Accounting for Stock Compensation

This article moves beyond the basics of stock compensation (including stock options) and touches on the accounting complexities associated with stock compensation awards.

Acquisition Decision Making

Before you decide to acquire another company, be sure to carefully identify synergies and consider how to avoid your cognitive biases that could destroy value.

ASC 606 Adoption Considerations

The deadline to implement ASC 606 is coming quickly. Here are a few things to consider as you navigate the new revenue recognition standard.

ASC 842: Impacts and Practical Guidance for Lessees

This article explores and compares the old and new lease accounting standard. Learn how a lessee properly accounts for leases under the new leasing standard

Asset vs. Stock Acquisitions

Learn to understand the tax and economic differences between transaction structures for your next M&A negotiation.

Corporate Social Responsibility Initiatives

Corporate responsibility initiatives are an important part of modern-day business management. Learn in this article about common pitfalls and best practices to help improve the quality of your CSR initiatives.

Delisting and Deregistering – When and Why

Almost half of the small cap companies that go public are no longer public five years later. This article explains what can happen to public companies after the IPO, including the circumstances where companies may be delisted, or choose to deregister with the SEC.

Equity Compensation: Restricted Stock Units vs. Restricted Stock Awards

Before determining how to compensate employees, learn how restricted stock units and awards are accounted for and the tax implications for your business.

Guide to ESG reporting

ESG reporting can seem like a daunting task, but it doesn’t have to. Learn the basics in this article.

How to Explain a Stock Split to Employees

Stock splits can be a challenging thing to explain to employees. Find out more about how you can facilitate this conversation.

Insider Trading: Types, Consequences, & Avoidance

Education on the main forms of insider trading and their consequences can prove to be the best preventative tool for your company.

Key Performance Indicators

KPIs are powerful tools for measuring performance. Learn how to choose KPIs and report them in your MD&A.

Quarterly Reporting

Quarterly reporting is critical for public companies. Learn the requirements and best practices for efficient quarterly reporting in your S-1 and 10Q.

Regulation Fair Disclosure (Reg FD)

This article introduces Reg FD and summarizes industry professionals’ insights on how to make sure public companies are Reg FD complied.

Restatement Effect and Prevention

This article gives an overview of financial restatements, including types of restatements, public reactions, and methods to prevent them.

Seasoned Equity Offerings vs. Secondary Offerings

Learn the differences between a seasoned equity offering and secondary offering and how these differ from an IPO.

Segment Reporting Overview

This article will help your company identify reportable segments and prepare the proper disclosures related to operating segments.

Shareholder Activism

Understand shareholder activism and learn how you can prepare for activism as a pre-IPO company.

Stock Options 101 (for Employees)

This article provides an easy-to-understand overview of how stock options work and why startups use them.

The Audit Committee

Understand the role of the audit committee and how to establish an effective committee.

The Negative Abnormal Performance of IPO Stocks

Some IPO stock prices have been shown to have negative abnormal performance. This article summarizes the research that has been done to explain this.

The New Pressures of a Public Company

The day of the IPO is only the beginning for a public company. After the IPO there are a variety of new pressures, requirements, regulations, and relationships that a public company needs to be aware of to be successful.

The Proxy Statement

The proxy statement, also known as DEF 14A, is a SEC mandated filing required for public companies that has a lot more information than many people realize.

The SEC

The SEC and the public registration requirements.

Transfer Pricing

A well-planned and economically supportable transfer pricing policy can have a large impact on a company’s profitability. Learn about the current issues and potential solutions for transfer pricing in our digital world.

Writing an Effective MD&A

An overview of the MD&A and 8 strategies to help you write a more effective one.