Tag Archives planning

action steps financial future

I have a couple of friends who I would consider are obsessed about the future. They work their tails off, live a frugal lifestyle, and put a bulk of salaries into their retirement savings. Many experts would applaud them. But, I struggle with this. I mean, I try my best to be financially responsible. At […]

planning for the future

FP&A is business lingo for financial planning and analysis. I spent nearly a decade in FP&A teams at large companies, and spent my days reviewing financial data looking for trends and opportunities. No matter the size of your business, this FP&A role is important for long-term growth and success. However, most startups and small businesses […]

flow of cash money

When you hire a financial planner, you need to find someone whom you can build a rapport and communicate easily with. In addition, you need to be able to put your trust in them and know that they are going to keep your information confidential. They must be trustworthy because you are essentially putting your […]

exit strategy

Hopefully, you’re thinking about an exit strategy because your business is fabulously profitable and it’s time to reap the rewards of your labor. It’s always nice to take the money and run. On the other hand, if you’re business isn’t doing as well as you’d like, it may be beneficial and perhaps necessary to devise […]

planning for the future

Being successful in event planning can largely depend on if you focus your marketing on a unique segment of the market. Try not to make the common mistake that event and wedding planners make in trying to serve every client. This does not mean that you will not provide your service to clients who are […]

start planning

Unlike New Year’s Resolutions, which most people don’t start until January, businesses don’t have the luxury of waiting until January to planning business goals for the year. Businesses always need to be planning ahead, and if you wait until January to determine your business goals for 2016 you’re already behind the eight ball. Instead, you […]

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