Maximizing the Value of Your Business: Strategy for Owners

Last month I was one of three presenters at a Lunch & Learn for business owners. The content focused on maximizing the value of one’s business, either in preparation for sale or exit, or as part of a growth strategy. Along with two colleagues, Ken Galecki and Rick Arthur, we shared our expertise for takeaways …

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Decipher Your Financial Statements with Financial Intelligence

Accurate, timely financial statements are critical to all aspects of business, from day-to-day operations to informing major decisions. Yet even the most thorough financial documents are of little benefit if you don’t understand how to read and interpret them. Developing the skills needed to decipher your financial statements was the focus of discussion at our …

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Understanding Financial Statements and Their Role in Borrowing and Selling

Accurate and timely financial statements are critical to all aspects of business, from day-to-day operations to informing major decisions. Yet even the most thorough financial documents are of little benefit if you don’t understand how to read and interpret them. Basic Financial Documents Think of your Financial Statements as a report card that reflects how …

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Yes, You Need a Budget!

Do you have a budget – a real budget? The value of a data-based, dynamic, working budget is often overlooked. Why every business should have a budget: A well-prepared budget illustrates where you are financially, where you need to be to meet your objectives, and identifies the gap between the two. A budget facilitates a …

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