Equifax breach and ways to protect yourself

Most people have heard about the Equifax breach, but how do you protect yourself. Below are two things I will be doing: Freezing my credit To prevent someone from opening credit cards in your name, place a credit freeze on your account. When you freeze your credit, you (or anyone acting as you) will be… Read more »

8 Easy ESOP Lessons

Most business owners know that ESOP stands for Employee Stock Ownership Plan, but don’t know much about them other than many myths that surround the very under-utilized option. My friend Josh Patrick at Ask Josh Patrick just published a great 7-minute video to help business owners to decide on whether they should consider an ESOP… Read more »

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for… Read more »

What Has She Been Doing?

In the last year, I transitioned out of my banking career and into an entirely new direction with B2B CFO®. It has been very rewarding, and I really feel that I have found my calling. What I loved about my job as a CFO of a bank was being able to help business owners. Seeing… Read more »