Tag Archives: challenges

What to Know When You’re Transitioning Accounting Duties

This article is by Mark S. Becker, Partner, CFO Edge, LLC. Transitioning accounting duties comes into play in scenarios like an acquisition, a merger or outsourcing accounting to a third-party services provider. Challenges in transitioning accounting duties occur if procedures … Continue reading

Posted in Accounting Systems Design, Acquisition Accounting, CFO Services, Financial Reporting, Los Angeles, Merger & Acquisition Planning | 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

When Should You Consider Hiring a Project CFO?

This week’s article is by Michael K. Menerey, Partner, CFO Edge, LLC. When a company must address a specific project and needs high-level financial expertise not available internally, it can benefit by hiring a Project CFO. An on-demand Project CFO brings … Continue reading

Posted in CFO Services, Financial Leadership, Interim CFO, Leveraging CFO Expertise, Part-Time CFO, Project CFO | Tagged , , , , , , , , , | Leave a comment

The Complexity & Importance of Accounting for Divestitures

This week’s post and linked full article are by Mark S. Becker, Partner, CFO Edge, LLC. The complexity and importance of accounting for divestitures cannot be overstated given the many challenges involved along with the focus of the SEC. Corporate divestitures … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Divestiture Accounting, Los Angeles, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , | Leave a comment

How to Meet Today’s Small Business Financing Challenges

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. Although the economy is slowly improving and interest rates are low, large banks are doing less small business lending – thereby leaving many SoCal … Continue reading

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

The Benefits of Creating Effective Policies & Procedures

This week’s post and linked full PDF are by John W. Braine, Partner, CFO Edge, LLC. Sometimes overlooked by executives leading smaller firms are the importance and many benefits of creating effective policies and procedures (P&Ps). While they are often … Continue reading

Posted in CFO Services, Corporate Governance, Internal Controls, Los Angeles, Mission Vision Values & Culture, Operational Infrastructure, Policies & Procedures (P&Ps), Risk Management | Tagged , , , , , , , , , | Leave a comment

Challenges Business Owners Face in Raising Equity Funds

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. Faced with needs for cash infusions to grow their businesses and having primary options of debt or equity, Los Angeles and Southern California business owners … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financial Strategy, Financing, Financing Presentations | Tagged , , , , , , , | Leave a comment

When Might Your Company Need CFO-Level Support?

This week’s post and linked full article are by Mark S. Becker, Partner, CFO Edge, LLC. For Los Angeles and Southern California executives, the improving economy is driving fresh looks at growth strategies along with deliberations on when their companies might … Continue reading

Posted in CFO Services, Growth Strategies, Leveraging CFO Expertise, Los Angeles, Outsourced CFO Services | Tagged , , , , , , , | Leave a comment

How to Execute an Organizational Turnaround

This week’s post and linked article are by Mark S. Becker, Partner, CFO Edge, LLC. With economic conditions now showing signs of life and growth, Los Angles and Southern California executives leading companies that have been struggling are now seeing … Continue reading

Posted in CFO Services, Expense Reduction, Growth Strategies, Los Angeles, Restructuring and Rightsizing, Turnarounds | Tagged , , , , , , , , , | Leave a comment

The Benefits of Electronic Document Storage

This week’s post and full article are by William K. Thorpe, Partner, CFO Edge, LLC. Email, PDFs and scanners have delivered exponential growth in the number of digital business documents, and the accompanying storage dilemma is driving Los Angeles and … Continue reading

Posted in CFO Services, Electronic Document Storage, Email Retention Policies, Risk Management | Tagged , , , , , , , , , , | Leave a comment