Topic: financial assessments

“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

Agri Business

Agribusiness Trends and Financial Implications

In this blog, CFOs2GO lead partner of Agribusiness, Marc Loupé, provides his financial assessment of one popular trend in the wine industry, Direct-To-Consumer sales. Read More

Financial Reporting for the Growing Manufacturer

In this blog, CFOs2GO lead partner of Food & Beverage Practice, Jack Doty, answers several questions and misunderstandings that surround financial reporting systems. 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

Is the Deck Stacked Against Foreign Firms Entering the U.S.?

In this blog, founding Partner, Bob Weis cites a blog in The Economist that discusses the challenges foreign firms face when entering the US Market. He then explains how local expertise will likely turn the negative numbers described by The Economist in your favor. Read More

The Issue – Summer 2016

“Advanced Financial Analysis”

In this issue, Chris discusses various tools and techniques that financial analysts, managers, employees, customers, vendors and bankers use to assess the financial health of a company and where it’s going that may not be apparent in the reading of the traditional Income Statement and Balance Sheet. A fictitious case history is included to illustrate the point. Have questions or need further assistance? Chris’s contact information is listed in The Issue – Summer 2016. Read More

The Issue – May 2016

A Financial Case Study: Improving Retention Rates of New Mothers with a Corresponding Reduction in Health Care Costs.
In this issue, In this issue, John Luttrell teams up with one of his clients to detail a high value ROI practice in a case study that few have considered. He details the underlying research, implementation and ancillary benefits; including improved employee retention and lower health care costs. As always, if you would like to further discuss the topic please contact John. Read More

Will I Miss the Window to Sell My Business?

In this blog, founding Partner, Bob Weis discusses the key elements of a M&A negotiation as the Baby Boom Generation is passing the torch of leadership. With years of experience in M&A execution, Bob shares the importance of preparation and having qualified professionals advisers, as well the common mistakes business owners make. Read More

The Issue – April 2016

Crowd Funding in Real Estate – An emerging change in how people make investment decisions
In this issue, CFOs2GO Partner Bill Klein discusses crowd funding within the Real Estate industry. He reviews the history of syndication, the roots of crowd funding, and what’s new with the current Internet based processes and players. He offers valuable advise on the risks and advantages unique to the current iteration of crowd funding for real estate. Read More