A Successful Pitch May Come Down to Your Words What to Say and What to Avoid Lately, we’ve been talking a lot about pitching investors. We talked about the importance of your story coming through loud and clear and why you need two pitch decks. And with all this “talk,” it now comes down to… | Read the full article »
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The Pitch Deck Something so Important, You Need Two of Them As someone who regularly helps others prepare to pitch to investors, I see one situation far too often. This may all sound a little too familiar to you as well. You are an entrepreneur who has done everything right. You developed a product or service… | Read the full article »
Pitch and Storytelling According to “Schitt’s Creek” A Successful Pitch is the Result of a Good Story Recently, I have been watching the Schitt’s Creek series on Netflix … for the second time, and enjoying it even more this time around. When I watched it the first time, I found myself getting irritated. But several… | Read the full article »
Non-Profit Mergers: It’s Time to Close. Now What? Beyond Planning & Due Diligence Last month, we talked about the initial considerations of a non-profit merger, as well as the critical due diligence phase. After finding unity of purpose, reflecting on the relevant issues and deciding that a merger aligns with your goals and mission, you engaged in… | Read the full article »
Last week, we talked about the strategic planning of an ERP system implementation, with factors to consider in both the planning and implementation phases. This week, we pivot to how to choose the right system for your organization. The decision has been made. You and your key stakeholders are ready to automate and streamline the… | Read the full article »
ERP System Implementation Importing a Phased Plan, Exporting Complexity Transitioning to updated, automated systems that support growth and infrastructure is crucial to the long-term success of an organization. As part of this transition, the value of an Enterprise Resource Planning (ERP) system cannot be underestimated. Despite some challenges due to the complexity of automating several functions… | Read the full article »
You Have Unity of Purpose, but What about Unity of Numbers? The Importance of Financial Due Diligence in Non-Profit Mergers Last week, we talked about the initial considerations of a non-profit merger. Once you’ve reflected on the relevant issues and made the decision that a merger aligns with your goals, donors, board members, and mission, it… | Read the full article »
It May be Time for Non-Profits to Consider a Merger A Possible Solution During Impossible Times The profound effects of the COVID-19 pandemic will be felt for years to come in all aspects of our lives and businesses. However, non-profit organizations have faced, and will continue to face, their own set of unique challenges. Overall closures, increasing unemployment, a lack… | Read the full article »
In all my years as a CPA and a CFO, I do not recall anyone (ever) who has gotten excited about a financial audit. No one wants to pay for an audit (in money and time), prepare schedules for the auditors, or answer the millions of questions they ask. Who has time for all of… | Read the full article »
There were more firsts this year than any of us care to count. Some issues, however, have been around for a very long time and aren’t going anywhere. In fact, many are more important than ever before. Financial strategies and solutions, infrastructure, investor relations, and negotiations simply do not quarantine themselves, even during a global… | Read the full article »