The Human Side of Succession ft. Mary O. Andrews
The first three episodes of PBO Advisory’s succession planning series covered the framework, the financial architecture, and the practical…
Learn More
Boards, Clients, and Where to Start | Putting Succession Planning Into Practice – PBO Advisory Group
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
Learn More
From Plan to Practice | The Honest Conversations Behind Real Succession Planning
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
Learn More
Business Analytics as a Leadership Discipline
Building strong business analytics is not a technology project. It is a leadership discipline. In this first episode of PBO’s…
Learn More
Succession Planning | Authentic Insights from the C-Suite
What does succession planning look like when a leadership team turns the lens on themselves? In this episode of PBO…
Learn More
Succession Planning – Part 3
The Human Side of Succession: Why People Matter Human capital — a company’s human workforce — is often a business’s…
Learn More
How to Choose the Best Exit Planning Option for Your Business
Personal goals, market conditions, and business dynamics all play a part in choosing the right exit strategy for your business.…
Learn More
Succession Planning – Part 2
It Worked for Us and Can Work for You As we discussed in part 1 of this series, PBO Advisory…
Learn More
Succession Planning
It Worked for Us and Can Work for You What Succession Planning Is… and Isn’t Despite what the blockbuster TV…
Learn More
Is the Financial Plan for your Family as well Developed as the Plan for your Business?
By Gregory Leiser, PBO Consulting CFO and John Wheeler, Akili Capital The work of a fractional CFO focuses on building…
Learn More