Financial Management

Interview with Scale Finance Partner and veteran entrepreneurial CFO, Bill Schiffli AvidXchange wants to make sure that you not only survive – but thrive – during your year-end closing process. That’s why they organized a panel of financial thought-leaders and AvidXchange customers to share their personal best practices for a successful year-end closing. This live […]

Source: BizActions Borrowing money from your corporation is a viable way to get your hands on some cash without triggering a current tax liability. Of course, the transactions must be structured as a legitimate loan, with repayment terms and all the necessary paperwork. It’s important to plan ahead when you borrow a large amount of

Source: Mark Borkowski , Mercantile M&A Business owners can face a variety of challenges when approaching a liquidity or financing event. Sometimes their need for financing is driven by an unexpected slowdown; other times the need for financing is for acquisition or growth purposes. But more often than you might think, a need for capital

Source: Jeff Solomon, CPA, CVA, Managing Partner, Katz Nannis + Solomon, PC Early stage investors are often asked to sit on boards, and many sets of investment terms require that outside investors sit on the key board committees.  But what’s involved in being on an Audit Committee, and how do you do it right?  Let’s take

Source: Jeff Villwock | Villwock Advisory Services Raising capital for a business, whether it is a start-up or a mature company, can be an extraordinarily frustrating and time consuming experience. Entrepreneurs want to operate and grow their business, not raise capital. But the fact is that for most businesses, the entrepreneur or CEO is responsible

Source: Cameron Cook, AccuVal-LiquiTec In some businesses, an employee’s or owner’s reputation, knowledge and/or relationships might be critical to the business’s current and future value.  When such “personal goodwill” exists, shareholders who are exploring selling their interest in the company may benefit from obtaining an independent valuation of this often overlooked intangible asset. When it

Source: Fred Muhleman and Dan McHugh – Expense Reduction Analysts Our homewarranties.company may not include components “covered under a manufacturer’s warranty.” If your new furnace breaks down, then you would likely have to discuss a repair with the manufacturer of your furnace system. Whether it is Property & Casualty, Workers Compensation or Healthcare, insurance expenses

Source: OpenView Staff For many SaaS company founders and execs it’s understandably easy to get obsessed with tracking performance. It certainly doesn’t help that there is no lack of data to sift through Before you know it, you can easily be submersed in wave upon wave of metrics and corresponding acronyms — customer acquisition cost

Source: Colin Cunningham, Axial Forum As the old saying goes: you need to spend money to make money. But sometimes, you don’t have the money to spend. Many business owners need some form of capital to run, grow, and maximize the value of their company. While there are countless ways to finance your company, the

Source: BizActions As you think about how to improve the performance and cash flow of your business, give major attention to the prices you’re asking for your existing products and services, as well as those you plan to launch in 2016. Companies must address four issues when selling products and services to make a profit.