Recent Posts
Leadership Under Pressure: Why the Demands on Leadership Teams Are Growing
Leadership has always come with pressure. The responsibility for making difficult decisions, navigating uncertainty, delivering results and helping an organization move forward has never been easy. However, the nature of that pressure has changed. Leadership teams are...
The Quality of Growth: Why Revenue Alone Isn’t Enough for Investors
For years, revenue growth was one of the easiest ways for a company to get investors’ attention. If sales were growing quickly, investors were often willing to tolerate weak margins, inconsistent cash flow, and significant spending in the name of expansion. That...
Companies Are Outgrowing Their Systems Faster Than Ever: Here’s What Happens Next
For many growing companies, success creates a problem nobody anticipated. The systems that helped get the business from $1 million to $5 million in revenue often become the very systems that prevent it from reaching $20 million and beyond. I recently worked with a...
Buyers Are More Skeptical in 2026: Here’s What They’re Looking For
If you are considering selling your business in the next few years, the M&A market of 2026 requires a different mindset than it did just a few years ago. Capital is still available. Strategic buyers are still acquiring. Private equity firms continue to seek...
The Spreadsheet Problem: A Hidden Risk for Growing Companies
Most growing companies don't break because of strategy. They break because the spreadsheet that got them to $5 million can't carry them to $20 million, and nobody noticed until it failed. I've seen this pattern more times than I can count, across finance, operations,...
AI and Leadership: The CFO’s Opportunity to Create More Than Efficiency
Artificial intelligence amplifies experience. Leadership converts it to the right results. The right results improve the lives of customers and employees while delivering better returns for business owners and investors. Experienced CFOs lead business teams to think...
Transition Planning: How to Hand Off Your Business Without Disrupting Operations
Closing the deal isn't the finish line. Whether you're selling your business, preparing for retirement, bringing in new leadership, or completing an internal succession plan, the transition period is often what determines whether the business continues to thrive. Even...
Vendor Relations: What Do New Owners Mean for Our Key Partners?
Whenever a company changes hands, vendors and partners immediately start asking the same question: "What does this mean for us?" And frankly, it's a fair question. New ownership almost always brings some level of change, sometimes subtle, sometimes significant. For...
Leadership Teams: Who Stays, Who Goes, and How Do We Handle It with Grace?
One of the hardest responsibilities a CEO faces isn't hiring a leadership team. It's knowing when that team needs to evolve. In the early stages of a business, leaders often surround themselves with people who are willing to take risks, wear multiple hats, and help...
Preparation Is Key: Maximizing Value Before a Business Sale
For a CFO, few moments carry more weight than the months leading up to a company sale. Whether your organization is preparing for a strategic acquisition, a private equity recapitalization, or a full exit to a financial buyer, the work you do before the first buyer...