Year: 2016

Next Year’s Planning Season – Are You Ready?

Planning for Next Year

One of the most important roles of the CEO is to champion the annual planning process with his/her CFO or outside facilitator. This usually starts in September or early October and finishes up by mid-December. Therefore, it is time to get it going. Are you ready? Here are some ideas to help you plan better… Read more »

How to Choose the Right Retirement Plan for Your Small Business

An attractive benefits package is an integral part of every small business owner’s talent acquisition and retention strategy. New research finds workers rank retirement plans fifth on the list of perks they prefer to an increase in salary. Despite that, many business owners assume the costs involved are too high, and the plans are too… Read more »

Thoughts on Successfully and Profitably Exiting Your Business

Many successful business owners go to work every day with a tenacious focus on the day to day operations and needs of the customers and their teams. Their sense of purpose and accomplishment is measured by the steady and immediate progress achieved daily and through each passing year. Thinking about exiting your business for most… Read more »

Thoughts on Venture Capital in Oconomowoc, Wisconsin

Venture capital

I just finished reading an incredible article titled “Courting Venture Capital” written by J.D. Kern, CPA in the June, 2011 edition of the Journal of Accountancy, published by the American Institute of Certified Public Accountants. I wholeheartedly agree with Kern with respect to how to attract angel, venture capital or private equity investment to a… Read more »

Middle Market Waste, Inefficiency & Excess Cost

Excess cost

In today’s economy, reducing administrative overhead costs to their bare minimum can literally mean the difference between success and failure for middle market companies. In an environment when top line revenue is, at best unpredictable, it makes perfect sense to lower the break-even revenue point of the company as much as possible.  One of the easiest… Read more »

The Cost of “Standing Around”

Standing around

I just finished a great article I found in the August/September 2012 edition of Pavement Maintenance and Reconstruction (, a construction industry trade publication. The article appears in a re-occurring department of the magazine, written by Brad Humphrey. The August/September article was titled “Why do your workers stand around?”. I highly recommend reading this article… Read more »

The Nature of Engagements


There is no such thing as a “typical” B2B CFO® engagement, which is what makes our proprietary, proven six-step GamePlanTM process highly effective. Briefly, the six steps are as follows: 1. The Discovery AnalysisTM 2. The Strategy ProcessTM 3. The Strategy ImplementationTM 4. The Results SolutionTM 5. The Excel ExperienceTM 6. The Exit StrategyTM The… Read more »

The Value Proposition of a Good Business Plan

When was the last time your company put together a Business Plan? The answer I usually hear is “Well, we’re not a start-up- we’re financed…we are mature and operating, we use budgets and strategic planning instead. Business plans are not just for start-ups anymore. A good business plan has the following components: 1.    It should… Read more »