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The 3 Financial Strategies You Want To Remember in 2021

The 3 Financial Strategies You Want To Remember in 2021

An organization’s financial strategy is critical to the health and success of the business. A well-crafted financial strategy enables an organization to optimize operations and can present additional opportunities for growth. In contrast, a poor financial plan can...

The Most Common Financial Mistakes CEOs Make

The Most Common Financial Mistakes CEOs Make

Many CEOs don’t have a background in financial planning yet are expected to develop strategies and make decisions that dramatically impact an organization’s financial health. As a result, CEOs make several common mistakes that can dramatically impact their company’s...

Strategic Financial Planning In 2 Questions

Strategic Financial Planning In 2 Questions

Developing a strategic financial plan can seem daunting; however, it can be boiled down into two questions: what are you doing now and where do you want to be? This article walks you through the process of answering these two questions, providing a foundation for...

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie secured Kelley Michalski as Partner and Vice President of Operations. Lavoie is excited to welcome Kelley Michalski to our team as our new Partner and Vice President of Operations in Charlotte, NC. In this role, Michalski will be responsible for managing client...

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