Scott Geller of Capitis Advisors, LLC - “The CFO Perspective”
Retained Earnings Reinvestment
I have 20 years of experience in the finance realm that started with the Federal Reserve Bank as a bank examiner, moved on to 7 years at a Fortune 300 insurance company, and then a 60 person spin-off technology firm under the Allianz umbrella of companies. I was with the spin-off from day zero all the way until the unfortunate end when I had to close down the business.
I am now a financial consultant serving primarily as a fractional or part time CFO for companies that range from start ups to young and scaling to established with stable growth. I take over from the accountant as a lean cost effective option for Profits Engineering, Cash Optimization, Strategic Acceleration and Executive Partnering committed to your success. Please contact me at email@example.com.
PROBLEM STATEMENT/SHOW OBJECTIVE
As a business owner or leader, you've created a successful company despite all the factors pushing against you and have decided it might be time to sell the business. The process can be difficult, confusing, and frustrating. Ideally, you've taken the steps we covered through the previous 10 shows to set you up for this pivotal point in your business's life cycle. You have a range of factors to consider from industry size of your company, market conditions and even who you are targeting as your best buyer. However, preparation and assistance can be tremendous in landing a successful sale.
WHAT YOU NEED TO KNOW
WHAT YOU NEED TO DO
PREVIOUS SHOW: 2020_12_14 - Investing Retained Earnings
NEXT SHOW: 2020_12_28 2PM EST - Season Overview
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