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 You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
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.
