Bonus time: Like it or not, managers still largely decide who gets paid

2019 Bonus Survey shows tradition reigns, but when bonuses are paid is changing The holidays are here, and many business owners use this time of year to reward their employees’ outstanding performance for the past year with an eye toward driving that level of performance for the next year. Historically, a bonus is used for […]

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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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Exit strategy: What’s your plan?

Most business owners think about how to build and expand their business, but we’ve found many people put what comes next on the back burner. How can you get the most value for your company if you don’t consider what to do when it’s time to exit? To jumpstart the conversation on this important topic, […]

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Happy 20th Anniversary to the CFO Strategic Partners Team

A Reflection on Enriching Lives A 20-year anniversary is a great time to reflect, honor the past, and set intentions for the future.  A little about our past:  I was pregnant with twins when I founded the company in 1999.  Having seen a gap in the market for middle-market size companies, I had been planning […]

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At a crossroads: Why an exit strategy is important and how to prepare one

One of the biggest reasons clients seek out CFO Strategic Partners is because they’re ready to leave their business, whether to start something new, take another position or to retire. It makes sense. Leaving a business you’ve worked hard to build is a huge proposition, and it comes with plenty of questions. How much is […]

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Medical marijuana: What’s your business’ policy?

The legalization of medical marijuana is here – and for businesses, no matter which side of the fence you land on, it could make an impact. Recently, smoking medical marijuana was legalized in Florida, sparking a conversation among the CFO Strategic Partners team about how the continued changes to medical marijuana laws nationwide could potentially […]

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Benefits for part-timers: Where does your business stand?

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an all-time high, some companies have been adding benefits for part-time workers. Recently, CFO Strategic Partners conducted a poll regarding time off, but that’s only a small slice of the benefit pie. To follow […]

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Mid-year checkup: Is your business on track?

It’s hard to believe it, but 2019 is halfway over—and it’s time for a reality check. Late in 2018, with the optimism of a new year on the horizon, it was easy to dream big and establish goals for your business. But when you’re staring down the third quarter, it’s time to get real. You […]

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Success story: CFOSP helps restaurant chain fund growth

On the outside, it appeared that one of Orlando’s growing fast-casual restaurants was nothing but success. The chain was expanding quickly and gaining passionate fans, and the owners were making their dreams a reality. Internally, however, it was a different story. Financial reporting was inconsistent and unreliable, and without that data, it was impossible to […]

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