
Financial Strategy


What to Look for in a CFO
The decision to hire a chief financial officer (CFO) isn’t always an easy one. Especially, if you run a small to medium-sized business with a limited budget. Yet, a good CFO can play a pivotal role on your management team and provide the financial guidance you need to...
Webinar: Cash Flow Planning- What Matters Most
Together with Barnum Financial, The CEO’s Right Hand is hosting a webinar for business owners on “Cash Flow Planning and What Matters Most”, this Tuesday, July 21st at 12:00 pm EST. More specifically, Paula Brancato CFP®, CLTC, MBA Financial...
Business Exit Planning: 6 Steps for a Successful Transaction
If you, like many business owners, have invested years into growing your company, the decision to step away is not something to take lightly. Thoughtful business exit planning allows you to take charge of this process and avoid the consequences of a hasty, emotionally...
Maximizing PPP Loan Forgiveness – Flexibility Act Updates: What Clients Should Know and Do Now
As a service to our clients, we have been keeping a close watch on the Paycheck Protection Program (PPP) and the recent amendments put in place with the signing of the Flexibility Act. Below is a summary of the most recent updates that have taken place, and what they...