We have a client who engaged us to help them integrate an acquisition and structure a financial function for their …
We have two clients currently looking to improve or change their banking relationship. In both cases the reason is twofold: …
I wrote this article for my (print) newsletter 25 years ago. It’s so relevant even today that I decided to …
I spoke with a CEO today, referred to me by a business associate, about providing CFO services to get their …
Whatever business you are in, whatever role you fill in your company, negotiation is part of your responsibility. Whether you’re …
The pundits write and speak about investing in real estate as a good inflation hedge, but rarely does anyone demonstrate …
I had lunch yesterday with a business broker – those are the outside advisors that help small business owners sell …
Every well-run company has a strategic plan in writing, ideally also in the hands of every key executive in the …
Last week I asked if your strategic plan was for real. It was noted that one of the ways to …
Few decisions in life will be more important to a business owner than the ones they make while planning the …
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