This course provides the core set of tools and strategies that would be used by the Chief Financial Officer at a private, entrepreneurial company. The course follows the life-cycle of a company that begins life as a start-up, and covers the accounting-related financial metrics that are needed by an entrepreneur.
We will cover topics relevant at the earliest stages of a business, such as setting up the initial accounting infrastructure, through to the company’s exit. The exit would typically be to a strategic buyer, a private equity firm or via an IPO/SPAC/Public listing.
Selected topics:
- Setting up the initial infrastructure for the information system used by a start-up.
- Structuring and accounting for equity based employee compensation, for founders and employees.
- Reporting key performance indicators to the company, the board of directors and investors such as venture capital and private equity funds.
- Managing working capital, establishing monthly and yearly budgets, and future forecasts.
- Sale process, working capital adjustment, and roll-over equity for a management team.
- Accounting and applying for debt as a private company, such as bank debt, venture debt, and account receivable lines of credit.
- Accounting information required for a fundraising process
