William Lieberman
Finance & Strategy: A Symbiotic Relationship
Engaging our clients about their company’s finances often entails developing a detailed financial model fed by historical (actual) financial results from the accounting system. In some instances, we are asked to develop a fiscal plan in the absence of a solid...
Summit Series: Where’s the Money
Finding the cash to grow your company can be a challenging, and often bewildering, process for any founder and CEO. I know. I’ve been there. As business owners, we’re focused on acquiring new clientele, serving existing clients, managing operations, and finding...
Consultative Selling: Defining the Sales Approach
What is Consultative Sales? Consultative selling is a sales approach in which the salesperson dialogues with the customer to understand the need that the customer is presenting before recommending a solution to address that challenge. This collaborative approach...
