Monthly Archives: July 2017

Dynamic Stability: Oxymoron or Key to Financial Growth?

The modern market demands that business owners and CFOs balance two seemingly contradictory tasks to achieve financial growth. They must maintain the stable core of the business while simultaneously looking for innovative ways to adapt to future challenges to maximize long-term financial growth. This concept of “dynamic stability” is the focus of a great article on CFO.com.

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Why an ESOP May Be an Excellent Exit Strategy

If you’re looking ahead and considering how to position your business for an eventual sale or exit, an ESOP (Employee Stock Option Program) can be an excellent route to take.  ESOPs help preserve the company culture you’ve worked so hard to build.  Additionally, this unique exit strategy empowers employees to take an active role in building the business.

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4 Tips to Develop an Accurate Forecast

Whether your business is a start-up or has been established for quite some time, developing an accurate forecast can be a challenge and doesn’t always end up being accurate. Regardless of this fact, forecasts are an important tool to measure success and should be used no matter the size of your business.

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How to Successfully Merge or Acquire a Company: A Guide to M&As

Mergers & Acquisitions (M&As) require a great deal of up-front work. You will want to make sure all the bases are covered before committing to the deal. So how should you approach this complex task and what key questions should be answered before closing?

If you want to learn about the essentials steps you will need to take, I recommend this article from Forbes.

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3 Ways to Combat Financial Fraud

Financial fraud is more common than many business owners may believe and can lead to serious financial damage. To learn three key strategies to protect your company, I recommend this article from Inc.com. You can read it by clicking here.

If you’d like to discuss other ways to safeguard against fraud, feel free to reach me at 214-402-8315 (office/cell) or gkatlein@b2bcfo.com.

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