
From all of us at the office, we want to wish you a joyful holiday season and a happy New Year. As the year comes to a close, we are reminded of how fortunate we are to be surrounded by a supportive professional community. Thank you for being an amazing part of our year—whether through your business, as a power partner, a referral source or simply staying connected. We hope the coming year brings you renewed energy, continued success, and memorable moments with family and friends. Happy Holidays and cheers to a bright 2026!
Newsletter Highlight
This year, I was able to kick of a new podcast focused on women business owners who are building wealth, breaking down barriers, and claiming their power on their terms…it’s called Her Table Her Rules and I would be grateful if you would listen and spread the word. We need more positive news in the world and this show is designed to offer it. Of course if you know a fabulous woman who is doing great things with her business send me an introduction. I’d be grateful.
Chances are if you are a business owner you faced challenges in 2025 with cost creep. So this month we are pleased to spotlight Lowell Mora, President of Impact CFO to talk about price escalation clauses as a way to blunt the impact of increase… Mora’s expertise as a financial leader helps him drive profitability, manage complex contracts and optimize financial ops in divers industries, business models, industrial products, ERP implementations, and high-value transactions. As a fractional CFO, Lowell uses his diverse background to guide organizations through pivotal decisions with confidence and precision.
Impact CFO, Lowell Mora
At Impact CFO, our mission is to empower family-owned and private equity companies with expert financial services that drive sustainable growth and enhance profitability. We are committed to delivering strategic insights and tailored solutions that meet the unique needs of each business, ensuring long-term success and financial stability.
Q&A With Our CFO Expert
Price escalation clauses help businesses manage rising costs by allowing contract prices to adjust when certain triggers occur—often tied to commodity prices or published economic indicators. According to our expert, clear drafting is key: specify the exact trigger, identify an objective index, outline the calculation formula, set adjustment limits, and include a disputeresolution plan. Small businesses negotiating with larger vendors should take extra care, as large companies often hold more leverage. These clauses are usually enforceable if clearly written, but problems arise when businesses agree too quickly or fail to evaluate the long-term impact. Ongoing monitoring of economic trends and thoughtful contract planning can help companies stay protected in volatile markets.
Price escalation clauses can be powerful tools—when drafted well. Clarity, data-driven triggers, and expert review help safeguard your business against unexpected cost increases. Thoughtful preparation today can prevent financial headaches tomorrow.
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