Category: CFO Services

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 »

The Best Way to Grow Your Business

Although every business wants to grow, some types of growth are certainly better than others. Consider the following 2 options: OPTION 1: Grow Sales by 20%, and net      income increases 50%. OPTION 2: Grow Sales by 50% (a lot more      work and risk than Option 1), and net income only increases 20%. The… Read more »

Twelve Points for Your Business Compass

Sharing a post from my B2B CFO® partner Tony Valentino: Every day, management and employees are faced with difficult challenges. At times confusion, uncertainty and frustration can slow or interrupt the organizations progress toward success. These twelve common sense ideas can provide the fundamental principles that will help your organization be successful and reach its… Read more »