Navigating the Apparel Industry's Cycles In this episode, Sam Ross, CEO of Numeral, discusses the complexities of sales tax compliance for e-commerce businesses, particularly following the Supreme Court ruling in Wayfair vs. South Dakota. He explains the challenges of navigating various tax jurisdictions and the importance of understanding nexus rules. The discussion also highlights how Numeral provides a service to automate sales tax management, alleviating the burden on business owners. Additionally, Sam shares insights into his recent fundraising experience and the growth strategies for his business. In this conversation, Sam Ross shares insights on the fast-paced world of fundraising, particularly in the context of his experience with a recent funding round. The discussion transitions to the acquisition of Touchland, exploring its market dynamics and the significance of Total Addressable Market (TAM) in investment decisions. The conversation concludes with a look at the complexities of navigating tax refunds and the considerations of opening a factory, highlighting the challenges and opportunities in the consumer brand space. Drew & Mehtab then delve into the complexities of vertical integration in manufacturing, discussing the economic implications and challenges associated with running factories. They explore the strategic advantages of in-house production, particularly in the context of the FIGS brand, which operates in the medical apparel market. The discussion also touches on the dilemma of maintaining a premium brand image while considering mass market opportunities, and the cyclical nature of the apparel industry. FondueCheck it out at ⁠https://www.getfondue.com (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1FZT0xUSlBBY1A0UDE4bnY0cDJXbnd6RzRsd3xBQ3Jtc0trNHdBOEF4R0JBZmdubHRsQTgxYlBybEtxY2ZKUnR5Q25VYU9OWFhMeUltNnpNbDlyUXgzOHk1bEliSTdmWWNicnVsN2E2ZmJtbjRpUUtMSW9zQnkzbUY1a0NxZnhrUmhfbm9wLTMxQ2tyTXJaTjVROA&q=https%3A%2F%2Fwww.getfondue.com%2F&v=X8ZzRPhT-mM)⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW96N3UyNDIwbUg0MkVNZXk5ZnUxcmhNdk11Z3xBQ3Jtc0ttYkVVQUl3QkJ3QUh1QXdfSWRHRlVHTFNBWlZSQXY5TUZ0T2hhWEVubVpnMFBUQ1dFTW1mMFlkMGtMS0pZdVBSRnh0SjJLS2VMT3NsdGdKMGttN04tTFFFN0tpeHhYU19TMVQyUXpNLUtiX3BnRkR5OA&q=https%3A%2F%2Fwww.numeralhq.com%2F&v=X8ZzRPhT-mM)Irishttps://www.irisfinance.co/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVN4SnVUaXY3VHdVLWhSelhYNnVHSTZIOFZoUXxBQ3Jtc0tuenNzSkQ0c1k1cU1EM0tDc2FzQ3Y1bF9XWlFfZ0szZGxyWS1EeG5LV1lTdXJqYWRYOGw0TWNQLVpTQUUzSldWcGN2MUZ2blNwbHVHQWI0WlBGdDFmS19QNTZHbXpXR3ZkQzZtQ3pJUFlKc2ZhWU80NA&q=https%3A%2F%2Fwww.irisfinance.co%2F&v=X8ZzRPhT-mM)Fulfilhttps://www.fulfil.io/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDVMWjJrckdGUUNXUXpzbmRqejZTSGhsZXBMQXxBQ3Jtc0tsMW9DcVFWNGhnZW1VOFQzR2pianRlMkxZUVk3Wld0VmxkelBtUU9YeWZ3cTExVEMyVkkxamVITXFjMUtaTW1YMk5wRl91dURYaTZXWUYzX1dQMUVNbndLLTRBSnFhTzVrZ20wLWw3YzYxODg1QXlBcw&q=https%3A%2F%2Fwww.fulfil.io%2F&v=X8ZzRPhT-mM)Follow the show on X: @F_OperatorsCheck out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

4. 

