In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
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In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
Unlocking ESOP Success: Employee Ownership, Business Growth & Legacy Planning
FinFactor: Expert Insights for the CFO
24 minutes
2 months ago
Unlocking ESOP Success: Employee Ownership, Business Growth & Legacy Planning
In this episode of FinFactor, Blaine Bertsch sits down with Matt Middendorp to break down the world of Employee Stock Ownership Plans (ESOPs). They explore how ESOPs impact company valuation, employee engagement, and long-term business legacy, while highlighting both the benefits and challenges of implementation. From feasibility studies and valuation modeling to avoiding common pitfalls, this conversation uncovers the key factors that make ESOPs successful. Real-life success stories il...
FinFactor: Expert Insights for the CFO
In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
