Category Archives: Strategic Planning

Managing Through a Finance Department Transition

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. When a finance department leader departs in an unexpected and sudden manner, the lack of time to prepare for a transition presents multiple challenges. It may be that … Continue reading

Posted in CFO Services, Financial Leadership, Los Angeles, Risk Management, Strategic Planning | Tagged , , , , , , , , , , , | Leave a comment

Why You Must Keep Your Key Advisors Consistently Informed

This week’s article is by Michael K. Menerey, Partner, CFO Edge, LLC. For small and mid-sized firms, “as needed” working relationships with their key advisors – like CPAs, attorneys and other professionals – are beneficial in that full-time positions, salaries … Continue reading

Posted in Business Health & Checkup, CFO Services, Corporate Governance, Financial Strategy, Growth Strategies, Los Angeles, Professional Services Firms, Strategic Planning | Tagged , , , , , , , , , , , | Leave a comment

Key Considerations in Business Planning for 2017 & Beyond

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With a new administration in Washington, likely business regulation changes have become key considerations in business planning for 2017. For example, there may be legislation introduced that is … Continue reading

Posted in CFO Services, Financial Planning & Analysis (FP&A), Financial Policy, Los Angeles, Strategic Planning | Tagged , , , , , , , , , | Leave a comment

Strategic Planning: Do You Have a Clear Vision and Mission?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. In the context of our recent article on the value of a having a written strategic plan, Does Your Business Do Strategic Planning?, we follow up with … Continue reading

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Strategic Tax Planning: Vital When Expanding or Relocating

This week’s post and linked PDF are by John W. Braine, Partner, CFO Edge, LLC. When Los Angeles and Southern California executives expand or relocate their businesses, they are keenly aware of costs related to land, construction, labor, supply chains, equipment … Continue reading

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Does Your Business Do Strategic Planning?

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While most executives would say they do strategic planning and have a strategic plan, many acknowledge they haven’t used a formal strategic planning … Continue reading

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The Importance of Strategic Planning, Management & Execution

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. With successful launch of a business, the original business plan can seem less important and be forgotten. But a good business plan is a dynamic … Continue reading

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Six Steps for Overcoming Analysis Paralysis in Your Firm

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. A significant downside of taking a long time to analyze a challenge or opportunity is the possibility that we become paralyzed by over-analysis … Continue reading

Posted in Analysis Paralysis, Emotional Intelligence, Executive Accountability, Financial Strategy, Los Angeles, Operational Analysis, Risk Management, Strategic Planning | Tagged , , , , , , , , , | Leave a comment

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

Now is the Time for Year-End Business Planning

This week’s post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. While focusing on day-to-day tasks is required to achieve goals, many Los Angeles and Southern California executives neglect year-end planning. Taking the time now … Continue reading

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