Topic: Handling Finance Opportunities

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 – 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

The Issue – March 2016

Turn Risk Management into a Profit Center.
In this issue, leader of CFOs2GO’s Healthcare & Life Science practice discusses the economic and risk management benefits of establishing a Captive Insurance Company within your small business. Tax deductions to the business, favorable tax treatment on earnings within the Captive as well as on distributions to the Captive’s owners, make establishing a Captive a creative risk management tool well worth considering. Read More

The Issue – February 2016

Making Financial Management Assessments Quicker, More Reliable and Easier to Deploy.
In this issue, Managing Partner and Founder of CFOs2GO, Bob Weis uses the analogy of scripted opening plays in a football game to discuss the value of having a scripted financial management assessment as an opening sequence for new clients; resulting in an accelerated assessment and implementation. Read More

Non-Profit Workshop

Jess Gutierrez, CFOs2GO Partner and NPO Practice Leader and Sarah Johnston, CPA co-present “Nuances of NPO Accounting” to a sold out audience in San Jose. Read More

BURR PILGER MAYER, CFOS2GO AND EULER HERMES HOSTED ECONOMIST DAN NORTH

Coffee & Conversation: A 2016 Economic Overview with Dan North. Euler Hermes’ Dan North, Chief Economist for North America, presented his analysis of current events globally and how our markets may be affected in the next year. Read More

The Issue – April 2015

” How to have an ERP System on Steroids.”

In this issue, CFOs2GO Partner Chris Chillingworth, discusses how to get the most out of your cloud-based ERP system and some of the pitfalls, especially when adding third party modules. Have questions or need further assistance? Chris’s contact information is listed in The Issue – April 2015. Read More

The Issue – October 2014

In this issue, Founder and CEO Bob Weis, answers the complicated Mergers and Acquisitions question, “when should I sell?”. The reasons, supported by current and former CFO’s and their M & A experience, tend to fall into three broad categories: personal situation, market situation, and business situation. Continue reading to find out Bobs’ and their thoughts on each situation and the insightful take away lessons they have to offer. Read More

The Issue – September 2014

In this issue, CFOs2Go Partner Chris Chillingworth, proposes a sound methodology on how to become, and remain, proactive on the individual and corporate levels. A few key points Chris incorporates are: have a plan, when to enlist assistance, understand obstacles, and embrace technology. Read More