CONSULTING CFOS: THE POWER OF AFFILIATION

Serving as a trusted consultant financial professional is a deeply rewarding career. Working with a client is a special relationship built on trust, both for the value of work and…

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MAKING THE FINANCE OPERATION THE BEST IT CAN BE

One reason to love business is because it is dynamic. Strategies change or pivot, organizations transform, regulations and new rules emerge. All of these require financial teams to be both…

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CYBERSECURITY IN A CHANGING WORLD

The Wall Street Journal Pro Report of December 19, 2017 was devoted to the issue of Cybersecurity. The chilling reality is that national governments, state and local governments, businesses and…

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SMALL BUSINESS AND GROWTH PLATEAUS

As a small business grows, some changes made necessary by growth are obvious while more subtle but, no less important ones often go unattended. Take for example the need for…

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THE VALUE SURPRISE IN SELLING YOUR BUSINESS

In this post I describe a frequent problem our firm encounters with founder/owners looking to sell their business. Recently a client mentioned that she was thinking of selling her existing…

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THE LIFE SCIENCE BLOG SERIES NO. 1: USING VENTURE DEBT EFFECTIVELY

Growing life science companies seeking to raise capital face a wide range of options, structures, and considerations. Early Stage Friends and family, angel investors, and even some venture capital firms…

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THE FIVE-YEAR BUSINESS PLAN: USING IT TO SELL YOUR STARTUP!

“By failing to prepare, you are preparing to fail.” Benjamin Franklin Startup founders are special.  Driven, focused and single minded in their determination to succeed, they often have a singular…

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WILL I MISS THE WINDOW TO SELL MY BUSINESS?

In my 25 plus years advising clients on buying and selling businesses I have rarely seen a market as hot as the one at present.  The Baby Boom Generation transitioning…

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WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

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MAKING SENSE OF BITCOIN

Bitcoin – the name seems vague, inspires confusion and its place in regular and continuous commercial activity seems unclear at best. What are business people, and especially small business owners,…

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