Time to face reality — Exit planning needs to be on your to-do list now

Exit planning needs a rebrand. Why? Exit planning sounds like something you can get around to, something you have plenty of time to consider. In fact, our recent survey on exit planning proves that. Only about half of our respondents reported having an exit strategy, and more than half think 5-10 years before planning to […]

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CFO Strategic Partners announces new Director

At CFO Strategic Partners, we not only focus on growing businesses, we focus on enriching the lives of our clients, friends of the firm and our team. We’re proud to announce the latest addition to our leadership team, who we believe will help us continue to fulfill this mission. Longtime CFO Meghan Dalton has accepted […]

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