Financial Planning

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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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  March 2025 Financial Planning Strategies

  Tags: Budgeting, Debt-to-Income Ratio, Financial Advice, Financial Goals, Financial Planning, Financial Strategy, Home Affordability, Home Buying, Home Equity, Homeownership, Investment Property, March 2025 Financial Planning Strategies, Mortgage, Mortgage Rates, Personal Finance, Portus Wealth Advisors, Real Estate, Real Estate Investing, Second Home, wealth management
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  March 2025 Economic and Investment Update

  Tags: Business Impact, Consumer Impact, Diversification, Economic Analysis, Economic Growth, Economic Implications, Financial Markets, Financial Planning, Global Markets, Investment Advice, Investment Outlook, Investment Strategy, March 2025 Economic and Investment Update, Market Uncertainty, Market Volatility, Portfolio Positioning, Supply Chain, Tariffs, Trade Policy, Trade Tariffs, US Economy
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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
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  Business Owner Charitable Giving Strategies

  Tags: Business Asset Donations, Business Owner Charitable Giving, Business Owners, Business Philanthropy, business succession planning, Capital Gains Tax, Charitable Contributions, Charitable Giving Strategies, Closely Held Business, Community Impact, Donating Appreciated Assets, Family Business Giving, Financial Planning, Legacy Building, Marketable Securities, National Christian Foundation, NCF, Non-Cash Asset Donations, Philanthropy, Selling a Business Charitable Giving, Small Business Giving, Stock Donations, Strategic Giving, Tax Benefits, Tax Efficient Donations, wealth management