Transaction readiness: why it matters even if you’re not selling
For many business owners, selling their company feels like a distant, hypothetical scenario—something to think about someday. But the reality is, when the time comes, most businesses aren’t ready. Deals fall apart, valuations come in lower than expected, and owners face an overwhelming and invasive due diligence process that exposes years of financial and operational gaps.
Why Management Systems Matter for Small Business Success
Running a small business often feels like navigating a ship through uncharted waters. You're wearing multiple hats, juggling client needs, managing employees, and trying to grow—all at once. Despite your best efforts, things can feel chaotic, disorganized, or stagnant. What’s missing? For many small businesses, it’s a management system.
Using Financing & Accounting Data to Get Resourcing Right: A Guide for Small Businesses
Small businesses face a delicate balancing act: matching resources to demand while navigating growth, capacity, and performance. Effective resource management requires managing the flow of resources into the company, the flow of resources out of a company, and the matching of resources within a firm to the work required on behalf of its clients.
4 Metrics to Help You Drive Revenue Growth
Companies that want to scale effectively need more than just great products and people—they need a streamlined and comprehensive approach to driving revenue growth. RevOps, or Revenue Operations, is emerging as a framework and a process for companies aiming to grow efficiently.
Unlock the Full Potential of Your Non-Profit: Why Financial Data Matters More Than You Think
As a non-profit leader, your mission is clear—make a positive impact on the communities you serve. But managing a non-profit isn’t just about passion or dedication. It requires a deep understanding of your organization’s financial health. Unfortunately, many non-profit directors don’t use their financial data beyond filing taxes or preparing grant reports. This limits their ability to grow, adapt, and thrive.
Navigating New Waters: Your Post-Acquisition 30 Day Accounting Roadmap
Your 30 day plan to ensure your newly acquired business is on the right footing with it’s accounting and finance functions.
5 Finance Questions for Marketplace CEOs
Here’s what your finance and accounting team need to be able to tell you.
How to Build a Financial Plan for Your Business
With some basic tools and knowledge, you can create an accurate, easy-to-maintain financial plan that will help guide decision-making and allow you to track progress.
