Tag: Entrepreneur

Trust, But Verify

One of the primary roles of a CFO, especially for a company that is growing, is to help clients raise funds. Raising funds can take many forms: private lending, banks, ven...

Relax with Purpose

Summer is a great time for entrepreneurs to optimize their mind, body, and soul. Finding the right mix of activities and habits will ensure you make the most of this seaso...

Summer Reading Checklist

Every year since we began writing this blog, we have shared summer reading (and listening) recommendations. Summertime calls us to take some time to relax by the water, so...

Assembling the M&A Avengers!!!

In a recent presentation, Brian and fellow panelists discussed important and necessary steps that business owners who are looking to sell must consider. For those who want...

Top 10 Things to Live for in 2024

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...

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