Ben's Blog

AUGUST 31, 2020

IN THIS EDITION Fintech products ease more Americans into the stock market In defense of the IPO, and how to improve it What’s inside your (mobile) bank? Among the most interesting is Stash’s “stock back” program, which is essentially an alternative form of rewards. Then COVID-19 hit, hurting sales for many SMBs.

IPO 36

IPO Stock Software Review API 36

Both Sides of the Table

JULY 16, 2010

But VC is an “illiquid asset&# so funds didn’t disappear quickly - In 2000/01 the stock market quickly adjusted punishing investors in the NASDAQ and in individual public technology stocks. What accelerated this was the collapse of the public stock markets. But in bad economies many angels get burned.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Up and Running

AUGUST 13, 2014

An Income Statement, also called a Profit and Loss Statement, is a fundamental tool for understanding how the revenue and expenses of a business stack up. Typically, an Income Statement is a list of revenue and expenses, with the companys net profit listed at the end. A line by line breakdown of an income statement.

.Net 100

.Net Balance Sheet Forecast Business Plan 100

Both Sides of the Table

JUNE 17, 2017

It was a stock option incentive related “expense” but I bet you didn’t know that because in an era where we only read the headlines — they must be a train wreck losing billions. The most obvious way to explain this is with sales people. Revenue When I look at an income statement I start by focusing on the revenue line.

Stock Options 227

Stock Options Startup Dilution Venture Capital 227

Up and Running

JUNE 17, 2019

But the truth is most businesses ignore the most powerful financial tools in the accounting arsenal: the balance sheet and the cash flow statement. It breaks down the revenue your business generated and the expenses incurred. The balance sheet. That’s why they’re considered essential components of a business plan.

Balance Sheet 120

Balance Sheet Small Business Finance .Net 120

Mike Michalowicz

FEBRUARY 18, 2021

We kicked in 2020 with outstanding sales. Our business was experiencing record sales, yet, I was out of cash, out of line of credit, and I still had a loan on the business, along with payroll to meet, invoices to pay, etc. I started this in business part-time, in 2000, loaded with a prayer and a fully stocked min-van.

Balance Sheet 98

Balance Sheet Design Founder Omaha 98

Duct Tape Marketing

NOVEMBER 16, 2023

And so typically owners are busy, they look at the p and l, but they don't look at the balance sheet or they don't look at a cashflow statement. We've been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. So what are you waiting for?

Michigan 72

Michigan CPA Small Business Hiring 72

Startup Lessons Learned

MAY 25, 2020

Carl was also worldwide head of stores at Home Depot when Hurricane Katrina hit, running sales out of the backs of trucks and accepting IOUs for payment. I think about this in customers and protecting your employees and customers, always protect your P&L, your revenue. So, how are you investing in being even better?

Technical Review 148

Technical Review Balance Sheet Texas Austin 148

Up and Running

NOVEMBER 5, 2018

Two essential lists: Startup costs normally include startup expenses and startup assets: Startup expenses: These are expenses that happen before you launch and start bringing in any revenue. Inventory purchased after launch will affect cash flow, and the balance sheet; but isn’t considered part of the starting costs.

Cost 150

Cost Balance Sheet Startup Intellectual Property 150

YoungUpstarts

OCTOBER 22, 2018

‘Official’ finance record keeping has to be carried out using specific financial documents, and supporting paperwork has to be undertaken so that an accountant can calculate the company’s tax liability and submit accounts to the IRS (Internal Revenue Service). Balance sheet. The documents. Income and Expenditure statement.

Finance 113

Finance Balance Sheet Cash Position .Net 113

Both Sides of the Table

MARCH 30, 2016

forward sales with some as high as 12x sales. Collectively we chose growth and the market was rewarding high growth rates over any other factor so we felt that we ought to bring in an experienced CEO who had taken companies public, who had led large, international sales organizations and who was poised to take Invoca to the next level.

Balance Sheet 150

Balance Sheet Burn Rate Valuation Forecast 150

Up and Running

FEBRUARY 12, 2014

No doubt you refer to your income statement and your bank account for the basics, but the truth is most businesses ignore the most powerful financial tools in the accounting arsenal: the balance sheet and the cash flow statement. The Balance Sheet. An income statement is usually prepared monthly, quarterly or annually.

