Why Being a Great CFO Means Being a Great Communicator Depending on a company’s size and strategy, the Chief Financial Officer (CFO) or finance director role can take many different…
8 Questions to Answer About Your Personal Wealth Before Transacting When transacting or selling, business owners are typically hyper-focused on how the business, its employees, and its customers will be…
5 Steps to Building a Customer-Centric Business Model How do best-in-class companies and their investors overcome obstacles that hamper growth? The most successful performers identify underserved and unmet…
5 Simple Ways to Reduce Risk Before Technical Due Diligence There are many things to consider when a business owner prepares for a business sale. In addition to measures like…
What Every Business Owner Should Know About Investment Banking Fees As a business owner, engaging an investment banker is one of the first steps you’ll take on the road to…
From Bankrupt to Profitable in a Year: A Turnaround Tale I’ve made a career out of turning around mid-market and sub $50 million companies — the kind of businesses that can’t…
What’s the Biggest Mistake CFOs Make When Raising Debt? Raising capital is a time-intensive, complex process for any CFO or CEO. What are the most common mistakes along the…
Top 5 Things to Know About Terms and Conditions for SBA Loans Recently, we shared our top 5 tips for navigating SBA financing for acquisitions, including picking the right bank and what…
“The 3 Hardest Parts of Selling My Company” Adam Banks founded New York Sports Med, a physical therapy practice, with two partners in 2007. One of his co-founders…
