The amount of time to keep records differs by type. Some documents and records need to be kept for only a year or a couple of years, while others need to be kept throughout the life of the business. Document retention is very important, but what is the proper length of time to store documents?Read More
This is part 1 of our 4-part Document Retention Series. In Part 1 we cover the types of business records that should be saved by a company.
There are few hard-and-fast rules about what type of records to keep. However, you need to save all papers related to your taxes as well as papers demonstrating that your business is legitimate and follows all applicable laws.
Right now, going green is going viral. Companies are constantly looking for ways to diminish their carbon footprint by ditching outdated business practices which are not considered “environmentally friendly”. Practices like the quarterly reports printed on paper, the lengthy plane trips to remote offices, and even the on-site board meetings have all become obsolete with dawn of the digital era.Read More
With stock option pricing getting attention in the headlines lately we thought it would be beneficial to our fellow financial professionals to find out more about how overvaluation happens, the many ways in which overvaluation creates problems, and tip-offs in an appraisal that suggest a potential overvaluation.Read More
You’ve launched your product and are now getting early customer traction. You might even be seeking capital to ramp up the sales team or invest heavily in customer acquisition. But how do you know it’s the right time to scale?Read More
No one can deny the positive impact email has had on the way we conduct business. From rapid communication to dramatic increases in efficiency, the list is endless with ways that email has helped companies expand into giant multinational corporations. Yet, something that will not appear on that list is security, or rather the lack thereof. Whether if it be an unintended attachment or a misguided email address, employees have the ability to completely cripple their company’s reputation with one click of a button. Here's a scary example:Read More
Last week I attended the Valuation Roundtable of San Francisco’s 26th Annual Seminar with keynote speaker Aswath Damodaran, Ph.D. Damodaran is a highly respected Professor of Finance at the Stern School of Business in New York University. During the event, Damodaran went over what I thought was the most interesting topic of the day - the myths around valuation. It was eye opening to see how many variables can affect a business valuation.Read More