Finance

Asset protection, budgeting and forecasting are hallmarks of successful financial management and ensuring your company’s success. From the minutia of daily bookkeeping and sales reports to the larger scope of growth plans or acquisition strategies, your company’s financial health is at the heart of what is possible for your company’s future. Our finance articles offer top resources for understanding a range of financial topics including finance for small business practice and corporate strategies for growth. Learn from finance articles that focus on performance indicators, economic confidence, asset protection, maximizing profit in any economic cycle, and the challenges that small businesses face.

  • Is it time to sell your business?

    Is it time to sell your business?

    Many business owners think periodically about selling their companies and cashing out. But how do you know when it’s the right time to sell? Here are three conditions to look for. If you and your company meet all of these conditions, it’s time to seriously consider transitioning the ownership of your business. Condition 1: There

  • Survey: CEO confidence holds steady

    Survey: CEO confidence holds steady

    The WSJ/Vistage Small Business CEO Confidence Index for October 2016 revealed that confidence in the economy among small business firms has meandered sideways in a virtual holding pattern during the past three months. The widely expected revival in growth of the economy above its 1% pace has apparently been overwhelmed by economic uncertainties generated by the U.S.

  • 2017 market factors that could disrupt your business plans — Part 1: The economy

    2017 market factors that could disrupt your business plans — Part 1: The economy

    At my strategy practice here at Optimize Inc., there’s a seasoned entrepreneur who often says, “A growing company is a thriving company.” Indeed, a company that doesn’t grow doesn’t survive. Growth is never easy, but leaders who are cognizant of external forces, such as those caused by the economy, are often better positioned to manage the challenge.

  • Survey: CEO confidence on the rise

    Survey: CEO confidence on the rise

      The WSJ/Vistage CEO Confidence Index reveals that persistent, slow economic growth is expected over the next 12 months. While 22 percent of those surveyed expect the U.S.economy to improve in the next year, more than 50 percent expect it to stay its present course. Nearly 70 percent of CEOs expect to see increased sales

  • Survey: CEOs growing optimistic about economy

    Survey: CEOs growing optimistic about economy

    The Vistage CEO Confidence Index revealed cautious optimism in the economy as confidence inches upward from a three-year low in the second quarter. Nearly 70 percent of CEOs expect increased revenues for the year ahead, and more than half expect increased profits. The overall numbers for September’s survey indicate modest predictions for growth, with a

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