Recently, Brian attended a networking event through the Alliance of Mergers and Acquisitions Advisors (AMAA). It was truly great to be in-person and interact with pe...
At the start of the new year, most of us set personal and professional goals. Unfortunately, statistics show that by January 21st (just three weeks into the year), progres...
The topic of debt is extensive. There is a considerable amount of information to cover and understand, including whether or not a company should hold debt on its balance s...
As 2021 draws to a close, and as we commence with our annual budgeting process with our clients, this is a great time for all of us to reflect on blessings and express gra...
When February comes around I think of many things: Valentine’s Day; Black History Month; and of course, the evaluation of finance functions. Over the past decade that we...
Whether you’re a business owner trying to negotiate a price for goods or a consumer purchasing an everyday item, striking a deal is tricky. Over the course of our career...
The recent stress across the banking industry highlights the seriousness of choosing the right bank for your company and personal life. In our role as Fractional CFO...
As we approach our ten year anniversary, we have learned a lot about entrepreneurs, small business owners, and what it takes to successfully run a business. David Letterm...
This will be an atypical summer. Rather than rest and relax, we will be focused on reigniting business and recouping from the pandemic. In other words, things are a little...