Business Growth

Introducing The CFO Alliance Client Portal

Introducing CFO alliance Client portal Image CFO Allianceby Chris Morgan, Senior Manager, Client Services & Innovation

Have you experienced the benefit of using the right tool for the job?

In construction sites it can be critical to both physical safety as well as completion of work.  While the accounting and finance department is not a hard hat zone, the criticality of using the proper tools is still very real.

From the value of collaboration and timely information, to security risk mitigation, tools are an integral part of a company’s prosperity.

As part of our mission to help people prosper, we’re excited to share our newest tool with the world: our Client Portal!

As with most innovation, this solution was born from a problem, or in our case, a series of problems.  Though not all of them were critical in nature, and each had different value impact, when we took a step back we realized there was a synergy that was created by addressing these issues with one centralized solution.

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Looking for a Smooth Due Diligence Process? Here are Five Keys to Success.

Baseball Coach

It’s game day. As an owner or CFO, you are moving ahead toward the sale of your company. It’s hard to imagine a bigger event in the life of either.

 

This may be your first company sale, or the most important deal of your life so far. You know that as an owner or CFO, you are the Captain of the team, responsible for due diligence activities.  But what should you expect and how can you be prepared to ensure that the diligence process maximizes the purchase price your company will receive from a buyer?

 

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The Cap Table Tool Every Entrepreneur Should Know

The Cap Table Tool Every Entrepreneur Should Knowby Chris Morgan, Senior Manager, Client Services & Innovation

Starting a business is typically initiated from a place of passion, excitement and a creative idea that will add value to future customers. As it should be – it’s an exciting time and a great undertaking.

Often, however, that creative and high-level mindset can get bogged down in the details of accounting and legal work, sometimes from the very onset of filing your articles of incorporation.

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Cash Flow Forecasting: 5 Reasons Why It’s More Important Than Your P&L

5 Reasons to Improve Your Business Cash Flow ForecastOne of the best lessons I ever learned working for a private equity-backed company was the value of a 13-week cash-flow forecast. Let me tell you: There is a reason the smartest financial engineers in business always have them.

 

Why? Because the 13-week cash-flow forecast is a pragmatic tool that will both show you cash peaks and valleys and tell you where to take action to change the outcome.READ MORE

The No. 1 Thing You Need To Give Your Investors In The New Year: Confidence

4 Ways to Give Business Investors ConfidenceWith the holidays behind us and the New Year already in full swing, there’s no doubt that entrepreneurs have a myriad of goals for the year ahead. And one of those things should be to ensure your investors have confidence in your business.

 

Because whether your business has just one investor, many investors, or you’re starting to think about attracting investors, ensuring they remain confident with their decision to invest should be one of your top priorities. After all, without their support, you wouldn’t be able to achieve your vision.READ MORE