The Conversation on The Business Plan

Great plans drive success, but what makes a business plan truly effective? This video delves into the critical elements of planning, emphasizing the
importance of team input, accountability, and aligning financial reporting with the plan. Discover how a well-structured plan ensures long-term success and stakeholder confidence.
The Conversation on Family Businesses

Handing down a family business from one generation to the next can have a successful outcome with the right practices in place. Partner and CPA, Rodney Davis provides practical and philosophic insights into succession, setting up a board and shareholder’s agreements.
How Finance Can Help Business Stay Ahead of The Competition

Rodney Davis advises companies on staying ahead of the competition and understanding why pricing strategies aren’t the only solution.