Understanding Earnings Quality

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Net Income is one of the most important pieces of financial information reported by companies, often referred to simply as “earnings.”  Earnings are a primary metric used to value a company which is why stock prices are very sensitive to earnings surprises.  However, earnings, like most other line items on […]

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CFOs: What We Bring to the Table

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A CFO is responsible for far more than Finance and Accounting.  We’re responsible for the overall financial health and well-being of every department in an organization including, but not limited to, treasury duties, forecasting, budget preparation/review, contract negotiation, and so much more. For example, when the production floor needs a […]

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9 Clear Indicators Your Business Needs A Fractional Controller

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A controller is the financial linchpin at your company because their accounting capabilities cover such a broad scope. Their reporting expertise and management skills ensure immediate access to a realistic snapshot of the financial health of an efficiently run business. Not all businesses can or will employ full-time controllers. These […]

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A Time to Sell or a Time to Re-Invest?

It’s the summer of 2021 here in Florida, and COVID-19 is hopefully on a permanent wane. “Live” meetings are replacing virtual ones. Companies are actively hiring. It seems that a sustainable reopening is finally upon us. In essence, “2021” is somewhat a euphemism for the beginning of a post-COVID business […]

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Looking to sell your business?


Here are some items you should consider to get the best price when you sell.  Most privately held business owners view their business value as a multiple of cash flow, EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) or multiple of Benefit to Owner. Business owners typically hear multiples in […]

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Your Business Plan during the 2020s in a Changed Post-Covid-19 World

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As vaccine distribution increases and most Americans can be vaccinated by May of 2021, most states are on the pathway to a ‘new normal’ for society and businesses. Your most important responsibilities as a leader of your company are to evaluate your organization and how it must change going forward, determine how to adjust your strategic plan, and clarify what recovery is for your business.

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Staying Relevant: The Relationship between the CEO and CFO

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Organizations can have very complex structures where the Company’s policies and politics affect employees with their individual personalities in various roles, which can make the environment complicated and dynamic. All relationships in an organization are important, but perhaps the most important and dynamic is the relationship between the Chief Executive […]

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Time to Review Your Advisors

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All business owners and leaders should have a trusted group of service providers/advisors.  This is especially important for the small to mid-size business owners who generally don’t have such professionals on staff.  A support team that includes bankers, tax professionals/CPAs, business attorneys, insurance agents, IT support, etc. are vital to […]

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4 Big Lessons Learned in 2020!

2020 was a year of challenges and change for CFOs and their companies. Through it all, you persevered – and learned a lot of important lessons along the way.  From remote work and digital transformation to personnel changes and reallocated budgets, your business worked hard to adapt to new processes […]

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