FP&A
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Re-valuation of a non-current asset
I have not been in a company with large, hard assets for many years but I understand there are some recent changes in standards for establishing and maintaining book value. We have some long-term hard assets we need to establish book values for. What is the current process for valuation and what…
1
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Latest Venture Debt T's & C's
My company recently raised some VC funds and we would like to augment it with some venture debt. First off, what is the latest on venture debt? The last time I went out for debt things were booming and it was easy to get. I am sure things won't be so easy this time around. Any insight into the c…
4
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"Change in control" of an entity and Share based payments (FAS 123R)
When do you accrue the liability for the share based payment awards (i.e. restricted share units (RSU) / performance share units (PSU)) if the RSU/PSU units are vested due to change in control provision. Is it based on the change of control date (assume February 28, 20X1) OR can an entity accrue…
2
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How to qualify for SBA Loans?
Please share experience in securing SBA Loans. What security is required? Eg personal guarantee, assets Who are good providers in Bay Area? How long is the period from application process to loan funding Share positive and negative experiences
1
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Request for Corporate Policy Template on Employees Use of Social Networks
A hot topic of HR professional groups like the Society of Human Resource Professionals (SHRM), is the need for corporations to publish a written policy providing employees guidance on the acceptable use of social networks. These policies are not simply limited to employees use of corporate PCs a…
1
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Does Too Much Success Too Early Hurt Start-Ups?
I attended a presentation at UVEF today by Skullcandy Founder & CEO Rick Alden. By the way, Rick is being considered for the Entrepreneur of the Year award for 2009 by Entrepreneur Magazine. Vote for Rick here: http://www.entrepreneur.com/e2009/vote/established.php Rick brought up a thought-…
3
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Innovative strategies to weather the current financial storms
I am attempting to complie a listing of the most efficient strategies to cost-cut and increase efficiency in this current economic climate. Please let us know some strategies yu have employed that have greatly assisted you receintly. Thanks Reference URL: http://www.ubcnc.com
4
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Going Concern Opinion
I'm trying to confirm that the audit standard for evaluating an entity's ability to continue as a going concern for a period "not to exceed one year from the date of the financial statements" refers to the period being reported on vs. the date on the auditors report.
7
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Strategic Planning
How do you do strategic planning at your company? Who's involved in strategic planning? What levels of management are included in the process and to what extent is each level involved? What specific role do you, as CFO, have? Do you do off-site or on-site? How many days? Do you use an outside fa…
2
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Modeling marketing
Folks - We are looking to benchmark what % sales other firms spend on marketing. Any comments would be appreciated. Thanks - Dan Morgan
3
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Looking for 409a/123r valuation. Any preferred practitioners?
We're looking at getting a valuation for either/both 409a and 123r valuations (long story). It's been a couple of years since I ran one of these and it seems that a lot of the players have changed. Anyone have a suggestion of someone they like? Price and quality are prime considerations (and not…
4
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Equipment financing recommendations
Folks - I am looking to have a few Equipment financing vendors submit proposals in the next few months. I want to create a competitive big with 3 to 5 players. Who can you recommend? - thanks - dan morgan
2
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Anyone have experience with hardware that has software rev rec issues?
My company is developing some hardware (can't disclose right now) that is connected online and will receive continuous software updates. I'm being told that we will have to recognize revenue ratably over the expected life of the hardware. Does anyone have experience dealing with this? What are t…
8
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Always wondered what risks are at zone of insolvency
I've sometimes wondered if I was ever in the position - what would be a reasonable course of action for a CFO when a startup reaches the zone of insolvency - from my limited digging, officers are liable for potentially adding debts when they know of insolvency. And in particular, federal payroll…
4
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VC's Behavior Related to Payouts at Time of Business Sale
Wanted to ask a question around how VC's behave around liquidations of startups when options aren't useful/are under water, investors are getting worn out from investing and want an exit. The question is "what is a reasonable standard that VCs will consider providing, for employees and managemen…
6
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When do you take the 409a result to the board?
The 409a process is long and involves many people and moving parts and the board really, really cares about the outcome for many reasons. When is the right time to discuss the outcome with the board? Is it at the board meeting where the valuation is to be presented, or before?
5
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Recommended comp structure for direct sales
We are considering a direct sales model for reaching service providers (who are one of our customer bases). I have tried fixed, variable and combo comp plans for sales teams in past lives as CFO. None of them seems optimal. It’s either "too tough" to meet the goals, or "not motivating enough" fo…
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