   12 May 2025

   Ep 9: Building Brands & Making Bets: Inside the World of Consumer VC and Growth Equity

   In this conversation, Mehtab and Drew discuss various aspects of growth equity, investment opportunities, and the dynamics of venture capital in the consumer brand space. They explore the challenges and considerations in evaluating deals, the importance of discipline in investment decisions, and the contrasting approaches of bootstrapping versus raising venture capital. The discussion also touches on the role of top-tier funds in shaping investment outcomes and the capital-intensive nature of retail businesses. In this conversation, Mehtab and Drew discuss various aspects of business operations, focusing on compensation alignment, investment evaluations, intellectual property risks, brand value, and the volatility of consumer markets. They explore the importance of understanding different consumer categories, the impact of knockoffs on brand integrity, and the challenges of building brands in public. The discussion emphasizes the need for innovative solutions to enhance profitability and the significance of staying informed across various sectors. Chapters 00:00 Introduction 08:11 Discipline in Investment Decisions 15:02 Raising Capital for Consumer Brands 24:29 Conclusion and Reflections 30:16 The Importance of Brand Value 36:50 Innovative Solutions for Brand Profitability 42:40 The Impact of Knockoffs on Brand Integrity Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators Check out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

5. 

   5 May 2025

   Is Gymshark in Trouble? Breaking Down Their Newest Filings. + More

   In this incredible episode, Drew Fallon and Mehtab delve into the latest filings of Gymshark, a prominent player in the retail market. They discuss the brand's evolution, financial performance, and the challenges it faces in a competitive landscape. The conversation highlights the impact of macro trends and the rising costs of influencer marketing, as well as the implications for Gymshark's profitability and growth trajectory. In this conversation, Mehtab and Drew discuss various aspects of marketing strategies, financial dynamics, and strategic management, particularly focusing on Gymshark's performance and challenges. Plus extra bonus topics like how to de risk your inventory purchases and much more. Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators Check out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

6. 

   29 Apr 2025

   Money Talks (You Asked, We Answer)

   00:00 Introduction and Overview of the Podcast03:09 Health and Wellness Trends05:59 The Gummy Supplement Phenomenon08:59 Beauty Industry Struggles11:53 Business Models in Health and Wellness14:58 The Rise of Protein and Creatine17:58 Consumer Trends and Market Evolution21:06 Marketing Challenges in Supplements24:46 The Evolution of the Cannabis Market28:10 Navigating the Challenges of Brand Building32:01 Market Dynamics and Consumer Behavior36:06 Comparative Market Growth: THC Beverages and Beyond40:01 The Future of Cannabis Branding and Regulation44:31 Understanding Revenue Ranges and the Valley of Death47:21 Navigating Profitability in Different Categories51:52 Understanding Cram Downs and Equity Dynamics56:22 The Intersection of Marketing and Finance01:00:10 Effective Financial Reporting and Meeting Cadence01:08:21 Mastering 13-Week Cash Flow ForecastsSummaryIn this episode, hosts Mehtab and Drew discuss various trends in the health and wellness sector, including the rise of gummy supplements and the contrasting struggles of the beauty industry. They explore the business models behind health and wellness brands, the popularity of protein and creatine, and the evolution of health trends over the years. The conversation also delves into the THC beverage market, drawing insights from the Canadian market and making predictions about future growth. In this conversation, Mehtab and Drew discuss the complexities of the cannabis beverage market, the explosive growth of various beverage categories, and the challenges of scaling revenue in consumer products. They delve into the importance of financial reporting, meeting cadence, and the necessity of maintaining a 13-week cash flow forecast to ensure business sustainability and growth.Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_OperatorsCheck out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

7. 

   21 Apr 2025

   Should you make cuts?

   TBC

8. 

   14 Apr 2025

   Financial Strategies for Uncertain Times

   00:00 Navigating Tariffs and Their Impact 20:31 M&A Trends in Consumer Brands 32:17 State of Minority Equity Capital Markets 35:03 Year-Over-Year Market Activity Insights 36:46 Understanding VC Support for Business Models 43:31 Impact of Public Market Trends on Minority Equity 47:25 Valuation Expectations for Growing Brands 54:46 Exploring Roll-Up Strategies in Jewelry Investment In this episode of Finance Operators, the hosts discuss the current landscape of tariffs and their implications for businesses, particularly focusing on how to effectively respond to these economic challenges. They delve into the importance of understanding unit economics and the impact of operating expenses on profitability. The conversation then shifts to recent trends in mergers and acquisitions within the consumer goods sector, highlighting notable deals and the influence of social media on brand success. The hosts emphasize the need for businesses to adapt and strategize in uncertain economic times, while also exploring the role of influencers in brand marketing. In this conversation, the speakers delve into the current state of minority equity capital markets, discussing the significant cooling of venture capital activity compared to previous years. They analyze year-over-year market trends, the impact of public market fluctuations, and the evolving expectations for business valuations. The discussion also covers the challenges faced by consumer goods brands in securing funding and the strategic advantages of roll-up investment strategies in the jewelry sector. Overall, the conversation provides valuable insights into the complexities of the investment landscape and the shifting dynamics within venture capital. Premier Partner: Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators

9. 

