Terry's Articles & Media
Navigate through various stages of growth to ensure business momentum
Every business has its specific chapters in their journey and the S Curve (also known as the “sigmoid curve”) is all about capturing the key moments a business undergoes until they make it “big.” The S Curve represents the life cycle of a product, service, or even an entire business. It starts with a period…
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Understanding AI and Its Impact on Accounting, Finance, and Business
Some experts suggest we buckle up because artificial intelligence (AI) is about to shake the accounting profession. They predict that in the next decade AI will automate many of the most repetitive processes in accounting such as data entry and reconciliations. What does this mean for the profession and what opportunities could business teams seize?…
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5 Lessons Learned from Recent Bank Failures
First Republic Bank made headlines on May 1, 2023, when California regulators stepped in to take over the bank after a private rescue fell through. Regulators struck a deal for JP Morgan to take on First Republic’s $92 billion in deposits. The FDIC will share losses with JP Morgan on its loans, averting a massive…
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Risks to Avoid Before Selling Your Business- Part 2
In planning your exit strategy, B2B CFO® recommends being diligent by avoiding the pitfalls listed below, that no acquiring company wants to experience during an acquisition. If you missed Part 1 of my article, read here. 6. Not targeting the right buyer: Where and how to find buyers is a top question for most…
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Risks to Avoid Before Selling Your Business- Part 1
Imagine your startup company or 30-year-old family business getting acquired. It sounds like it would be a dream. But in many cases, the transaction that business owners work so hard for can turn out to be a disaster. Whether you are buying a business or selling your business, there’s a lot at stake within these…
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Benefits Of A Strategic Business Advisor You Didn’t Know You Needed
As we look to the future, businesses must diversify revenue streams, reduce risk, get financing, and retain existing customers—many of whom will have different expectations in a new-normal environment. The shifts in the business environment are creating opportunities for businesses to improve their operations and pivot their business models. Many companies are diligently focusing on…
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Proactive Scenario Planning Steps: Business Owner’s Guide
Imagine turning uncertain situations in your business into favorable outcomes? Easier said than done. However, this is where the importance of scenario planning and “what if” modeling can help businesses thrive in the face of uncertainty. By testing the impact of various strategic options being considered, your company can stay ahead of the curve and can…
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Pruning in Business to Make Way for Growth
It seems counterintuitive to cut off branches, leaves, or even roots to get larger, fuller plants. And yet, it’s one of the most important tasks for a thriving, healthy garden. Just like a garden, a healthy and thriving business requires an Owner who can tend to the health of their business by pruning or removing…
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The Hazards of Unhealthy Business Growth
Perhaps the headline of this article has surprised you—and that in itself is not too surprising. More often than not, growth is taught to be equivalent with success, profits and progress. A growing business is what most CEOs and small business owners dream of, but what isn’t talked about enough is that there is such…
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Leading Your Company Through Both Good and Tough Times
Every business owner has goals. B2B CFO® is here to help your organization take the right steps and provide strategic business and financial guidance as we weather storms. These strategies will help you and your team respond in good and tough times with excellence and action. Revamp your strategic plan. Proactive leadership starts with creating a…
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