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strategic planning

Maximizing Revenue: Accounting and Business Advisory Services

Maximizing Revenue: Accounting and Business Advisory Services

CPAs and accounting firms constantly seek ways to increase revenue and grow their client base. Businesses want better financial management and operational improvement, so they look for more than basic accounting services. This is where additional accounting and business advisory … Read More

KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

KPI Strategic Planning: 6 Common Mistakes to Avoid in 2024

Developing a strategic plan for KPI success heading into 2024 is essential for business growth and success. However, it’s important to be aware of the common mistakes that can be made when creating a KPI strategic planning process. These errors … Read More

What is The Sellability Score? Exit Planning 101

What is The Sellability Score? Exit Planning 101

Are you considering transitioning out of your business? Exit planning is an important process for business owners considering selling their company. It helps them prepare for a successful sale and maximize their return. The Sellability Score is a key part … Read More

Strategic Planning for Small-Medium Businesses

The Importance of Strategic Planning for Small-Medium Businesses

Small-medium businesses (SMBs) face unique challenges that often make or break their success. Unlike large corporations, SMBs often limited resources and require strategic planning to stay competitive and reach business goals. In today’s fast-paced market, strategic planning has become a … Read More

Business Consulting Niche

Find Your Business Consulting Niche

Business advisory is a growing field that provides many benefits. Once you decide to enter into the business consulting/advisory space, one of the most important things you can do is define your niche. A niche is a specialized area of … Read More

Become a successful business advisor

Becoming a Successful Business Advisor

Becoming a successful business advisor requires a unique set of skills and knowledge. From identifying business problems to recommending solutions, a business advisor must have the ability to help companies reach their full potential. In this blog post, we’ll cover … Read More

Become a Business Consultant

How to Become a Business Consultant

Business advisors & consultants play an essential role in the growth and continued health of companies. For consultants & advisors starting their own practice, the right training, skills, resources, and consulting software can be the difference between success and failure. … Read More

Exit a Business

Exiting a Business: What to Consider

When making the decision on exiting a business, it is important to consider the reasons for this transition. Some people will retire, some will take an extended holiday and some will re-enter the workforce as an employee. Others will buy … Read More

Determine your exit plan options

Determine Your Exit Options

Starting the exit and succession planning process can be daunting. Where do you start and how do you know the best decision(s) to make for your business and you personally? The best place to start is to determine your exit … Read More

Planning your exit

Planning Your Business Exit in 9 Steps

Selling a business is a major milestone in the life of an entrepreneur. Your last day as the owner is as emotional as your first but for very different reasons. To ensure the sale is a success, consider the following … Read More