
Financial Strategy


Business Exit Planning: How to Create Value Before a Sale
There comes a time in every business owner’s life when you must consider your next move. Perhaps you have another brilliant idea you want to pursue, or you’re ready to retire. Whatever the reason, business exit planning is vital to realizing that dream. As...
How to Use Gross Margin for Service Business Profitability
When your people are your product, delivering consistent and affordable services while turning a profit is challenging. The task may seem doable when your firm is small, but the entire operation can quickly go off track when growth occurs. As a Financial Planning and...
What Is HR Infrastructure and Why Is It Vital to Business Growth?
As a fractional Chief Human Resources Officer (CHRO), I have collaborated with CEOs across numerous sectors to diagnose and resolve human resource problems. The work is rewarding, but the issues can be incredibly damaging and costly to unravel. Therefore, I often...
3 Tips for Choosing and Implementing Professional Services Software
As a fractional CFO, I have noticed a common challenge among professional services companies. When your people are your product, inefficiencies or management issues related to service delivery become crippling as you grow, resulting in cash flow problems and less...