When businesses receive a customer complaint, they would be well served to listen carefully. Those that take the time to voice a complaint have likely been your most loyal consumers over time and are taking the time to bring a …
I don’t golf. That might seem like a strange opening for a blog post titled “Finance Matters”. Who cares whether I care to spend my Saturdays walking around swinging a golf club or not? But, there’s a point to be …
I am well known for talking with clients (and anyone who will listen) on the subject of how business owners can do a better job of working with their bankers. I’ve done a monthly newsletter and podcast on the subject …
Recently I was talking with a CPA about the legal structure of a client vis-à-vis tax related issues. First, let me say that I’m not a CPA and I rely on tax matter experts for both my own and all …
Distill. Simplify. Refine. Condense. Reduce. Shrink. Edit. Summarize. Purify. Shorten. Abbreviate. Crystalize. These are all words which suggest reducing something to its simplest form. I’m sure you can think of others. Pick whichever one you like and post it on …
The inspiration for my monthly newsletters comes from many different places. Sometimes it is a client experience that I think will be of interest to my readers, at times an experience I personally had with a business, others from a …
As I write this newsletter, I have insights into several businesses where transition issues are somewhat of a hot topic. Frankly, this isn’t an area on which I focus but I have dealt with it over the years. The differences …
Today, I celebrate the ten year anniversary of my Finance Matters newsletter. When I started this venture, I tried to come up with a dozen topics so that I could make it through the first year. I got to ten …
OK, how’s quoting a 1998 hit by Shania Twain as a business reference? For those who don’t remember, are too young to remember, or just want to revisit the ‘90’s, here’s a link to That Don’t Impress Me Much on …
I’m not sure what it is about the New Year but I’ve heard the phrase “we need a process” just a few too many times already (and it’s only January). Maybe people are looking at opportunities they missed in 2015. …