TELLING A COMPELLING FINANCIAL STORY
Financial presentations are common to every business. Whether the audience is the board, investors, lenders or bankers, the ability to tell a credible and compelling financial story is critically important….
Read more »USING OLYMPIC TRAINING METHODS TO IMPROVE YOUR PLANNING & BUDGETING
Recently the Olympics dominated the airwaves for a couple of weeks. Everywhere you looked, the athletes used visualization to train, plan and improve their performance. Skiers, skaters and sliders swayed…
Read more »CYBERSECURITY IN A CHANGING WORLD
The Wall Street Journal Pro Report of December 19, 2017 was devoted to the issue of Cybersecurity. The chilling reality is that national governments, state and local governments, businesses and…
Read more »“HELLO. WE WANT TO BUY YOUR COMPANY.” NOW WHAT DO YOU DO?
If you are the owner or CFO for a small to medium- sized business, it is likely closely- held or family- owned, and this may happen to you. If not,…
Read more »STANDING AT THE CROSSROADS: HAS YOUR BUDGETING/PLANNING PROCESS OUTGROWN EXCEL?
It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets and forecasts. Most likely they continue to do so as their business grows. And why…
Read more »Crowd Funding in Real Estate – An emerging change in how people make investment decisions
Is the allure too dangerous? Bill KleinPartner, CFOs2GO Have you ever wanted to invest in real estate but didn’t have enough money, or couldn’t find the right deal, or didn’t…
Read more »WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?
Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…
Read more »MAKING SENSE OF BITCOIN
Bitcoin – the name seems vague, inspires confusion and its place in regular and continuous commercial activity seems unclear at best. What are business people, and especially small business owners,…
Read more »Post Merger Integration: Why a Conduit is an Essential Part of Success
Having spent a good part of my career on both sides of the table, assessing and executing M&A deals spanning several continents, I came to the realization that regardless of…
Read more »THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS
Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…
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