
Finding the Balance: How a Simple Fee Exemption Request Became a Business Opportunity
A simple negotiation for a fee exemption turned into a game-changing opportunity. Discover how open dialogue with a bank revealed new ways to grow a business.
A simple negotiation for a fee exemption turned into a game-changing opportunity. Discover how open dialogue with a bank revealed new ways to grow a business.
I am not a financial advisor, but I often review investment plans for many clients and one key criterion prompts me to offer some advice.
When your business is flourishing, and the cash position is robust, it’s time to consider “stash the cash” strategies.
Don’t tell lies on your tax returns. The numbers will speak for themselves, and it may be years later when you must remember why you did what you did.
Do you cringe when you get an envelope from your accountant or lawyer with some unknown surprise fee inside?
Have you ever worked through the math of selling versus keeping a business?
How much fun is it to sit with your accountant as they go through every line of your financial statement? Aren’t they speaking an entirely different language?
Even in challenging times, “spending a quarter” makes sense. If you are short on cash, consider “renting” some for a period of time.
Have you ever heard the saying, ‘you need to spend a quarter to make a dollar’? Money is cheap to ‘rent’ these days.
Every independent business owner needs a good relationship with their bank, but so many business owners are frustrated by the banking processes. Here’s our advice.
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