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 firstname.lastname@example.org.
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 now generated retained earnings in the business. Now what and what can you do with these new found "riches?" The first step is to congratulate yourself on creating a success and generating enough annual earnings to build up equity within the business. The next step is to determine how much to retain for a rainy day versus investing internal or external the company versus paying yourself.
WHAT YOU NEED TO KNOW
WHAT YOU NEED TO DO
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