Insights
The New SBA SOP | What the Quality of Earnings Requirement Means for Business Acquisitions
Episode 15PBO Perspectives in Business, Finance & HR The New SBA SOPWhat the Quality of Earnings Requirement Means for Business…
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Who Owns Total Rewards? Why Finance, HR, and Operations Should Build It Together
BlogFrom PBO Perspectives Episode 14 Who Owns Total Rewards? Why Finance, HR, and Operations Should Build It Together A total…
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SBA SOP 50 10 8.1 | What the New Quality of Earnings Requirement Means for Your Next Acquisition
BlogFrom PBO Perspectives Episode 15 SBA SOP 50 10 8.1What the New Quality of Earnings Requirement Means for Your Next…
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Total Rewards | Building It Together ft. Lisbeth Fletcher
CEO Fran San Diego, CFO Kristy Facchini, CPO Nicole Devine, and Feeding San Diego’s Lisbeth Fletcher on building total rewards that people value.
Agility Is the SMB’s Secret Weapon: How to Operationalize the Advantage of Size
Most SMBs operate as if their size is a disadvantage in a market dominated by larger competitors. They watch what…
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Stanislaus County Affordable Housing Corporation: Building a Transparent, Monthly-Close Financial Operation
Stanislaus County Affordable Housing Corporation (StanCo) is a mission-driven nonprofit based in Modesto, California, dedicated to expanding access to affordable…
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Fractional vs. Interim | What’s the Difference, and Which One Do You Need?
We get this question a lot, and I understand why. Fractional and interim can sound like two versions of the…
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Strategic Solutions for a Growing Construction Company
The client is a mid-size commercial and residential construction company operating across Southern California. With more than 15 years of experience and…
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Scaling Financial Systems to Understand and Support Practice Expansion
A multi-location dental organization operating across Southern California, with a strong reputation for quality patient care and steady clinical volume across three service lines:…
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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…
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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)…
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Designing Rewards That Reinforce Strategy | A CPO’s Perspective on Total Rewards
Many organizations limit their view of Total Rewards to pay and benefits. In truth, Total Rewards is a strategic tool…
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Compensation as Capital Allocation | A Consulting CFO’s Perspective on Total Rewards
In my work as a Consulting CFO, the conversation I have most often with leadership teams is not about whether…
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Aligning Total Rewards with Strategic Goals | A CEO’s Perspective
As CEOs, we invest in people not just because it is the right thing to do, but because talent is…
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Total Rewards | The Strategy Execution Plan Hiding in Your P&L
Walk into any executive team meeting and ask a simple question: what business outcomes are our compensation plans designed to drive?…
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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)…
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Khan Lab School: Building Strategic Benefits Infrastructure for Educational Innovation
Established in 2014, Khan Lab School is a non-profit, independent K-12 school in Mountain View, California. The school specializes in…
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Tariff Refunds | Navigating the IEEPA Refund Process
The CBP Automated Processing Environment (CAPE) allows Importers of Record (IORs) and Authorized Customs Brokers (ACBs) to submit refund claims…
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