Category Archives: Finance Consulting

Due Diligence – A Four-Part Framework for Assessing Your Business

Due diligence is often viewed as the collective assessment checkpoints associated with transactions like mergers and acquisitions or funding endeavors. While these are certainly common pairings, due diligence can also be extremely helpful in assessing the overall health of a business and other factors. Essentially, due diligence is defined as “the investigation or exercise of …

The Essential Role of the CFO in the Sale of Your Company

For many business owners, the sale of their company represents the culmination of decades of work and is likely be the single largest, most important transaction of their lifetime. With so much money at stake, it is important that the highest price is secured, and that the sale is executed flawlessly. Much of the responsibility …

Forming a Board – Key Considerations for Growing Businesses

For public companies, having a board of directors is both essential and required to protect shareholder interests, weigh key actions, and support well-informed decisions. While private companies don’t have the same requirement, a board of advisors or directors can nonetheless be just as helpful and important  to maximize business success. However, forming a board that’s …

5 Characteristics of Great Finance, HR, and Recruiting Consultants

The characteristics embodied and exemplified by great finance, HR, and recruiting consultants are, in large part, the same characteristics demonstrated by great consultants of any type. For CEOs and other business leaders who determine it may be necessary or valuable to bring in external consulting expertise to their organization, it’s important to consider these characteristics …

Someone Wants to Buy Your Business

Three Key Considerations One of the clearest signs that your business is successful and is seen as having definitive upward potential is when you receive an offer from a competitor, holding company, or business in an adjacent market inquiring about your willingness to sell. If divesting yourself of the business is not a primary near-term …

Finance Year-End

As Year-end Approaches, Finish Strong and Focus Forward As CEOs and other leaders come to grips with the reality of another year quickly coming to a close, many simultaneously recognize that it is a vital time to take stock of what needs to be done to strengthen one’s business and get it to where we …

Five HR Pitfalls to Avoid After a Merger or Acquisition

Five HR Pitfalls to Avoid After a Merger or Acquisition

Five HR Pitfalls to Avoid After a Merger or Acquisition In a previous post, we examined the important topic of The Roles HR Can Play During Merger and Acquisition. When effectively leveraged, HR instills confidence and calm in leaders and employees that all bases are covered in this time of transition. But HR’s role doesn’t …

Improving Finance and Accounting Technology Systems

Improving Finance and Accounting Technology Systems

It’s common for decision makers in growing companies to mentally survey their finance and accounting technology stack and realize that most of the information they receive originates from Excel or other disconnected applications. They also often conclude that most of their internal control points are similarly Excel-based, or at least managed by people that are …

Spear-phishing Scams: How They Work and How Not to Get Speared

spearphishing, scam, fraud

Cybersecurity attacks like spear-phishing scams are all too real. I have personally seen three near misses in the last year and want to share them with you, and encourage vigilance and proper protections. Businesses and leaders that do not act with a proper sense of vulnerability put themselves at great risk. Everything Seemed to Be …

Churning out Profits in a SaaS company to fuel Growth…which KPI to focus on

“Churning” is probably not the best choice of words in the title of this article, since it can have negative connotations in any business – especially a recurring revenue model.  However, I do want to draw attention to the concept of churn – the rate of client termination – because it: Is an essential element …