Selecting Your Bank (and a LinkedIn Referral Fail)
I made a mistake. Waded into a conversation string on LinkedIn where I didn’t know the original poster, a Founder & CEO,... Read More
I made a mistake.... Read More
Lifeblood
Arrows in the Quiver: Finance as a Competitive Advantage
What are the traditional sources of competitive advantage? Having the best product or customer service, the leanest cost structure, or perhaps just... Read More
What are the traditional... Read More
3 Transaction Comments You Never Want To Hear (or Say)
Selling your business is but one of the significant transactions or deals a company, its owners, and its management will navigate over... Read More
Selling your business is... Read More
When Disaster Strikes: Cash, Customer, and Vendor Shocks
Mike Tyson famously said, “Everybody has a plan until they get punched in the mouth.” Nobody can perfectly plan for major business... Read More
Mike Tyson famously said,... Read More
Where’s The Finance Talent At?
I spend a lot of time talking to finance professionals. The team, candidates, members of finance teams at clients, other colleagues, friends,... Read More
I spend a lot... Read More
Protecting the Entrepreneurial Spirit
Entrepreneurship is sometimes characterized as jumping off a cliff and figuring out how to construct the parachute on the way down. Essentially... Read More
Entrepreneurship is sometimes characterized... Read More
Fighting Corona: Working Capital and Liquidity Impacts
In March, Boeing, one of the largest and most prominent companies in the United States, had two pieces of news hit the... Read More
In March, Boeing, one... Read More
The Limits of Traditional Finance Models
The leaders of small and midsize businesses (SMBs) can have it tough when it comes to working with finance providers, both in... Read More
The leaders of small... Read More
Don’t Be a Pig
There’s a common investment banking saying about less-than-ideal clients. It’s “putting lipstick on the pig,” referring to dressing up a company as... Read More
There’s a common investment... Read More
The Working Capital Value Trap
There is often debt aversion in small or family-run businesses. Many leave excess cash in the company to not stress about working... Read More
There is often debt... Read More