Resources

Create value X, and capture Y% of it - we help you maximize both.

Our blog

Founder to Freedom Weekly

Skip the business guru noise. Every week, we deliver battle-tested insights on building valuable companies, founder interviews you can actually learn from, and exit strategies that work in real life.
How to Optimize Energy Use in Manufacturing
Finance
Learn effective strategies for optimizing energy use in manufacturing, cutting costs, and enhancing operational efficiency through audits and equipment upgrades.
Common ERP Tax Integration Challenges and Solutions
Finance
Learn how to tackle common ERP tax integration challenges, from data quality to compliance, and streamline your tax functions effectively.
GDPR Risks in Cross-Border M&A Deals
Finance
Understanding GDPR risks in cross-border M&A is essential to avoid significant fines and ensure compliance throughout the deal process.
Valuation Methods for Solar Energy Projects
Finance
Explore key valuation methods for solar energy projects, including DCF, market comparables, and cost-based approaches for accurate assessments.
How To Build A Scalable Bookkeeping System
Finance
Learn how to create a scalable bookkeeping system that grows with your business, improves accuracy, and supports informed financial decisions.
Biotech KPIs VCs Care About Most
Finance
Explore the key biotech KPIs that venture capitalists prioritize for funding decisions, and learn how tailored services can enhance tracking and reporting.
Stock-for-Stock Mergers: Tax-Free or Not?
Finance
Learn how to navigate stock-for-stock mergers, their tax implications, and key strategies to ensure tax-free treatment for shareholders.
Needs-Based Segmentation: Steps for Product-Market Fit
Finance
Learn how needs-based segmentation aligns products with customer challenges to enhance market fit and boost satisfaction.
TLS/SSL Compliance Checklist for Financial Services
Finance
Explore essential TLS/SSL compliance for financial services, ensuring secure data transmission and adherence to key regulations.
Ultimate Guide to Clean Energy Regulatory Challenges
Finance
Understand the regulatory landscape for clean energy projects, from federal compliance to state-specific challenges, and best practices for success.
How to Forecast Labor Costs for Expansion
Finance
Learn effective strategies for forecasting labor costs during business expansion to optimize budgets and align financial resources with growth goals.
Urban Infrastructure: ROI of Smart Tech Investments
Finance
Explore how smart technology investments in urban infrastructure yield cost savings, enhance services, and foster community benefits.
7 Resource Utilization Metrics For Growth Companies
Finance
Explore seven essential metrics to enhance resource utilization, boost productivity, and drive growth in your company.
How Midsize Manufacturers Manage Compliance Costs
Finance
Midsize manufacturers face rising compliance costs. Learn effective strategies for managing these expenses while maintaining regulatory standards.
5 Steps for Revenue Projections by Segment
Finance
Break down revenue projections by customer segments to reveal growth trends, refine strategies, and enhance accuracy in forecasting.
5 Steps for Scenario Modeling in New Markets
Finance
Explore a structured approach to scenario modeling in new markets, focusing on key factors that drive success and informed decision-making.
Precedent Transaction Analysis for Private Companies
Finance
Learn how precedent transaction analysis provides valuable insights and benchmarks for valuing private companies based on past market deals.
State Tax Rules for Nonresident Equity Compensation
Finance
Navigating state tax rules for nonresident equity compensation requires careful documentation and understanding of complex regulations.
Tax Structuring in Cross-Border M&A: Key Strategies
Finance
Explore essential strategies for tax structuring in cross-border M&A to minimize liabilities and enhance compliance across jurisdictions.
Multi-Currency Bookkeeping: Best Practices
Finance
Learn best practices for effective multi-currency bookkeeping, including tools, risk management, and compliance strategies.
Best Practices for AI-Powered Scenario Planning
Finance
Explore how AI transforms scenario planning, enhancing data analysis, risk assessment, and financial forecasting for businesses.
How Discounting Affects Profit Margins
Finance
Learn how discounting impacts profit margins and discover smarter strategies to maintain profitability while boosting sales.
2025 Updates to Merger Notification Thresholds
Finance
In 2025, global merger notification thresholds are updated, affecting M&A strategies, compliance, and cross-border transactions across key sectors.
NOL Utilization in M&A: Asset vs. Stock Purchases
Finance
Understanding NOLs is crucial in M&A. This article compares asset and stock purchases, highlighting their tax implications and strategic considerations.
