• Rooting Out The Weeds

    An inventory of some key financial issues among my current clients emphasizes once again that it is seldom a brilliant decision that makes the difference between profit and loss. Rather, it is the development of well-considered financial policies and procedures and their persistent implementation that leads to persistent profitability. The challenge is to identify the…

    Read the full article →

  • Rolling Out The Dough

    Intentionally or not, an organization’s “corporate culture” almost always develops from the top down. In implementing their management philosophies, many successful entrepreneurs develop an internal financial strategy for their employees to complement the external strategy for their investors. The net result often is a group dynamic in which the whole is much greater than the…

    Read the full article →

  • The Modeling Kit

    Annie didn’t have a clue. There we were a few years ago in a cozy restaurant just off Via Veneto in Rome and she had no idea why we were there. On this first day out of Boston, all she knew was that we were going back to daVinci Airport in the morning. Bound for…

    Read the full article →

  • Singing the Health Care Blues

    Spring may be on the way, but for a lot of smaller companies, April is a bad-news month. It’s the month of health insurance renewals for a lot of Massachusetts firms which purchase their coverage through pooled groups. So lately my clients have been getting the news of their rate increases. And it’s been almost…

    Read the full article →