Last year we worked with a client in the furniture distribution business, a successful, rapidly growing company with retail customers across the country and suppliers across the globe. They asked us to help them integrate the financial systems of a company they had...
The last few years have been wonderful for business owners who wanted to sell privately owned companies that they had built up over time. A sound business has been able to attract multiple bidders and often get a premium price for its owners, never mind the pause...
As we urge every CEO and business owner to do, we compare actual results with the projections the client made at the beginning of the year, whether it’s a formal budget with staff accountability or not, and we ensure a discussion with management follows. Even without...
Those of us who have spent our careers in the financial world have been working with a quandary for many years: It’s very important to invest in marketing, but only in the marketing that works. And, as most marketing experts will tell you, “You only really know if it...
As I sort through our daily barrage of emails, I see more than a few offering webinars or workshops or white papers promising to help business owners learn how to read their financial statements. All very nice and certainly addressing a need we frequently see when we...
