Learn how to write an executive summary. This guide shows you why to write it last, tailor it to your audience, include ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

By hiring a fractional CFO, small and midsized companies can leverage the same financial expertise without hiring a full-time ...

Comerica reports that businesses are increasingly opting to buy commercial properties for equity, control, and stability, ...

In the world of business owners and founders, confidence is the fuel that drives decisions, inspires teams and enables risk-taking and innovation. But even the boldest owners know that feeling a ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...

If you want to grow your practice, building a high-converting sales funnel is a skill that’s worth developing. Developing ...

Question: I am a new business in the process of developing a business plan pursuant to obtaining a bank line of credit. What financial documents are required?