2Go Blog: Financial Services

Consumer Brands

Is the Annual Budget a Colossal Waste of Time?

In today’s world, it’s rare to find a topic that generates agreement across a broad … Read More

Making the Finance Operation the Best it Can Be

In this blog, Bob discusses several operational changes that your organization can make to ensure performance improvement. Read More

Consumer Brands

Telling a Compelling Financial Story

In this blog, new partner and leader of CFOs2GO’s Branded Consumer Products practice area, Joe Greenhalgh, shares some common guidelines critical to making a successful financial presentation for every business audience including the board, investors, lenders or bankers. Read More

Using Olympic Training Methods to Improve Your Planning & Budgeting

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses Visualization as a tool used for anyone, not just Olympic athletes, to improve the alignment of strategy, planning, operations and budgeting Read More

Cybersecurity in a Changing World

In our post today, guest blogger Jason Clause of Endsight discusses the Equifax data security breach and what we as business people can learn from it. Read More

Protecting Your NPO: Take A Deeper Look at Enterprise Risk Management

In this blog, CFOs2GO co-leader of the Non Profit Practice, Jess Gutierrez, discusses the complexities surrounding Enterprise Risk Management in Non Profit Organizations and the importance of understanding them. Read More

“Hello. We want to buy your Company.” Now what do you do?

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses the process of selling your company and shares the questions that need to be addressed in this process. Read More

1031 Exchanges – Will sound tax policy save them from extinction?

In this blog, CFOs2GO lead partner of Real Estate and Construction Practice, Bill Klein, shares his experience and discusses the new Administration’s decision to do away with Section 1031 of the Internal Revenue Code of 1986 and the consequences that could follow. Read More

Surviving M&A Due Diligence

In this blog, Joe Markunas discusses the challenges of Due Diligence in an M&A Transaction. He explains why; if you are or will be entering into a sale or merger event, or if you are a professional adviser to a client doing so; your transaction will be enhanced by our CFOS2GO Due Diligence support. Read More

The Life Science Blog Series No. 1: Using Venture Debt Effectively

In this blog, CFOs2GO’s lead Partner of the Life Science and Healthcare practice group, Joe Markunas and Bridge Bank’s Vice President of Life Sciences group, Fred Lee discuss the importance of using venture debt as an early stage funding option to benefit companies, and explain how a loan facility can fit into the company’s broader operational and financial plans. Read More