Practice Group: Start-ups, Rapid Growth Companies and pre-IPO

Start-up, Rapid Growth and Pre-IPO Companies Practice Group

Assist in financing, developing accounting and reporting systems and corporate governance from initial start-up through rapid growth and IPO. Read More

The Issue – March 2017

In this issue, Bob Weis discusses the importance of skill-sets traditionally associated with sales that should be present in a CFO if s/he is to be an effective communicator of a company’s financial information. This is particularly true in times of change such as growth or contraction. He cites a number of case studies from his experience and other respected sources (including the Harvard Business Review) and offers some insightful quotes from business leaders to build the case for looking beyond the numbers. He builds the case for seeking outside expertise on a part-time basis to assist the current CFO when unique or temporary circumstances are encountered such as mergers, acquisitions, foreign expansion, turnarounds, and rapid growth that strain capabilities. Read More

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

Is the Deck Stacked Against Foreign Firms Entering the U.S.?

In this blog, founding Partner, Bob Weis cites a blog in The Economist that discusses the challenges foreign firms face when entering the US Market. He then explains how local expertise will likely turn the negative numbers described by The Economist in your favor. 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

Michaela Gifford

Michaela is a Consulting CFO, with a unique blend of financial analysis and planning through … Read More

Jerry Johnson

Jerry has extensive experience as a senior financial executive for both public and private companies. He has a deep background in the cleantech industry, including wind, solar, biomass, gas co-gen and biosolids. Read More

Chris Reynolds

Chris Reynolds is a “full-stack”, execution oriented financial professional. He’s one part controller, two parts … Read More

The Five-Year Business Plan: Using It to Sell Your Startup!

In this blog, Michaela discusses the importance of a five-year business plan for a startup and how it is a valuable asset that can act as an internal road-map for management decision making and serve as the basis for supporting your pitch to investors about future growth prospects. Read More

Will I Miss the Window to Sell My Business?

In this blog, founding Partner, Bob Weis discusses the key elements of a M&A negotiation as the Baby Boom Generation is passing the torch of leadership. With years of experience in M&A execution, Bob shares the importance of preparation and having qualified professionals advisers, as well the common mistakes business owners make. Read More