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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...
CFO: M&A Deal Price: Agreeing to Disagree

CFO: M&A Deal Price: Agreeing to Disagree

Completing a merger or acquisition now could be a lifesaver for some struggling businesses during the current economic climate. For companies in a position to buy, agreeing to disagree on price could allow them to complete a large acquisition during a period of...
BOSS: How to Finalize an M&A Deal Right Now? Agree to Disagree.

BOSS: How to Finalize an M&A Deal Right Now? Agree to Disagree.

During a period when current revenue might not reflect a business’s true value, disagreement over price can be a roadblock keeping some M&A deals from moving forward. But buyers and sellers trying to make an M&A deal can overcome their difference of opinion...