Partner: Joseph Markunas

Surviving M&A Due Diligence

In this blog, Joe Markunas discusses the challenges of Due Diligence in an M&A Transaction. He explains why; if you are or will be entering into a sale or merger event, or if you are a professional adviser to a client doing so; your transaction will be enhanced by our CFOS2GO Due Diligence support. Read More

Press Release: California’s Original Consulting CFO Firm turns 30

CFOs2GO turns 30 Read More

Press Release: California’s Original Consulting CFO Firm turns 30

CFOs2GO turns 30 Read More

The Life Science Blog Series No. 1: Using Venture Debt Effectively

In this blog, CFOs2GO’s lead Partner of the Life Science and Healthcare practice group, Joe Markunas and Bridge Bank’s Vice President of Life Sciences group, Fred Lee discuss the importance of using venture debt as an early stage funding option to benefit companies, and explain how a loan facility can fit into the company’s broader operational and financial plans. Read More

The Issue – March 2016

Turn Risk Management into a Profit Center.
In this issue, leader of CFOs2GO’s Healthcare & Life Science practice discusses the economic and risk management benefits of establishing a Captive Insurance Company within your small business. Tax deductions to the business, favorable tax treatment on earnings within the Captive as well as on distributions to the Captive’s owners, make establishing a Captive a creative risk management tool well worth considering. Read More

Press Release: Joseph Markunas joins CFOs2GO

CFOs2GO welcomes Joe Markunas as new Partner, who will be joined by CFOs2GO veteran Jodi Avina as co-leader of the Healthcare and Life Sciences practice. Joe’s background includes accounting, tax and consulting engagements with both large and small medical and dental provider groups in both private fee for service as well as managed care and Medicaid capitation reimbursement models. Read More

Press Release: Joseph Markunas joins CFOs2GO

CFOs2GO welcomes Joe Markunas as new Partner, who will be joined by CFOs2GO veteran Jodi Avina as co-leader of the Healthcare and Life Sciences practice. Joe’s background includes accounting, tax and consulting engagements with both large and small medical and dental provider groups in both private fee for service as well as managed care and Medicaid capitation reimbursement models. Read More