Financial Strategy
How to Minimize Inefficiencies in Your Real Estate Business
When I put on my fractional CFO hat to examine the inner workings of a real estate business, I am not looking for mistakes. I’m looking for missed opportunities. After roughly 30 years in this industry, I have noticed that real estate CEOs often grapple with the...
What Is a Revenue Model and Why Does It Matter?
Your company’s revenue model affects every aspect of your business, including growth, scalability, and value. Whether contemplating a change or selecting a model for the first time, thoughtful planning is critical. As a fractional CFO, I have helped many CEOs choose...
How to Avoid Goal-Setting Mistakes as a Financial Services CEO
Every CEO understands the necessity of goal-setting. After all, you are responsible for establishing the North Star and motivating your team to pursue it. However, as a Fractional CFO, I have worked with small and mid-sized companies in the financial services space...
How to Prepare for Due Diligence: A Checklist
Great CEOs always look to the future, and sometimes, this leads to the realization that you must prepare for desirable opportunities because these events will undoubtedly lead to a due diligence process. Although it may sound daunting, by getting a jumpstart on the...
