Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit
Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways Business advisory services offer valuable expertise that extends well beyond band-aid solutions. They assist you in approaching complicated operational, financial, and strategic issues
Key Takeaways Before you sign a business advisory contract in the U.S., thoroughly vet the advisor’s credibility, industry experience, and track record to ensure they
Key Takeaways Unlike common conception, business advisory services aren’t just for big businesses. Startups, family businesses, solopreneurs, and non-profits across the U.S. can all benefit
Key Takeaways Business advisory services deliver tailored advice that unlocks instant gains. What’s more, they drive long-term strategic value too, typically providing much more than
Key Takeaways Choosing business advisory services specific to your industry will help you create positive change and growth. It’s the option that leads to better
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.
