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From Financial Crisis to Record Profitability

Challenge When we engaged with this mid-sized distribution company, the business was facing a precarious financial situation. Their lender had raised serious concerns, requiring capital contributions from ownership and closely monitoring their line of credit, which was extended in six-month increments. The risk of a forced sale loomed large. Internally, the company struggled with delayed… Continue reading From Financial Crisis to Record Profitability

Creating Your Company’s Budget: A Step-by-Step Guide for Small Business Owners

Why Budgeting is Important Although budgeting for the upcoming year can be a daunting process for many small business owners, it is an essential planning step to (a) define/reinforce your company’s strategy, (b) establish an actionable plan for the upcoming year, and (c) align your team behind that plan. When done properly, budgeting for the… Continue reading Creating Your Company’s Budget: A Step-by-Step Guide for Small Business Owners

How to Get Buy-In For Your Strategic Financial Goals

Introduction As a small business owner, one of the most critical elements of your company’s success is the alignment of your team with your goals for your company. If you’ve ever felt that (a) you lack employee buy-in on strategic initiatives or (b) that your employees are not acting like owners, you likely have an… Continue reading How to Get Buy-In For Your Strategic Financial Goals

Creating Strategic Financial Leadership with a Fractional CFO

Introduction For many businesses, especially small to mid-sized enterprises, the path to financial clarity and strategic direction often necessitates expertise that may not always be available in-house. This is where the role of a fractional CFO becomes indispensable. Whether you’re navigating through a transition or scaling your operations, having access to experienced financial leadership without… Continue reading Creating Strategic Financial Leadership with a Fractional CFO