Category: Financial Management

Most leaders think they know where the money’s going. Payroll, rent, software, marketing—it’s all accounted for. But when margins start to slip or cash feels tighter than it should, the real question becomes: What are you not seeing?  We’ve worked with dozens of CEOs across law, healthcare, and construction who came to us confident in […]

In a busy market, finding the right price can feel like a balancing act. If you’ve ever questioned whether your pricing supports your goals or keeps up with your competitors, you’re in good company. A competitive pricing strategy is the practice of setting your prices based on what others in your market are charging for […]

Whether you’re running a startup or managing a corporation, you’ve likely heard the terms “stakeholder” and “shareholder.” But understanding the difference is more than semantics—it can shape your entire business strategy. Why it’s a Smarter Approach to Investing A shareholder is someone who owns stock in a company. Their primary concern is the company’s financial […]

Before making a major investment—whether acquiring a business, merging with another company, or funding a startup—you need to know exactly what you’re getting into. That’s where commercial due diligence comes in. Commercial due diligence is the process of evaluating a target company’s market position, business model, financial health, and growth potential before committing to an […]

Determining the value of a law firm is essential for firm owners considering a sale, merger, succession planning, or financial assessment. Unlike other businesses, law firms rely heavily on intangible assets such as client relationships, brand reputation, and referral sources. Because of this, standard valuation methods require adjustments to capture the firm’s actual worth. Valuing […]

When you’re building a business, one of the first decisions you’ll make is choosing a business structure. It might not seem like a big deal at first, but the structure you choose impacts your tax liabilities, protection of assets, and even your growth over time. So, What is a “Tax-Efficient Business Structure”? A tax-efficient business […]

Understanding Free Cash Flow Free cash flow (FCF) is one of many financial metrics used to assess a company’s financial health and sustainability. FCF measures the cash a company generates after accounting for operating expenses and capital expenditures. It’s a forward-looking statement that reveals a company’s ability to fund growth, pay dividends, or reduce debt. […]

If your business leases equipment, office space, or other assets, you’ve probably heard about Accounting Standards Codification (ASC) 842 —and you might be wondering how it affects you. It was introduced to enhance transparency in lease accounting, but the transition from ASC 840 to ASC 842 has brought a wave of complexity and confusion. Previously, […]

Understanding Financial Projections Financial projections are forward-looking tools that estimate your business’s financial performance over a specific period, giving insight on everything from daily operations to long-term strategic planning. How to Calculate Financial Projections Income Statement Projection The income statement highlights projected net income by analyzing anticipated revenues and expenses. It is particularly useful for […]