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
Key Takeaways Consider your financial preparedness, your business valuation, your succession plan, and your timeline control in order to establish a solid exit strategy foundation.
Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit
Key Takeaways: In the competitive world of small businesses, having a robust growth strategy is like fuel to a rocket. It propels your company forward,
Key Takeaways: Ever wondered what pitfalls to sidestep when crafting a growth strategy for your small business? Dive into this insightful read on the common
Key Takeaways: Looking to navigate the maze of growth strategies for your small business? Choosing the right growth strategy advisor can be a game-changer. In
Key Takeaways: Want to take your business to the next level but unsure how to pick the perfect growth strategy that aligns with your current
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: Money management is the lifeblood of any successful business. It can be worth the time and expense to properly manage your business finances.
Key Takeaways: Ever wondered how small business owners can effectively manage their financial management amidst the myriad of challenges they face? Discover the key financial
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.
