Use your business roadmap to highlight the path and big steps for growth, not just a to-do list. Roadmap teams use plans and goals to
What distinguishes budgeting from strategic planning is purpose and time frame. Budgeting determines how much will come in and out over a defined period, typically
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 Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
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 Early exit planning is essential for California entrepreneurs to maximize business value, attract buyers, and safeguard their financial future in a highly competitive
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
Key Takeaways: Financial coaching for small businesses is crucial for navigating the complexities of managing finances effectively, including profitability, money, and cash. This simple step-by-step
Key Takeaways: Financial coaching helps small businesses seize significant opportunities by equipping them with the necessary money and insurance. By providing tailored guidance, financial coaches
Red flags that your business goal implementation plan is flawed often show up as missed deadlines, vague roles, or unclear steps for progress. In San
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.
