Category: Planning

Holy Crap — It’s September!

Summer’s officially over. The kids are back in school — and now those business decisions that you’ve been avoiding for the past several months are right in front of ...

Sell Me This Pen

Small business owners and colleagues often debate about whether or not it’s wise to hire a salesperson.  Now I know that all the salespeople reading this are sayin...

What are CFOs Thinking About in 2021?

Now that we have put 2020 behind us and are focused on our growth opportunities in 2021, it is important that entrepreneurs and small businesses implement specific strateg...

PPP Draw 2 Highlights

Earlier this month, the SBA and Treasury interpreted the language of the second phase of the Paycheck Protection Program — or commonly referred to as the second draw of ...

Marketing Success in the Pandemic Era

One common thread that is weaving our clients together is a question about how they should allocate marketing dollars in these unprecedented times. I reached out to my goo...

To Debt or Not To Be Indebted

“I like my players to be married and in debt. That’s the way you motivate them.” -Ernie Banks Debt securities have always played a major part in financin...

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