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Unraveling the Distinction Between CFO and CPA: Understanding the Value of a CFO for a Thriving Company

Unraveling the Distinction Between CFO and CPA: Understanding the Value of a CFO for a Thriving Company

In the intricate world of finance and accounting, certain acronyms often raise eyebrows due to their similarity and ambiguity. Two such designations that frequently cause confusion are CFO and CPA. While both are indispensable in the corporate landscape, they fulfill distinct roles and offer unique contributions to a company’s financial success. In this blog post, […]

Investors – Preparation & Presentation

Investors – Preparation & Presentation

Last month we talked about transition. That segues nicely into the topic of investors. This is just as important – preparing and presenting. Investors are driven by two things; narrative and return.    When preparing to pitch to potential investors, it is important to develop a clear and compelling narrative that outlines your business model, the problem you are solving, your target […]

Good Debt / Bad Debt

Good Debt / Bad Debt

In the world of business, it’s important to knowThe difference between good debt and bad, just soYou can make smart choices with your money and timeAnd avoid a financial mountain you can’t climb Good debt is an investment in your company’s growthLike a loan to buy equipment, it’s a good bet, bothFor you and your […]

Transitional Planning – Start with the End in Mind

Transitional Planning – Start with the End in Mind

What is my exit going to look like? Transitional planning takes sensible outlining and forecasting. From the start, you need to decide if you are selling, transitioning, or closing up shop What motivates you? Is it to retire and play golf in a sunny, warm climate? Does your children’s future motivate you? A secure financial […]

Bank Lending

Bank Lending

Securing funding for your business can be a challenging process, especially if you’re not well prepared. When seeking financing from a bank or other lender, it’s important to present your business in the best possible light to increase your chances of approval. Here are some tips for preparing and presenting your business to a bank […]