30 Finance Basics Every Business Owner Should Know
July 19, 2025To run a successful business, you need to understand money. It helps you make smart choices, grow your company, and...Read More
Articles
What To Do Before Selling Your Business
July 14, 2025Thinking about selling your business? Here is the reality too many owners learn the hard way. The Reality Messy financials...Read More
Build Your Revenue Engine: 7-Part Framework
July 8, 2025Most small businesses I meet don’t need more products. They need a predictable way to make money. Here’s the 7-part...Read More
Building Real Connections Outside The Boardroom
July 1, 2025Client outings are underrated. I spent the day on the lake with a few clients. We caught 31 bass. That’s...Read More
Stop Hoarding KPIs!
June 19, 2025Most founders struggle with choosing the right key performance indicators (KPIs). They either track too many, track the wrong ones,...Read More
How Bob Swan Redefined the CFO Role at Intel
June 10, 2025When Bob Swan became CFO of Intel, he wasn’t the obvious pick. Not an engineer. Not a product visionary. Just...Read More
Fractionals Unplugged with Jay Kingley
May 15, 2025I was recently featured on Jay Kingley’s “Fractionals Unplugged” podcast, where we talk about the financial challenges that plague businesses...Read More
CFO Chronicles: The Secrets Behind Success podcast
April 24, 2025Here’s a tough question I had to ask myself: What if the biggest bottleneck in my firm… was me? In...Read More
How to Secure Funding for Your Business: A Strategic Guide
April 10, 2025Quick Tip: Before seeking funding, ensure you have a clear understanding of exactly how much capital you need and how you’ll...Read More
The Silent Killers of Mergers and Acquisitions
December 3, 2024In the high-stakes world of business acquisitions, success often hinges on what happens after the papers are signed. While the...Read More