Key Takeaways By bringing on a fractional CFO, you gain access to top-tier financial expertise and advice, without the overhead and commitment of hiring a
Key Takeaways They are not the same, and you should treat succession planning and exit planning as two separate but equally important endeavors in preserving
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 A financial consultant walks small business owners through the process of developing a personalized retirement plan. They tie business targets to personal financial
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 an exit strategy from the beginning puts you in the driver’s seat to decide what happens. It better prepares you to handle
Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
Key Takeaways Gauge your life objectives and economic indicators. From there, study the market conditions to determine whether it’s the opportune time to sell your
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.
