Josh Ackerman’s Post

🌟 Are you navigating your business's financial waters with the confidence of a seasoned captain? 🚢 Join us on (Un)Conventional Wealth as Nelson Chu, CEO of Percent, shares his expertise on building a financially sound and sustainable business. With a focus on strategic investor relationships and effective financial management, Nelson offers a treasure trove of advice essential for every entrepreneur looking to thrive in a fluctuating economic landscape. 🔍 In this episode, you'll discover: 🌊 The Importance of Selective Investor Choices: Learn how engaging with the right investors through thorough diligence can anchor your business during storms. 💰Mastering Financial Stability: Nelson discusses how maintaining a substantial cash reserve and managing cash flow effectively are key to navigating economic uncertainties. 🔄 Adapting to Economic Shifts: Gain insights into adjusting your business strategies in response to market dynamics to stay competitive and profitable. 🛠️ Strategic Vendor Management: Determine how categorizing vendors can optimize operational efficiency and contribute to business growth. 🎧 Tune in to (Un)Conventional Wealth for this enlightening conversation with Nelson Chu. https://loom.ly/prYLgR8 Learn how to steer your business to financial success by making informed and strategic decisions. ✨ Don't just stay afloat—sail confidently into your business's future with the insights you'll gain from this episode! 👉 Check out the full episode and more valuable resources on our website: Unconventional Wealth.https://loom.ly/u4t9C0g Dive deep into the strategies that will help you build and maintain a robust financial foundation for your business.

Getting a clear grasp on your finances can truly transform the way you lead and grow your business. It gives you the clarity to make confident decisions, helping your business thrive in a way that stays true to your values. In honor of Financial Literacy Month, we’re inviting you to revisit our 5-episode series on the essentials of financial health—covering cash flow, profit, forecasting, margin, and more. Today, we’re diving deep into cash flow management. In this episode, our CEO and host, Christina Sjahli, CPA, CA, guides you through the ins and outs of cash flow operation, giving you the tools and strategies you need to feel in control of your business’s financial well-being. By the end of this episode, you’ll be ready to: • Extend your financial runway and feel a weight lifted. • Make decisions with confidence, backed by real data. • Prioritize your next steps, all while staying aligned with your mission. Happy listening—we’re so excited for you to dive in! 🎧 P.S. Gain the clarity, strategy, and support to scale your impact with confidence at profitreimagined. com/fractional-cfo-services/ #FinancialLiteracyMonth

Ready to take your financial strategy to the next level? We have your back!👋 Tune in to our episode with Tyler Chisholm to learn how we help businesses of all sizes navigate financial storms with confidence. Jamie explores the importance of diversity in industry and recruitment, ensuring teams offer exceptional service to clients. Plus, uncover the transformative impact of fractional CFOs in driving business success. 👀Don't miss out on these expert insights: (link in comments below) #financialstrategy #fractionalCFOs #growthbusiness

Fascinating discussion between Alan Pentz and Jon Morris on financial management in professional service companies! Jon shares invaluable insights from his journey with Rise Interactive and Fiscal Advocate, offering a roadmap for sustainable profitability and growth. Don't miss this episode packed with actionable financial strategies. Full episode links in the comments 👇 #FinancialManagement #BusinessGrowth #ProfessionalServices

🗝️ "Financial planning isn’t about investments—it’s about people." In episode #002 of Vaulted Views with Ray Lucia Jr., Joe P. Lucia talks about the importance of relationships, understanding clients’ goals, and why focusing on strategy leads to success in financial planning. Watch this episode, along with the entirety of Season 1, at www.rayluciajr.com

Mark Hayward speaks with Brandon Neely, co-host of the Wealth Wisdom Financial podcast and a profit-first professional. Brandon shares his journey from running Overflow Coffee Bar to venturing into financial consulting. They discuss the core aspects of a business mindset, profit-first strategies, infinite banking, and balancing professional life with personal commitments. Brandon emphasizes the importance of financial literacy, disciplined practices, and leaving a meaningful legacy. Whether you're an entrepreneur or looking to refine your financial strategies, this episode offers valuable insights to help achieve stability and growth. financial literacy, disciplined practices, and leaving a meaningful legacy.

📈 The Power of a Compelling Strategic Plan In this episode of our ‘Exit Planning for Business Owners’ series, Jason Woon and Jason Buhlinger stress the importance of having a strong strategic plan with a compelling story before selling your business. Jason Buhlinger points out that a powerful narrative can greatly boost the perceived value of your business. He advises owners to refine their sales pitch so it matches their financial and operational performance. Getting ready to sell your business? Our valuation experts can help: https://ow.ly/aTre50UmBqz #StrategicPlanning #ExitPlanning #SuccessionPlanning #BusinessStrategy #FinancialPerformance

Want to make your business more financially stable? Brooke Lively, financial expert and founder of Cathedral Capital, has the answers. She's breaking down how to create predictable income streams, keep your financials clean, boost business valuation, and plan a profitable exit! What if I don't have recurring revenue? No problem! Brooke breaks down strategies for businesses with non-recurring revenue models (like law firms and consultancies) to create stability and attract buyers Do I need to have my finances totally in order? YES! Clean, accessible financials = credibility and increased business value. Ready to take your business to the next level? Listen to this episode with Brooke Lively now and start making data-driven financial decisions that lead to real growth! https://lnkd.in/gH-D-EHU

📈 The Power of a Compelling Strategic Plan In this episode of our ‘Exit Planning for Business Owners’ series, Jason Woon and Jason Buhlinger stress the importance of having a strong strategic plan with a compelling story before selling your business. Jason Buhlinger points out that a powerful narrative can greatly boost the perceived value of your business. He advises owners to refine their sales pitch so it matches their financial and operational performance. Getting ready to sell your business? Our valuation experts can help: https://ow.ly/tPAj50UgMIX #StrategicPlanning #ExitPlanning #SuccessionPlanning #BusinessStrategy #FinancialPerformance

📈 The Power of a Compelling Strategic Plan In this episode of our ‘Exit Planning for Business Owners’ series, Jason Woon and Jason Buhlinger stress the importance of having a strong strategic plan with a compelling story before selling your business. Jason Buhlinger points out that a powerful narrative can greatly boost the perceived value of your business. He advises owners to refine their sales pitch so it matches their financial and operational performance. Getting ready to sell your business? Our valuation experts can help: https://ow.ly/Mvk250Ugrkb #StrategicPlanning #ExitPlanning #SuccessionPlanning #BusinessStrategy #FinancialPerformance