investing Archives - Wiss & Company, LLP

Part 1: Maximizing Your Organization’s IT Investments

Written on November 22, 2022. Posted in Investing.

By Luis Vargas, Director, CFO Advisory This is part one of a seven-part series on maximizing your organization’s IT investments. Every organization must decide how to allocate limited human and financial resources across competing needs, and stakes are exceptionally high when selecting suitable IT investments. Research by McKinsey found that large IT projects run 45% over budget while delivering 56% less value than predicted. The same study found that 17% of IT investments...

The Investor’s Perspective: How Pitch Decks Often Miss the Point

Written on October 24, 2022. Posted in Early Stage.

Over the years, we’ve seen thousands of pitch decks and had countless conversations with both investors and early-stage startup founders about investment opportunities. As a result, we’ve gained a comprehensive understanding of both the solicitor and the solicitee’s perspective. Generally speaking, pitch decks tend to be too long and not comprehensive enough in addressing the financials; but this article focuses on one particular slide: the use-of-funds slide. We explain the purpose...

Can I Raise Cash Flow for My Small Business With Government Money?

Written on February 23, 2022. Posted in Early Stage, Small Business, State & Local Tax Services, Tax.

There’s nothing worse than finding out you could’ve qualified for government funding after it’s too late, especially when your business is in its infancy and you could use all the cash you can get your hands on. Most of the founders we advise aren’t aware of the financial help that’s out there, or which programs are available for their business. We introduce two specific opportunities for government funding that are important for startups to know about: national tax credits and...

How Do I Exercise the Stock Options I Was Granted?

Written on February 2, 2022. Posted in Early Stage, Startups.

If you’ve been offered stock options as part of a compensation package at a startup, it may seem like a no-brainer to accept. And that’s usually true — as long as you clearly understand how to turn the initial piece of paper that grants you those options into a tangible investment on which you don’t have to pay income tax rates. It’s common to assume you should hang onto that paper and let it grow for as long as possible. But if you do, you could be in for a rude awakening when...

The Truth About Stock Options: What You and Your Employees Should Know

Written on January 26, 2022. Posted in Early Stage.

By Matthew Barbieri, Partner It’s becoming more popular to offer stock options to new hires as an incentive, especially if you’re on a limited startup budget. While you may not be able to offer new hires a world-class salary just yet, you can throw stock options into a compensation package to sweeten the deal. However, it’s easy for both you and your employees to be blissfully unaware of some key details about holding and converting stock options. To avoid confusion down...

How To Distribute Authorized Stock to Startup Stakeholders

Written on January 19, 2022. Posted in Early Stage, General Business.

It’s not often that you hear entrepreneurs tell the truth about what it takes to get a startup rolling, especially about the nitty-gritty details of how to authorize shares of stock. In this article, we’re taking away the mystery of share distribution. If you’ve already decided to set up a C corporation and learned about initial valuation, the next step is to figure out how to split shares of the company fairly amongst stakeholders — and wrestle with the math behind those decisions. Determining...

How To Raise Capital Without a Startup Valuation

Written on January 11, 2022. Posted in Early Stage, Tax.

An exciting part of early-stage startup ownership is bringing on investors who believe in your mission. But before you offer them equity in your business, you have to figure out how much it’s worth. Every startup is unique and, as with many other factors of entrepreneurial life, there’s no one-size-fits-all way to complete a valuation. However, there are some best practices you should follow when assigning a reasonable value to your company and appealing to investors with convertible...

2021 Cryptocurrency Market: Year In Review

Written on December 29, 2021. Posted in Advisory Services, Cryptocurrency, Investing, Tax, Tax Alerts.

Interest in and adoption of cryptocurrency (“crypto”) has been at an all-time high in 2021. In the past year, there have been a number of new, game-changing developments in the space which we will summarize in this piece. In addition to a market update, we will also highlight the most common audit, tax, and advisory themes that our teams have been discussing with our clients. Market Update The crypto market exploded in early 2021, with bitcoin reaching an all-time high of $65k in...

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Tag: investing