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Category Archives: Strategic Planning

Jun 17 2026

Institutional Knowledge: The Asset You Don’t Know You’re Losing

Do Any of These Sound Familiar? A third-generation owner is getting ready to retire. He and his Vice President of

Jun 16 2026

Do CFOs Add Value to your Business?

As a business owner, your goal is to increase the value of your business over time. While you may be

Jan 14 2026

Plan for Where the Business Is Going, Not Where It’s Been

I recently spoke with a business owner who had been running his company for eight years. He has done a

Oct 07 2025

Growing Pains: A Case Study in Cash, Control, and Clarity

Growing Pains: A Case Study in Cash, Control, and Clarity Every business owner I meet wants to grow. Growth means

Aug 12 2025

Where Have All The Profits Gone?

Probably one of the hardest decisions a business owner makes is how much to charge for what they sell.  It’s

May 14 2024

Managing Your Company’s Inventory

Every business owner knows that one of their biggest assets is Inventory. But if your business doesn’t have shelves in

Sep 11 2023

Is Humpty Dumpty Your Mentor?

We all like to stick with the tried and true. The success we’ve had in the past is a good

Jun 01 2023

How Serious Are You About Your Company’s Financial Success?

Most business owners get financial reports monthly: Profit and Loss, Balance Sheet, Statement of Cash Flows. Some look at them

Dec 15 2022

It’s the time of the year for strategic planning and budgeting

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. 

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