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Author: Doug Robertson

Fractional Bankers Unveiled: How Part-Time Financial Experts Drive Business Success

March 18, 2025 Doug Robertson

In today’s dynamic business environment, companies face evolving challenges that require specialized financial expertise. However, not all organizations can justify…

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Navigating Transaction Pitfalls: Lessons Learned from Complex Deals

February 18, 2025 Doug Robertson

In the intricate world of mergers and acquisitions (M&A), even the most meticulously planned transactions can encounter unforeseen challenges. For…

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Building Momentum Through the Holidays: Ensuring a Strong Start to the New Year

December 17, 2024 Doug Robertson

As the holiday season approaches, many businesses feel the temptation to slow down. Employees take time off, clients seem preoccupied,…

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Scenario Planning for Financial Resilience: Preparing for the Unexpected

December 11, 2024 Doug Robertson

In today’s volatile business environment, marked by geopolitical tensions, economic uncertainties, and rapid technological advancements, financial resilience is paramount for…

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Financial Leadership in Crisis: Managing Liquidity and Risk During Economic Downturns

November 29, 2024 Doug Robertson

In times of economic uncertainty, financial leaders play a pivotal role in steering their organizations through turbulent waters. Effective management…

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Growth Through Roll-Up Acquisitions: Opportunities and Pitfalls

November 19, 2024 Doug Robertson

In today’s dynamic business environment, companies are continually seeking strategies to enhance growth, increase market share, and achieve operational efficiencies.…

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Rethinking FP&A: How Dynamic Forecasting Enhances Decision-Making

November 14, 2024 Doug Robertson

In today’s rapidly evolving business landscape, traditional FP&A methods often fall short in providing the agility and precision required for…

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The Evolution of Debt Restructuring: Strategies for Companies Facing New Economic Realities

November 5, 2024 Doug Robertson

In today’s rapidly changing economic landscape, companies are increasingly encountering financial challenges that necessitate innovative debt restructuring strategies. Traditional methods…

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The Rise of the Fractional COO: Filling the Leadership Gap for Growing Companies

October 28, 2024 Doug Robertson

In today’s fast-paced business environment, companies are often caught in a delicate balancing act between growth and stability. As organizations…

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How to Maximize Efficiency with a Fractional Banker: A Game Changer for Mid-Market Firms

October 22, 2024 Doug Robertson

Mergers and acquisitions (M&A) often underscore the need for financial expertise, but the value of a fractional banker extends far…

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