Basic Fun!’s Post

In the world of commerce, a financial statement holds the key to unlocking the secrets of a company's fiscal health. This document provides valuable insights into a company's vitality, prowess, and prosperity, allowing for informed decision-making in regards to partnerships, ventures, and other business dealings. Furthermore, a well-crafted financial statement can inspire trust and confidence in both investors and patrons, serving as a testament to the organization's transparency and professionalism.

Ready to sell your business? Optimizing to market conditions is like playing a game of whack-a-mole. Focus instead on activities that will simplify the process. #successionplanning #businesssale #M&A #CTBizTaxFirm https://ow.ly/P8SL50PgGwT

Ready to sell your business? Optimizing to market conditions is like playing a game of whack-a-mole. Focus instead on activities that will simplify the process. #successionplanning #businesssale #M&A #CTBizTaxFirm https://ow.ly/s1OZ50PgGwR

Why does return on invested capital (that is, creating economic value) matter to family businesses? Even if you never plan on selling your business because you'd rather keep it in the family, all the same reasons anyone would want to grow their business apply. 1) It will make your life easier the more you can systematize the business and hire the right people so you can sit back and think strategically...or enjoy long weekends at the family cottage. 2) The bigger the family business gets, the more stakeholders that are impacted by the business performance, including employees. 3) Growing value = options. Options are always good. You never know when you'll get an offer you can't refuse and move in a direction you did not expect. I'll say it again, options are ALWAYS good. https://bit.ly/46g9P2Q

Did you know? For many businesses and organizations worldwide, July 1st marks the start of the new financial year! 📈✨ It’s a time for fresh financial planning, setting new goals, and budgeting for success. ANZA UPYA SASA #stevedown #stevedown #Financiallyfit #wealthcreation

Unsolicited Offers - May be more of a "Spark" than a Solution. When you get an email offering to buy your company for $16 million it feels exciting but… Accepting that first offer could leave enormous money on the table. Preparation is key to maximizing your company's value during an exit, things like: - getting your financial records in order - understanding value drivers - assembling an experienced advisory team With the proper groundwork laid, you can assess offers logically instead of emotionally.  And potentially negotiate a far higher sale price. Don't leave life-changing money on the table. Make an exit plan now to take control of your future.  Surprise offers will come - are you ready to properly evaluate them? #strategy #familybusiness #successionplanning #businessexit #fractionalcfo #sellmybusiness #growmybusiness

At O’Dell Cross, we believe in helping our clients make the best financial decisions today to help build them a better tomorrow. ☀️ Whether it's getting their books in order, sharing expert advice, or planning for growth, every conversation with our client counts. ✔️ Schedule a strategy session with us today at odellcrosscpa.com 🌐 #taxplanning

Buy-Sell Agreement: Protect your business and its stakeholders with a buy-sell agreement. This critical document ensures a smooth transition of ownership in the event of unforeseen circumstances, such as death or disability of a partner. Don't leave your business's future to chance. Consult your financial expert to ensure you're making the best decisions for your business's future. #BuySellAgreement #FinancialPlanning

Let's reflect on what drives our success. What aspect of your work in finance brings you the most joy and satisfaction? Share your experiences and let's inspire each other to find happiness in our professional journeys. #householdlergroup #financialadvisor #independentadvisor #wisdomwednesday

At What’s Next 4 Financial Advisors, we are in the business of helping financial advisors get to the next level. We provide a balance of coaching and consulting to help financial advisors create the right strategic plan and follow through. If you could use any help in any of these areas, we invite you to reach out. https://whatsnext.coach/ #coaching #consulting #finance #plan #business #whatsnext