To decide if you should sell, merge, or transfer ownership depends on your goals, current business state, and future plans. All three options have their
To scale sustainably before you sell is to scale a business so that costs, staff, and resources are in line with actual profits and demand.
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
Businesses can be operated without the owner when obvious systems, reliable employees, and good processes are established. Most owners discover that work comes to a
Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,
How to increase your business valuation before exit is about identifying opportunities to demonstrate stronger growth, more stable earnings, and clear market fit to buyers
Key Takeaways By bringing on a fractional CFO, you gain access to top-tier financial expertise and advice, without the overhead and commitment of hiring a
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 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
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.
