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askthecfo
Ask the CFO: April 1
Succession Planning: What Every Family Business Needs to Know
Insights from the April Ask the CFO with Lowell Mora
Our most recent Ask the CFO session focused on a topic that affects nearly every family-owned business at some point: succession planning. And based on the engagement and great questions we received, it’s clear that this issue is top of mind for many business owners.
We kicked off the session with a sobering truth: only 1 in 3 family businesses make it to the second generation, and…
Ask the CFO: Cash Flow
This week’s Ask the CFO session was an incredible deep dive into one of the most crucial aspects of running a business—cash flow management. We explored why traditional cash flow statements often fall short and how businesses can take a more proactive approach to financial planning.
Key Takeaways from the Session
✅ Why a 13-Week Cash Flow Forecast is Essential
Many business owners rely on historical cash flow statements, but these reports only tell you where you’ve been—not wh…