Cash Flow Projections for Revenue Growth
Finance
Learn how cash flow projections can enhance financial management, drive growth, and help businesses prepare for future expenses and opportunities.
How Automated Bookkeeping Reduces Errors
Finance
Automated bookkeeping minimizes financial errors through real-time updates and AI-driven classification, enhancing accuracy and efficiency.
M&A Valuations in Renewable Energy: Role of Policy Changes
Finance
Explore how policy changes are reshaping M&A valuations in renewable energy, influencing deal structures and risk management strategies.
M&A Market Trends: Timing Your Exit in 2025
Finance
Learn how to navigate the M&A market in 2025 with insights on exit strategies, valuation multiples, and preparation for success.
Guide to Cybersecurity Training for Finance Teams
Finance
Learn how to effectively train finance teams in cybersecurity to protect sensitive data and prevent costly breaches.
5 Steps to Build Rolling Forecast Models
Finance
Learn how to implement rolling forecasts for better financial planning and resource allocation in your business with this comprehensive guide.
How to Avoid Over-Leverage in Business Growth
Finance
Learn how to grow your business sustainably by avoiding over-leverage through effective debt management and financial monitoring.
Tax Reform Effects on M&A Exits 2025
Finance
2025 tax reforms significantly impact M&A exit strategies, altering valuations, deal structures, and international transactions.
Legal Compliance Checklist for Valuations
Finance
Ensure your valuations comply with legal standards to avoid risks such as fines and lawsuits. Follow this comprehensive compliance checklist.
Ultimate Guide to Scalable Bookkeeping for Growth-Stage Firms
Finance
Modern bookkeeping systems enhance efficiency, accuracy, and scalability for growth-stage firms, ensuring financial control as they expand.
Revenue Growth Sensitivity: Key Metrics to Track
Finance
Learn essential metrics for tracking revenue growth sensitivity and uncovering risks and opportunities in your business strategy.
Market Comparables for Renewable Energy Valuation
Finance
Explore the essential metrics and methods for valuing renewable energy projects using market comparables and DCF analysis.
Tax Challenges in Cross-Border M&A
Finance
Explore the tax challenges of cross-border M&A, including withholding taxes, due diligence, and post-merger management strategies.
ISOs and Moving States: Tax Impacts
Finance
Understanding the tax implications of relocating with Incentive Stock Options (ISOs) is crucial for avoiding costly mistakes and maximizing benefits.
How Multi-Country Bookkeeping Automation Works
Finance
Explore how automation streamlines multi-country bookkeeping, ensuring compliance, efficiency, and accurate financial reporting.
ERP Integration for VAT/GST Compliance
Finance
Integrating tax tools into ERP systems simplifies VAT/GST compliance, enhances accuracy, and streamlines reporting across regions.
Wind Energy M&A: Key Transaction Multiples
Finance
Learn how to effectively value wind energy assets in M&A using key metrics like Price per Megawatt and EBITDA multiples.
Cash Flow Analysis in Solar System Valuation
Finance
Explore the essential components of cash flow analysis for solar projects, including revenue sources, costs, and risk management strategies.
How to Benchmark Manufacturing Costs Globally
Finance
Learn how to benchmark global manufacturing costs by analyzing key drivers, data sources, and metrics to enhance efficiency and reduce expenses.
How Inventory Affects Cash Flow in Growth Stages
Finance
Learn how effective inventory management can enhance cash flow for growing businesses by balancing stock levels and optimizing cash usage.
Revenue and Expense Analysis for M&A Preparation
Finance
Explore essential revenue and expense analysis techniques for successful M&A preparation, focusing on financial metrics and strategic insights.
Precedent Transactions: Healthcare vs. SaaS Valuation
Finance
Explore the distinct valuation metrics and market dynamics influencing healthcare and SaaS sectors in M&A transactions.
Checklist: Tax Prep for M&A Transactions
Finance
Effective tax preparation in M&A can reduce risks and enhance value. Follow these steps to navigate tax implications before, during, and after the deal.
7 SaaS Metrics for Customer Acquisition Funnels
Finance
Explore essential SaaS metrics like CAC, LTV, and churn rate to enhance customer acquisition and drive sustainable growth.
ISOs and AMT: What Founders Should Know
Finance
Learn how exercising Incentive Stock Options can lead to tax savings while navigating the risks of Alternative Minimum Tax for founders.
