Debt vs Equity Financing: What is the Difference?
How can you compare debt vs equity financing and decide what’s right for your business? Let’s take a deep look at the pros and cons.
What is a Pitch Deck and How Can You Create One?
A pitch deck is a set of slides designed to convince someone to invest time, money, or both. Learn how to create one.
What Does a CFO Do?
Can a CFO provide the financial leadership your team needs? And what does a CFO do anyway? Let’s take a deep look at this important role.
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding what sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility, which limits your options. Then, as your business matures, you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...
