Articles

small business

From Numbers to Strategy: How Finance Shapes Business Success

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As the President of Impact CFO and a fractional CFO for family-owned businesses, I had the privilege of joining Brandon Bartneck on the Building Better podcast. During our discussion, we explored the evolving role of finance as a strategic driver, particularly for family-owned businesses. This conversation highlighted actionable steps businesses can take to ensure long-term sustainability and growth.

I wanted to share key takeaways and insights from that conversation, but I encourage you …

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Podcast Interview: "My Future Business Show" Empower Your Financial Future with Expert Fractional CFO Solutions

What Fractional CFOs Can Do for Your Business

During my recent interview on the "My Future Business Show," I delved into the value a fractional CFO can bring to small and medium-sized businesses. Unlike full-time CFOs, fractional CFOs offer flexible, senior-level financial expertise tailored to your business’s unique needs.

Having spent 35 years as a CFO in family-owned and private businesses, I’ve seen firsthand the challenges CEOs face, especially in family-owned businesses where roles a…

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Valuing Family-Owned Businesses: The Adjusted EBITDA Method

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Understanding the true value of your family-owned business is crucial for various reasons—whether you're planning for succession, looking to attract investors, or preparing for a sale. A proper valuation not only gives you a clear picture of your business's worth but also helps in strategic planning and decision-making.

Valuing a family-owned business can feel like solving a complex puzzle, but the Adjusted EBITDA method simplifies the process. This approach calculates the company’s Adjuste…

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Why a 13-Week Cash Flow Forecast is Essential for Your Business

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If you're a small business owner, understanding your cash flow can feel overwhelming, but it doesn't have to be. Imagine having a clear, detailed snapshot of your company's cash position for the next three months. That's what a 13-week cash flow forecast offers.

This tool helps you see where your money is coming from and where it's going. By outlining expected cash inflows and outflows, it helps you prepare for potential cash shortfalls, preventing financial crises before they happen. With …

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