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Financial Planning

4 GoKawiil briefs on this topic

Entrepreneur op-ed argues CFOs should expand influence beyond finance functions

An Entrepreneur contributor writes that the modern CFO role increasingly stretches beyond accounting, treasury and financial planning into sales, product development, operations, technology, risk and strategy. Drawing on experience across construction and financial services CFO roles, the author says financial reporting, liquidity and controls should remain the foundation of the job rather than its outer limit. The piece calls for CFOs to embed themselves in commercial functions like sales pricing and incentive structures.

Study: 75% of Business Owners Regret Selling Their Company Within a Year

PwC research cited by an Entrepreneur contributor finds that three-quarters of business owners feel deep regret within a year of exiting their company, despite gaining significant wealth. The piece argues the problem isn't financial but personal: many founders never build a plan for identity and purpose after the sale, leaving them adrift once the business that defined them is gone.

Entrepreneur op-ed warns undocumented succession plans risk family business breakups

A contributor writing for Entrepreneur argues that most business owners fail to formally document their exit and succession wishes, leaving families to guess at intentions during crises like death, disability, divorce or disagreement. The piece cites the statistic that half of all owners will eventually exit due to one of these 'five Ds,' often without written guidance in place.

Financial planners weigh best accounts for self-funding long-term care

For people who forgo long-term-care insurance and instead plan to pay out of pocket, a key question is which type of account should hold those reserved funds. The discussion centers on balancing accessibility, tax treatment, and growth potential given that care costs may arise unpredictably and years in the future.