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...
As a Chief Financial Officer (CFO), people often ask me: What makes a CFO so valuable to an organization? It’s not that we’re numbers people or that we have rela...
Recently, I read an interesting article about whether being a CPA translates to becoming a successful CFO . I know where I stand. While it’s true that many importan...
As we pass through Labor Day weekend and mark the unofficial end of summer, I like to look back and reflect on what it takes to labor as an entrepreneur. Although all type...
Entrepreneurs who are veterans use Memorial Day to honor fallen military members while also drawing parallels between military service and small business ownership. The en...
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...
Advisors play a multifaceted role in the sale of a business. They not only help you navigate the process; but they also ensure that you achieve the best possible outcome...
When we write our articles about how we help companies and clients, we consistently talk about the importance of Key Performance Indicators (KPIs). Gross Margin, return on...
Unless you’ve been under a rock, you know that the solar eclipse happened on Monday, April 8th. And much like navigating the business world, viewing this cosmic event re...
