LJ Govoni
Org Design · Supply Chain

Supply Chain Doesn't Belong to Operations. It Belongs to Cash.

Most org charts treat supply chain as an operations function with financial side effects. At small and early-stage companies, that's backwards — and the lag between an inventory decision and its cash consequence is exactly what kills companies between raises. A framework for knowing when the function has outgrown operations.

“The question was never whether supply chain belongs to operations or finance. It's which function can see six weeks of cash out before the business runs into a wall — and whose desk the phone rings on when it does.”

Read Article → 4 October 2026
What Kind of CEO Does a Struggling Business Actually Need?
AI's Data-Center Debt Isn't Hidden. It Just Moved.
The DOJ Didn't Tame Anheuser-Busch. The Market Did.
Private Label Isn't a Pricing Problem — It's a Capital-Allocation Problem
Financial Leadership & Planning
Supply Chain Doesn't Belong to Operations. It Belongs to Cash.
Why supply chain should report to finance — not operations — in small and early-stage companies, and the four signs you've outgrown the arrangement.
What Kind of CEO Does a Struggling Business Actually Need?
Six leadership archetypes, and how to tell which one a business needs when cash and margins are the problem — with an interactive chart of when to deploy each.
What Does a Fractional CFO Do — and Should You Go Fractional vs. In-House?
AI Infrastructure & Capital Markets
AI's Data-Center Debt Isn't Hidden. It Just Moved.
SPVs, off-balance-sheet leases, and circular financing — what's legitimate, what echoes Enron, and the valuation implications.
How Inventory Overstatement and Hidden Vendor Debt Actually Happen
How to Value a Founder-Led Business — And Why the Number Is Often Wrong
Pricing & Margin
Private Label Isn't a Pricing Problem — It's a Capital-Allocation Problem
The Case for Being a Price Leader — Not a Price Follower
Beef Pricing, 2023–2026: The Squeeze Is in the Middle of the Chain
Craft Beverage & Distribution
The DOJ Didn't Tame Anheuser-Busch. The Market Did.
How Small CPG Brands Can Hedge Commodity Costs Without Futures Contracts
Build, Buy, or Partner: The CPG Supply Chain Decision Nobody Frames Correctly
Operations & Systems
How Inventory Overstatement and Hidden Vendor Debt Actually Happen
How Restaurant365 Automates Accounting for Multi-Location QSR Operators
How to Build a Labor Allocation Model That Reflects How Your Plant Actually Runs
Capital Raising, M&A & Deals
How Early-Stage CPG Brands Actually Raise Capital: Every Structure From Day One to Series A
How to Value a Founder-Led Business — And Why the Number Is Often Wrong
What Founders Get Wrong About Working With PE
CPG & Retail
What Nobody Tells You About the Financial Reality of Scaling Into Retail
The Vendor Negotiation No One Prepares For
Archive
The CFO Complexity Ranking: Why Manufacturing Is the Hardest
CFO Strategy · Leadership · 1 February 2026
Understanding Margin and Pricing Strategy in CPG
CPG Strategy · 15 January 2026
When QuickBooks Stops Being Enough
ERP · Financial Systems · 15 July 2025
The First 90 Days of a Financial Turnaround
Turnaround · Leadership · 15 June 2025
Five Red Flags That Kill Deals in Due Diligence
M&A · Due Diligence · 15 April 2025