Sometimes a company needs a full time CFO, not a fractional one. I can live with that. We are really good at helping mid-sized privately owned companies that need a good slice of a CFO, but we can’t ever be there every day, a requirement for many larger companies and...
I had dinner with a group of friends this week, one of whom is a CEO looking to plan an exit from the consulting firm he built over the last 25 years. Since this group occasionally discusses business issues, we talked about the options and issues our friend will face...
To my Board director friends: How do you guide long range thinking without overstepping your job description? I am a longstanding board member of a mid-sized nonprofit organization that is about to develop their next strategic plan – a 3-year look into the future of...
Exiting your business is a lot like selling a very good used car (or the home you’ve lived in for 25 years). A lot can look good on the outside, but a lot can go wrong if the buyer takes a good look at the inside. That’s why you want to start early, get a skilled...
We took on a new client back in 2019, a British entrepreneur who wanted to open a food and entertainment venue in Los Angeles to copy a successful model he’d developed in London. While he researched possible locations, we helped him refine his business plan, polish...
