
Growth and Exit Planning
How To Scale Sustainably Before You Sell
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.

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.
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.


