Asset Management vs Private Equity: Which CPA Relationship Fits Your Fund
The distinction between asset management vs private equity matters long before you are sitting across the table from an investor
Business Valuation Resources Are Changing: What Founders Should Know Now
Most growth-stage founders have a number in their head. It is based on revenue, on what a peer sold for,
Venture Capital Trusts: What Growth-Stage Founders Get Wrong Before the Term Sheet Arrives
Venture capital trusts come up in fundraising conversations long before most founders understand what they are. By the time a
What a Nonprofit Auditor Actually Checks, and Where Organizations Fall Short
Most nonprofit finance directors and executive directors know an audit is coming long before one arrives. A funder requires it.
Hedge Fund Accountant or CPA Firm: What Actually Fits an Early Fund
When early-stage fund managers start evaluating hedge fund solutions, most of the advice they receive is either built for institutional-scale
What Founders Miss When They Hand Over Financials in Due Diligence
Most founders enter financial due diligence confident their numbers are in reasonable shape. Their accountant has never flagged anything serious.
How AI Is Changing What Investors Demand from Startup Financials
Venture capital investment has always involved a close read of the numbers. What has changed is who is doing the
Your 401(k) Plan Audit Is Likely Coming. Here Is What to Do First.
Most business owners do not think about 401k audit requirements until someone else brings it up: a plan administrator, a
How to Value a Service Business Before Selling, Raising Capital or Buying In
Valuing a service business is one of those things most owners don’t think about until they absolutely have to. A
How to Get Venture Capital and What Investors Want to See Financially
Most founders believe fundraising comes down to a great idea and a compelling pitch. It doesn’t. Plenty of brilliant ideas