Are Wealth Advisors Relevant to Business Growth?
That’s a pretty provocative headline, right? And it’s a real question: Is a wealth advisor relevant to business growth? Our answer? Absolutely... ...
1 min read
George Sandmann, Founder
:
Jun 27, 2024 10:31:19 AM
Business Advisor Marketing Resource: The Power of a Fractional CFO
Does this sound like something you've heard? “If we’re so profitable, why are we broke?” This where a Fractional CFO is a game changer. [audio file] The CFO is not a number counter: the CFO is a number predictor. "We are growing and need cash - how much capital will we need and when?" Don't look to your bookkeeper or Controller - they are historians. If you are growing a business, and especially if you are planning an M&A transaction, then a CFO is a must. They're a specialized mechanic helping get your rig ready for the big race.
Want to get a feel for the power of a good CFO? Hire a Fractional and let them do their thing.
Here’s a video highlighting why a Fractional CFO might be exactly what you need, what they are accountable for, and how to measure their success.
PS: CPAs, if you're working on delivering CAS 2.0 services then LISTEN UP! This is for you.
Get your copy of the deck here. Growth-Drive Members, you can grab an editable copy in the community Marketing Resources space.
Feeling like this is something you'd like to know more about? Book a consultation here - it's free, no obligation. You'll learn at least one 'something valuable' you can apply immediately, we promise.
There are a lot of good tools out there. The Growth-Drive Platform turbocharges tools and systems like EOS(r), Ninety.io(r), BizEquity(r), Capitaliz(r), ValueBuilder(r), VOP(r), ProfitCents(r) and more. Brands and marks are the property of their respective owners.
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