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,
At Clear Action Business Advisors, we regularly work with leaders who feel unsure about their progress, even when they’re doing far more than they realize.
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: Looking to scale your business but not sure where to start? Hiring a business growth advisor can be a game-changer, but there are
Key Takeaways: Curious about what a business growth advisory partnership can bring to the table? Wondering how it could propel your company to new heights?
Proper goal implementation can turn your vision into revenue. It accomplishes this by providing you with concrete next steps, a way to measure your progress,
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.
