Entrepreneurship

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  More Than Profit: Aligning Your Charlotte Business with Your Values

  Tags: Aligning Your Charlotte Business with Your Values, business financial planning, Business Strategy, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Entrepreneurship, Financial Independence, holistic financial planning, legacy planning, Life Goals, NC financial planner, Personal Values, Portus Wealth Advisors, Values-Based Planning, work-life balance
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  The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  Tags: Accounting, Business Consulting, Business Decision Making, Business Finance, Business Financial Health, Business Growth, Business Owner Advice, Cardinal Finance, Cash Flow Management, CFO Services, Charlotte Business, Charlotte NC business advisor, Charlotte NC Financial Planner, Charting Opportunities, Entrepreneurship, Exit Strategy, Finance for Business Owners, Financial Leadership, Financial Management, Financial Oversight, Financial Planning, Financial Strategy, Fractional CFO, Greg Brown, Hiring a CFO, M&A Prep, Medium Sized Business, NC financial planner, Outsourced CFO, Part Time CFO, Portus Wealth Advisors, Profitability, Scale Up Finance, Small Business CFO, Startup Finance, Strategic Finance
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  Is It Ever Too Early? The Right Time for Charlotte Business Owners to Start Succession Planning

  Tags: Business Ownership, business succession planning, business transition, Business Value, Charlotte Business Owner, Charlotte NC, Entrepreneurship, Exit Strategy, financial planning for business owners, legacy planning, Small Business Strategy, Start Early, Succession Planning
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  Founder Secrets: Build, Grow & Exit Your Business

  Tags: Atlas Insurance Management, Business Growth, business leadership, Charting Opportunities, Entrepreneurship, Exit Strategy, founder journey, founder secrets, M&A, Martin Eveleigh, niche market strategy, Portus Wealth Advisors, Scaling Business, Succession Planning
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  Selling Your Business to Private Equity | Charting Opportunities

  Tags: business acquisitions, business advice, Business Exit Planning, Business Interview, Business Valuation, Charlotte Business, Charlotte financial planner, Charting Opportunities, Construction Private Equity, Deal Flow, Deal Structuring, Dry Powder, due diligence, EBITDA, Entrepreneurship, Exit Strategy, Expert Insights, Financial Analysis, Financial Reporting, Fundraising, GEM Investments, Growth Strategy, Healthcare Private Equity, How to Sell Your Business, Industrial Private Equity, Investment Banking, Investor Relations, Jay Ripley, Leveraged Buyout (LBO), Local Private Equity, Market Trends, Maximize Business Value, Mergers and Acquisitions (M&A), middle market, NC financial planner, operational efficiency, PE Firms, PE Investors, Portfolio Companies, portus wealth, Preparing for Business Sale, private equity, Rollover Equity, Selling Your Business, Service Industry Private Equity, small business, Software Private Equity, Southeast Business, Valuation Multiples
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  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management
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  Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities

  Tags: business acquisitions, business advice, Business Finance, Business Growth, business insurance, business liability, business operations, business protection, Business Strategy, business video, captive insurance, Charting Opportunities, commercial insurance, Entrepreneurship, Financial Advice, Harold Howell, Insurance, insurance advice, insurance coverage, insurance evaluation, insurance expert, liability insurance, medium business insurance, optimize insurance, Podcast, property insurance, reduce business risk, risk management, save money on insurance, small business insurance, Spartan Corporate Advisors, video interview, workers compensation
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  Does Hiring A Fractional CFO Make Sense For Your Business?

  Tags: Accounting, Benefits of a Fractional CFO, Business Finance, Business Growth, Business Networking, Business Owners, Business Sale, Business Strategy, Business Success, Business Valuation, Cash Flow, CFO Services, Clean Financials, Do I Need a CFO?, EBITDA, Entrepreneurship, Financial Clarity, Financial Complexity, Financial Forecasting, Financial GPS, Financial Insights, Financial Management, Financial Planning, Financial Reporting, Fractional CFO, Fractional CFO Cost, Greg Brown (Cardinal Finance), Guest Speaker, HVAC Industry, Improving Profitability, Local Event, Managing Finances, Numbers Guy, Podcast, Practical Advice, Real World Examples, Scaling Business, Small Business Finance, Succession Planning, Tax Efficiency, Triple C's Barrel Room, When to Hire a Fractional CFO