Financial Reporting, GAAP and Tax Planning

Navigating the Path to an IPO for middle-market companies in 2025

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance

Strategic Finance Focus at Year-End

VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.

Finance

Finance Strategic Planning Auditing CFO

Small Business CFO's: Do You Need One?

Boston Startup CFO

OCTOBER 13, 2015

The auditors uncovered a horrific mistake that the previous accountant didn’t catch: We were accounting for our revenue completely wrong (non-GAAP) and we had to re-state our financials, something you never want to do in your business. Look at Groupon!). Two years, 60 employees and $8.6

CFO

CFO Tax Planning GAAP Budgeting

Corporate Finance Brief

Navigating the Path to an IPO for middle-market companies in 2025

Strategic Finance Focus at Year-End

Small Business CFO's: Do You Need One?

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