Imperial Advisory CFOs Wed, 15 Jul 2026 06:57:42 -0400 https://www.imperialgrp.com/ en-us © 2026 Imperial Advisory CFOs yes a0a284fc-bca8-559c-bd8a-911c8c50d4f3 Gershon Morgulis - Founder & Managing Partner episodic false Buzzsprout (https://www.buzzsprout.com) Finance, Business, HR, Manufacturing & Distribution, Inventory, Marketing Gershon Morgulis - Founder & Managing Partner https://storage.buzzsprout.com/hd3lot2539rlckmgkmenh6stbrnt?.jpg Imperial Advisory CFOs https://www.imperialgrp.com/ Know Your Buyer, Maximize Your Value: What Every Business Owner Should Know Before a Sale 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

]]> 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

]]> Gershon Morgulis - Founder & Managing Partner Buzzsprout-19497256 Wed, 15 Jul 2026 06:00:00 -0400 3433 full false Protecting your Credit Sales: Prevention is Better than a Cure 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

]]> 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

]]> Gershon Morgulis - Founder & Managing Partner Buzzsprout-19361732 Wed, 17 Jun 2026 11:00:00 -0400 3407 full false Building a Sellable Business 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

]]> 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

]]> Gershon Morgulis - Founder & Managing Partner Buzzsprout-19207229 Tue, 19 May 2026 23:00:00 -0400 4138 full false Quarterbacking Receivables Final: Best Practices for Getting Paid 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

]]> 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

]]> Gershon Morgulis - Founder & Managing Partner Buzzsprout-19134927 Wed, 06 May 2026 10:00:00 -0400 3344 full false