11 Questions Every Business Leader Should Be Able to Answer
Your confidence in your decisions and direction is only as strong as your data.
After more than 35 years of collective entrepreneurial experience and engagements with over 100 growth-stage clients nationwide, we’ve identified 11 essential questions all business leaders should be able to answer.
Within this exclusive tool, you’ll find a quiz followed by helpful advice for improving your cash flow, investor presentations, company valuation, financial reporting, and more.
Often, small and medium businesses don’t realize they have financial blind spots until they are faced with a major deadline – a key investor pitch, an upcoming valuation, or an unexpected cash flow issue. These questions will test both your knowledge and readiness to make those big decisions when they arise. And if you need additional support, we are always just a phone call (or email) away.
Thought Leadership
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding what sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility, which limits your options. Then, as your business matures, you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...