Resources - Emergent Partners

Business Resources from Emergent Partners

Explore Practical Business Insights: Select a Format Below to Get Started

Part of our commitment to helping organizations achieve success is to share the insights of our team members. We have compiled these into a library of various resources that we welcome businesses and individuals to browse.

If you have questions regarding any of our business resources, would like any additional information, or have suggestions for additional content, please contact us at info@emergent-partners.com.

Podcast

The Clarity Curve

A monthly podcast from Emergent Partners exploring the real-world challenges and opportunities shaping today’s small to mid-sized business landscape. Each episode features practical conversations on operational excellence, financial clarity, and adaptive strategy - helping leaders cut through the noise and focus on what truly drives performance.

The Clarity Curve Podcast Recap: Good Data, Better Decisions

The Clarity Curve Podcast Recap: Good Data, Better Decisions

August 24, 2026

The Clarity Curve Podcast Recap: Operational Excellence and Business Process Improvement

The Clarity Curve Podcast Recap: Operational Excellence and Business Process Improvement

July 15, 2026

The Clarity Curve Podcast Recap: From Noise to Numbers and Building Financial Clarity

The Clarity Curve Podcast Recap: From Noise to Numbers and Building Financial Clarity

June 12, 2026

Recent Articles

Staying Grounded, Building Trust & Keeping Momentum in 2026 – September Roundtable Discussion

Staying Grounded, Building Trust & Keeping Momentum in 2026 – September Roundtable Discussion

February 27, 2026

New Hiring & Retention Ideas in a Market With No “Normal” August Roundtable Discussion

New Hiring & Retention Ideas in a Market With No “Normal” August Roundtable Discussion

January 25, 2026

What Companies Must Know About Effective & Moral Leadership in Business: Insights from Emergent Partners’ July Roundtable Discussion

What Companies Must Know About Effective & Moral Leadership in Business: Insights from Emergent Partners’ July Roundtable Discussion

October 3, 2025

What Small Businesses Must Know About Labor, Risk & AI: Insights from Emergent Partners’ June Roundtable Discussion

What Small Businesses Must Know About Labor, Risk & AI: Insights from Emergent Partners’ June Roundtable Discussion

September 22, 2025

What Small Businesses Must Know About Cybersecurity & AI: Insights from Emergent Partners’ May Roundtable Discussion

What Small Businesses Must Know About Cybersecurity & AI: Insights from Emergent Partners’ May Roundtable Discussion

August 20, 2025

Understanding Margins: 5 Practical Takeaways from Emergent Partners’ April Roundtable Discussion

Understanding Margins: 5 Practical Takeaways from Emergent Partners’ April Roundtable Discussion

July 16, 2025

eBook & White Papers

Tracking Success & Planning for the Future

August 30, 2022

Chapter 4: Debt Covenants

August 9, 2022

3 Key Business Financial Statements & How to Prepare Them

July 4, 2022

Chapter 2: Creating Projections

June 6, 2022

Part 2: Communicating Your Business’s Vision Through Strategic Planning

February 25, 2022

Part 1: Communicating Where Your Business Is Going

February 11, 2022

Part 3: Communicating Why You Need Funding

February 10, 2022

Business processes and how they affect financial data

September 29, 2023

By: Maurice Nassar, Harvey Stalarow, and Amy Delaney

Cash management for privately-held companies

September 29, 2023

By: Maurice Nassar, Harvey Stalarow, and Amy Delaney

Managing inventory and procurement

September 29, 2023

By: Maurice Nassar, Harvey Stalarow, and Amy Delaney

Organizational structure in privately-held companies

September 29, 2023

By: Maurice Nassar, Harvey Stalarow, and Amy Delaney

Helpful Videos

Hot Topics for Small Business: Is There Any Optimism Left in 2024?

Hot Topics for Small Business: Finding the Right People Amid Labor Shortages

Hot Topics for Small Business: Is Inflation Taking a Toll on Your Business?

Hot Topics for Small Business: Dynamic Markets Create Competitive Advantages

The Importance of Structure

Who Are Your Clients?

