CFO GROWTH ADVISORS

As we move into the first quarter of 2026, the data confirms what many leaders in the East Bay , Silicon Valley , and San Francisco  have been feeling: resilience is paying off. According to the recent Q4 2025 Middle Market Business Index (MMBI) , revenue and earnings for mid-size companies  across the U.S. showed steady, robust growth to close out the year. For a private company owner , these statistics aren't just numbers on a page—they are a green light to shift from "defe

As we move deeper into 2026, the traditional economic playbook—waiting for the "storm to pass" so we can return to a predictable baseline—is being officially retired. According to a recent analysis by the CFO Leadership Council , we have entered an era where uncertainty is the new certainty. For every mid-size company  in San Francisco, Silicon Valley,  and the East Bay , this shift requires more than just a change in mindset; it requires a fundamental restructuring of how we

The family-owned businesses that form the backbone of the Bay Area—from the industrial hubs of the East Bay  to the innovation corridors of Silicon Valley —face a unique set of challenges when it comes time for the next generation to take the lead. In our region, an ownership transition  is rarely just a change in leadership; it is the most significant financial event in a company’s history. Too often, succession is treated as an emotional or legal milestone rather than a str