July 2023 - Paul the Advisor, LLC

CFO and Investor Relations

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A CFO plays a crucial role in dealing with potential investors. Here are some key responsibilities and strategies that one may employ when engaging with potential investors: Overall, a CFO’s role in dealing with potential investors is to instill confidence in the company’s financial performance, strategy, and growth potential. By Read more…

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By Paul, 1 yearJuly 17, 2023 ago

Blog

Financial Planner VS CFO

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Paul the Advisor, LLC often uses both terms interchangeably and there is a good reason why. Once you become a client, we treat ourselves as both since we help the business and the individual in different ways! Below is a breakdown in the actual differences between the two! In summary, Read more…

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By Paul, 1 yearJuly 10, 2023 ago