CFOs are increasingly are playing a larger role in the management of pricing decisions and profitability at many growth and middle market companies. CEOs and owners of these companies view pricing trends as a primary competitive challenge. Historically CFO focus…
Salespeople can be notorious for making overly optimistic sales forecasts that can result in a number of negative outcomes for the company. CFOs need to play a key role in the sales forecast process to ensure that the methodologies and…
Commercial bank lending is the most common source of business financing and is also usually the least expensive form of capital. Across industries, the recent financial crisis has decreased access to bank financing making this form of historically available financing…
CFOs at growth and midsize organizations retain their core financial planning and analytical responsibilities as they are increasingly taking on responsibility for a larger number of organization-wide activities. At the core, the CFO is responsible to the company’s owners and…
Business owners/investors and management are often so consumed with operating their businesses day to day they do not adequately prepare their company for sale. When owners finally decide to sell all or part of their businesses, they may miss opportunities…
Traditional finance skills of analysis, reporting and control are in demand outside of the finance function and the role of the CFO is broadening far beyond its technical heartland into a role that is much more “strategic” — in the…
While managing inventory may seem like a mundane afterthought, CFOs need to recognize this task as a key part of a company’s overall business strategy. Inventory management should not be an afterthought. It is a critical element of a company’s…
In most portfolio companies, no executive other than the CEO plays as significant a role in the success of the venture as the CFO. Partner to the CEO and the private equity sponsor, the CFO has a uniquely challenging position,…
Many CFOs view asset based lending as a financing outlet of last resort. While that may sometimes be the case, such a view can lead to lost opportunities. As companies confront the tight credit markets coupled with the potential for…
To get through the recent recession, growth and middle market companies were forced to adopt a more disciplined approach to financial management. Nearly four years later, financial discipline has become a way of life for successful companies. CFOs at these…