What does that look like in terms of a smooth transition for your team and clients? For your clients, those early communications and candid measures
A chief financial officer (CFO) helps with mergers and acquisitions (M&A), succession, and exit by guiding the money side, checking the value of deals, and
Businesses can be operated without the owner when obvious systems, reliable employees, and good processes are established. Most owners discover that work comes to a
Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,
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
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.
