Looking for a Smooth Due Diligence Process?

Looking for a Smooth Due Diligence Process? Here are Five Keys to Success. As an owner or CFO, you are moving ahead toward the sale of your company. It’s hard to imagine a bigger event in the life of either. This may be your first company sale, or the most important...

The Cap Table Tool Every Entrepreneur Should Know

by Chris Morgan, Senior Manager, Client Services & Innovation Gust Cap Tables & CFO Alliance: A Perfect Pair Starting a business is typically initiated from a place of passion, excitement and a creative idea that will add value to future customers. As it...

Celebrating Financial Literacy Month

April is Financial Literacy Month A high holiday at CFO Alliance – as it reminds us all how important it is to establish and maintain healthy financial habits, effectively handle money and deal with debt. But if you’re reading this, there’s a pretty good chance you...

Is Your Tax Relationship Really Providing Value?

Evaluating the Value Your Tax Relationship is Providing   When you hire the help of a professional – be it a doctor, a lawyer, or a CPA, for example – the overriding expectation is that as professionals, they will provide the guidance, support and expertise you...

What Would An Investor Think of Your Financials?

What Would An Investor Thinkof Your Financials? Are Your Investors Ready To See Your Financials? As we’ve discussed previously, there is no better time to find investors for your company. For the past seven years of recovery from the Great Recession, there has been an...