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Features

NonProfitPRO: How Nonprofits Can Use a Merger or Acquisition to Further Their Missions

30% of nonprofits fail within their first 10 years — that’s why I was honored to share my thoughts with NonProfitPRO about how charitable…

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Next City: How Diversity-Focused Succession Planning Can Make Industries More Equitable

I enjoyed the opportunity to share my thoughts on how strategic leadership can make a difference with Next City. Read the article in…

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BOSS: What ‘Lifestyle Company’ Owners Should Consider Before Selling

As we see increased signs of normalcy arriving in the economy, some business owners who’ve made it through the past year are more than…

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Small Biz Daily: Before Selling Your ‘Lifestyle Business,’ Consider Other Options

As we emerge from the challenging period that was 2020, many business owners are ready for a change that could include a sale — however,…

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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…

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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…

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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…

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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…

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Private Company Director: Why Your Board of Directors Should Consider Selling (or Buying) Distressed Assets

At the board level, members have an important role in helping management identify and make long-term decisions about their company’s…

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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…

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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…

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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…

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