Imperial Advisory CFOs

Gershon Morgulis - Founder & Managing Partner

Audio from past webinars with guest speakers on a variety of business topics, hosted by Imperial Advisory CFOs.

Episodes

  1. Sep 9

    Optimizing Working Capital: Have the Cash for Growth

    Improve liquidity, free up cash, and position your business for sustainable growth.A profitable business can still find itself short on cash. Money tied up in receivables, excess inventory, or poorly managed payment cycles can limit your ability to meet obligations and invest in growth.In this Imperial Advisory event, we'll discuss practical ways to optimize working capital, improve cash flow, and create greater financial flexibility.We'll discuss questions such as: How can you improve collections and reduce cash tied up in receivables?How do you optimize inventory without putting sales or customer service at risk?How can supplier terms, payables, and cash forecasting improve liquidity?How can a fractional CFO help coordinate working capital decisions and strengthen cash flow?Whether you're experiencing cash flow pressure or looking to use your resources more efficiently, this session will provide practical strategies to strengthen liquidity and free up cash for growth. Learn more about Imperial Advisory:🌐 ⁠https://www.imperialgrp.com⁠📩 marketing@imperialgrp.com

  2. Aug 12

    Preparing Your Business for Bank Financing

    Whether you're planning for future growth or seeking financing in the near term, how you present your business to a lender can make all the difference. Banks and other financing providers look for more than a loan request—they want confidence that your business is well-managed, financially prepared, and capable of repaying its obligations. In this Imperial Advisory event, we'll discuss how business owners can build credibility with lenders, prepare the financial information banks expect to see, and confidently navigate the financing process. We'll also explore when alternative lending options may be appropriate and how a fractional CFO can help strengthen your position from preparation through negotiation. We'll discuss questions such as: What do banks and other financing providers look for when evaluating a business? How can you prepare your financial information and business story to build lender confidence? What documents and financial metrics should you have ready before approaching a lender? What common mistakes can weaken a financing request or delay approval? When should you consider alternative financing solutions if traditional bank lending isn't the right fit? How can a fractional CFO help you prepare, communicate with lenders, and negotiate the best financing solution? Whether you're preparing for your first financing request or looking to strengthen your approach for future opportunities, this session will provide practical guidance to help you present your business with confidence and improve your financing outcomes. Learn more about Imperial Advisory: 🌐 https://www.imperialgrp.com 📩 marketing@imperialgrp.com

    Preparing Your Business for Bank Financing

  3. Jul 15

    Know Your Buyer, Maximize Your Value: What Every Business Owner Should Know Before a Sale

    Every business owner wants to maximize the value they've built, but creating a successful exit requires more than simply deciding to sell. Understanding who the buyers are, what they value, and how they evaluate opportunities can significantly impact both valuation and transaction outcomes. In this Imperial Advisory event, we'll explore the private equity and M&A landscape from an investment banker’s perspective, helping business owners understand the various buyer groups active in today's market and how each approaches valuation, deal structure, and ownership transition. We'll discuss questions such as: How do search funds, independent sponsors, private equity firms, family offices, and strategic buyers differ?How does each buyer type value a business?What drives higher valuations and stronger deal terms?What common issues can reduce company value or derail a transaction?How can owners prepare their financials and operations before going to market?What role do advisors, accountants, and fractional CFOs play in maximizing value?What should owners expect throughout the sale process, from preparation to closing?How do your goals and culture impact which type of buyer buys or invests in your business?Whether you're planning to sell in the next few years or simply want to increase enterprise value, this session will provide practical insights to help you position your business for a successful future transaction. Learn more about Imperial Advisory: 🌐 https://www.imperialgrp.com 📩 marketing@imperialgrp.com

    Know Your Buyer, Maximize Your Value: What Every Business Owner Should Know Before a Sale

  4. Jun 17

    Protecting your Credit Sales: Prevention is Better than a Cure

    Every business wants growth — but extending credit without the right safeguards can quickly turn sales into costly losses. In this Business Health discussion, we’ll explore the practical steps businesses can take to protect receivables, reduce bad debt exposure, and strengthen cash flow management. From evaluating customer creditworthiness to enforcing payment terms and escalating collections when necessary, protecting your credit sales requires both discipline and strategy. We’ll explore questions like: How can businesses better evaluate customer credit risk before extending terms? What role do tools like D&B, CreditSafe, and receivables insurance providers play in reducing exposure? Why should contracts and invoicing terms be structured to protect the seller — not the customer? When do personal guarantees make sense for smaller or higher-risk customers? How much new revenue is required to recover from bad debt losses? What collection practices help improve payment speed and reduce aging receivables? When should overdue accounts be escalated from payables departments to owner-to-owner or CFO-level conversations? With the right credit policies, monitoring systems, and collection discipline in place, businesses can better protect profitability, improve cash flow stability, and reduce the risk that unpaid invoices become major financial setbacks. Learn more about Imperial Advisory: 🌐 https://www.imperialgrp.com 📩 marketing@imperialgrp.com

    Protecting your Credit Sales: Prevention is Better than a Cure

  5. May 19

    Building a Sellable Business

    You may not be ready to sell today — but if you went to market tomorrow, what story would your business tell?In this Business Health discussion, we’ll break down what buyers actually look for when evaluating a company and what separates businesses that command strong valuations from those that struggle to get across the finish line. From financial performance to operational structure to risk factors, a sellable business is one that stands up to scrutiny.We’ll explore questions like: What makes a business truly sellable — and what drives a premium valuation?What story do buyers need to believe before they’re willing to invest?How do financials, margins, and quality of earnings impact value?What red flags can derail a deal early in the process?How do factors like owner dependency, customer concentration, and management depth affect buyer confidence?With the right structure and discipline in place, business owners can not only improve their chances of a successful exit; but also build a stronger, more valuable company today.Learn more about Imperial Advisory:🌐 https://www.imperialgrp.com📩 marketing@imperialgrp.com

  6. May 6

    Quarterbacking Receivables Final: Best Practices for Getting Paid

    You did the work — so why is the cash still missing?In this Business Health Webinar, we’ll explore why receivables get stuck and how strong operators take control before payment becomes a problem. From contract to closeout, getting paid isn’t luck:- it’s a process.We’ll explore questions like: Are you building leverage into your contracts from the start?Do you know how to vet customers before extending credit?What should you do when payments start slipping mid-project?How do you handle unpaid invoices at the end to maximize recovery?With the right strategies in mind, the business can keep its balance sheet strong and help their CFO (and lawyer) sleep better at night while the business gets the money it earned.Learn more about Imperial Advisory:🌐 https://www.imperialgrp.com📩 marketing@imperialgrp.com

  • 6 Episodes

About

Audio from past webinars with guest speakers on a variety of business topics, hosted by Imperial Advisory CFOs.

Information

  • Creator
    Gershon Morgulis - Founder & Managing Partner
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Gershon Morgulis - Founder & Managing Partner
  • Show Website
    Imperial Advisory CFOs