Partner: Doug Kennedy

The Operating Manual for Business

There are a litany of books on businesses and how to run them. Reducing all … Read More

Succession Planning and the New Year

Reflecting upon the events of 2019, I feel one of the most troubling was an … Read More

When To Add Financial Expertise in a Growing Business?

Of the many decisions a business leader faces with a growing enterprise, decisions about when … Read More

Sudden Wealth

I just got off the phone with an old friend – a musician – who … Read More

In this blog, Doug Kennedy discusses the benefits of the family bank in regards to financial discipline and business development by family members and how it can eliminate potential conflicts. 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

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

Succession Planning Practice Group

Focus on determining client vulnerabilities, honing in on priorities, preparing response and executing plans to resolution. Read More

Family Office Practice Group

Structure family offices and provide a deep bench of talent to administer and maintain them. 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