Financial Strategy
Five Things I Learned When Preparing a Company For Sale
As a former private equity investor, and on behalf of my investors and myself, I have been involved in the purchase and sale of more than a dozen companies over the course of my career. While acquiring a company often comes with a certain set of challenges,...
Translating Your Business Model Into a Financial Model
How to translate your business into a tool that enables you to make optimal decisions What is the best way to build out a tool that enables a CEO to make informed decisions based on historical results and future projections? The process begins with an...
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...
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...