Privacy Impact Assessments in M&A: Key Steps
Finance
Learn the essential steps for conducting Privacy Impact Assessments during mergers and acquisitions to mitigate risks and ensure compliance.
Tax Rules for Earnouts in M&A Deals
Finance
Explore the tax implications of earnouts in M&A deals, including classification, strategies, and IRS criteria to optimize financial outcomes.
Best Practices for Board-Level Financial Reporting
Finance
Learn best practices for creating clear and effective financial reports for board meetings, ensuring data accuracy and strategic alignment.
Risk-Adjusted Returns: 5 Case Studies
Finance
Explore five case studies showcasing how various industries optimized risk-adjusted returns through strategic management and innovative practices.
AI Bias in Financial Forecasting: Risks and Solutions
Finance
Explore the implications of AI bias in financial forecasting, its risks, and actionable solutions to ensure fair and accurate decisions.
Cash Flow Variance: How to Identify Key Drivers
Finance
Learn to identify and manage cash flow variances, the key drivers behind financial health in businesses, especially startups.
How to Build Investor Dashboards for Venture Capital
Finance
Learn how to create effective investor dashboards for venture capital, focusing on key metrics, tools, and best practices for data management.
How Volatility Clustering Impacts Risk-Adjusted Returns
Finance
Explore how volatility clustering influences risk management and investment strategies to enhance risk-adjusted returns in turbulent markets.
Sharpe vs Sortino: Risk Metrics for Growth Companies
Finance
Explore the differences between Sharpe and Sortino ratios to understand which risk metric suits your investment strategy best.
How Peer-to-Peer Lending Improves Cash Flow
Finance
Explore how peer-to-peer lending offers businesses quick funding, flexible terms, and competitive rates to enhance cash flow management.
Ultimate Guide to Stakeholder Alignment in Exit Planning
Finance
Effective stakeholder alignment is crucial for a successful exit plan, preventing conflicts and ensuring smooth transitions in mergers or sales.
Key Valuation Multiples in Renewable Energy Deals
Finance
Explore key valuation multiples in renewable energy, including EV/EBITDA and EV/MW, to understand market trends and investment opportunities.
Strategic Buyers vs. Financial Buyers
Finance
Explore the key differences between strategic and financial buyers to make informed decisions when selling your business.
Historical Financial Data for M&A Due Diligence
Finance
Understanding historical financial data is crucial for M&A success, revealing risks, opportunities, and guiding informed decisions.
Core Metrics for SaaS Dashboards
Finance
Learn essential metrics for SaaS dashboards, including MRR, ARR, CAC, and CLV, to drive informed decisions and sustainable growth.
Stock Sale vs. Asset Sale: NIIT Impact Compared
Finance
Explore the tax implications of stock vs. asset sales, focusing on how the Net Investment Income Tax affects your business decisions.
How Real-Time Bookkeeping Improves Cash Flow
Finance
Real-time bookkeeping enhances cash flow management with immediate insights, fewer errors, and faster payments, driving business growth.
How to Use Revolving Credit for Liquidity Planning
Finance
Learn how to effectively use revolving credit for managing liquidity, cash flow, and short-term financing needs in your business.
Time-to-Task Completion: Key Metric for Workforce Productivity
Finance
Explore how measuring time-to-task completion boosts workforce productivity, streamlines operations, and enhances profitability.
Market Comparables Analysis: Free Excel Templates
Finance
Streamline your company valuation with free Excel templates for market comparables analysis, featuring key metrics and customization options.
How Absenteeism Affects Cash Flow Management
Finance
Employee absenteeism costs U.S. businesses billions, disrupting cash flow and productivity. Learn strategies to manage its financial impact.
10 Marketplace KPIs for VC-Backed Companies
Finance
Learn the essential KPIs for VC-backed marketplaces to track growth, optimize operations, and attract investors for sustainable success.
Negotiating Valuation in Series A Rounds
Finance
Master the art of negotiating your Series A valuation with practical strategies and insights that set your startup up for future success.
Cash Conversion Cycle Checklist for Growth-Stage Companies
Finance
Master your Cash Conversion Cycle to enhance your cash flow and drive growth in your business with effective inventory, receivables, and payables management.
Bridge Financing for Startups: What Founders Need to Know
Finance
Bridge financing helps startups manage cash flow gaps between funding rounds, offering options like convertible notes, SAFEs, and revenue-based loans.
