Category: Strategic finance

Startup Finance Has a New Advantage: A Full Stack CFO Team

Every VC-funded startup craves efficiency. They need to push forward as quickly as possible, and they need to get their finance and accounting up and running, too. Growth is the ultimate quest, and complexity builds up fas…

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Year-end checklist for finance teams—10 ways to end the year right

The exciting month of December offers a paradox to finance teams. They’re in retrospective mode while also planning for the year ahead. And they’re super busy while hoping to use up any leftover vacation days b…

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4 companies make the right moves along the business lifecycle

Every company is at a different stage along the business lifecycle. Some companies have just started out, some are surging forward, some are growing organically and others are fighting against fierce competition. Where is …

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Round of applause for these fast-moving companies meeting major milestones

Every company has a unique journey. They move super-quick at times and then slow down to make their way over obstacles. All the while, they’re chasing after certain milestones that keep them moving forward. Anytime they …

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Don’t go it alone—why every cannabis company needs the right set of partners

It’s all about who you know. In the high-velocity world of cannabis companies, this mantra is so true. When starting out or expanding into new territory, with limited resources and an uncertain future, companies often do…

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Building a strategic roadmap: 6 questions every new cannabis business needs to ask

A giant window opened up when Californians approved the adult use of cannabis a few months ago. Startups and companies looking to expand are taking advantage of the opening, but they have to act fast. As time goes on, it…

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Live and learn: Passing on wisdom from the tech sector to the cannabis sector

The pressure is always on. In Silicon Valley, we’re accustomed to tech startups moving at the speed of light to get their innovative products to market. All while fending off tough competition, being careful with their c…

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Culture and innovation trailblazers—how 5 companies are defining a new path

There’s nothing quite like working in the San Francisco Bay Area. Innovation is happening all around us—and as consultants, we get to see it in person every day working with our clients. Tomorrow’s must-have apps are…

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Tales from the front lines in CFO and controller recruiting—what’s expected these days

A CFO who is good at financial integrity management but struggles with assessing situations and being visionary won’t be a CFO for very long. I see CFOs facing this challenge in companies of all sizes, from Fortune 500 c…

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5 tips for finding financing with the right investors

Companies are under the microscope from the moment they attract a key investor. “Potential investors are making assessments and determinations throughout the whole process—not just right at the start,” RoseRyan direc…

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