Category: CFO Services

First Impressions and a Successful Exit

An article on the American Psychological Association website revealed what James Uleman, a psychology professor at New York University and a researcher on impression management, had to say about first impressions.  Professor Uleman said, “You don’t get a second chance to make a first impression(Rowh).”  On a personal level, we understand exactly what professor Uleman… Read more »

How to Know It’s Time to Hire a CFO

There was a time when a chief financial officer was responsible for little more than overseeing a company’s accounting functions and reporting financial data to the other C-level executives. Today, a CFO is more likely to be more involved in shaping the company’s strategy for future growth, focusing on the big picture rather than the… Read more »

What Is A CFO And What Does A CFO Do?

Smaller companies (e.g., under 50 employees) may not give thought to adding additional executive firepower to their team given the perceived cost. This is an understandable choice for businesses that want to limit overhead and keep operating expenses low. But in some cases, a business needs the expertise provided by senior level talent in order… Read more »

How to Improve Your Business’s Cash Flow – Part 1

A successful company maintains positive cash flow. As a business owner, it is essential for you to have a solid relationship with suppliers, creditors, employees, and customers. It is key for a small business to have adequate cash available so that things run smoothly and so that you have resources to support growth. There are… Read more »

Three Reasons Business Owners Need a CFO

Is it time for your business to invest in a chief financial officer (CFO)? Many entrepreneurs wait far too long because they assume that their company should be generating a specific amount of revenue first. They don’t realize that bringing an experienced CFO on board early can help them make bigger profits by managing their… Read more »

Each Business Owner is Unique

Stand Out

Our firm believes each owner of a privately held business is unique.  This affirmation is found on our website and at the bottom of my monthly newsletters.  I have come to understand this uniqueness from a much deeper level in my years of working with this firm in having the privilege to serve business leaders… Read more »