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August 3rd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

I was giving a keynote address to a group of medical practice business owners when one of the people in the room came up to me after and shared about his cash flow challenges. His practice was generating just shy of $3 million dollars a year in revenue, but he felt anxious because he never […]

July 28th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

“David,” my client asked, “How do we increase of volume? We’ve been struggling ever since we lost that one big account.”   This is such a common situation for a professional services firm to deal with – a painful need to quickly grow revenues. Considering that for most professional services firm, whether they be a […]

July 21st, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Do you have an open position that you just can’t seem to fill? Over the 30 days this has turned out to be a real hot spot for our business coaching clients – recruiting more effectively to find the right people for you your open seats on the bus. In fact, I was talking with […]

June 29th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Brian grew up in business. His dad, Ronnie, started the manufacturing firm, his mom, Marge, ran much of the administrative and financial aspects of the company, and family life revolved around the company. Brian studied engineering and earned his degree. After college he came back home and went to work for the family business, quickly […]

June 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In a few weeks I’m going to be speaking at a one-day conference on scaling a medical practice in Tampa. As I was preparing for this event I started writing out my best suggestions to help a medical business refine and strengthen its core systems. What I realized was this methodology would apply to any […]

June 15th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

On a recent web enabled round table with 12 of my top business coaching clients we dived deep into the subject of developing your key staff members. What became clear that a big part of our job on our respective companies’ payroll was to develop our respective teams to grow as producers, team members, and […]

May 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

One your key jobs as a leader in your company is to help your team, especially your direct reports, feel the progress they are making. All too often business leaders focus on all that’s left to be done, glossing over the very real victories and successes that their team has accomplished. This kills their team’s […]

April 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Are you thinking of bringing in a partner? Or formalizing a strategic relationship? Here are seven of the most critical lessons to consider before you finalize the deal. Lesson One: Only bring on a formal partner if that is the only way you can gain the talent, resources, or other element from your prospective partner. […]

April 6th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In my last article I shared three time-tested, broad-stroke strategies to protect company from fraud and embezzlement. Let’s dive deeper into the nitty-gritty details of financial controls. Here are the top 20 financial controls to safeguard your company and protect your bottom line. I’ve divided these powerful suggestions into four categories to make them easier […]

March 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

What is your biggest time waster at work? Is it: Phone calls? Meetings? Email? Staff interruptions? If you are anything like the 353 U.S. business owners my company Maui Mastermind surveyed you’re likely answer is “email” (57%), followed by either “phone calls” or “staff interruptions” (tied at 17% each). Regardless of which of these four […]

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