strategic consultant to:  

~ serial CEOs & CTOs in software, Internet, technology & digital media
~ experienced consultants in all fields to maximize their practices

Smart Planning Tools

My close colleague, Gene Siciliano (our “CFO for rent” at www.cfoforrent.com) is an excellent strategist, consultant and speaker.  His website is filled with resources and articles, and you can sign up for his newsletter.  I wanted to share this article with you about...

The necessaries of bank debt

This is a new series and category that addresses the deadly details of making sure that all your efforts in creating business and balance do not come to naught due to the necessaries of life left undone ~ necessaries like money, legalities, insurance, administrivia. ...

More ideas on gaining financial independence

Once, playing poker with Lewie Palter, a teacher of actors at Cal Arts, I remarked that actors had all the character traits of entrepreneurs:  they didn’t follow the usual path, they had deep confidence in their own talent, and they would abandon a conventional life...

Some personal reflections on financial independence

The weekend of Independence Day (2009), the radio show “Marketplace Money” ran a short piece on what it would be like to be financially independent.  One person described financial freedom as living free of credit card debt.  But the point of the story was more...

The language of the pitch, part 4 of 4

As we must expand our capital searches in this economy to funding sources outside of our immediate industry insiders, we now continue our exploration of clearer, simpler language for the pitch for capital (see more on this topic posted under writing & pitching)....

The language of the pitch, part 3 of 4

As we must expand our capital searches in this economy to funding sources outside of our immediate industry insiders, we now continue our exploration of clearer, simpler language for the pitch for capital (see more on this topic posted under writing & pitching)....