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...
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...
We had the honor of speaking with Rob Fishman, partner at Sandler Training of Hauppauge, a consulting firm that specializes in sales and sales management process improveme...
The pivotal fourth quarter of 2019 is here. In preparation for prospecting 2020, now is a good time to ask yourself the following question:
What worked (and what did...
Many of us remember chanting, “School’s out for summer!” We all knew there were lazy days just ahead.
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The mergers and acquisitions (M&A) landscape is continuously shaped by macroeconomic factors, regulatory changes, and investor sentiment. For companies with the SMB bu...
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...
It’s hard to believe that it’s June already. And a lot has happened during the past five months: interest rates increased, a war broke out overseas, cryptocurrency val...
“There are three kinds of lies - lies, damn lies and statistics.” — Mark Twain
Everywhere you turn there seems to be another statistic or metric that is t...
