Fund&Grow’s Post

Top 5 common misconceptions about virtual CFO and why they’re far from reality. If you own or lead a business, you’ve probably heard some firm statements about virtual CFO services. While no service is free from misperceptions, some so-called ‘truths’ often stem from misunderstandings about what these services truly offer. In this week's article, we discuss some lies about virtual CFO services. 𝗦𝗽𝗼𝗶𝗹𝗲𝗿 𝗮𝗹𝗲𝗿𝘁: if you still believe in any of them, it’s time to update your financial literacy. Enjoy the read! https://lnkd.in/gTK-snBF

Episode 4: Embedded Family Office   In this episode, Daniel Farber breaks down the Embedded Family Office—a structure designed to manage both business operations and the unique needs of family members. With services like wealth management, financial planning, and administrative support all under one roof, learn how this approach can help you operate your family enterprise more effectively. 👉 Watch the episode — https://lnkd.in/g3Ss5Ddb   #FamilyEnterprise #FamilyBusiness #FamilyOffice #HLCEquity

Elevate Your Finances to New Heights! 🚀 Discover How a Fractional CFO Can Be Your Innovative Edge for Financial Mastery. Intrigued? Step into the World of Smarter Stewardship Here 👉 https://nuel.ink/J9v8Gv #FinancialSuccess #CFOsecrets #UnlockPotential

Elevate Your Finances to New Heights! 🚀 Discover How a Fractional CFO Can Be Your Innovative Edge for Financial Mastery. Intrigued? Step into the World of Smarter Stewardship Here 👉 https://nuel.ink/J9v8Gv #FinancialSuccess #CFOsecrets #UnlockPotential

I was recently interviewed on The Voices of Business: SCV, where I talked about the importance of long-term financial planning. In the episode, I dive into how a comprehensive plan can help you achieve financial clarity, make tax-efficient decisions, and secure your future. Whether you’re a business owner or investor, planning is key to navigating today’s challenges while staying focused on your long-term goals. 🎧 Listen to the episode and schedule a consultation with our team to start building your long-term financial plan today.👇 Listen here: https://lnkd.in/guaGfGBD Schedule a complimentary consultation here: https://lnkd.in/eqYD7yS #FinancialPlanning #LongTermSuccess #WealthManagement #TaxPlanning #BusinessGrowth #InvestmentStrategy #SecureYourFuture #FinancialClarity #RetirementPlanning #FinancialGoals #SCV #BusinessOwner

Unlock financial stability and growth with a Fractional CFO your business can trust! Our expert CFOs at Atlas Services bring a wealth of experience to the table, helping you navigate complex financial decisions with confidence. Say goodbye to uncertainty and hello to a brighter financial future! #FractionalCFO #FinancialStability #BusinessGrowth #BusinessSuccess #AtlasServices

Ready to elevate your financial strategy? Discover how our resources can help you manage risks effectively. Don’t leave your financial future to chance—see how a Fractional CFO can safeguard and accelerate your business success. https://ow.ly/YYbU50Tna6K #BusinessSafety #RiskManagement #FractionalCFO #Cathcap

What steps are you taking today to ensure a successful transition tomorrow? In Episode 127 of the Modern CPA Success Show, Adam Koós from Libertas Wealth Management Group dives into effective financial planning strategies for business owners. Discover how to manage appreciated properties, navigate tax implications, and plan for a smooth transition. Find the full episode here ⬇️ #BusinessTransition #DST #TaxStrategy #ModernCPA

What steps are you taking today to ensure a successful transition tomorrow? In Episode 127 of the Modern CPA Success Show, Adam Koós from Libertas Wealth Management Group dives into effective financial planning strategies for business owners. Discover how to manage appreciated properties, navigate tax implications, and plan for a smooth transition. Find the full episode here ⬇️ #BusinessTransition #DST #TaxStrategy #ModernCPA

Thinking about selling your business? It’s never too early to start planning! 💼🔍 On Episode 127 of The Modern CPA Success Show, Adam Koós and Tom break down the essential steps every business owner should take NOW for a smooth transition—whether you’re selling in 3 years or 13. From navigating appreciated properties to leveraging Delaware Statutory Trusts (DSTs) for tax benefits, this episode is packed with insights to help you maximize your exit strategy. 🎯📉 Listen in to discover why proactive financial planning is crucial and how CPAs can help guide you through the process. Your future self will thank you! 🙌💰 WATCH here//bit.ly/3ZegNoe #CPA #BusinessPlanning #ExitStrategy #DST #FinancialSuccess