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
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 For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s
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 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 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.
