Topic: Professional Services

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 – 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

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

The Issue – May 2014

“409A”
In this issue, CFOs2Go Partner Ed O’Dea discusses what a 409A valuation is and why you might need one if you are a private business issuing stock options. Ed first focuses on “Pricing employee stock options” then walks through the “fair market value rule”. Don’t worry, he provides guidance factors and suggests three approaches to help determine the company’s value. Read More

The Issue – September 2012

“Why ESOPs? A: Liquidity Without Loss of Control” by Doug Kennedy
In this issue, we discuss the pros and cons of Employee Stock Ownership Plans (ESOPs), an often overlooked area for generating liquidity to company owners without giving up control. Read More