Focus on what counts

Action in Focus

Business Evolution Pyramid

Demystifying the pyramid

Citrin Cooperman's Business Evolution Pyramid is the preeminent resource for business owners and leadership looking to grow and improve their business. Our thought leadership series includes articles, videos, podcasts, and more, geared towards helping you increase your profitability and create a self-sustaining company. The lessons we share are based on our over 40 years of helping our clients reach their goals.

Action in Focus

Business Evolution Pyramid

Corporate Sustainability

Creation of shareholder value through the implementation of strategies which focus on longevity, profitability, and talent within a business organization.
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Maximizing
Operational Efficiency

Maximizing shareholder value through improving the way an organization operates. Creating processes, methodologies, and a culture of accountability which leads to an organization that focuses on continual improvement.
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Business Framework

There are several elements of an organization required for it’s successful management. These include how the organization will be structured and governed, how information will be communicated, and the establishment of processes and procedures to carry out business operations.
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Tone at the top

Maximizing shareholder value requires a constant and sustained commitment to best practices, which includes the allocation of time, money, and other resources for its achievement. Without buy-in from the highest levels of leadership this quest will certainly fail. In addition, ownership and management must embrace and practice key leadership attributes in order to move the organization up the Evolution Pyramid.
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We've collected articled from across the web to spotlight the business principles that maximize synergy in the workforce.

Tone at the top

Turning Your Vision Into WE-Vision

Turning Your Vision Into WE-Vision

Having a well-defined, clear vision is perhaps the single most important key to building a successful business foundation. The trick to ensuring your company’s vision becomes a tool that drives your business forward and not just a nice intro in your employee manual is to enforce it through clear and consistent communication at every level.

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The Road to Success is Paved with Collaboration

The Road to Success is Paved with Collaboration

Starting any conversation with “millennials say” often leads to some extreme gut reactions from leaders – some scoff, some shake their heads finding their different perspectives to be flawed and taking business down less productive roads. However, there is one subject in particular that today’s leaders should pay keen attention to – collaboration and the critical role it plays in the long-term success of business.

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When You Start With the TOP, Success Follows

When You Start With the TOP, Success Follows

When you own a business, it becomes part of your being. You think about it every day beginning first thing in the morning until you put your head down that night. You worry about everything - sales, cash flow, personnel, profitability, and your mood changes multiple times a day depending on the issues you face. What can you do to keep improving, to make sure it is sustainable, and ultimately, to make sure your dreams are realized? This article features insights from our CEO, Joel Cooperman, on his thoughts for maintaining a successful business.

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Business Framework

Building Operations That Scale

Building Operations That Scale

Let’s assume you had the perfect idea for the ideal marketplace. You could sell virtually unlimited quantities of your product (or service) if you could simply get to the end customers and tell them why they can’t live without it. Now you just need to figure out how to make those sales profitable. 

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Not All Risks Come With Reward

Not All Risks Come With Reward

For most businesses, annual external reporting is a necessity. This annual external reporting tends to not be finalized until many months into the next fiscal year. It also does not necessarily contain certain details that the senior management team, business owner, and, if applicable, the board of directors might find very useful in managing the business and making decisions. Accordingly, it may prove not to be very useful to them at all.

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Guide to Operating Agreements

Guide to Operating Agreements

An operating agreement provides a business with structure and organization, and should memorialize key arrangements. We have pulled together a quick guide to operating agreements and what you need to know.

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Maximizing Operational Efficiency

Bringing Together a Multi-Generational Workforce

Bringing Together a Multi-Generational Workforce

Managing a multi-generational workforce can be a challenging experience, but it can also be enlightening and extremely valuable. Once we acknowledge the wisdom that multiple generations can contribute to the workplace – and stop condemning the stereotypes that each of them have been plagued with – we can start to collaborate for the greater good of our workplace environment.

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Building a Digital-First Finance Function

Building a Digital-First Finance Function

Many executives struggle with strategic budgeting and forecasting. Perhaps this is because budgets take different shapes according to a company’s needs, providing the foundation for sales targets, staffing plans, inventory production, cash investment/borrowing, and capital expenditures. Regardless of the decisions they drive, budgets are valuable tools for translating executive-level plans into specific, action-oriented decisions and activities. 

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Culture of Accountability

Culture of Accountability

Establishing a culture of accountability throughout your organization is critical to maintaining a healthy work environment and high quality customer service. Watch as Bo Fitzpatrick, managing partner of Citrin Cooperman's DC Metro geography discusses the importance of integrating a sense of ownership and accountability in your business and the impact it has on your ability to maximize efficiency in daily operations.

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Corporate Sustainability

Bright Object vs. Bright Future: The Battle to Building a Long Term Vision

Bright Object vs. Bright Future: The Battle to Building a Long Term Vision

Whether you started your business 20 years, months, or days ago, the chances are pretty high that you intended to create a long-lasting, profitable venture for you, your family, and your employees. Leaders who persevere all share one pivotal quality – they all have a clear, long term vision for their business that is shared and lived by their management teams and employees 

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Welcome to 2020: New Risks Facing CEOs in Today’s Uncertain World

Welcome to 2020: New Risks Facing CEOs in Today’s Uncertain World

Every CEO has to deal with risk. It is ultimately their responsibility to manage any and all potential risks and hazards to the business, whether internal or external.  However, as the new decade commences, there are a number of new and evolving risks that CEOs are facing; risks that they need to focus on and better understand as they lead their organizations in this very uncertain world.

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Strategic Mindset

Strategic Mindset

A strategic mindset is what allows people to build for the long-term, grasp new opportunities, identify threats before they become crises, and to create breakthrough innovations. Senior leaders are often asked to be "more strategic," but what exactly does that mean? Listen to our podcast series to find out more.

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