Form D is a document that the SEC requires a company to file when it issues securities in a private placement under Regulation D. It must be filed with the SEC within 15 days of…
The 3 Jobs Your Startup Should Outsource
If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team. You may be strong on the technical side or a product whiz, but what about financial strategy, administration,…
Signs a Small Business Needs a CFO
When should a small business owner hire a CFO? While there is no right answer, there are certain indicators. I spoke with Marc P. Palker, CMA, about this topic. Marc is Director of CFO Consulting…
CFO or CEO: Who’s in the ‘Driver’ Seat?
What sort of personality should a CFO have to be influential and effective? A collaborative one, for sure. But according to research by Deloitte on working relationships between finance chiefs and their CEOs -– research that…
