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CEOWorld: When Owning a Company No Longer Fits Your Lifestyle

CEOWorld: When Owning a Company No Longer Fits Your Lifestyle

If your position as business owner is no longer suiting your lifestyle, it may be time to pivot. Thanks to CEO World for having me! Read the article in PDF. As more people are getting vaccinated and fewer COVID-19 cases are being reported, things seem to be getting...
CFO: Five Key Elements of a Successful Investor Pitch

CFO: Five Key Elements of a Successful Investor Pitch

Crafting a solid pitch involves answering the overarching question on investors’ minds: “Why should I believe that this company will make me money?” Here are five elements of a pitch that can build trust with investors and convince them to provide capital. Thanks for...
CFO Dive: Bankers’ Main CFO Gripe: Lack of Transparency

CFO Dive: Bankers’ Main CFO Gripe: Lack of Transparency

CFOs and their treasurers can get more from their banking relationships if they treat them more as partnerships than customer-seller transactions, banking specialists say. Thanks for the mention, Ted Knutson and CFO Dive! Read the article in PDF. A CFO that was trying...
BOSS: 5 Essential Elements of a Private Equity Investor Pitch

BOSS: 5 Essential Elements of a Private Equity Investor Pitch

Why should investors believe that you are going to make them money? Here are five elements to include in your investor pitch. Thanks to Boss Magazine for having me! Read the article in PDF. Successfully drawing equity investors to your business requires more than...
CEOWorld: Pitching to Investors: 5 Critical Components to Include

CEOWorld: Pitching to Investors: 5 Critical Components to Include

Now more than ever, businesses are seeking capital. How do you break through the competition and present a pitch that resonates with your investors? Thank you to CEOWorld for allowing me to share my thoughts on this timely topic. Read the article in PDF. Most CEOs...