Setting Financial Goals for the New Year: A Strategic Playbook for CEOs
It's hard to really believe how 2025 raced by. And in the last few weeks, I know many CEOs and business owners are asking themselves: Are we steering the company…
Demystifying Fractional CFO Services: A Comprehensive Guide
As business challenges evolve and consumer expectations rise, CEOs are seeking smarter ways to manage growth, maximize opportunities and gain a better grip on their company’s financial health. Terms like…
Mergers, Partnerships & Other Creative Strategies to Scale Your Business
As a CEO, you're constantly balancing strategic vision with day-to-day execution, while navigating the occasional curveball that business inevitably throws your way. Growth is the goal, but sustainable growth is…
Donor Retention: The High-ROI Strategy Nonprofits Use to Hit Goals
As September rolls in, executive directors at many nonprofits start feeling the pressure. The calendar may say fall, but for organizations with a January–December fiscal year, this is the final…
The Exit No One Talks About—Until It’s Too Late
Why Succession Planning Is the Smartest Strategic Move a Business Owner Can Make For many business owners, the enterprise they’ve built is more than a source of income, but a…
Hand writing Results with blue marker on transparent wipe board.
Mid-Year Business Check-In: Are You Ahead or Facing Headwinds.
Seven Metrics To Measure Mid Year Progress As we cross the midpoint of the fiscal year, high-performing CEOs and executive teams know that success is measured by the numbers, growth,…
The Numbers That Matter: Essential Financial Metrics for Business Success
Running a small or medium-sized business comes with a lot of pressure, and keeping your company financially healthy requires more than just checking your bank balance every month. If you're…
Steps to Build a Balanced, Continuously Improving Business
Every business has its own unique DNA. Some companies are exceptional at introducing groundbreaking products, while others succeed through winning service and smart execution. But no matter how they carve…
The Game-Changer Business Owners Need: The Role of a Strategic Business Advisor
Running a business is nothing short of heroic. For many entrepreneurs, the adventure began with a spark—be it a passion, a distinct skill, or an innovative idea that demanded to…
How a CFO Impacts Non-Profit Organizations
Navigating Non-Profit Finances: How CFOs Drive Growth and Stability Non-profit organizations (NPOs) are like the friendly neighbors you always wanted. They step in with a heart full of passion, purpose,…