Category
Leadership
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Why Industry Experience Matters When Hiring a Fractional CFO or Controller
For private businesses and not-for-profits, strong financial leadership is essential to long-term success. But hiring a full-time CFO or Controller isn’t always feasible—especially for organizations that need strategic financial oversight without the cost of an in-house executive. That’s where fractional finance leadership comes in. However, not all fractional CFOs and […]
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Navigating Uncertainty and Chaos: A CFO’s Guide for Business Leaders
Times of uncertainty and rapid change are not anomalies—they are part of an ever-shifting business environment. U.S. policy directions can pivot abruptly, with shifts in taxes, regulations, and trade agreements dramatically impacting both short-term operational decisions and long-term strategic plans. Our firm, which provides fractional CFO and accounting services, has […]
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Self-Reflection for Organizational Leaders: Using the Quiet Season to Align and Refocus
The holiday season offers leaders a rare opportunity to pause, reflect, and recalibrate. It’s a chance to look beyond day-to-day operations and focus on the broader impact of leadership, strategy, and decisions made throughout the year. With the new year approaching, this is the ideal time to assess where the […]
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Signs Your Private Business Needs a Fractional CFO
In today’s intricate business environment, many private businesses in Canada face various financial challenges that can impede growth and sustainability. As these complexities increase, the need for strategic financial guidance becomes more pronounced. This is where a Fractional CFO can play a crucial role. Recognizing the signs that your company […]
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Navigating The CIM: A Guide for Buyers of Private Businesses in Canada
When looking to acquire a private business in Canada, one of the first and most important documents you will encounter is the Confidential Information Memorandum (CIM). The CIM provides a comprehensive business overview, serving as a key tool in your decision-making process. Understanding how to navigate this document is crucial […]
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Maximizing Business Value with a CIM: A Guide for Sellers
When selling a private business in Canada, one of the most important tools is the Confidential Information Memorandum (CIM). This document goes beyond a simple compilation of company data; it is a strategic asset designed to present your business to potential buyers, providing a detailed overview that helps them understand […]
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Essential Strategies for Sustainable Growth
In today’s dynamic business environment, achieving sustainable growth is a delicate balance that requires strategic foresight and careful decision-making. For companies in Ontario, Canada, the challenge is to pursue growth opportunities without being overly aggressive, which can lead to risky ventures or being too timid, resulting in missed opportunities. As […]
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What Happens After Signing a Letter of Intent to Purchase a Company?
In mergers and acquisitions (M&A), signing a Letter of Intent (LOI) is a pivotal milestone. This document sets the stage for the acquisition, outlining the preliminary terms and conditions agreed upon by the buyer and the seller. However, the journey is far from over once the LOI is signed. This […]
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Onboarding Your New Treasurer in a Not-for-Profit Board
Welcoming a new treasurer to your not-for-profit board is a pivotal moment that requires careful planning and execution. The treasurer plays a critical role in maintaining your organization’s financial health and integrity. Follow these comprehensive onboarding steps to ensure a smooth transition and set your new treasurer up for success. […]
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How the Finance Team Can Help the Company Ask Better Questions
In our data-driven business environment, the finance team’s role extends far beyond traditional number-crunching. Our deep understanding of the company’s financial health and our access to comprehensive data uniquely position us to influence strategic decision-making. By fostering a culture of inquiry and continuous improvement, we can help the entire organization […]
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Charting a Course for Financial Excellence: 10 New Year Resolutions for Enhancing Business Finance Operations
As the calendar turns to a new year, businesses worldwide contemplate ways to fortify their operations and elevate performance. For many organizations, a key area of focus is the refinement of finance operations to ensure fiscal health and sustainable growth. In this article, we delve into ten strategic New Year […]
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Crafting Your First 90-Day Leadership Plan
As an emerging leader, the initial 90 days in your new role are critical. They set the tone for your leadership tenure, influence the perception of your team, and can significantly impact the success of your organization. This article will guide you in devising an effective 90-day leadership plan, drawing […]
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Tips to Streamline Your Meetings for Maximum Impact
Effective team collaboration is essential for any organization to thrive. When teams work together seamlessly, ideas flow, problems are solved efficiently, and productivity soars. Collaboration fosters creativity, encourages diverse perspectives, and enhances decision-making processes. However, achieving effective team collaboration is not always easy. It requires deliberate effort, effective communication, and […]
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Collaborative Leadership: Unlocking Success Through Teamwork
Collaborative leadership has emerged as a powerful approach in the post-pandemic world, where traditional top-down management styles no longer suffice. This leadership style emphasizes teamwork, open communication, and active involvement from all team members to foster a culture of collaboration. In this comprehensive guide, we will explore the key characteristics […]
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The Power of Persuasion: Influencing and Motivating Others
In today’s dynamic and interconnected world, leaders’ ability to influence and motivate others is a crucial skill. Whether you have formal authority or not, being able to persuade and inspire those around you can lead to increased engagement, productivity, and, ultimately, success. In this article, we will explore the art […]
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The Power of Sales KPIs in Driving Revenue Growth
In the fast-paced world of sales, success depends on data-driven decision-making and a deep understanding of key performance indicators (KPIs). By leveraging the right sales KPIs, organizations can optimize their sales strategies, track progress, and drive revenue growth. In this comprehensive guide, we will explore the importance of sales KPIs, […]
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Lead Like a Pro: Mastering the Art of Leadership and Followership
Leadership is often associated with taking charge, making decisions, and leading the way. However, true leadership goes beyond just being the one in charge. It also involves knowing when to follow and how to leverage the strengths of others effectively. In this article, we will explore the concept of followership […]
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Explore vs. Exploit Innovation Portfolios: A Comprehensive Guide
In today’s fast-paced and ever-changing business landscape, managing innovation portfolios has become a critical strategic responsibility for business leaders. The ability to effectively navigate the dynamic nature of markets and stay ahead of the competition requires a well-defined approach to mapping and managing a business portfolio. This article will explore […]
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“One in the Hand, Two in the Bush”: Unveiling the Hidden Gems of Business Success
The age-old saying “One in the hand is two in the bush” holds profound relevance in the fast-paced business world. This thought-provoking proverb encourages business professionals to focus on tangible opportunities rather than chasing uncertain possibilities. This post will explore how this saying manifests in the business landscape. Join us […]
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Mastering Growth Strategies: The Power and Risks of Acquiring Another Company
Acquisitions are a powerful tool for growing a business. By acquiring another company, you can expand your offerings, increase your customer base, and gain access to new markets. However, the acquisition process can also be complex and fraught with challenges. So, what is most important when considering an acquisition? Here […]
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