Tag Archives: cfo

Does Your Business Have a Buy-Sell Agreement?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Small and mid-sized business owners without buy-sell agreements increase risks of negative outcomes for their families, partners and employees should they unexpectedly pass away or become disabled. … Continue reading

Posted in Business Valuation, Buy-Sell Agreements, Buying a Business, CFO Services, Contract Negotiation, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , , , , | Leave a comment

BAT & Tax Reform: How You Can Prepare

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Among tax reform ideas floated by the new administration and Republicans in Congress is a border adjustment tax – or BAT – that would incent American companies to … Continue reading

Posted in Border Adjustment Tax - BAT, Cost Analysis, Financial Regulations, Los Angeles, Outsourced CFO Services, Risk Management, Tax Code, Tax Compliance, Tax Strategy | Tagged , , , , , , , , , | Leave a comment

How to Build a Strong Relationship with Your Banker

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Understanding how to build a strong relationship with your banker is as critical as cultivating positive relationships with your CPA and attorney. Indeed, the phrase, “triad of … Continue reading

Posted in Banking Relationships, Business Loans, CFO Services, Financial Communication, Financing, Financing Presentations, Generally Accepted Accounting Principles (GAAP), Los Angeles | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Structure Your Business Capital

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Given the different types of business capital – such as loans, equity and retained earnings – and their benefits and drawbacks, a critical factor in every company’s … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financing, Financing Presentations, Investor Presentations, Los Angeles, SBA Loans | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Build & Maintain Strong Investor Relationships

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Given the significant roles played by investors in small and mid-sized businesses, it is critical to know how to build and maintain strong investor relationships. Reviewed in this … Continue reading

Posted in CFO Services, Equity Financing, Financing Presentations, Initial Public Offering (IPO), Investor Presentations, Investor Relationships, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

Is a Joint Venture Right for Your Company?

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With economic optimism on the upswing, many executives are revisiting and launching growth initiatives like mergers, acquisitions and IPOs. Another growth initiative worthy of consideration is a joint … Continue reading

Posted in CFO Services, Financial Strategy, Growth Strategies, Joint Ventures, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

When & How to Deduct Business Bad Debts

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When diligence in performing credit checks and attempting to collect receivables do not achieve results, it is important to know when and how to deduct business bad … Continue reading

Posted in Accounts Receivable, AR & AP Management, CFO Services, Financial Strategy, Los Angeles, Tax Strategy | Tagged , , , , , , , , , , , , , | Leave a comment

Should You Opt for an IPO?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While the allure of an IPO – offering shares to employees, a cash windfall and media attention – is attractive and powerful, many more factors go into … Continue reading

Posted in CFO Services, Financial Strategy, Initial Public Offering (IPO), Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

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

Cybercrime: A Growing Risk for Businesses & CFOs

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With roles of CFOs traditionally including oversight of risk management and keeping company assets safe, cybercrime’s continually growing risk significantly impacts finance departments at many businesses. Reviewed in … Continue reading

Posted in CFO Services, Cybercrime & Cyberattacks, Data Security, Disaster Recovery Planning, Los Angeles, Risk Management | Tagged , , , , , , , , , | Leave a comment