As we approach the last day of this most challenging year, my traditional HNY greeting has more meaning than perhaps at any time in most readers’ lives. So no education today, no hidden insights into financial potholes to avoid or nuggets to grab onto. Simply this: I...
While the pandemic may have slowed down many private company ownership transitions, they are still on the minds of many owner/operators who aren’t getting any younger, or any more enthusiastic about running their companies for another 5 years or so, while they wait...
Virtually every CEO or business owner knows how to read their company’s income statement – Revenue, then Gross Profit, then Operating Profit, then Net Profit. Many only look at the top and bottom numbers, some delve deeply into the details in between. But they all...
Ken Fisher, an investment advisor, just wrote an article that is the clearest explanation I’ve ever read describing the credit markets, why interest rates impact economic cycles, and how that affects stocks (value stocks in this case). You can get it from Ken...
This is a question that often comes up as we get referred to CEOs who need help but aren’t quite sure if a non-employee relationship is a good idea, especially in the sensitive area of finance and accounting. Our firm offers several distinct services which can...
This topic was the basis of an article written for the AICPA’s Financial Management magazine, and since they paid for it I promised not to publish it anywhere else. But they’d love for me to share a link to their publication, a win-win-win (the last one is...
