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Feeling a little shy about stepping into a Business Strategy planning session for next year after the unforeseen hit us this past year? We totally understand. In fact, you are not alone. All of the best plans made for a successful business year in 2020 evaporated practically before it even started. A lot goes into […]

Forecasting, as we’ve heard it, sounds like something our local weather person is always doing, right? Well, while there may be stormy times that can cause a need to take higher ground, this is a great deal different. With Financial Forecasting, you are predicting your business’s future performance. With financial prognosis you try to predict

What a year, right? So many reasons to pivot and adjust, reposition and reach into a space that you’ve possibly never had to. Things like a digital footprint have become the largest of all territories for most businesses to reside while your customers and clients consume services and products safely. Most businesses have reduced their

When you get in your car you need to know how much fuel you have in the tank, right? Otherwise, you could run out before you reach your destination. In business, instead of fuel in the tank, you need to know how much money you have in the bank.  Even the Magic 8 Ball involves

As an executive, you know how many crucial decisions you make each day. Sound financial modeling can help relieve some of that decision fatigue by helping you play out those “what if” scenarios using real data. When approached correctly, financial modeling can help you maximize your profits and run a more efficient business. Get started

If you’re like many business executives, you may have already received your PPP funding and are working to prepare for the rest of this year. However, most of us are working to create financial forecasts with data that is wildly outside of the norm. If you’re overwhelmed trying to prepare for your company’s financial future,

In a time when many business owners are working long hours to navigate potential financial crisis and keep their cash flow positive, the Paycheck Protection Program (PPP) can offer a much-needed lifeline.  The PPP originated from the Coronavirus Aid, Relief, and Economic Security (CARES) Act. It’s intended to provide small businesses with eight weeks of

Changing your company culture with a strategic disciplined financial approach. Can you change the culture of your company with finances? The following case study shows you can! Utilizing principles of our Strategic Financial Management Process, an incentive plan was designed to specifically accomplish the company’s strategic goals, and align management with ownership’s interests.  A commercial

The term “goodwill” is often thrown around in conversation as though it is a subjective description of how much your customers like your business. In fact, when it comes to valuing your business, there is nothing subjective about the definition of goodwill. It is defined as the difference between what someone is willing to pay

Did your profits meet your expectations this year? If not, perhaps you should look more closely at your Value Proposition. One of the most common mistakes I see and correct for my clients is their understanding and use of “Value Proposition”. I hear the phrase Value Proposition tossed around with light regard. I mostly hear