Monthly Archives: July 2016

Have You “Hired” the Right Bank? | Due Diligence Essentials


Recently I was visiting with a very good commercial lending officer. We were discussing the current economic climate and the trends we both have witnessed lately with respect to commercial and Industrial (C&I) lending.
He made an off-hand comment that I probably did not adequately appreciate at the time, but upon reflection it hit me like a brick!…

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Posted in Business Best Practices, Cash

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 time-consuming to implement.…

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Posted in Other

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 is a distant and perhaps uncomfortable thought.…

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Posted in Exit Strategies

Observations from a CFO for Hire in Oconomowoc, WI

CFO's tips

In working with my clients, I have solved several common issues with which they previously struggled. All of them are critically vital to profitable growth and sustainability. The good news is that with focus and accurate analysis they can be rectified. In no particular order, here are five that I see most often:


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Posted in Business Best Practices, Cash
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