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
Key Takeaways Knowing the difference between corrective action planning and crisis management allows you to cultivate organizational resiliency and better respond to both the regularly
Key Takeaways Don’t wait for a crisis to do the strategic financial work — reactive leadership is opportunity squandered and organizational self-harm in the making.
Key Takeaways Create an exit strategy, even if you’re not planning to retire anytime soon. This will not only prepare your business for unplanned events
Key Takeaways Developing a detailed exit plan tailored for California’s regulatory and market landscape is essential for maximizing your business’s value and reducing risks during
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.
