Tag: CFO
A THIRD WAY IN THE ACTIVE VS. PASSIVE INVESTING DEBATE
It's time we move beyond the Active vs. Passive Investing debate and bifurcated strategy labeling The clarity once gained from what has become a messy strategy split has degrade...
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Term Sheets Briefer
Congratulations. You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and probably ...
Read MoreOutgrown Your Accounting System?
New cloud-based accounting systems, such as NetSuite, offer much more functionality, flexibility, and interactivity than traditional accounting systems. Based on their extensi...
Read More Term Sheets
Congratulations. You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and pro...
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Dealing with Your Audit Committee
To have your best audit season ever, you will want your dealings with the Audit Committee to be rock solid. This will save you time and money and demonstrate your professional...
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Managing Capital Intensive Startups
All startups have challenges but those early stage companies in industries that require more up-front capital – without any internal cash flow to draw from -- have unique issue...
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Equity Incentives for Capital Intensive Startups
The term “capital intensive” doesn’t always mean a need for high levels of working capital for equipment and facilities. For a growing number of startups, the capital inten...
Read MoreInfographic: 5 Financial Mistakes Startups Make
A little planning goes a long way in avoiding disarray in the finance function. Avoid distractions in these areas and build your financial foundation for growth. Cash Manage...
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Board Management Part 3 – KPIs
In my prior post related to boards of directors, I discussed when to add independent directors to your board. In this article, I will cover some critical aspects of managing y...
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Pre M&A Business Health Check
The goal of using this checklist is to understand where the Company stands relative to each of the listed areas and items. Many of them will be "N/A" depending on the stage of th...
Read More Nexus Sales Tax
Nexus, also known as sufficient physical presence, is the determining factor of whether an out-of-state business selling products into a state is liable for collecting sales or u...
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Your Best Audit Ever
BEST AUDIT EVER: FOUR GUIDELINES TechCXO partners are fond of saying credible numbers lead to credible management. Audits may not be sexy but a smooth annual audit shows your...
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Managing Cash and Optimizing Profits – Math Behind Growth
If you think your CFO's contribution to increased profitability is only from cutting costs, think again -- you may be looking past your biggest pro-growth asset. A New Attitude:...
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