Tag: Finance
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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5 Most Common Financial Mistakes that Startups Make
I have been a CFO for over 25 years (I know, must have been 14 when I started) and have worked with 30+ early stage companies. Typically, these are venture-backed companies or ne...
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...
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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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Should CFOs Should Advise Sales?
Should CFOs Advise Sales? Yes, we did say it: most companies should have the CFO - if they are experienced and strategically-capable -- advise the Head of Sales. Here are four r...
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