Working capital gives growing businesses the flexibility to cover short-term obligations, support operations, and pursue new opportunities. Learn how receivables, inventory, payables, and forecasting affect financial stability.
Financial Forecasting Why Looking Back Isn’t Enough to Grow Forward
Financial forecasting helps business owners look beyond historical reports and make smarter decisions about growth, hiring, cash flow, and long-term planning. Learn why looking back isn’t enough to grow forward.
The Difference Between Profit and Cash Flow (And Why Profitable Businesses Go Broke)
A business can show strong profits and still run out of cash. Learn the critical differences between profit and cash flow, why growth can create liquidity challenges, and what business owners should monitor to stay financially healthy.
Cash Conversion Cycle: The Number Most Owners Have Never Heard Of
A profitable business can still struggle with cash flow. Learn how the cash conversion cycle measures the time between spending money and getting paid, why buyers and lenders care about it, and how improving just a few operational metrics can unlock significant working capital.
The 5 Financial Metrics Your Accountant Watches (And You Should Too)
Most business owners focus on revenue and bank balance, but those numbers rarely tell the full story. This article breaks down the five financial metrics experienced accountants and advisors monitor to identify profitability issues, cash flow pressure, and operational risks before they become major problems.
The Owner Compensation Problem Nobody Talks About Until It
Owner compensation is often structured for tax efficiency, but in a sale process, it can quietly reduce your valuation. Here’s how buyers actually evaluate it.
Profit Is Not Cash Flow and Buyers Know the Difference
Profit may look strong on paper, but buyers focus on cash flow. Here’s how the gap between the two can impact your deal.
Goldman Sachs Just Told Us 2026 Is Going to Be a Very Different M&A Market
Goldman Sachs is forecasting a major increase in M&A activity for 2026, driven by trillions in available capital and AI-driven demand. Here’s what it means for business owners considering selling, acquiring, or staying independent.
Why the World’s Central Banks Are Stuck in Neutral
Central banks aren’t cutting rates because inflation isn’t demand-driven. It’s being fueled by global supply shocks, and that changes how business owners need to plan.
The Treasury ETF Tax Trap Most Investors Are Walking Right Into
Treasury ETFs may seem safe, but their tax treatment can reduce returns. Learn how hidden tax inefficiencies impact your portfolio.
Bill Clement
Bill is a Managing Partner of the firm and began his career in public accounting providing audit, tax, consulting, and other key services to privately-held manufacturing, construction, technology, and industrial companies.