Tag Archives: factors

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

Company Size Thresholds Impact Hiring a Full-Time CFO & An Alternative

This week’s post and full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Deliberating whether they need the skills of a full-time CFO or a controller can cause uncertainty and confusion among executives leading growing and entrepreneurial business … Continue reading

Posted in CFO Services, CFO vs. Controller, Los Angeles | Tagged , , , , , , , , , , , , | Leave a comment

10,000 Boomers a Day Hit 65: What This Means for Exit Planning

This post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Of the 10,000 baby boomers turning 65 years old each day, many are business owners who are planning to exit their businesses in the relatively … Continue reading

Posted in Business Plans, CFO Services, Exit Planning, Strategic Planning, Succession Planning | Tagged , , , , , , , , , , , , | Leave a comment

Prevent & Detect Fraud Before It’s Too Late

This post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. While many Los Angeles and Southern California executives believe that embezzlement and fraud would never happen in their companies, both can occur in any business. Employees … Continue reading

Posted in Embezzlement, Fraud Prevention, Internal Controls | Tagged , , , , , , , , , , , , , | Leave a comment

Selling Your Business: Strategic Factors & Types of Buyers

Following up on our recent article, Seven Ways to Maximize Value – and Price – When Selling Your Business, we turn our attention to strategic factors and buyer types. A key element in attaining the maximum sales price in selling … Continue reading

Posted in CFO Services, Exit Planning, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , , | Leave a comment

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

Posted in CFO Services, Financial Consulting Services, Financial Strategy | Tagged , , , , , , , , , , , | Leave a comment

Seven Ways a First Full-Time CFO Could Help Your Business

Owners of small and mid-sized businesses in Los Angeles and Southern California face many proverbial forks in the road throughout the lives of their companies. One of these is the decision about whether they should hire a full-time chief financial … Continue reading

Posted in CFO Performance Measurement, CFO Services, CFO vs. Controller, Financial Strategy, Growth Strategies, Leveraging CFO Expertise, Outsourced CFO Services | Tagged , , , , , , , , , , , , | Leave a comment

Wholesaler & Manufacturer Challenges: Cash, Credit & Capital (Part 1)

In the course of our work with many wholesalers and manufacturers, we hear about the different financial and operational challenges these businesses face. In this new series of articles, we take a close look at both these challenges and the … Continue reading

Posted in AR & AP Management, Business Loans, Cash Flow, Cash Management, Financial Strategy, Outsourced CFO Services, Wholesaler & Manufacturer Challenges | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

How Do You Measure a CFO’s Success?

Measurable and specific goals and objectives must exist to assess the success of an individual in any job, and the chief financial officer position is no different. Conducting a periodic review means looking at both quantitative and qualitative measuring criteria. … Continue reading

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