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 »SMALL BUSINESS AND GROWTH PLATEAUS
As a small business grows, some changes made necessary by growth are obvious while more subtle but, no less important ones often go unattended. Take for example the need for…
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 »AGRIBUSINESS TRENDS AND FINANCIAL IMPLICATIONS
The challenges of distributing products to end users is common in all industries. In the wine industry, customer access to bottled wine is primarily from supermarkets, wine specialty shops and…
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 »PEOPLE AND THE PERFECT PLACE
While the title is not as endearing as is Harold and the Purple Crayon, there are similarities in the adventure of finding the ideal fit for professionals. It is one thing to…
Read more »FINANCIAL REPORTING FOR THE GROWING MANUFACTURER
Data is the life-blood of a well-run business. Yet, the food manufacturer often lacks what he or she needs. What reports would you really like to have? Would it help…
Read more »1031 EXCHANGES – WILL SOUND TAX POLICY SAVE THEM FROM EXTINCTION?
As tax reform has hit the forefront of the new Administration’s agenda, this is good time to examine a powerful, yet often misunderstood, provision of the tax code. The tax…
Read more »