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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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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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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A customized approach: How CFO Strategic Partners’ diagnostic tool can power your business

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole picture. It’s our mission to enrich the lives of people we work with so they can build businesses they can take pride in. Most importantly, we want owners to sleep at night knowing […]

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The best PTO policy: Is your company in line?

From full-time employees and part-time workers to seasonal workers, PTO is a big factor in the job market. For CEOs, it can be a constant source of worry.  Who should receive PTO? How much PTO is average? How should you handle PTO once a team member has given notice? The balance between being a fair […]

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