Tag Archives: planning

Building Resilience: The Role of the Finance Department

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With cybercrime and other major business disruptions increasing in frequency and scope, an essential strategy is to make building resilience the role of the finance department. With its … Continue reading

Posted in Accounting & Finance Departments, CFO Services, Data Security, Disaster Recovery Planning, Financial Leadership, Financial Strategy, Los Angeles, Risk Management | Tagged , , , , , , , , , , , | Leave a comment

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

Posted in CFO Services, Financial Strategy, Los Angeles, 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

Posted in CFO Services, Financial Strategy, Strategic Planning, Year-End Planning | 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

The Importance of Disaster Recovery Planning

Every few months, it seems, a major natural disaster strikes somewhere in the world – reminding everyone how vulnerable we can be to the whims of Mother Nature. Most recently, it was super storm Sandy, which paralyzed much of the … Continue reading

Posted in Data Security, Disaster Recovery Planning, Risk Management | Tagged , , , , , , , , , , , , , | Leave a comment

Meeting Common Family Business Challenges

There can be both tremendous rewards and tremendous challenges in running a family business. Many CEOs appreciate and value the opportunity to work closely together with family members in building an enterprise that can be passed on to future generations. … Continue reading

Posted in Family Businesses | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

The Importance of Strategic CAPEX Planning

Capital expenditures are integral to the operations of most manufacturing companies, which must regularly upgrade physical assets or acquire new ones in order to remain competitive. These assets may include machinery and equipment, plant and property, and industrial buildings and … Continue reading

Posted in Capital Expenses (CapEx) | Tagged , , , , , , , , , , , , | Leave a comment

M&A Planning: Buy-Side Due Diligence

The acquisition of a company or division can bring many benefits as well as potential downsides. For a company interested in M&A activity from the buy side, it is critically important for the acquirer or investor to conduct an extensive … Continue reading

Posted in Merger & Acquisition Planning | Tagged , , , , , , , , , | Leave a comment