Category: CFO Services

Need More Cash? It May Be Closer Than You Think

A business owner, or someone who works with business owners’ cash, has a constant and unrelenting problem. Do you sometimes wonder where your cash went? There are several “tricks of the trade” that well managed companies utilize to maximize their cash flow. These cash policies can be used by any business, large or small. Here… Read more »

Family Business | Recipe for Disaster…. Or Success?

Family-owned businesses often present the most challenging situations. If you have ever owned, worked in, or consulted with a family-owned business you know the pain of dealing with the problems inherent in this business situation.  The typical family business splits its time between trying to please the business and please the family.  Usually this is… Read more »

Working Capital — The Good, the Bad, and the Ugly 

Working capital is the excess of current assets over current liabilities and is a financial measure of liquidity or ability of a business to meet its obligations.  Current assets include cash, accounts receivable, inventory and other assets that are expected to be converted to cash within 12 months. Current liabilities include accounts payable and accrued expenses… Read more »

SMART Steps for Your Success

How successful were you in 2016? Did you achieve your personal and business goals? If you are like the majority of busy people, you didn’t write your goals down. There are many reasons not to write our goals but unfortunately most of them are negative. Does this sound familiar? If I write down my goals… Read more »

Exit My Business — Why Should I Plan?

I talk to many business owners and I always ask the question, “How and when do you plan to exit this business?” It never ceases to amaze me how many people tell me, “I am never going to leave my business; this is my life.” Let me put that myth to rest immediately. Every business… Read more »

Certified Business Transition Expert™

Certified Business Transition Expert Logo

What is a Certified Business Transition Expert™? I am excited to share that I have recently earned the Certified Business Transition Expert™ designation. This certification allows me to guide business owners through the sale/transition process. Business transitions range from a sale to a third party, an Employee Stock Ownership Plan (ESOP), or to a family member… Read more »