We have a client that has been coming out of a revenue decline induced in part by COVID 19, and they’re now in the black and growing nicely. But their accounting team has consistently been below an acceptable standard for performance. So when we started working...
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...
We have two clients currently looking to improve or change their banking relationship. In both cases the reason is twofold: the need for growth capital and the unresponsiveness of their current bank. Neither is based in southern California, where intense banking...
It was 1940 when Maurice and Richard McDonald opened their fast food restaurant in San Bernardino, CA. Fifteen years later they’re doing great in their single-location restaurant when a funny thing happened. At age 52, all-purpose salesman Ray Kroc was selling the...
I just read an excellent article on this topic, compliments of Bob Kelly of Capital Group’s Private Client Services. I wanted to share it with you, via this link: https://www.capitalgroup.com/pcs/latest-perspectives/why-inflation-low-despite-rate-cuts.html No...
