Monthly Archives: December 2012

The California Impact of a Hard Cap on Federal Tax Deductions

This post is by Randy S. Miller, Partner, CFO Edge, LLC. Over the past few months, we have been discussing the potential impact of the “fiscal cliff” on businesses and taxpayers. As the end of the year nears without any … Continue reading

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Managing and Financing Business Growth

While reviving a stagnant or declining business is certainly challenging, growing a business to the next level brings many challenges of its own, especially with regards to financing Growth requires funding for staff, inventory, sales and marketing. CEOs and CFOs … Continue reading

Posted in Business Loans, Debt Financing, Equity Financing, Growth Strategies | Tagged , , , , , , , , , , , , , , , | Leave a comment

The Importance of Strategic Planning

While most CEOs and CFOs recognize the value of business planning and creating a formal business plan document, not as many give as much thought to strategic planning. Strategic planning focuses on the big-picture: the strategies used to reach goals … Continue reading

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Succession Planning: Is an ESOP the Right Tool for Your Business?

One of the first steps in succession planning is identifying your primary succession goals. This will help you determine whether you should focus on selling your business to an inside (employees and/or family members) buyer or an outside (a competing … Continue reading

Posted in Employee Benefits, Exit Planning, Financial Strategy, Outsourced CFO Services, Succession Planning | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

The Importance of Business Succession Planning

Succession planning is one of those things that business owners sometimes put on their back burner, but never get around to really focusing on until succession is literally staring them in the face. However, failing to plan early and adequately … Continue reading

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