Topic: Exit Strategies

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

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