Challenges exist at every phase of your business lifecycle. Whether you’re establishing your practice, expanding, maintaining, or preparing to exit, you need to be able to do what’s right in the moment, so you’re prepared for tomorrow’s opportunities. This includes asking yourself:

 

    What’s the overall health of my business? Do I have a solid foundation?

    Am I capturing the data I need to make sound business decisions?

    Do I feel like I should be more profitable? And, do I understand where my cash is going? 

    Am I clear on my goals and am I measuring the right KPIs?

    Is my business trajectory on track to achieve my ultimate career ambition?

 

These are tough questions, and with everything you and your team have going on, it’s tempting to save answers for another day. But, the future tends to sneak up on us, and unless you actively lead your business in an intentional direction, you may never fulfill your career ambitions.

Take Kevin Swanson of Potentia Wealth in San Jose, California, for example. His business was humming along just fine, but he knew it had greater potential.  And, from his two decade career, he knew something else: confidence comes from having a plan and a trusted expert at your side.

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"Our CFO and their supporting analysts have become true members of our team and strengthened our business in many respects.

From creating accountability through budgeting, to partnering within LPL to accomplish strategic initiatives, and providing consulting to get us to the next level, CFO Solutions has been an invaluable resource."

Kevin Swanson, Potentia Wealth

 

In 2019, he started working with CFO Solutions to bring industry analysis and executive insights into his business. Swanson and his LPL CFO identified several opportunities for strengthening his business, including: 

  • Budget implementation and cashflow planning
  • Employee compensation restructuring
  • Acquisition strategy, deal structuring, and financing

The result of the collaboration was a scalable foundation for Swanson’s operation and a strategic plan for long-term growth. "Our CFO and their supporting analysts have become true members of our team and strengthened our business in many respects. From creating accountability through budgeting, to partnering within LPL to accomplish strategic initiatives, and providing consulting to get us to the next level, CFO Solutions has been an invaluable resource."

To learn more about what CFO Solutions can do for you and your practice, schedule time with a business solutions consultant today.

 

The views and opinions expressed by the LPL Financial Advisor may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Potentia Wealth and LPL Financial are separate entities.

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