How to Ensure Your Business is Prepared for a Sale or Capital Raise

Businesses that are considering a sale or capital raise are often unprepared for the strenuous and time-demanding process. From the moment a business owner decides to sell or raise capital, the clock starts ticking to find the right advisors and gather the necessary operations data (accounting, tax, HR, operations, etc.). In the end, potential buyers […]

How an Outsourced CFO Can Help Your New Acquisition

Newly acquired companies, particularly in the lower-middle market, often lack the financial and accounting sophistication investors expect and need. These companies likely have limited financial resources on staff and do not have the experience to meet these new expectations. On the other side, investors need to focus on operations and executing their strategic plans for […]

The Importance of Having a Budget

The formal budget process is rarely undertaken by small and new business owners. They commonly find it “complicated” and “hard to start and stick to”. However, establishing a formal budget process and comparing the budget-to-actual results, on a both a monthly and annual basis, is essential for all businesses regardless of size. What is a […]