Practice Group: Small Business

The Issue – Fall 2017

In this issue, CFOs2GO Lead Partner of the Real Estate & Construction Practice, Bill Klein discusses the current housing market in the San Francisco Bay Area and why there is a persistent housing crisis. Read More

Small Business and Growth Plateaus

In this blog, lead of CFOs2GO Small Business Practice, Doug Kennedy discusses how obvious and subtle changes are equally important when small businesses grow, and explains how to recognize them. Read More

The Issue – September 2017

In this issue, Chris Chillingworth discusses how psychology impacts business decision making, and why people make seemingly irrational decisions. The discussion is based on book released earlier this year, The Undoing Project by Michael Lewis, which is a fascinating read. Read More

Small Business Practice Group

Work with SMBs that need assistance in setting up systems, auditing and strategic advice and financial counsel. Read More

The Value Surprise in Selling Your Business

In this post, CFOs2GO Partner, Doug Kennedy describes a frequent problem we encounter with founder/owners looking to sell their business. Read More

The Issue – March 2017

In this issue, Bob Weis discusses the importance of skill-sets traditionally associated with sales that should be present in a CFO if s/he is to be an effective communicator of a company’s financial information. This is particularly true in times of change such as growth or contraction. He cites a number of case studies from his experience and other respected sources (including the Harvard Business Review) and offers some insightful quotes from business leaders to build the case for looking beyond the numbers. He builds the case for seeking outside expertise on a part-time basis to assist the current CFO when unique or temporary circumstances are encountered such as mergers, acquisitions, foreign expansion, turnarounds, and rapid growth that strain capabilities. 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

The Issue – October 2016

“Contractors and Developers Beware”
In this issue, CFOs2GO Partner and leader of our Real Estate Development and Construction practice previews the Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers, issued by the Financial Accounting Standards Board (FASB). Read More

Michaela Gifford

Michaela is a Consulting CFO, with a unique blend of financial analysis and planning through … Read More

Jerry Johnson

Jerry has extensive experience as a senior financial executive for both public and private companies. He has a deep background in the cleantech industry, including wind, solar, biomass, gas co-gen and biosolids. Read More