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
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,
What buyers look for in a business and how to prepare comes down to transparent figures, consistent growth, and seamless daily operation. Buyers care about
At Clear Action Business Advisors, we work closely with CFOs and leadership teams who want to turn strategy into measurable progress. The CFO’s guide to
By aligning financial resources with your growth goals, I mean matching the way you use money to what you want to accomplish as a business
Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this
Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
Key Takeaways Knowing the difference between corrective action planning and crisis management allows you to cultivate organizational resiliency and better respond to both the regularly
Key Takeaways You need a corrective action plan to get those operational problems under control, minimize compliance risks, and keep your organization on the right
Key Takeaways Don’t wait for a crisis to do the strategic financial work — reactive leadership is opportunity squandered and organizational self-harm in the making.
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.
