Succession Strategy – Value Growth Institute

Managing Major Business Change

When events in the life of a business necessitate a shift in the terms of operation, how will you manage the necessary changes

March 22, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, Customers’ needs transform business practices, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Changing business practices to reflect new market realities

The importance for businesses of adapting to the ever-changing nature of competition in their markets

February 23, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, Customers’ needs transform business practices. Wal-Mart, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Utilizing key C2B trends to help your business evolve

Successful companies in the current economy minimize their marginal costs and help customers drive change through innovations in digital technologies.

January 4, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Multi-Generational Financial Planning for Asian-American Families

Connection between Asian filial piety culture and multi-generational financial planning for Asian-American families.

December 28, 2015

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Budgeting vs. Forecasting: What’s the Difference?

Budgeting vs. Forecasting: What’s the Difference? by Chia-Li Chien.

August 28, 2014

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogBudgeting vs. Forecasting: What’s the Difference? by Chia-Li Chien. Chia-Li Chien, cashing out, exit business, financial goals, forecasting, Succession Strategy0 Comments

Meet Your Business Goals with Forecasting: Creating a Forecasting System

Chia-Li Chien | Aug. 28, 2014 In my previous article, How Well Do You Forecast in Business? we explored the difference between forecasting and budgeting. We concluded that regular monitoring to forecast and reforecast can help businesses achieve goals proactively. Remember, forecasting is a process, not just a set of numbers. But what if you’re tasked with forecasting a project, an initiative,...

August 28, 2014

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogbusiness cash out, Chia-Li Chien, financial goals, succession planning, Succession Strategy0 Comments