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January 9, 2023
Financing a Partner Buyout

Financing a Partner Buyout

“My business banker told me to call your office.” The line was staticky and the lady on the other end of the call sounds unsure. She continued, “They declined me for a business loan but couldn’t […]
October 3, 2022
Practicing Sound Corporate and Financial Management

Practicing Sound Corporate and Financial Management

“Umm… So… What exactly am I looking at here?” The entrepreneur sat back in my conference room chair and began biting her red pen. Although wildly intelligent (has multiple degrees and is highly respected in her […]
September 2, 2022
(How to Survive) The Great Business Pivot - Blog Post Banner

(How to Survive) The Great Business Pivot

“Where the (bleep) is that person on the org chart?!” The line went quiet. I was waiting for my client to continue as I recognized this question was more of a rhetorical question than one that […]
August 1, 2022
What’s the difference between a CPA and a CFO - Blog Post Banner

What’s the difference between a CPA and a CFO?

“What’s the difference between a CPA and a CFO? And, doesn’t my CFO need to be a CPA?” The more and more I network with other business leaders, other entrepreneurs, and other professionals, the more I […]
May 26, 2022

The Bankruptcy Attorney’s Referral

“I don’t see a way out of it…” The long, silver haired attorney was leaning back in his leather seat. His mahogany wall paneling and Arhaus executive desk were saturated with a long history of “helping” […]
April 5, 2021
CFO Lessons From The Pandemic - Blog Post Banner

CFO Lessons From The Pandemic

That’s right. Even CFO’s learned something from The Pandemic. According to this CFODive.com Article, there are 4 things that CFO’s learned. Ensure business continuity with forward-looking risk management. Streamline internal audit Safeguard access to diversified sources […]