Cash Flow
Fourth Quarter Advice for Business Owners
A Panel of Strategic Business Advisors Share Recommendations for a Powerful Q4 Running a business takes more than industry expertise, it requires ongoing reflection, performance measurement, and the ability to adapt in the face of any business climate. As we enter the final quarter of 2025, it’s a natural moment to pause, take stock of…
Read MoreBeyond the Balance Sheet: Why Profitability Doesn’t Guarantee Cash
A few years ago, a business owner was introduced to an advisor who immediately noticed his success and confidence. His office was a reflection of his accomplishments—modern, bustling, and full of life. He greeted the advisor warmly and ushered him into the conference room, where they began discussing his business and the challenges he faced.…
Read MoreElection Year Strategies: How Businesses Can Navigate Policy Shifts and Economic Changes
As Election Day approaches, business owners across the nation often find themselves grappling with a heightened sense of uncertainty. With so much at stake, including potential changes to tax structures, shifts in the economy, and fluctuations in consumer confidence, the landscape can feel unpredictable. This period of political transition can significantly influence strategic planning, investment…
Read More6 Questions Every Business Owner Should Ask
Inventor Albert Einstein is famously credited for saying, “It’s not that I’m so smart, but I stay with the questions much longer.” Companies that are deliberate in asking the right questions, and drilling down on the tough answers will have greater success in reaching sustainable financial health and long-term business success. You cannot lead what…
Read MoreNavigating Mid-Year: Assess, Pivot, and Thrive!
As we reach the mid-point of 2024, it’s a strategic time to gauge how well your business is progressing. If you’re unsure, you’re not alone — many CEOs and owners grapple with diverse challenges in today’s high-cost and uncertain economy. That’s why conducting a thorough Mid-Year Assessment is essential. By evaluating your business’s health, you…
Read MorePlanning Your Exit – Maximizing Value And Your Company’s Future Your 2024 To Do List for Exit Planning
Your 2024 To Do List for Exit Planning As a business owner, you have worked tirelessly to build your company into your largest financial asset. However, it is important to start thinking about the future. Perhaps a sale of your company is something you’ve flirted with but you don’t have all the answers, steps, and…
Read MoreWhat is a Good Gross Profit Margin? Tips to Improve GPM and Drive Profitability
As the year ends, it’s essential to keep your business’s financial health top of mind. Whether you are running a small business or a large enterprise, the fourth quarter can be a make-or-break period for achieving your financial goals. The good news is there are several things you can do to ensure that your business ends the year…
Read More7 Tips for Surviving the Black Clouds in Business
Attempting to eliminate or prevent all worry in business is a fruitless pursuit. At any given time, we can find ourselves tiptoeing through landmines and navigating unexpected twists and surprises. CEOs and owners who desire to build a business of significance and success often get derailed by what B2B CFO® calls black clouds. Take a moment…
Read MoreHow to Find the Right Strategic Business Advisor For Your Company
In business, blind spots are inevitable. However, these blind spots can lead to costly mistakes and missed opportunities. To stay ahead of the game, growth-minded business leaders rely on a strategic business advisor who can provide expert advice and guidance. In my latest article, I share the benefits of working with a business advisor and…
Read MoreSix Strategic Questions You Should Be Asking Your CFO
As a business owner or CEO, understanding your company’s financial footing is crucial to making informed decisions that drive growth and success. But if you are not a finance expert yourself, it can be challenging to know where to start. For guidance, this list of six essential questions to ask your CFO will help you…
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