What is De-Risking?
De-risking is the deliberate reduction of the factors that make a business vulnerable, to ownership transition, revenue disruption, key person departure, or […]
What is Corporate-Owned Life Insurance?
Corporate-owned life insurance is a policy held and paid for by a corporation, used to fund buy-sell agreements, protect against key person […]
What is a CEPA (Certified Exit Planning Advisor)?
A CEPA is a professional designation awarded by the Exit Planning Institute to advisors who have completed rigorous training in the Value […]
What is a Buy-Sell Agreement?
A buy-sell agreement is a legally binding contract between co-owners that governs what happens to a shareholder’s interest if they die, become […]
What is Business Succession Planning?
Business succession planning is the process of identifying who will lead and own a business after the current owner, and building the […]
What is Business Readiness?
Business readiness is the degree to which a company can operate, perform, and sustain its value through an ownership transition, independently of […]
What is Attractiveness vs Readiness?
Attractiveness measures how appealing a business is to buyers based on performance and growth potential; readiness measures how prepared it is to […]
What is Working Capital Optimization?
Working capital optimization is the active management of receivables, payables, and inventory to reduce the cash tied up in the operating cycle, […]
What is Profitability Improvement?
Profitability improvement is the deliberate process of increasing the percentage of revenue that converts to profit, through pricing discipline, cost management, revenue […]
What is a Virtual Controller?
A virtual controller is a remote finance professional who oversees the accuracy, completeness, and integrity of a business’s accounting operations, typically delivered […]
What is a Virtual CFO?
A virtual CFO is an outsourced senior finance professional who delivers CFO-level services remotely, typically through structured, tiered service packages, providing strategic […]
What is Variance Analysis?
Variance analysis is the comparison of actual financial results against budget, forecast, or prior periods, explaining the differences and identifying what drove […]