Why Siloed Advisors Cost You Money (and How We Saved a Client on Taxes)

When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.

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Crack the Code of Profitability with Segmented P&Ls

Today, I want to talk to you about why analyzing your business using a segmented P&L is essential in today’s business environment if you want to remain/become competitive in growing your profitability. 

Maybe you’ve asked:

"My Revenue is up, we’re growing topline… but I don’t see my profits and more importantly, my cashflow reflecting this growth?"


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