Succession Planning

November 1, 2023
How do I know my business is ready for a (fractional) CFO

How do I know my business is ready for a (fractional) CFO?

Working with my business coach recently who challenged me to reflect on some of the different types of clients I’ve served over the years. He said, “Think about all the clients you’ve helped. Write down a […]
September 1, 2023
7 Steps to preparing the next generation to run the company

7 Steps to Preparing the Next Generation to Run the Company

The more and more I get asked to help companies straighten out, systematize, or simply review their financials, the more I get asked questions that aren’t directly related to finance. This shows me that business owners, […]