Category Archives: Financial Consulting Services

Is Industry Expertise Overrated When Choosing a Provider?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When business leaders select a professional services firm, it is not uncommon for them to focus first on whether a provider has relevant experience in their specific … Continue reading

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The Value of Obtaining a Second Opinion

This week’s article is by Michael K. Menerey, Partner, CFO Edge, LLC. Many times we seek a second opinion in different areas of our personal lives, and it is just as important for executives to understand the value of obtaining a … Continue reading

Posted in CFO Services, Exit Planning, Financial Consulting Services, Los Angeles, Operational Analysis, Strategic Planning | Tagged , , , , | Leave a comment

Generating Referrals: Three Ways to Help Referral Sources Remember You

In one of our previous articles, Three Keys to Generating More Referrals, we talked about how referrals are seen by most Los Angeles as the “holy grail” of sales and marketing for a very important reason: in the eyes of … Continue reading

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How to Find the Best Outsourced Service Provider for Your Needs

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. In recent years, compelling business cases have led Los Angeles and Southern California executives to bring in contract service providers, and a structured process is the … Continue reading

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The Importance of a Holistic View of Financial Challenges

When bringing in an outsourced CFO services provider or other financial consulting professional for a specific project, it is not unusual for the resource to find that the project is closely tied to preceding or interlinked financial and operational performance … Continue reading

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Referring Clients to a Financial Consulting Professional: Ten Traits to Look For

In working with clients, you may periodically determine that they need high-level financial expertise to help them resolve issues or reach targeted business objectives. A way you can help them is via a referral to a provider of financial consulting … Continue reading

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