Blog Archives

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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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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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.  …

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Companies That Benefit From a B2B CFO®

Businessman With Dollar-Bill Head

Strong, Growing Companies

  • Cash is tight due to growth
  • Growing but not profitable
  • Profitable but need financial strategies/systems/processes/controls to continue

Struggling Companies

  • Have constant cash struggles
  • Poor profitability
  • Are profitable but can’t improve from year-to-year
  • Need new ideas to “break out”
  • Need help immediately or they may “go under” (turnarounds)
  • Need to reduce expenses and/or increase sales

Companies/Owners Nearing Transition

  •  Owners looking to sell or transfer their companies in the next 5 years
  • Owners who want to sell their companies for a higher value

All Companies

  • Need a Game Plan with Financial and Goal Clarity
  • Do not use their financials to manage and improve their business
  • Need to better manage and forecast cash and/or need better financing
  • Do not utilize financial strategies to increase sales
  • In need of better financial processes, systems, policies and procedures
  • Need metrics, dashboards and better management reporting
  • 80/20 review needed – potentially too many products, items, poor customers
  • Don’t fully understand product, line of business and customer profitability
  • Improved pricing strategies needed to increase sales and profits
  • Need to better understand job costs and overhead rates for costing and pricing
  • Need a strategic plan, business plan or annual operational plan or budget
  • Analyze new products, opportunities and risk without financial analysis
  • Need improved inventory, accounts receivable or working capital management
  • Have a CFO or Controller that needs mentoring or has too much on his/her plate


  •  The CEO is “Alone at the Top” and needs a trusted financial advisor
  • The CEO or owner is buried in Administrivia instead of leading and selling

We provide owners with a free, no obligation needs analysis and GamePlan™ to increase profitability, cash, company value and peace of mind.

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Is Your Business Ready for 2015?

Team Players Only Display

Do you have a budget, plan and strategy? Does your corporate culture and philosophy reach every employee and every segment of your business?

Always remember – your business is likely your largest asset and deserves to be managed as such. As you embrace the New Year, ask and answer the following:

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