Articles & Resources

Embark on a financial adventure with Craig Cody & Company's educational blog articles! It's more than just tax talk; it's a journey of discovery for agency owners eager to transform their financial strategies.

From boosting tax confidence to revealing the superpowers of a proactive CPA, our articles guide you through the financial wilderness, turning complex numbers into steps toward your business success.

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What Your Pricing Says About Your Business

The way you price your offerings does more than just determine your revenue — it sends a powerful message about the quality of your work.

This phenomenon, known as the … Read more

Breaking the Price Ceiling as a Best-in-Class Business

Unlocking New Pricing Potential

Companies that are premium players in their market often face a unique challenge: the perception that they’ve reached the peak of pricing for their offers. However, this mindset Read more

The Crucial Role of Having a Digital Marketing Plan

 
Digital marketing moves fast, and it’s easy to get caught up in the latest trends and technologies. But as Corey Morris, CEO of Voltage, emphasizes, the importance of … Read more

Meshing Digital Marketing and Deep Strategy Work

 

The Disconnect Between Specialized Marketing and Business Results

With how quickly digital marketing moves and changes, it’s easy for specialists to get caught up in the intricacies of their Read more

EBITDA and Adjusted EBITDA in Agency M&As

 

When preparing to sell your agency, understanding financial metrics is crucial. One key metric that often comes into play during M&As is EBITDA. However, as negotiations progress, you may encounter Read more

A Comprehensive Look at an Uncommon Exit Strategy — ESOPs

 

Employee Stock Ownership Plans, commonly known as ESOPs, are a unique exit strategy for business owners that often sound appealing at first glance. However, as with any complex financial Read more

Stop Saying Yes to Bad Revenue

 

To Niche, or Not to Niche?

One of the most challenging decisions founders face is whether to specialize or remain a generalist. While generalizing may seem like the clearest path Read more

The 3 Barriers to Getting Out of Founder-led Sales

 

Moving Beyond Founder-led Sales

Agency owners often dream of growing their businesses to a point where they can step back from day-to-day operations. However, the reality is that many of us Read more

Shred Your Mortgage and Save Thousands

 

Leveraging Money Velocity

Many business owners underestimate the power of money velocity. They keep their hard-earned cash sitting idle in checking or savings accounts, missing out on opportunities to grow their Read more

Why Business Owners Should Put Their Money to Work

 

Don’t Leave Your Money Idle

As a business owner, you’ve worked hard to earn your money, but are you making the most of it? Many entrepreneurs find themselves with idle Read more