Thinking of selling your business someday? Begin here by understanding the first steps that count. Most entrepreneurs start with simple business planning, but not many
Key Takeaways Create an exit strategy, even if you’re not planning to retire anytime soon. This will not only prepare your business for unplanned events
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.
