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Archives: Episodes

Any Recommendations for my Investor Pitch Deck?

Not surprisingly, Matt has reviewed thousands of investor pitch decks for startups…and they all ask him for his input and recommendations. In this FINAL EPISODE of the season, Matt discusses pitch deck recommendations including his thoughts for the (often overlooked…or screwed up) “Use of Funds” slide. 

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What is Preferred Stock?

Many of Matt’s small business clients are actually a bit embarrassed to ask, What is a preferred stock? because they think they should know what that is. The problem is – when they search for answers on the Internet, they still come away confused. In this episode Matt finally gives all of you a clear and concise answer.

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Should I Be Collecting Sales Tax on My Product or Service?

Lots of small business owners out there think they “charge” sales tax, however that’s not the case. You “collect” and “remit” sales tax and there are some differences when it comes to products and services. In this episode Matt’s answers the questions, Should I be collecting sales tax on my product or service? He even addresses the, often confusing, nuance of “software as a service.”

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Can I Invest My Investment?

Many of Matt’s small business clients who have received investments wonder, Can I invest my investment? Matt provides the simple answer (spoiler’s NO) and discusses why.

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What’s the Deal with Delaware?

Just about every early-stage company founder Matt works with wants to know, What’s the deal with Delaware? In this episode, Matt talks about why so many companies choose to organize in Delaware.

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What is the Angel Investor Credit Program?

Almost all of Matt’s small business tech clients ask him about the various credit programs that are out there and one he gets asked about all the time is the Angel Investor Credit Program. In this episode Matt not only answers what it is but discusses why it’s helpful for the company.

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How Do I Grant Stock Options In My Company?

Just about every small business owner and early-stage founder comes to Matt and asks, How do I grant stock options? The best part is, Matt tackles this question by looking at it through the eyes of the recipient to provide you with some insight into how to address this common need. 

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What’s the Difference Between Common Stock and Preferred Stock?

Many early-stage startups set up their companies and have millions of shares that need to be distributed among everyone from the company founders…to early employees…to advisors…to investors. And when the time comes to grant those stocks Matt typically gets asked, What’s the difference between common stock and preferred stock?

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What type of entity should my startup be (a C-Corp or LLC)?

CPA and Partner at WISS & Co., Matt Barbieri discusses the reason he’s doing this podcast (basically to answer all those questions he gets over-and-over) and then answers a question he gets ALL THE TIME from startup founders, which is, What type of entity should our company be?

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