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Budgeting and Your Strategic Plan
What Are Your Plans? We are continuously making plans. Some are short term – where are we going to have dinner tonight, or how can we keep the kids occupied on the weekend? And some are long term – should we put a new kitchen in the house, or how do we plan for retirement? But what are your plans
VIDEO BLOG!! My Business is Doing Fine. Why do I need a Fractional CFO?
Every large company has a CFO that provides its management with financial insights. That is the information that allows them
What’s it Worth? Value Drivers for Closely-held Businesses
As business valuators and advisors, we are often asked, “What can I do to make my company more valuable?” While
Training the Next Generation Part 1
How do family businesses prepare the next generation to take over? Early in my career, I worked at a publicly
Divorce for Business Owners
As emotionally trying as a divorce can be, owners of closely held businesses are faced with the additional pressure of
The CFO is Crucial to Business – More Than Ever
In many companies, people are concerned about the pecking order. Who has the most power, the most pay, the most
WHAT IS A BRAND AND HOW DO YOU PROTECT YOURS FROM YOUR COMPETITION?
What is a brand? There are many definitions of a brand, but I like this definition from serial entrepreneur and
Learning From Our Mistakes – Planning To Start Over
We have all made mistakes. But have you made any monumental ones? Have you made either a personal or business
Taxes in Business Sales
For many business owners, the sale of their business is a once in a lifetime event, perhaps the culmination of
Waiting Too Long to Get Help – or
9 Ways You Know You Need Help
Companies run into trouble from time to time. But why do some companies survive those troubles and others don’t? To
Get Clarity On Your
Company’s Performance
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