Owner Life & Legacy

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

Billy Amberg

Bloomwood

2 months ago

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

Mar 7, 2025 6 min read Atlanta

Owner Life & Legacy

LLC vs. S Corp: Choosing the Best Structure for Your Business

Billy Amberg

Bloomwood

2 months ago

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

Mar 7, 2025 5 min read Atlanta

Business Value Growth

The Future of Quantum Computing and AI: A Powerful Partnership

Billy Amberg

Bloomwood

3 months ago

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)

Jan 24, 2025 8 min read Atlanta

Business Value Growth

Why Your Exit Planning Process Needs a Fractional CFO

Michael Stier

FocusCFO

7 months ago

What is your goal for your business? As fractional CFOs, when we first meet with our clients, this is among the first questions we

Oct 7, 2024 1 min read Charlotte

Business Value Growth

Demystifying the Role of the CFO in Exit Planning – Exit Is Now podcast

Michael Stier

FocusCFO

1 year ago

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

Dec 10, 2023 1 min read Charlotte

Member News

Craig Decker Named To Forbes List of Best-In-State Wealth Advisors 2023

Craig Decker

Alex. Brown

2 years ago

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

May 1, 2023 1 min read Maryland

Member News

How to Invest in Chaotic Times!

Marc Kramer

Stress Free Family Business

2 years ago

How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and

Apr 11, 2023 1 min read Philadelphia

Business Value Growth

CFO Guide – Conquering the Talent Crunch

Adam Brier

CBIZ

2 years ago

The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of

Mar 6, 2023 1 min read Long Island

Business Value Growth

GetFunded! Reports Your Client Needs to Secure Bank Financing

Michael Metz

TRUIST (Formerly SunTrust/BB&T)

2 years ago

What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure

Jan 30, 2023 1 min read DC Metro

Business Value Growth

Shakeups in Leadership: Downstream Impacts & Steps to Take

Adam Brier

CBIZ

2 years ago

When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization –

Jan 25, 2023 4 min read Long Island

Business Value Growth

What’s On the Horizon: CFO Strategies for 2023

Adam Brier

CBIZ

2 years ago

The end of the year is drawing to a close, and CFOs everywhere have their sights set on 2023 — making it a perfect

Jan 3, 2023 7 min read Long Island

Member News

Learn to Sell Your Ideas like a Hollywood Producer! Peter Desberg and Jeffrey Davis authors of “Pitch Like Hollywood

Marc Kramer

Stress Free Family Business

2 years ago

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

Nov 28, 2022 5 min read Philadelphia

Business Value Growth, Video

Financials and A Future Exit: Preparation and process to sharpen business financials for a successful sale

Cheryl Centeno

XPX Global

2 years ago

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy

Sep 21, 2022 4 min read Atlanta

Business Value Growth, Member News

Is Crypto Currency and NFT’s a Sham?

Marc Kramer

Stress Free Family Business

2 years ago

Meet one of the world’s top tech investors Guy Pelermuter author of “Present Future” Click here to speak to the author: https://www.eventbrite.com/e/meet-guy-perelmuter-author-of-present-future-business-science-tickets-364523227787

Jun 17, 2022 1 min read Philadelphia

Business Value Growth

What is the Global Debt Service Coverage Ratio?

Dominick Wallace

Wallace Capital Funding

3 years ago

Lenders use the Global Debt Service Coverage Ratio to better understand your credit profile and it can either make or break your loan application

Apr 25, 2022 2 min read Atlanta

Finance

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

LLC vs. S Corp: Choosing the Best Structure for Your Business

The Future of Quantum Computing and AI: A Powerful Partnership

Why Your Exit Planning Process Needs a Fractional CFO

Demystifying the Role of the CFO in Exit Planning – Exit Is Now podcast

Craig Decker Named To Forbes List of Best-In-State Wealth Advisors 2023

How to Invest in Chaotic Times!

CFO Guide – Conquering the Talent Crunch

GetFunded! Reports Your Client Needs to Secure Bank Financing

Shakeups in Leadership: Downstream Impacts & Steps to Take

What’s On the Horizon: CFO Strategies for 2023

Learn to Sell Your Ideas like a Hollywood Producer! Peter Desberg and Jeffrey Davis authors of “Pitch Like Hollywood

Financials and A Future Exit: Preparation and process to sharpen business financials for a successful sale

Is Crypto Currency and NFT’s a Sham?

What is the Global Debt Service Coverage Ratio?

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