   7 Apr 2025

   Financial Tariff War Room: Section 321, Beverage M&A, Soft Landing for Distressed Brands & More.

   00:00Understanding the New Tariffs03:20Impact on Supply Chains and Manufacturing04:55Gross Margins and Industry Insights08:35Section 321 and Its Implications10:15Pricing Strategies to Combat Tariffs18:12Revenue Levers and Business Strategies26:36Optimizing Packaging for Cost Savings28:35The Role of Consulting in Cost Efficiency29:35Understanding M&A in the Beverage Industry31:39Crowdfunding: Risks and Realities32:34Navigating Going Concern in Crowdfunding35:51Finding Soft Landings in Distressed Brands39:20The Impact of Public Markets on Private Deals41:00Sales Tax Automation and Its Benefits44:00Thrasio and the E-commerce Aggregator Model48:22Investment Insights and Responsibility49:49The Fallout of Misleading Investments51:38The Role of Greed in Investment Decisions52:32Challenges in E-commerce and Amazon's Profitability55:55The Impact of Interest Rates on Business Models57:56Operational Efficiency and ERP Solutions01:00:06The Future of Aggregators and Brand ValuationIn this conversation, Mehtab and Drew discuss the recent tariffs that have come into effect, their implications on supply chains, manufacturing, and gross margins across various industries. They delve into the methodology behind the tariffs, the impact of Section 321, and explore pricing strategies that businesses can adopt to combat the effects of these tariffs. The discussion also highlights the current state of consumer confidence and its influence on business operations, emphasizing the importance of understanding gross margins and revenue levers in navigating the economic landscape. In this conversation, Drew and Mehtab discuss various strategies for optimizing costs in e-commerce, particularly focusing on packaging and consulting. They delve into the complexities of mergers and acquisitions in the beverage industry, the pitfalls of crowdfunding, and the importance of maintaining relationships for potential buyouts. The discussion also touches on the impact of public market trends on private deals and the benefits of sales tax automation. Finally, they analyze the Thrasio model and its implications for the e-commerce aggregator landscape. In this conversation, Drew and Mehtab delve into the complexities of investment strategies, particularly in the e-commerce sector, focusing on the implications of misleading investments, the role of greed, and the challenges posed by rising interest rates. They discuss the operational inefficiencies in businesses and the future of aggregators in the market, emphasizing the need for responsible investment practices and the impact of external economic factors on profitability.Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

10. 

    31 Mar 2025

    How to lose $1.6B. Recent acquisitions in commerce, Tariff tactics & more.

    Coming up in this episode of FOPS, Drew and Mehtab discuss the recent viral moment surrounding a water company and its implications for brand marketing. They delve into the rise and fall of a bracelet brand, exploring its acquisition and the challenges it faced post-acquisition, particularly in light of changing market conditions and the impact of iOS updates on customer acquisition costs. The episode also touches on strategies for navigating tariffs and managing costs in the current economic climate, providing actionable insights for business owners. We conclude delving into the rise and fall of a biotech company that recently filed for Chapter 11 bankruptcy. The discussion covers the company's innovative beginnings, its significant fundraising efforts, and the impact of a major data breach on its reputation and revenue.00:00Introduction and Context of Saratoga Water08:31The Rise and Fall of Pure Vita25:30Navigating Tariffs and Cost Management26:57Navigating Economic Uncertainty29:04Innovative Cost Reduction Strategies31:05The Importance of In-Person Relationships35:54Leveraging Supplier Relationships for Growth40:03Maximizing Sourcing Efficiency43:55Forecasting Demand and Building Partnerships51:12Creating Fair Contracts for Suppliers54:40The Rise and Fall of 23andMe01:01:52Bankruptcy and Data Concerns01:07:18Trust and Its ConsequencesPremier Partner:FondueCheck it out at ⁠www.getfondue.com⁠. Mention this podcast when you talk to the team, and get VIP treatment Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

11. 

    24 Mar 2025

    Market Meltdown. Finance Operators Episode 2.

