Insights

Equity Compensation

Equity Compensation: A Tool for Talent and Growth

Multi-Entity Business

Multi-Entity Companies: Unlocking Flexibility, Value, and Control

Mergers and Acquisitions

Deal Mechanics 101: How M&A Deals Really Work

Management Services Organizations

Management Services Organizations (MSOs): A Strategic Approach to Management that Helps Healthcare Stay Human

Financial Due Diligence

Due Diligence Reports: Streamlining Decision Making

Convertible Notes

Convertible Notes: A Strategic Tool for Early-Stage Financing

Reporting Package

The Power of Recurring KPI Reporting Packages

Lease Standards

A Guide to Navigating ASC 842 Lease Standards

Annual Financial Plan

Plotting Success with an Annual Planning Presentation

Revenue Recognition

Agent vs. Principal: How this Determination Affects Revenue Recognition

Bill Payment System

Reviewing Ramp.com: A Smart Way to Improve Business Finances

Make the Most of Your Meetings: Planning and Navigating Board Meetings

Product Invoicing

Streamlining Business Operations: A Deep Dive into Product Invoicing Systems

Purchase Price Allocation

Purchase Price Allocation in Mergers and Acquisitions: Understanding its Value

Financial Analysis

Financial Analysis Template: A Necessity for Businesses

Financial Due Diligence

Assessing Financial Health through Rapid Diligence

Finance for Startups

Finance Essentials for Navigating Growth, Fundraising, and Profitability

Digital Solutions

Improving Your Business’ Efficiency: Leveraging Alteryx and Digital Solutions

Mergers and Acquisitions

Asset vs. Equity Deals: Weighing the Benefits and Risks

Strategic Budgeting: A Guide for Growth-Stage Companies

payroll systems

Choosing the Right Payroll System for Your Business

expense management

The Power of Effective Expense Management

Simplifying Sales Tax