Month: March 2013

Every Company Needs a CFO

Companies without a Chief Financial Officer are at a competitive disadvantage.  It’s not unusual for small to mid-sized firms to have sophisticated operations and complex cost and financial challenges like large companies.  This often means that the owner of the business needs the expertise of a senior financial executive. As an owner of a company,… Read more »

Impact of Tax Law Changes on Exit Planning

When planning an exit from your business, it is important to know how much of what you ‘get’ for cashing in your business you will actually keep.  Equally important for many owners is knowing how that wealth will transfer to their heirs and future generations whose lives will be impacted by your business success.  How… Read more »

Three Traits of a Great Leader

One of the exciting times of the year in sports is the opening day of baseball.  This year opening day is March 31st as the Texas Rangers travel to Houston to take on the Houston Astros.  A full slate kicks in on April 1st and the Tampa Bay Rays open on April 2nd with manager… Read more »

The Strategy Process™ – Second Step in The GamePlan™

This post is the second in a series of posts discussing our six-step process, The GamePlan™. We use this process to help small to medium privately-owned businesses achieve a higher level of success. The first post in the series covered The Discovery Analysis™. This can be likened to a diagnostic check-up used to determine what aspects… Read more »

The Discovery Analysis™ – First Step of The GamePlan™

The Discovery Analysis™ is the first step of The GamePlan™ and consists of four parts:  1. Confidentially meet with the business owner(s), then interview company staff  2. Look at the company’s financial information and computer systems  3. Benchmark financial information against industry averages  4. Create a confidential report of our findings in The Strategy GamePlan™… Read more »


According to Merriam-Webster’s on-line dictionary, competition is the art of competing which is “to strive consciously or unconsciously for an objective (as position, profit, or a price).”  I am thankful that we live in a country with the freedom to compete because there is great value in competition, for both individuals and organizations.  Three benefits… Read more »