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Juanita Schwartzkopf
22 hours ago3 min read
Year End Financial Reporting Is On The Way!
Now that the January 20, 2025 due date for financial reporting has come and gone, companies with calendar year ends will be submitting...
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Juanita Schwartzkopf
Jan 64 min read
Looking Forward Into 2025
With the new year underway, it is time for lenders and their borrowers to think about ways to quickly measure performance and identify...
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Juanita Schwartzkopf
Jan 63 min read
Looking Forward Into 2025 - Moving beyond KPIs
Last week the focus was on Key Performance Indicators (KPIs) as an early tracking and measurement tool to improve the likelihood of...
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FMG
Dec 6, 20241 min read
JCR Women In Turnaround
One of our own, Juanita Schwartzkopf, was recently featured in the December issue of the Journal of Corporate Renewal (JCR) recognizing...
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Juanita Schwartzkopf
Oct 30, 20244 min read
The Financial Forecast and KPIs: Both Line the Path to Success
By now successful businesses have either finalized their 2025 financial forecast or are in the process of finishing that forecasting. A...
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Juanita Schwartzkopf
Sep 24, 20243 min read
Looking at Expectations for Q4 2024
Next week marks the end of the third quarter of 2024, with borrowers sending in their September year to date results soon. Lenders...
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Juanita Schwartzkopf
Aug 22, 20243 min read
Reset? Push Out? Pull In?
Reset. Push Out. Pull In. These are the recurring themes Focus Management Group (“FMG”) is hearing as we work with borrowers and...
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FMG
Jul 16, 20241 min read
Focus Management Group at the National Society of Accountants for Cooperatives Annual Meeting
Join two Focus Management Group team members at the National Society of Accountants for Cooperatives Annual Meeting on July 28-31, 2024...
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Juanita Schwartzkopf
Jul 9, 20242 min read
Retail Sales Impacts and Manufacturing Demand
The lingering impact of the Covid 19 shutdowns and the remote work craze continue to be felt in the economy. As lenders are reviewing...
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Juanita Schwartzkopf
Apr 16, 20242 min read
Why should a lender require accounts payable reporting?
Lenders typically ask for monthly financial statements, and for ABL structures a monthly borrowing base certificate (“BBC”) with related...
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