Your company is going to need financing next year. Are there any tips that can help you accelerate the process of getting the right financing?   Things are brutal at Unicorno. The founders have realized that they cannot fund operations without additional financing. Forced to fight for their economic lives, they will need help to […]

Read More

Chapter 15 – Keep An Eye on Your Gas Gauge

Your Company’s CEO calls you Friday evening to inform you that a third party is interested in either funding or purchasing your Company. The CEO tells you that this third party has sent him a ten page document requesting a list of key information about your business and its operations (capitalization table, financial statements, key […]

Read More

Your Company’s new board member questions whether the Company has performed a risk assessment of its financial statement processes (expenditure, revenue, treasury, etc.). She asks how likely it is that there could be misstatements in the processes and, if so, how significant these misstatements could be. The Sarbanes-Oxley Act (“SOX”) plays a major role in […]

Read More

What are the signals that we need to hire a tax expert? The first thing you need to realize about the tax code is that it has no first principles. Tax laws are created by politicians endlessly hunting for revenue to pay for all the services and protections they have promised to provide their constituents. […]

Read More