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Perspectives

Short, evergreen notes on leadership, decision-making, execution, and technology—how I think, decide, and lead.

Finance

Planning that survives reality

FP&A isn’t forecasting for its own sake—it’s decision support. The work only matters if it helps leaders choose well under uncertainty: what to change, what to keep, what to stop, and what risks they’re actually taking.

This perspective uses a common enterprise decision: replacing core software with a revenue-share vendor model. The offer sounds attractive, but the cost structure changes in ways that can quietly compound for years.

Cost structure (fixed vs. variable)

  • A revenue-share model turns a controllable function into an unbounded variable cost
  • The question becomes whether the value created exceeds the fee at scale

Contract reality (sunk cost and obligations)

  • Current commitments don’t disappear when preferences change
  • A “switch” decision is often a stack decision: old costs plus new costs

Compounding assumptions

  • Revenue growth increases vendor fees every year
  • Payroll inflation typically grows slower than revenue-share escalation
  • Small percentage errors become large over long terms