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Tag: Planning

Kevin Briscoe and Holmberg Mechanical owner Jeff White beside fabrication equipment
Case Studies

Holmberg Mechanical

The Long View: Our 17-Year Partnership with Holmberg Mechanical Walk into Holmberg Mechanical’s Bellevue headquarters and you immediately sense momentum. The building is only a…

CFO Selections Team
A woman leading a discussion with colleagues around a conference table.
Business Finance

Capital gains in Washington state The human decisions behind the numbers

Capital gains planning is more than a conversation about taxes. It’s about identity, family, legacy, tradeoffs and non-negotiables. It’s about guarding your pocketbook, but also…

Jen Girard
CFO Selections' Rebecca Alderfer stands in a convention center hallway with colleague
People Behind the Numbers

Meet Rebecca Alderfer

At CFO Selections, we may work in numbers… but we’re in the business of people. Because behind every financial report is a person making hard…

Scott Fowle
Close-up of Tom McDowell in sunglasses and a red Concorso Italiano cap.
People Behind the Numbers

Meet Tom McDowell

At CFO Selections, we may work in numbers… but we’re in the business of people. Because behind every financial report is a person making hard…

Kevin Briscoe
Colorful illustration of a branching decision tree above the words Decision Tree.
Business Finance

When to Use a ‘Decision Tree’ for Business Planning

For those not familiar with the term, a decision tree is a flow chart that works through all possible response options in a scenario to…

CFO Selections Team
Graphic of connected financial icons around the words Financial Modeling.
Business Finance

Understanding the Importance of Financial Modeling: Should You Build a 3-Year Model?

“How do you build a three-year financial model?” It’s a question we get (and answer) a lot. A financial model is a type of financial…

CFO Selections Team
Interlocking gears labeled with planning terms including risk management, strategy and cost.
Business Finance

Business Continuity Planning and Risk Management

One of your most important tasks as a business leader and manager is mitigating risk. Understanding what kind of risk exists, planning for the impact of…

CFO Selections Team
Illustration of an emergency plan clipboard beside the words Planning for Unordinary Days.
Business Finance

Emergency Preparedness Best Practices: Planning for the “Unordinary” Days

As I was working on this article, the region where I live was hit by a “bomb cyclone” – an ocean-generated storm that, while not…

Charlotte Morin
A red paper plane rising above hand-drawn business and finance doodles.
Startups

How to Create a Financial Business Plan for a New Venture

Every year, millions of people have a great idea for a product or service. It might be either the formation of a new business or…

Bill Palmer
Title graphic reading COGS and SG&A: From a CFO's Perspective above a magnifying glass.
Business Finance

What is The Difference Between COGS and SG&A?

As fractional CFOs (Chief Financial Officers) we get a lot of questions about COGS (Cost of Goods Sold) and SG&A expenses from our clients. They…

CFO Selections Team