Do You Understand Your Loan Agreements? Trust and transparency matter – in life and in your business. Having spent nearly 30 years in accounting and finance, I’ve certainly experienced many lessons in this regard. At the beginning of the banking portion of my career,...
Just thinking of preparing for an audit or review might make you uneasy. It can be overwhelming and time-consuming. However, it does not need to be a daunting task … if you’re prepared. With some preparation, you should not experience any issues or significant...
Smart Tax Strategy: Building Value, Not Just Avoiding Taxes I strongly support using proper tax structures and incentives – it’s part of our business! Smart business decisions matter. But here’s the key: base your financial and capital allocation decisions...
How To Build A Smarter Business I’m a big believer in data analytics. I’ve become interested in learning how analytics is utilized across virtually every discipline you can think of – be it accounting, finance, construction, real estate, demographics, sports,...
Protect Your Company’s Value By Sharing Your Wealth Of Knowledge Last month, I discussed the increasing amount of dialog I’m having with business owners about management transition, liquidity events, and exit strategies. To review, the three critical components...
