Category: Other

Transitioning Your Business? 11 Do’s and Don’ts

The day to transition the business to a new owner will surely come, whether if by default or by purpose. Overall, just 25% of business owners have done serious succession planning.  The reality is that many owners probably won’t be able to sell their businesses when they’re ready, because they’re not taking proactive steps towards… Read more »

Borrowing Money For Your Business? Critical Steps to Obtain Business Loans

One thing is for sure, many business owners are feeling optimistic about the economy and the current and future health of their business. With economic growth reaching an average of 3% in recent quarters, and consumer confidence at historic high levels, put together, you have ideal conditions for business growth opportunities. When opportunity knocks, not… Read more »

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 »

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 »