I had dinner with a group of friends this week, one of whom is a CEO looking to plan an …
We have a client that has been coming out of a revenue decline induced in part by COVID 19, and …
I have a “side hustle” when I’m not occupied with running the CFO for Rent business; it’s investing in commercial …
A question was raised in a client review meeting recently that reminded me that some financial terms – these two …
I’ve been reading headlines recently about newly hired CFOs at several large companies. Some eye openers to be sure: PayPal …
We took on a new client back in 2019, a British entrepreneur who wanted to open a food and entertainment …
Imagine this: You’ve had a really good year so far, after the mess of the last couple years. Top line …
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 …
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