Tag: CFO Advisory
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Outsourced CFOs: A Game-Changer for Professional Services
Professional services firms often face the challenge of scaling operations while maintaining exceptional client relationships and operational efficiency. The key to sustainable growth is a solid financial foundation. This is where an outsourced CFO comes in—providing the strategic oversight and financial acumen needed to balance growth with profitability. Here’s how an outsourced CFO specializing in…
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Insights from Maryland MedTech Week 2025
Authored By: George Davis April 2025 marked a pivotal moment for the medical technology sector as innovators, investors, researchers, and policymakers gathered across the state for Maryland MedTech Week, held from April 7–11. Anchored by the Maryland MedTech Summit at the University of Maryland, College Park, the week showcased the region’s growing influence in life…
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5 Signs Your Business Needs an Outsourced CFO to Scale Successfully
As your business grows, so does the complexity of your financial management. While you may have started by handling finances yourself, there comes a point when expert guidance becomes crucial for sustainable growth. An outsourced, or sometimes called fractional, Chief Financial Officer (CFO) can provide the strategic financial leadership your company needs without the cost…
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Mapping the Future of Cybersecurity: A Q&A with SixMap CEO Jason Kaplan
Evergreen Advisors’ Entrepreneur Spotlight features Jason Kaplan, CEO of SixMap, a cutting-edge cybersecurity company and valued client of Evergreen’s Outsourced CFO Advisory practice. This Q&A article explores Kaplan’s perspectives on the dynamic cybersecurity landscape, SixMap’s innovative solutions, and how outsourced CFO services play a crucial role in scaling operations. Q: As a successful serial entrepreneur,…
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Highlights from the 2024 ASA Spring Fair Value Conference
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The event kicked off with a panel discussion from several valuation professionals representing each of the Big 4 accounting firms (Deloitte, EY, KPMG, and PwC), where…
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Evergreen CFO Spotlight: John Goode
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he provided strategic financial advice on process improvement in the construction, technology, and government services sectors. Learn more about John, his career at Evergreen, and whether…
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Outsourcing CFO Services: Unlocking Growth Potential for Your Company
In today’s dynamic business landscape, companies are constantly seeking innovative ways to streamline operations, optimize resources, and drive growth. One area that plays a pivotal role in achieving these objectives is financial management. As businesses strive to reach the next level, the question arises: Should you hire an outsourced CFO? In this blog post, we…
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Entrepreneur Spotlight: Simple Cell
In this edition of our Entrepreneur Spotlight, we’re thrilled to showcase one of our remarkable Outsourced CFO clients, Simple Cell, and highlight its co-founder, Nick Skelly. As a pioneering re-commerce company, Simple Cell has forged strong partnerships with manufacturers, national distributors, and big-box retailers. Their mission is to maximize the value and extend the life…
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Behind the Scenes with Fred Shaw: Vice President at Evergreen Advisors and Outsourced CFO at BTS
Fred Shaw is a Vice President in the CFO Advisory Practice of Evergreen Advisors, LLC. With diversified experience in both public and private accounting, Fred has provided financial advisory services to clients in various industries, including Manufacturing, Health Care, Service, and Government Contracting. At Evergreen Advisors, Fred helps businesses achieve their financial goals by providing…
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Cash Flow Management During a Recession
A recession is a period of economic slowdown that can have far-reaching consequences for businesses and individuals alike. With that in mind, it is more important than ever to be proactive and take control of one’s cash flow. It is a critical factor for both businesses and individuals to navigate the challenges posed by a…
