Jeff Robertson
Why Business Valuation Matters More Than Ever Across the country, from San Antonio to Seattle, Denver to Des Moines, small business owners are asking one big question. “What is my business really worth?” The answer is rarely about spreadsheets or complicated models. It is about understanding how daily decisions drive long-term value. That is where…
Why Forecasting Is the Next Level of Advisory After you have helped clients find hidden cash, fix their financial gaps, and improve cash flow, the next question is always the same. “Now what?” That is where forecasting comes in. Across the country, from San Antonio to Seattle, Atlanta to Austin, small business owners are searching…
“Don’t Go Broke Growing: How to Keep Your Business Alive and Thriving” I’m Mike Milan, better known as Cash Flow Mike, and in this episode of the Adrienne Barker Speaks podcast we dive into one of the biggest traps in business: running out of cash while you’re still growing. Most owners think profit means safety,…
Why “Advisory That Pays” Matters Across the country, from Austin to Atlanta, Denver to Detroit, financial professionals are facing the same challenge. They know how to read the numbers, fix the problems, and guide better decisions.But they struggle to answer one question that clients quietly ask themselves every month. “What am I really getting for…
The future of advisory is here. DEMO Below Cash Flow Mike just unveiled Version 2 of the Clear Path to Cash App in a live demo that gave accountants, bookkeepers, and financial advisors an inside look at the most powerful upgrade yet. This wasn’t just another software walk-through. It was a masterclass in how real…
How to Secure Long-Term Funding for Advisor Training and Client Education Across the United States, federal agencies fund millions of dollars every year for training, technical assistance, and small business capacity building. These programs are open to SBDCs, universities, and nonprofit partners that support entrepreneurs. If your center wants to fund long-term access to Clear…
From Numbers to Action: The Power of the 7-Minute Conversation You already know the numbers. You can read a balance sheet, explain cash flow, and spot financial problems before they explode. But here is the real question: Can you turn those insights into action? The truth is, most business owners do not need more information.…
How a Simple Shift Turned Inventory into Cash A few years ago, I worked with a retail business that was absolutely crushing it on sales. Every month set a new record. On paper, they looked unstoppable. But when we opened the bank account, it told a very different story. The balance was low. No cash.…
Why Do Profitable Businesses Still Feel Broke? If you have ever had a client say: “I’m making money, but I don’t have any.” you have seen the financial gap in action. This is one of the most common frustrations for small business owners across the U.S. From San Antonio to Seattle, Charlotte to Chicago, the…
From Numbers, to Conversations, to Driving Change When we talk about advisory, it is easy to stay in theory. But the best way to understand the impact is to step into the shoes of someone who actually deployed the Clear Path to Cash framework. So let’s meet Sarah, a CPA who came into July still…
