Operations

When preparing (hopefully in advance!) to sell your business, it helps to understand what buyers will looking for and asking about.  While revenue and financials are well-known areas of due diligence, for companies in the product space the efficiency and riskiness of operations and supply chain are also fair game. Buyers are concerned about a…

By Paul Karr There is a common misconception that accounting policy is something that controllers can do in their spare time. Midsize firms especially can fall into the same trap: We’ve always had a small team, and everyone has to complete a lot of work, and we can’t afford another resource. Your controller already has…

If your business performance is lackluster, take a closer look at how it’s operating. And if you’re a business owner already running your company on EOS® – the Entrepreneurial Operating System — congratulations! You’ve already taken an essential first step toward gaining clarity around your goals and organizing the milestones for how you and your team will…

Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a glimmer in their eye, while others had a furrowed brow, which seems to be the going trend — some are ecstatic about the power of AI, while others are confused or…

Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will lead the company and deliver the value after the sale. Our 4 panelists come from M&A, Operations, HR, and HR Systems, to bring a comprehensive view of the impact of team…

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…

It wasn’t too long ago that people around the world were focused on something that brings us together, the Olympic games. I sat at dinner the other night with the father of an Olympian, and I asked him about the lengths to which the guardians (coaches, trainers, doctors, etc.) limit distractions and “noise” surrounding the…

Program produced by XPX South Florida. This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation…

How companies are combating Supply Chain disruptions, adapting to new role in overall operating expenses. Our Speaker: R.J. RomanoBDOManaging DirectorOperational Value Creation & Supply Chain Advisory Practice Leader RJ has 20 years of experience in supply chain/logistics working with manufacturers, distributors, trucking companies, and third-party logistics companies. Prior to consulting, RJ worked in Distribution in…

Every business owner wants to have the business of their dreams with lots of cash flow and profitability. However, not every business owner knows what levers to pull in their business to make that happen. Many will say, “I’m not good at managing finances” or “I might fail at managing the finances of my business, so I’m…

Every business owner envisions a growing business, running smoothly without drama and having massive amounts of cash flow and profits. The problem is that with growth comes increasing complexity. Oftentimes, you need to add people and improve processes. Deciding not to add people and processes can create choke points in our business that cause it to become increasingly inefficient or…

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By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has been made, how you’re going to…

Exit strategy planning is an essential part of any business owner’s long-term strategy. Whether you’re planning to sell your business, retire, or pass it on to the next generation, the key to a successful exit is maximizing the value of your business. One critical factor in determining the value of a business is human capital….

During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…

There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at “longer-term” supply chain planning and changes. Some of these changes include multi-sourcing and digitizing supply chain operations. Geopolitical events and resulting tariffs/sanctions could quickly change the supply chain landscape, however, so…

Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more.  See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director   Steven…

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