FP&A
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409a affected by private market transactions like Sharespost?
I was wondering if anyone had experience with how common share transactions for private companies on services like sharespost affect the valuations of common stock (e.g. 409a). I've often seen deep discounts between the value of employee common options and preferred (even more so when the valu…
3
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Timing squeeze on raising a VC round
My company is in a timing squeeze and I'd love to get input from the group on it. We are in the midst of raising a round of capital in Silicon Valley. We got a term sheet from our "#2" target fund. They are offering us more $ than we requested (although not forcing us to take it) but at a somewhat …
2
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Does anyone have an Excel model that calculates the fair value of the down round price protection of a preferred stock?
ASC 815 40 (EITF 07-5) requires that the ratchet provisions (i.e down round price protection) of a security be bifurcated, fair valued and recorded as a liability. Does anyone have (or know of) an Excel model that can calculate the fair value of the down round price protection/ratchet provisions o…
1
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Year End Audit: Integrated Companies
My company acquired two companies during 2010 and I am trying to get ready for my year end audits. I work at a privately held company and we bought two privately held companies, but we may be looking to do an IPO in 2011 or 2012 and I want to get my financial reporting in order. Any guidance fo…
2
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Year-end checklists and "to-dos" I should keep in mind
My first year-end as CFO is upon me. Any tips, hints, lists or the like for having a clean and thorough year-end? Many thanks in advance and happy holidays to all!
8
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Best practice for consolidating and closing fincl. stmts. for private company operating in 3 nations/3 currencies in prep for M&A activity?
I am a M&A advisor, not accountant, so would like to get expert opinion on whether my planned counsel to a client is appropriate advice, please. Situation: Client is contemplating complete sale of the small (under $15 million revenue) privately-held, C-Corporation. This California company also …
7
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An accounting issue we are currently grappling with as a manufacturing entity is the high level of errors we are seeing processing A/P.
Is there a good way to benchmark our rate of processing errors encountered while executing the A/P function? The traditional 3-way match is a simple concept, yet for a company of our size ($100 million) it seems the variety of issues we are facing is significant. For example, the large number of …
4
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Who can provide a sound solution for share-based payment accounting *designed for* participating securities and deferred-delivery RSUs?
Primary interests include automating stock-comp disclosure preparation in an efficient, well-controlled environment. EPS calculations under the two-class method and detailed share count tracking and reporting across categories of shares would be a plus.
1
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Is there such a thing as a free lunch?
"SIGN UP HERE FOR A FREE LUNCH!" I just saw something that sounded even better! "CAPITALIZING ON UNDERVALUATION – ENABLING A CORPORATION TO SELL A $10 STOCK FOR $30 AS SOON AS IT HITS A $16 TARGET" I recently came across this claim in a deal structure being promoted by MG Holdings/…
5
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What is the acctg if RSU's are given as part of acquisition?
Assume public company A is acquiring private company B. A offers $10M cash and $5M of RSU's to the employees of B. How does A record this on it's books? How would B value this as part of the offer?
1
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Can you tell me about bootstrapping and how young companies can make their way without outside investment?
We are a group of engineers and a first time corporate finance/accounting leader (me). Can you tell me about bootstrapping and how young companies can make their way without early outside investment? What methods are most tried and true? What if we need dollars to develop the very product to be so…
3
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Forecasting standards from private to public
I am in a company that is preparing to do an IPO and therefore we need to have an accurate forecasting model. We currently use excel and am looking for something that is more accurate and user friendly in order to have more control and avoid excel mistakes. Any thoughts for this transition is ap…
8
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We are looking for a new IR leader. Do you recommend someone with a communications or a finance background?
We are a mid-sized public company looking for a new IR leader. Do you recommend someone with a communications or a finance background? My most recent experience was with an IR leader who did not have a finance or related background and I got frustrated having to explain many of the details of our …
3
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What do you find to be the best sources for broad corporate compensation data?
We need company-wide comp data for a few hundred employees with roughly 50 job titles in a high tech product manufacturing company. We need job descriptions for standardization of job duties and compensation metrics (base, bonus, equity) for each job level. Do you know any good sources for this? Wh…
2
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Are there any good web resources for finding out more about balanced scorecard and how one goes about implementing?
Are there any good web resources for finding out more about balanced scorecard and how one goes about implementing a program? We are interested in looking at corporate metrics as a growing company.
1
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Advice on Career Tracks for Finance, Accounting and Treasury
In speaking to MBA students with concentrations in finance and accounting, as well as Masters students in finance and accounting, I keep getting questions regarding the career tracks that would make the most sense for them. Unfortunately, as a student and a marketer, I lack the perspective they…
3
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Question Regarding Board of Directors Meetings
I am new to the whole Board thing and was wondering if anyone had something they could share as far as how meetings are operated, when agenda's need to be sent etc. Anything would be appreciated. Thanks
2
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Should every budget model I create run through to cash outcome?
Should every budget model I create run through to cash outcome? That is, should I bother with that for every flavor of analysis I run, or is it sufficient to just do the product or P&L level analysis as appropriate? Part of me says "cash is king" and another part says I'm adding too much comple…
4
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Banking in Egypt
I need a bank in Egypt and our current banking partners don't have a reach into this market. Our needs are pretty simple - the bank will need to provide basic cash management functions as well as bank guarantees on our behalf. - Your positive/negative experiences with Egyptian banks. - What…
4
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Should I use a local 409a provider or is it okay going out of state?
Should I use a local 409a provider or is it okay going out of state if I have some compelling reason such as a)price, b)reputation or c)a direct referral?
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