How Strategic CFOs Help Business Owners Move Forward with FocusCFO скачать в хорошем качестве

How Strategic CFOs Help Business Owners Move Forward with FocusCFO

Join us for an exclusive episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. This week, Josh welcomes Darren Cherry of FocusCFO, a firm specializing in fractional CFO services for the lower middle market. Darren walks us through FocusCFO’s unique dual-role model that pairs business owners with both a relationship lead and a CFO focused on strategic execution. From cash flow forecasting to transition readiness, their team helps companies grow with confidence and clarity. Darren also shares how they integrate the Value Acceleration Methodology, what makes a good client fit, and how they collaborate with financial advisors and CPAs across the CEPA community. Want to learn more? Go to: https://linktr.ee/theexitplanninginst... Connect with Epi:   / exit-planning-institute   ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0iXzdvQ... ============================================ CONNECT WITH EPI YouTube:    / @exitplanninginstitute2.0   Linkedin:   / exit-planning-institute   Website: https://exit-planning-institute.org #ExitPlanningInstitute #ScottSnider #Podcast ============================================ About Josh As the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide. He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.