    Coming up in this weeks episode, the hosts discuss the current state of the public market, focusing on recent earnings reports and the struggles of consumer brands like Allbirds and Solo Stove. They analyze the implications of macroeconomic factors on consumer behavior and the challenges faced by companies that went public during a market peak. The conversation delves into the financial health of these brands, their growth trajectories, and the potential for acquisitions in a tough economic climate. The conversation delves into the financial performance and growth dynamics of consumer brands, particularly focusing on the challenges faced by holdco models, the implications of debt and lender relationships, and the strategic considerations in private equity and growth equity. The speakers analyze the financial metrics of specific companies, discuss the viability of the holdco model, and explore the nuances of selling to private equity versus strategic buyers, highlighting the importance of understanding valuation and deal structures.00:00 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y)Market Overview and Earnings Insights09:43 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=583s)The Rise and Fall of Allbirds27:14 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=1634s)Solo Stove and Brand Acquisitions32:24 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=1944s)Financial Performance and Growth Analysis35:17 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=2117s)Challenges of the Holdco Model39:51 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=2391s)Debt and Lender Dynamics44:45 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=2685s)Private Equity Insights54:44 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=3284s)Strategic Acquisitions and Their Value58:48 (https://www.youtube.com/watch?v=9Dmxz1KSG8Y&t=3528s)Growth Equity and Its ImplicationsPremier Partner:FondueCheck it out at ⁠www.getfondue.com⁠. Mention this podcast when you talk to the team, and get VIP treatment Irishttps://www.irisfinance.co/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE45SUpUM1lEOENNN3dXNlZIa05NZ2NoZjR3QXxBQ3Jtc0tsUnhFRjBVZWhxNTV5TGtRVWwwbmV4TTIwdElGbVJHcWF0bkplTEdGaTVNUUVRNEJEbmdkT1pTVFRudUMzakRsN1JkZDQ2YVRWTmROajREQnVqZDVydkhaLVZsZkhva3FVZXl4NklVNGJFWmxjdk9fZw&q=https%3A%2F%2Fwww.irisfinance.co%2F&v=9Dmxz1KSG8Y)Fulfilhttps://www.fulfil.io/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblRmRFJOeVFyN3JiVlM0T3ZpSjlVVmlEZlNaUXxBQ3Jtc0tsbkVHQVFpS3gtdl9pWTRxUzgweTFtbUFheGJxNHRVOV9GbEZPNnZnSlBTcXpXVWVvc2F2cmlKa0pFUUJxeXdrVWFDNXc2QkFxSk1rZm9sTmR2WWRzLWdaQ1VLckg5cS1fQ091MU5lamZvblZ6NTJ5dw&q=https%3A%2F%2Fwww.fulfil.io%2F&v=9Dmxz1KSG8Y)Follow the show on X: @F_Operators

12. 

    18 Mar 2025

    Don't Get Rugged. Finance Operators Episode One.

    Chapters 00:00 Introduction to Finance Operator and Guests 01:01 M&A Landscape Overview 02:24 Current Trends in M&A Activity 03:58 Understanding Valuations and Adjusted EBITDA 08:38 M&A Structures and Seller Notes 11:42 Negotiating Offers and Deferred Compensation 14:55 Implications of M&A for Smaller Brands 19:38 Case Study: Olaplex's Rise and Fall 25:28 Competitive Pressures in Consumer Products 27:58 Maintaining Gross Margins and Promotions 32:05 Market Trends and Consumer Behavior 34:52 Evaluating Business Sustainability 38:05 The Success of Hims: A Case Study 41:57 Understanding Subscription Models 45:08 Consumer Loyalty and Brand Switching 48:59 The Role of Word of Mouth in Marketing 51:57 Navigating Lending and Financial Agreements Episode One: Coming up nn this episode of the Finance Operators, Drew Fallon and Mehtab discuss the current landscape of mergers and acquisitions in the consumer goods sector, particularly focusing on recent high-profile deals and the implications for smaller brands. They explore the complexities of valuations, the importance of adjusted EBITDA, and the structure of M&A deals, including deferred compensation. The conversation also delves into the case study of Olaplex, examining its rapid rise and subsequent decline due to competitive pressures and market dynamics. The hosts emphasize the need for brands to maintain healthy gross margins and adapt to changing consumer preferences. In this conversation, the speakers delve into various aspects of market trends, consumer behavior, and the sustainability of businesses in the current economic climate. They analyze specific case studies, such as Hims, to illustrate successful business models and the importance of understanding subscription dynamics. Premier Partner: Fondue Check it out at www.getfondue.com (http://www.getfondue.com/). Mention this podcast when you talk to the team, and get VIP treatment Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on Twitter: @F_Operators

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

16,301,008

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

5 ratings

Spotify

5.0 / 5

15 ratings

Podcast Authority Score: 40 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

24

Social presence

0

YouTube

93

Engagement

51

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.