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Mid-year reviews – what to look at

If this is close to the middle of your company’s fiscal year, then it is an ideal time to take stock of how things are going in the company.  “Things” cover everything from A to Z and there is a priority to them.  Here is my prioritized list for your consideration:

  1. Compare the year-to-date numbers on your P&L to the year-to-date numbers for your budget and identify revenues and expenses that are doing 10% or more worse than budget.


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When is the Right Time to Sell?

There are so many things business owners think about on a day-to-day basis.   Everything on the list, big or little, is important to the work getting the done, the customers being satisfied, the employees giving their best,   With all of this going on, maybe you’ve never wondered about the right time to sell your  business. …

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B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: Finance.Yahoo.com

Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses

MESA, Ariz. [Business Wire] – B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for business transition work and widespread adoption of the firm’s proprietary exit strategy software.…

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M&A activity in 2017?

Mergers & Acquisitions M&A Conditions Index (MACI) shows leads for new transactions and deals delivered at their highest score for 2016 in October. This points to a strong fourth quarter in 2016. A majority of survey respondents expected that, barring a major catastrophe, 2017 would be a strong one for M&A activity.…

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B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com

Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses

B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for business transition work and widespread adoption of the firm’s proprietary exit strategy software.…

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