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 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: Looking to scale your business but not sure where to start? Hiring a business growth advisor can be a game-changer, but there are
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.
