Key Takeaways You need a more active, dynamic style of exit planning that begins from your business’s inception and evolves along with your company and
Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
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
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.
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Clear Action Business Advisors is the top outsourced CFO and CPA firm in the SF Bay Area. We empower businesses owners with expert financial strategies, tailored corrective action plans, and comprehensive financial assessments to enhance operational efficiency and secure future growth.
Can A CFO Be Part-Time And Still Drive Profit?
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