Tag Archives: strategic

Financial Planning & Analysis: What It Is & Why It’s Important

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Executives leading small and mid-sized businesses sometimes believe financial planning and analysis (FP&A) is only beneficial for large corporations. In fact, companies of any … Continue reading

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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

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The CFO’s Strategic Role in Helping Lead Growth Initiatives

This week’s post and linked full article are by John W. Braine, Partner, CFO Edge, LLC. With marked improvements in some economic indicators, Los Angeles and Southern California business leaders now have sound growth opportunities. Recent research points to important … Continue reading

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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

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The CFO’s Secret Weapon: An Outsourced CFO

The CFOs of most Los Angeles and Southern California businesses juggle a lot of balls and wear a lot of different hats. As a part of their big-picture oversight roles, CFOs are responsible for managing myriad different financial functions. Sometimes, … Continue reading

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How to Help Your Startup Clients Meet Five Pressing Challenges

If you have clients that approach you for help when starting new business ventures, then you’ve seen first-hand the daunting array of business and financial challenges they face. Of course, it’s in your best interests to help your startup clients … Continue reading

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Wholesaler & Manufacturer Challenges: Strategic Cost Containment (Part 2)

Cost containment is critical for wholesalers and manufacturers, given the tight margins that most of them work within – not to mention the fact that they often must share profits with retailers. Often, however, they don’t have access to accurate … Continue reading

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Options for Financing Capital Expenditures

In a recent article, we discussed the importance of devising a strategic plan for how you will allocate your company’s capital expenditures (or CAPEX) budget. Such a plan should detail what physical assets should be acquired and when, how they … Continue reading

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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

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The Importance of Strategic Cost Cutting

When the recession first hit more than four years ago, the first reaction of many CEOs and CFOs was to cut costs to help keep their businesses afloat. In the process, many companies streamlined their operations, tightened their procedures and … Continue reading

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