Practice Group: Succession Planning

The Issue – October 2020

In a lighthearted twist, Partners Chris Chillingworth and Michaele James put the subject matter in a court-room context, then act as skilled prosecutors advocating the use of various technologies to achieve what NetSuite calls, “the single point of truth” in a financial accounting system. Use of the technologies support the timeliness, accuracy, and context necessary in financial data in order for the user to respond to opportunities in the present and plan for the future with full knowledge of his or her current situation. Even if you are not planning a full-fledged ERP implementation in the near future, you will find this Newsletter a valuable resource to keep handy, and acquaint you with technologies you can obtain today that will enhance your existing financial reporting infrastructure. 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

The Issue – January 2019

In this issue, one of our Strategic Partners, Thomas Mele from the Mele Group, and Chris Chillingworth discuss Exit Strategies for Small and Medium Enterprises. Even if you own a business, but don’t plan on selling or divesting in the near term, they lay out various issues you should consider even 3-to-5 years in advance. Read More

The Family Bank

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

Consulting CFOs: The Power of Affiliation

In this blog, Bob discusses why it is important for independent consultants to have affiliation and community in order for them to truly grow professionally. 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