Entries by Dan Doran

Reminder: State of M&A Webinar Tomorrow

Last Call! Register Here…. I’ll just go ahead and skip all the trite pleasantries about how we are in the “new normal” and get right to it: are you curious what is going on with M&A deals? I mean… it’s been quite a year, right? It’s been nearly one year exactly since I wrote “Is […]

Are you Stuck in neutral?

As people have settled into (my new, least-favorite phrase) the “New Normal” one of the trends that I’m seeing is companies and management setting thing’s on cruise control. The reasons are myriad, ranging from “I’m just happy we survived” to focusing on new roles as home-schooling teachers. In many cases there’s also a sense that […]

Protect Your Business from Financial Fraud: COVID-19

It’s another day of the COVID-19 lockdown—day 11, 18, 43? You’ve lost count. You brew some coffee and pull out your phone, already wincing at what the day’s news might bring. But instead of headlines, the first thing you see is an email. It appears to be from Bank of America, offering you a $250,000 […]

How to Manage Cash Flow in a COVID-19 World

Does your business have enough to make it through the next month?  How about the next six months? As the world grapples with the COVID-19 (coronavirus) pandemic, organizations are operating on a long and uncertain timeline—and facing significant cash flow issues. The virus has shut down cities, upended supply chains, forced teams to go remote, […]

Moving Your Accounting Offsite ASAP- and Fractionalizing It

COVID-19: How to Go Virtual and Move Your Business Accounting Offsite ASAP Sixty-two percent.  That’s how many businesses lacked an emergency plan as of September 2019, according to Ready.gov.  Now, just a few months later, we know the real cost of unpreparedness. As the world wages war against the COVID-19 (coronavirus) pandemic, untold numbers of […]

Can’t Miss Opportunity in the Storm: Estate Planning in a Downturn

We can all admit that today’s COVID-19 environment is nothing sort of strange. We are all operating in an unprecedented environment of both uncertainty and boredom. With all the uncertainty it can be hard to think long term and strategically – but let’s do that (and maybe address some of the boredom too). Let’s talk […]

COVID-19: Financial Planning for Entrepreneurs Right Now

Statistics routinely suggest that a single operating company makes up 80% of most entrepreneurs wealth. And while there is a ton of focus right now on how your 401K and other investments have fared, the real question is actually far broader. How has your entire portfolio fared? Let’s think about it this way: if your […]

Webinar: Cash Flow Tools and Tips for RIGHT NOW

This is an exceptionally challenging time for many companies. Join us on this webinar where we will be discussing tools and techniques for managing cash flow *right now*. Plan for this to be a pretty practical session (more common sense, less theory). We’ll plan to keep it pretty short at about 30 minutes. Time: 3/25 […]