Strategy Meets Finance

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   As the third generation internet develops, many are wondering how this Web3 will transform business, finance, communities, and other ways of living in a digital world. Is this decentralized ecosystem supported by blockchain, machine learning, and A.I. just hype, or does...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   The Chief Financial Officer (CFO) holds the top financial position in a company and is responsible for its overall fiscal functions. Although most understand their fiduciary duty to protect and grow the assets of the business, not all CFOs approach their position in the...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Cryptocurrency, also referred to as "crypto", is a form of digital currency that has the potential to disrupt the traditional form of money.  Unlike paper currencies, such as the U.S. dollar, a cryptocurrency is created and secured through encrypted data strin...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Have you ever wondered what goes on behind the curtain when banks are deciding whether to approve a business loan?  Commercial lending, which includes secured and unsecured credits to businesses for growth and working capital purposes, is not as mysterious as it appears...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Technical analysis is a discipline that involves leveraging price trends and patterns to evaluate investments and identify trading opportunities.  To be successful when employing this technique, investors must follow fundamental principles to spot valuable indicators of...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   What’s the difference between a DBA, LLC, Partnership, S-Corporation, and C-Corporation? As you can imagine, these different legal entities, founded by one or more natural persons to conduct business activities, come with significant implications related to taxation, ow...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Buying a home doesn't have to be a big mystery--especially when it comes to the financing side of the transaction.  That's why on this episode I talk with Dan Keyes, a Loan Officer at Western Financial Funding, to uncover exactly what underwriters look at when...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   In the quest for ongoing operational efficiency and cost management, CFOs are streamlining, digitizing, and restructuring FinOps. However, most finance functions lack the tools to manage cash flow and spend in an effective, real-time manner.  As a result, cash forecasti...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   When it comes to privately held businesses, estimating value can oftentimes seem like a mysterious process that is performed in a black box. This misunderstanding results in a significant missed opportunity for business leaders and owners to drive meaningful value creat...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Curious about how the Federal Reserve manages our money? In this episode, Steve discusses the Federal Reserve's announcement about interest rates, quantitative easing, and what all this stimulus means for the economy. _______________________________________ Disclai...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   What if how we were taught to look at and manage debt is simply misguided?  Hundreds of millions of consumers stress about paying off student loans, credit cards, and mortgages while struggling to grasp how they might ever get ahead financially.  Debt can be crippling,...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Join Steve Coughran in this new episode where he dives deeper into the components of the income statement and how to drive meaningful impact by leveraging its value drivers. _______________________________________ Disclaimer: The views expressed here are those of the in...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   One of the biggest obstacles that prevents us from achieving financial success and living a life of abundance is our mindset. Our insecurities, limiting beliefs, and fear sabotage even our best intentions and keep us stuck in circumstances that aren't always desira...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   The number one thing that holds people back from achieving financial success is their mindset. Thoughts are things, and when we hold limiting beliefs or feelings of scarcity and lack, we tend to manifest the reality we do not want in our lives.  Harnessing a mindset of...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   In 2020 we are expected to have a federal deficit that exceeds 3 trillion dollars. 1 trillion dollars is a thousand billion dollars, or a million, million dollars.  If you took $1 bills and stacked them in a pile it would measure 67,866 miles long, which would stretch a...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   In the world of finance there are bull and bear markets. Trying to time these markets may prove to be a difficult task, however by understanding what indicators and trends to watch for, investors can find opportunities in both good and bad times. Join me for this episod...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Navigating the complexities of retirement planning may feel daunting at times, but it doesn’t have to be this way.  In this episode I talk with Bill and Pete Bush from Horizon Financial Group, authors of The Runway Decade , about the ins and outs of 401Ks and IRAs.  We...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   What's the difference between trading, investing, and gambling when it comes to stocks?  In this episode seasoned investor and financial expert, Adam Mesh, walks us through the strategies required to maximize one's wealth and earn consistent returns in the sto...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Venture capital is one of the most important and least understood sectors in finance.  As a form of private equity financing, venture capital provides funds to startups, early-stage, and emerging companies that have demonstrated high growth or have the potential to scal...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Working capital can be a confusing concept and can get businesses in trouble if not understood clearly by management.  In fact, 70% of companies that go bankrupt are profitable when they close their doors.  It is possible for a company to have profits, but also have NO...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   I discuss 3 ways to boost your gross profit: grow your revenue, achieve a price premium, and find cost efficiencies. These valuable insights can help you transform your business, which is what Coltivar is all about. _______________________________________ Disclaimer: Th...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Did you know a company can have positive net income but have negative operating cash flows? _______________________________________ Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views o...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   "The Balance Sheet is dear to me, Assets, liabilities, and equity..." _______________________________________ Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar o...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   I discuss the core components of the income statement to help you uncover helpful insights. If you're looking for a nerdy accounting podcast, you've come to the wrong place. If you're ready to have some fun and maybe even learn a new tune, click that play...

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check   Financial Intelligence Toolkit   Are you ready to break free from the stigma of being "bad with numbers"? Whether you're running a business, leading a team, or simply striving for financial confidence, this episode is your gateway to understanding the numbers that matter. Steve shares hi...