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Reasonable Financial Projections - May 2021 Tue, May 11, 2021 Over the years, I’ve not only prepared hundreds of financial projections but also reviewed hundreds prepared by others. That has given me an insight into the preparation, validity and use of such financial views of the future. In that regard, let me ... Read More

Turning the Page on an Unprecedented Year - March 2021 Mon, Mar 15, 2021 Your 2021 Budget: Plan Ahead, But Not Too Far Ahead Read More

Focus on Your Financial Strategy - December 2020 Mon, Dec 14, 2020 The U.S. election has been one of the most important in our lifetimes. Emotions are high and there is no shortage of opinions on how this will impact the future. Read More

Generational Transfer - November 2020 Sun, Nov 15, 2020 You won’t live forever. We all know that; we just don’t want to admit it. Any company and, in particular, any small, closely held company, should have a succession plan in place long before it might be needed. Read More