COVID-19 START-UP AND SMALL BUSINESS UPDATE: MY PAYCHECK PROTECTION PROGRAM APPLICATION IS SUBMITTED, WHAT’S NEXT?

The CARES Act allocated $350 billion towards the Paycheck Protection Program (PPP). The government is working to approve an additional $250 billion for this program as the initial funding is…

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COVID-19 STARTUP UPDATE: IMMEDIATE ACTIONS TO TAKE

The Coronavirus COVID-19 has the potential to become the most disruptive economic event in more than 100 years. The medical impacts are tragic and the anxiety of unknown outcomes prior…

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DEALING WITH THE BAY AREA WAGE FRENZY

Recent reports on tracking compensation – published by PayScale and Glassdoor* – show swelling salaries for professionals in technology roles. As companies now increase the use of computing power for…

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IMPROVING FINANCIAL REPORTING TO THE BOARD: IS YOUR BOARD BORED?

At a next board meeting, study the behaviors of the directors when they listen to the CFO as he or she reports on the financials for the company. Are eyes…

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CONSULTING CFOS: THE POWER OF AFFILIATION

Serving as a trusted consultant financial professional is a deeply rewarding career. Working with a client is a special relationship built on trust, both for the value of work and…

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MAKING THE FINANCE OPERATION THE BEST IT CAN BE

One reason to love business is because it is dynamic. Strategies change or pivot, organizations transform, regulations and new rules emerge. All of these require financial teams to be both…

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IS THE DECK STACKED AGAINST FOREIGN FIRMS ENTERING THE U.S.?

One would certainly come to that conclusion after reading the Schumpeter Blog in The Economist January 12, 2017 – America Leaves Foreign Firms Out In The Cold.  However, I would respectfully…

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WILL I MISS THE WINDOW TO SELL MY BUSINESS?

In my 25 plus years advising clients on buying and selling businesses I have rarely seen a market as hot as the one at present.  The Baby Boom Generation transitioning…

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WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

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Post Merger Integration: Why a Conduit is an Essential Part of Success

Having spent a good part of my career on both sides of the table, assessing and executing M&A deals spanning several continents, I came to the realization that regardless of…

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