Steve's Articles & Media

The Essentials of a Business Plan (Video)

Full Version (9:17) Shortened Version (2:19)

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Does My Why Benefit You? (Video)

This brief video explains how companies can benefit from the expertise a CFO can offer: Does My Why Benefit You?

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How to Obtain a Bank Loan

Business loans are essential for a company to thrive. Open my guide to obtaining bank loans here… How to Obtain a Bank Loan In this guide you’ll find: What your banker wants to see How to best present your company The elements of a full business plan The financial spreadsheets to prepare Funding requirements

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Running a business without a Financial Business Plan 

Running a business without a Financial Business Plan is like flying an airplane without instrumentation. Why a Business Plan is a must for your business: A well thought out financial plan does many things for you and your business, but most of all it allows you to have a flight plan with goals and milestones…

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Steve Solodoff Davis CA CFO

A Business Owners Primer on Exiting Their Business

A Business Owners Primer on Exiting Their Business Have you given any thought to when you want to retire and what you want to do with your business at that point?  Do you have enough assets to retire without needing the proceeds from the sale of your business? It’s never too early to start planning…

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