CFO Role

June 1, 2023

Financing my Parent’s Buyout From the Company

“He said, ‘if you came up with a million dollars, I’ll be out the door tomorrow.’ He says things like from time to time, but I definitely don’t have a million dollars. Even if I did, […]
May 1, 2023
My CFO Quit. Now What?

My CFO Quit. Now What?

“He said he could make twice what we were paying him at his new gig. What were we supposed to do? So. He quit. Yeah, he gave us two weeks notice, but our books are a […]
April 1, 2023
Help - Im drowning in debt

Help! I’m drowning in debt!

Not every business owner I meet is holding a sign saying, “Help! I’m drowning in debt.” But this meeting was as clear a sign as any that they needed serious help. “I’m sorry. Hang on a […]
March 1, 2023
Due Diligence Necessities on a Business Acquisition - Blog Post Banner

Due Diligence Necessities on a Business Acquisition

“When I started here 2 years ago, he said he’d sell me the business.” He stated as if, since this was good enough for him it should be good enough for anyone. “So, that’s why he […]
February 5, 2023

Designing (and Compartmentalizing) the CEO Role for your Business

“Who is actually in charge around here?” I thought to myself as I was listening to three owners of a company discuss strategic initiatives for the future of their enterprise. In the first few months of […]
November 1, 2022
Financing Mergers and Acquisitions - Blog Post Banner

Financing Mergers and Acquisitions

“Well… We shook on it the other day.” She paused to consider her own words. I could tell as she was explaining what happened that she was frustrated that she broke the first rule of business […]