Monthly Archives: October 2014

The Value of Keeping the Right Customers

The Value of Keeping the Right Customers:


Tracking churn or retention rates helps identify trends on a trailing basis.  The key is using the data proactively to expand opportunities.   Make sure you are developing this metric for your business.  Are you tracking who leaves, why and what segment they are from?…

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Posted in Business Best Practices

Article: 6 Secrets to Getting Employees to Do What You Want

A great article that highlights what gets measured – improves.  Let me help you develop meaningful metrics.

Article Link

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Posted in Business Best Practices

Angel Investor Tips

Article excerpts by Partner, Debra Cristein

After Debra attended the MIT Enterprise Forum last week on tips for securing Angel Investing she had the following tips about securing Angel Investing:

  • Dilution may seem painful, but a small percentage of something is better than 100% of nothing
  • You need a team to grow a company successfully and Angels don’t want to see a one-man show
  • Don’t let your valuation get too high before seeking funding.

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Posted in Other

Dispelling Financial Statement Myths

Today I am sharing an article from Partner, Michael Campian:

For successful companies, timely and accurate financial statements are the cornerstone of sound financial management. While the information is historical it provides information critical to the management of any business. The meaning of the numbers comes alive through meaningful comparisons and analysis.…

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Financial Management Concerns for Entrepreneurs


Popular sentiment was that at the end of 2008 and during 2009 we experienced an unprecedented economic crisis.  However, a leading research analyst for a prominent investment research and institutional management firm that manages $85 billion presented to full rooms of clients and business professionals that our economic conditions were not unprecedented, although they were of historic proportions. …

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