Practice Group: Valuations and 409A

Valuations 409A Practice Group

Provide valuations for both private and public companies at various stages and advise on activities leading up to a valuation. 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

Ed O’Dea

An Investment CFO with an eye to the future and maximizing long term value Ed … Read More

BURR PILGER MAYER, CFOS2GO AND EULER HERMES HOSTED ECONOMIST DAN NORTH

Coffee & Conversation: A 2016 Economic Overview with Dan North. Euler Hermes’ Dan North, Chief Economist for North America, presented his analysis of current events globally and how our markets may be affected in the next year. Read More

What is the Right Level of Financial Leadership in a Rapidly Growing Business?

In this blog, Bob builds on his previous blog “Is it Time to Hire a CFO?” and addresses the full range of financial leadership and accounting positions between bookkeeper and CFO that can be required when a company is experiencing the dynamics of growth. He goes further into commenting on financial titles and to what businesses they are relevant to. Read More

The Issue – September 2014

In this issue, CFOs2Go Partner Chris Chillingworth, proposes a sound methodology on how to become, and remain, proactive on the individual and corporate levels. A few key points Chris incorporates are: have a plan, when to enlist assistance, understand obstacles, and embrace technology. Read More

The Issue – August 2014

Guest Author, Jason Lombardi, Vice President of Employee Benefits at Vita Insurance Associates, covers key items of The Affordable Care Act (ACA) such as: small group premium changes, network changes, formulary changes, out-of-pocket maximum, and grandmothering. Small group employers (employers with 2-50 employees) need to be aware of the changes they will be seeing in their premium rating structure, medical plan design and network availability. Keep reading to find out more information of each change and how it will apply to your company. Read More

The Issue – May 2014

“409A”
In this issue, CFOs2Go Partner Ed O’Dea discusses what a 409A valuation is and why you might need one if you are a private business issuing stock options. Ed first focuses on “Pricing employee stock options” then walks through the “fair market value rule”. Don’t worry, he provides guidance factors and suggests three approaches to help determine the company’s value. Read More

The Issue – February 2013

Maximize your value to a Strategic Buyer
In this issue, Guest Author, guest contributor Sima Hsu, Managing Director of Sima Consultancy, offers her insight into assisting strategic business sellers maximize the value of their companies through planning and preparation, and avoiding pitfalls often encountered by small and medium sized enterprises (SME’s). Read More