Tag Archives: objectives

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

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How to Encourage Your Clients to Move Forward With an Engagement

You have probably seen it before: A client has pressing financial and operational challenges and knows they could benefit tremendously by bringing in an outsourced CFO services provider to help deal with them. But when it’s time to make the … Continue reading

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How to Prepare a Business Loan Presentation

The immediate aftermath of the financial crisis produced a credit freeze that made it difficult for even creditworthy Los Angeles and Southern California companies to obtain business loans to support working capital needs and growth. As the economy has gradually … Continue reading

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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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The Importance of Strategic Planning

While most CEOs and CFOs recognize the value of business planning and creating a formal business plan document, not as many give as much thought to strategic planning. Strategic planning focuses on the big-picture: the strategies used to reach goals … Continue reading

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Succession Planning: Is an ESOP the Right Tool for Your Business?

One of the first steps in succession planning is identifying your primary succession goals. This will help you determine whether you should focus on selling your business to an inside (employees and/or family members) buyer or an outside (a competing … Continue reading

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Outsourced CFO Services: Identifying Shared Objectives (5 of 9 in the series)

As we discussed in an earlier article in this series, one of the first things a business owner, CEO or CFO should do before engaging an outsourced CFO services firm is establish a clear business case for doing so. The … Continue reading

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