What buyers look for in a business and how to prepare comes down to transparent figures, consistent growth, and seamless daily operation. Buyers care about
How to increase your business valuation before exit is about identifying opportunities to demonstrate stronger growth, more stable earnings, and clear market fit to buyers
Thinking of selling your business someday? Begin here by understanding the first steps that count. Most entrepreneurs start with simple business planning, but not many
At Clear Action Business Advisors, we regularly work with leaders who feel unsure about their progress, even when they’re doing far more than they realize.
At Clear Action Business Advisors, we work closely with CFOs and leadership teams who want to turn strategy into measurable progress. The CFO’s guide to
Why execution fails absent a measurable plan is that teams don’t have clear steps, goals, and means of measuring progress. When plans don’t use numbers
By aligning financial resources with your growth goals, I mean matching the way you use money to what you want to accomplish as a business
At Clear Action Business Advisors, we see firsthand that business accountability is about really knowing who is driving the results. In almost all work clusters,
5 metrics that keep you focused on what matters provide specific means to measure progress and eliminate clutter in information-intensive work. Focusing on these key
Turning vision into action in a business usually means your CFO has to shepherd the plan from concept to concrete steps. At Clear Action Business
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
