Recent Posts
CFOs and ChatGPT
ChatGPT has the potential to be a powerful tool for businesses - here's what our CFOs had to say about it. CFOs are responsible for managing a company's financial operations and ensuring that the organization is financially sound. They are constantly looking for ways...
4 Essential Steps in Sales and Operations Planning
If your business includes manufacturing products to sell to customers, you must have a sales and operations planning process in place. Sales and Operations planning, often called S&OP is a cross-functional process that involves various departments in your company,...
Celebration of Women Business Owners
In recognition of Women's History Month this March 2023, we had the pleasure of honoring women-owned businesses throughout the month during our Tuesday morning CFO Coffee Talks. Each entrepreneur is an inspiration - sharing their success story and guidance as a...
Our Latest Addition of Partners
We're adding even more variety and skill to our roster of Florida CFO Partners. As we continue to expand our experts across the state of Florida, we organically broaden our knowledge base, being able to better serve a diverse range of clients and industries. This is...
Celebration of Black Business Owners 2023
We were honored to celebrate black business owners in recognition of Black History Month this February 2023. Check out the impressive lineup of guest speakers we had for CFO Coffee Talks below, hosted all month long by our very own CFO Partner, Marylean Abney. Here...
Raising Capital Starts with These 2 Things
Whether you are seeking funds from Venture Capital, Private Equity, Lenders, or the Public Markets, raising capital starts with (1) telling a compelling story about your business and (2) building strong relationships. Start the story by explaining how you fit with...
Telling Our CFO Story
As business professionals, we often focus on the challenges we face and the issues we need to resolve. Sometimes that focus can be stressful or overwhelming. The ideal is to be optimistic about resolving the challenge or having a positive experience from finding the...
Disrupt…or Be Disrupted
I was blessed to have experienced the glory days of two industries: computer mainframes in the 1980s and cable TV in the 1990s and 2000s. The career opportunities, perks, and bonuses during those glory days were great, but glory days do not last forever. They end when...
Bicycling and Budgeting: More Alike Than You Think
In February of this year I started training for RAGBRAI XLIX- The Registers Annual Great Bike Ride Across Iowa that took place from July 23rd through July 30th. To prepare I researched the recommended training regime and modified it to allow more time...
Most mergers fail. Wait……What did he say????
Would it surprise you to learn that research has shown that 50 to 70% of mergers and acquisitions fail to achieve the expected result (Lovallo and Kahneman 2003)? What about that 90% of mergers result in some type of lawsuit by shareholders (Secher and Horley 2018)?...