Frequently, when people hear the words “SBA loan,” they picture paperwork, delays, and a process that feels better suited to another decade than today’s
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Planning your business exit? Whether your goal is a full sale, a partial transition, or the next stage of growth under new ownership, a
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb-11-how-one-software-business-saved-%24150k-in-taxes/id1778522619?i=1000709462270 Click here to talk to Bloomwood about your finances. Welcome back to another case study, where
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb9-tax-bracket-management/id1778522619?i=1000698330454 Click here to talk to Bloomwood about your finances. Tax season can feel overwhelming, but with
Listen to this post as a podcast: https://www.bloomwoodcapital.com/post/llc-vs-s-corp-choosing-the-best-structure-for-your-business Click here to talk to Bloomwood about your finances. When starting a business, choosing the right
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb5-riding-the-quantum-computing-wave-ai-and/id1778522619?i=1000685313013 Click here to talk to Bloomwood about your finances. Quantum computing and artificial intelligence (AI)
What is your goal for your business? As fractional CFOs, when we first meet with our clients, this is among the first questions we
FocusCFO Area Presidents Michael Stier and Darren Cherry join Scott Snider of the Exit Planning Institute for this special episode of the Exit Is Now podcast. You already know that a
Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among
How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and
The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of
What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure
When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization –
The end of the year is drawing to a close, and CFOs everywhere have their sights set on 2023 — making it a perfect
Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey
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The Department of War’s July 13 decision to suspend CMMC Phase II implementation changes the near-term opportunity for Managed Service Providers (MSPs), Managed Security
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I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
I thought this might be useful to fellow XPX members who work with families navigating leadership and ownership transitions. The article introduces the idea
I thought this might be useful to fellow XPX members who lead advisory firms or are thinking about how to develop the next generation
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
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