State Tax Due Diligence in M&A Deals
Finance
State tax issues can significantly impact M&A deals, influencing valuations and compliance risks that buyers and sellers must manage carefully.
Ultimate Guide to SaaS Dashboard Metrics
Finance
Explore essential SaaS dashboard metrics for tracking growth, optimizing decisions, and enhancing operational efficiency.
5 Steps to Audit-Ready Financial Records with ERP
Finance
Learn how to prepare your financial records for audits using ERP systems, ensuring compliance, accuracy, and efficiency.
Ultimate Guide to IT Integration for Joint Ventures
Finance
Unlock the secrets to successful IT integration in joint ventures with essential strategies, challenges, and post-integration management tips.
How to Spot and Fix Supply Chain Spend Leaks
Finance
Identify and fix hidden supply chain spend leaks to boost profitability and improve operations through smart strategies and technology.
How Tiered Pricing Impacts Unit Economics
Finance
Explore how tiered pricing optimizes profitability by aligning customer needs with pricing strategies, enhancing acquisition and lifetime value.
Why Service Delivery Time Metrics Matter for M&A Success
Finance
Explore how effective service delivery time metrics can enhance M&A success through faster integration, cost savings, and improved customer retention.
5 Steps for Onboarding Equity Crowdfunding Investors
Finance
Learn essential steps for onboarding equity crowdfunding investors to ensure compliance, build trust, and foster lasting relationships.
M&A Risks: Data Breach Compliance in Cross-Border Deals
Finance
Data breaches pose significant risks in international M&A. Understand compliance challenges and strategies to protect your investments.
Healthcare-SaaS Alliances: Financial Insights
Finance
Explore how healthcare-SaaS partnerships drive financial performance through cost savings, revenue models, and effective cash flow management.
Top Cash Flow Challenges in Growth Stages
Finance
Explore the key cash flow challenges faced by growing companies and effective strategies to ensure financial stability during expansion.
Capital Gains vs. Ordinary Income: Earnout Tax Guide
Finance
Learn how to structure earnouts in M&A deals to optimize tax treatment and maximize your after-tax proceeds.
Cross-Border Stock Sales: Tax Rules Overview
Finance
Navigating cross-border stock sales requires understanding complex tax rules and residency impacts to optimize compliance and minimize liabilities.
How To Ensure Term Sheet Legal Enforceability
Finance
Learn how to make your term sheet legally enforceable by including binding clauses, clear language, and consistency with final agreements.
ROI of IT Modernization: Key Metrics to Track
Finance
Explore the significant ROI of IT modernization, focusing on cost savings, performance improvements, and enhanced security metrics.
Predictive Risk Analytics in Finance: Key Use Cases
Finance
Explore how predictive risk analytics is transforming finance by enhancing credit assessments, fraud detection, and operational risk management.
Why Mobile Dashboards Matter for Growth-Stage Companies
Finance
Mobile dashboards empower growth-stage companies with real-time data access for faster decisions, enhanced collaboration, and improved efficiency.
Tax-Free vs. Taxable Reverse Triangular Mergers
Finance
Explore the critical differences between tax-free and taxable reverse triangular mergers, their implications for shareholders, and strategic considerations.
How to Build a SaaS Retention Dashboard
Finance
Learn how to create an effective SaaS retention dashboard to track key metrics, reduce churn, and drive customer loyalty for growth.
Data Privacy Due Diligence for Cross-Border M&A
Finance
Understanding data privacy is essential for successful cross-border M&A, as non-compliance can significantly impact deal value and operations.
Special Merger Rules in Regulated Industries
Finance
Explore the stricter merger regulations in healthcare, energy, telecom, and banking, and learn how to navigate compliance challenges effectively.
Jurisdictional Thresholds for Industry Mergers
Finance
Understand the importance of jurisdictional thresholds in mergers and how to navigate complex regulatory requirements to avoid penalties.
How Visual Hierarchy Improves Dashboard Clarity
Finance
Enhance dashboard clarity with visual hierarchy by prioritizing key metrics through size, color, and layout for better decision-making.
Best Color Palettes for Financial Dashboards
Finance
Explore the best color palettes for financial dashboards to enhance readability, user trust, and decision-making.
Cross-Border Crypto AML: FATF Travel Rule Explained
Finance
Understand the FATF Travel Rule's impact on crypto transactions, compliance requirements, and the challenges faced by Virtual Asset Service Providers.
PUBLICATIONS

What we've published

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.