Nineteen years ago, my Director of Finance role was being relocated to Florida. After family discussions, I knew moving wasn’t an option. The safe choice would’ve been to find another job with a steady salary and benefits—but instead, I decided to take a leap. In 2005, with no big savings but plenty of determination, I […]
Whether your business is family-owned or owned by multiple partners, the years of hard work and dedication invested in building your company deserve protection through comprehensive estate, succession and incapacity planning. Many business owners overlook critical risks – particularly the disruption caused by probate or conservatorship court involvement – which can endanger both your business and relationships.
There’s an old saying that there are only two certainties in this world, death and taxes. When someone doesn’t properly plan, it’s also a sure thing that their heirs will experience added stress and expend unnecessary time and money to pick up the pieces. How can you alleviate this burden from your loved ones? Here […]
The toughest, most important sale you’ll ever make in your business – is Selling Your Business! You need to step back, think and plan – understand the process and what lies ahead – before you act. You need an exit strategy! What happens without an exit strategy? No sale. Or, at a much lower price. […]
When growth outpaces your financial infrastructure, it doesn’t just hurt your margins—it limits your decision-making, hiring, pricing strategy, and exit options. In the early days of your business, you were scrappy. You built your firm from hustle, grit, and client relationships. A generalist bookkeeper, some templates in QuickBooks, and a few spreadsheets were “good enough.” […]
Most growing firms aren’t failing because of sales or delivery—they’re flying blind when it comes to margins, cash flow, and financial accountability. If you’re leading a successful services business—an accounting firm, marketing agency, law office, or consultancy—you’re probably great at solving your clients’ problems. But when it comes to your own back office, things feel… […]
If your finance function only tells you what happened last month, you’re already behind. When you first started your firm—whether in accounting, law, consulting, creative services, or IT—you didn’t need much. A good reputation, a few referrals, a strong work ethic… and a QuickBooks login. But now your business has a team, overhead, growth plans, […]