Planning for 2024

Finding the Right Efficiencies

Creating Opportunities During the Hiring Process

Finding Your Competitive Advantage

Matching Reports to the Needs of the Business: Finding the Right Metrics

Matching Reports to the Needs of the Business: Understanding Different Report Types

Matching Reports to the Needs of the Business: Where Companies Fall Short

Morals, Management, Margins, Money: Competitive Advantage

Morals, Management, Margins, Money: Building Your Foundation

Opportunities that Align with Your Strategy

Effectively Growing Your Business: Being Tactical

Effectively Growing Your Business: The Importance of Common Language

Effectively Growing Your Business: Managing Growth

Creating Leverage Through Organizational Structure: Open Door Policy

Creating Leverage Through Organizational Structure: Distribution of Authority

Creating Leverage Through Organizational Structure: Setting Up Clear Chain of Command

Creating Leverage Through Organizational Structure: Effective Leadership

Creating Leverage Through Organizational Structure: Being an Effective Manager

Hot Topics for Business: Labor Shortages – The New Normal

Hot Topics in Business: Summer 2023 Inflation Update

Hot Topics for Business: The Risks and Opportunities of AI

Supply Chain Risk in Today’s Markets: Issues in the Print Industry

Supply Chain Risk in Today’s Markets: Capital Expenditures in Small to Midsize Companies

Supply Chain Risk in Today’s Markets: Regulatory Planning in Measuring Supply Chain Risk

Join Us for an Emergent Partners Business Roundtable Event

Motivating Your Workforce: Hiring Mindset

Motivating Your Workforce: Using Motivation to Define Success

Motivating Your Workforce: How Do We, As Leaders, Stay Motivated?

A Manager Minimizes Risks, a Leader Takes Risks – Leadership & Management: Applying Both Principles

Can Anyone Be a Leader? – Leadership & Management: Applying Both Principles

What is the Definition of Management? – Leadership & Management: Applying Both Principles

What is the Definition of Leadership? – Leadership & Management: Applying Both Principles

Leadership and Management: Applying Both Principles

Creative Solutions to Working with Labor Shortages – No Quick Fixes

Creative Solutions to Working with Labor Shortages – Loyalty Issues

Creative Solutions to Working with Labor Shortages – Stay Flexible

Creative Solutions to Working with Labor Shortages – Advance Soft Skills

Creative Solutions to Working With Labor Shortages – Business Roundtable Series

Hot Topics for Business – Cost of Goods Sold

Hot Topics for Business – Opportunities in 2023

Hot Topics for Business – Inflation

Business Roundtable Series: Hot Topics for Business in 2023

2022 Economic and Roundtable Recap: Denise Davis Testimonial

2022 Economic and Roundtable Recap: The Biggest Issue for Small & Mid-Size Companies

2022 Economic and Roundtable Recap: Inflation is Leveling Off

2022 Economic and Roundtable Recap: Government Business Loans Explained

Business Roundtable Series: 2022 Economic and Roundtable Recap

Business Roundtable Series: Technology is Driving Change

Business Roundtable Series: Positive Aspects of Working with Younger Generations

Business Roundtable Series: Positive Aspects of Working with the Older Generation

Business Roundtable Series: Perceptions Are the Product of the Experiences We Have

Business Roundtable Series: Bridging the Gap with Younger Generations

Business Roundtable: We Can’t Be Afraid of Turnover, It’s Inevitable

Business Roundtable: 2022 Inflation and How It Relates to Salaries

Business Roundtable: If You Hire the Right People With the Right Core Values, You Can Train Them

Dealing With Labor Shortages – Business Roundtable Series

Creating Scenario Analysis – Business Finance Tips

Maurice’s Notes on Projections – Business Finance Tips

How To Track Projections – Business Finance Tips

Who Is Involved in the Systems That Track Business Performance? Finance Tips

How Do Businesses Track Business Performance? Business Finance Tips

How Does Emergent Partners Help Companies Become Bankable? Business Finance Tips

How Do People Calculate a Borrowing Base? Business Finance Tips

What Are Borrowing Bases? Business Finance Tips

Do the Majority of Business Owners Know the Details About Their Debt Covenants? Business Tips

What Happens When Things Go Wrong With Debt Covenants? Business Finance Tips

What is a Debt Covenant? Business Finance Tips

How to Take Control of Your Cash Flow With a Looming Recession – Business Finance Tips

Are We in a Recession? Business Finance Tips

What is EBITA? Business Finance Tips

What is a Balance Sheet? Business Finance Tips

What is Cash Flow? Business Finance Tips

How is Cash Flow Tracked? Business Finance Tips

Common Mistakes That People Make When Preparing a Balance Sheet – Business Finance Tips

Do Clean Financials Help You Receive Funding? Business Finance Tips

How Do Lenders Use EBITA? Business Finance Tips

What to Expect in a Conversation With a Lender – Business Finance Tips

Are You Miscalculating Overhead Costs? Business Finance Tips

Making Decisions Based on Good Data – Business Tips

Tips for Projecting Revenue – Business Finance Tips

Will Your Business Run Out of Funding – Business Finance Tips

Meet the Founder of Emergent Partners, Maurice Nassar

What Are Direct Costs and How Are They Related to Your Revenue? Business Finance Tips

How to Calculate Gross Margin – Business Finance Tips

Stay Connected with Emergent Partners

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