In this episode of The Valisights Podcast, host Albert Ramos sits down with Ryan Seifert, Founder & CEO of Teric Technology, to unpack how mid-market companies can turn fragmented systems and spreadsheet chaos into a scalable, AI-ready operating model.

Ryan’s background spans two decades across enterprise architecture, M&A integrations, and IT strategy (including Chief Technical Architect roles) — delivering $2–$50M profit impact by rebuilding tech stacks around clear logic, governance, and measurable ROI.

In this episode, they cover:

• Why mid-sized companies get strangled by their own systems (and how to fix them)
• A diagnostic playbook for tech debt: map data, simplify flows, measure ROI fast
• AI agents as “teammates,” not toys — and where they drive value first
• Governance, lineage, and validation so AI doesn’t amplify bad decisions
• How to modernize stacks without burning the business down (or the budget)

Ryan delivers a masterclass on turning technology from a cost center into a growth driver — with a practical path from data chaos to clear decisions. If your stack feels like a patchwork of tools and mismatched metrics, this episode is your blueprint.

🔗 Work with Albert / Get the Playbook

Want to be on the show or explore working with Albert Ramos?

→ Book a CFO Strategy Call:

👉 https://calendly.com/albertramosjr-strategointel/youtube-podcast

→ Apply to be a guest on The Owner Seat:

👉 https://calendly.com/albertramosjr-strategointel/youtube-podcast

Get the Stratego CFO Playbook

→ Download the free Stratego CFO Playbook for Fitness & Wellness Brands and see how I build 13-week cash flow, unit economics, and AI-powered finance systems:

👉 https://docs.google.com/forms/d/e/1FAIpQLSdl6ug9e-vkox9S0qIRVevtuSmX7e_6kplkhm_GgBNpqz6K0w/viewform?usp=header

🌐 Connect with Albert

→ Connect on LinkedIn:

https://www.linkedin.com/in/albertramosjr/

→ Learn more about Fractional CFO services for fitness, wellness, HALO, and multi-location brands:

https://www.strategointel.com/

If you’re a $1M–$30M fitness, wellness, HALO, or multi-location brand and you’re serious about fixing cash flow, cleaning up QuickBooks, and getting real finance strategy (not just bookkeeping), this is where we work together.

🤖 Valisights – AI for CFOs & FP&A

For finance teams who want AI to do the heavy lifting:

→ Book a Valisights demo:

https://calendly.com/albertramosjr-strategointel/discovery-valisights-ai-powered-fp-a

See how tools like CashIQ™ (AI-powered 13-week cash forecasting) and TrendSights™ help CFOs and FP&A leaders turn data chaos into clear, actionable strategy.

👤 About the Host — Albert Ramos

Albert Ramos is a Fractional CFO for $1M–$30M fitness, wellness, HALO, and multi-location brands and the Founder of Stratego Intel Consulting.

He helps owners and finance leaders:

Fix cash flow leaks with 13-week cash forecasts

Clean up and rebuild their QuickBooks + finance stack

Use AI to automate reporting and forecasting

Build investor-ready...