business-succession-planning 
CFO Simplified
FEBRUARY 6, 2022
A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . There are a lot of moving parts in a business exit strategy.
CFO News
APRIL 22, 2024
RJ Corp runs PepsiCo’s second-largest bottler outside the US, Varun Beverages (VBL), as well as Devyani International (DIL), which is the operator of KFC, Pizza Hut and Costa Coffee outlets in India. Both companies, named after the founder’s children, Varun and Devyani, are listed. The group is also involved in healthcare and education.
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Navigator SAP
JANUARY 12, 2024
Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.
Nerd's Eye View
MAY 14, 2024
Welcome to the 385th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households.
Speaker: James Kahler, COO of Full Course
🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.
CFO News Room
JANUARY 24, 2023
Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. My guest on today’s podcast is Jennifer Climo.
Navigator SAP
AUGUST 18, 2023
At the heart of almost every successful professional services firm is good client relations. Happy clients equal more revenue and less churn, which is just good business. That’s why more professional services firms are now adopting enterprise resource planning solutions (ERP).
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities.
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