Balance Sheet 136

Balance Sheet Small Business .Net Finance 136

Occam's Razor

MAY 2, 2017

Outcomes: Revenue | Ideas Funded Behavior: Path Length | Cart Abandonment Rate Acquisition: Assisted Conversions | Share of Search. Every ecommerce site has to obsess about Revenue. B2B / Enterprise Sales: Salesforce. With advertising revenue in a tailspin, it is more important than ever. Stock Photography: Shutterstock.

Metrics 141

Metrics Acquisition eCommerce Analytics 141

Both Sides of the Table

MAY 19, 2018

A detailed financial model that shows your anticipated revenue, costs and profits (Income Statement) as well as your balance sheet and cashflow statements. For starters you have to realize that fund-raising is a sales process. A brochure is an easy out for you in the sales process without being rude.

Cap Table 336

Cap Table Due Diligence Forecast Churn Rate 336

Up and Running

AUGUST 30, 2017

Like it or not, this will likely affect your revenue and enrollment, especially if you are offering part-time care. All percentages of ownership, investor details, stock details, and so on should be listed. Having a solid marketing plan will help you get clear on your sales strategy. What is your business model? Projected costs.

Business Plan 93

Business Plan SBA Software Review Advisory Board 93

crowdSPRING Blog

FEBRUARY 28, 2019

Create a sales plan. It includes key players, industry trends, and estimates of industry sales. Sales and marketing plan. There are three key financial documents of any business that go here: an income statement, a balance sheet, and a cash flow statement. Write a business plan. Purchase business insurance.

Business Plan 64

Business Plan Small Business Administration Hiring Social Media 64

Berkonomics

APRIL 4, 2019

These include election or re-election of board members if required by the bylaws of the corporation, approval of any increases to stock option plans (which would dilute the worth of shares outstanding,) and approve any additions to the capital stock authorized to be issued.

Stock Options 48

Stock Options Balance Sheet Stock Common Stock 48

VC Adventure

MARCH 19, 2020

They’re still seeing strong sales pipeline (although this is concentrated in deals later in the pipeline – be careful that you’re watching top of funnel metrics as well). You should have at least 2 other plans that you’ve considered – a zero growth plan and a 25% revenue drop plan. Stock exercise.

Balance Sheet 69

Balance Sheet Portfolio Stock Early Stage 69

Both Sides of the Table

APRIL 14, 2012

You are either bought for stock or for equity. Just checked their balance sheet. They have $339 million in cash on their balance sheet. At least for a couple of years until you’ve grown into your new valuation / made enough revenue / captured enough customers / etc. Think about it. Uh… yeah.

Valuation 316

Valuation Balance Sheet Dilution Term Sheet 316

crowdSPRING Blog

MARCH 14, 2019

Create a sales plan. Take a look at the other realtors and brokerages in the area to determine what your competition is doing in the marketplace, and take stock of how these existing businesses are approaching things. It includes key players, industry trends, and estimates of industry sales. Sales and marketing plan.

Business Plan 79

Business Plan Limited Liability Company Small Business Sales 79

YoungUpstarts

APRIL 2, 2013

A pro forma statement is a method of calculating financial results of a business over a three- to five-year period that projects revenue and estimates future expenses and profit. Here is how to prepare a pro forma statement for your business: - Calculate Revenue Projections. Prepare a Balance Sheet. Making Payroll.

Small Business 149

Small Business Limited Liability Company Balance Sheet Finance 149

Berkonomics

APRIL 14, 2012

These include election or re-election of board members if required by the bylaws of the corporation, approval of any increases to stock option plans (which would dilute the worth of shares outstanding), and approve any additions to the capital stock authorized to be issued.

Stock Options 81

Stock Options Balance Sheet Stock Common Stock 81

Up and Running

JULY 20, 2015

Most simply, cash flow statements very quickly tell the story of how much revenue a company has coming in (inflows), and how much it has going out (outflows). Your organization’s operating activities include everything that relates to how you generate revenue. Investing activities. Financing activities.

Dividend 60

Dividend Balance Sheet .Net Merger 60

Gust

SEPTEMBER 5, 2012

Like any promissory note, it bears interest (usually at a nominal rate) and has a maturity date on which the loan must be repaid if it hasn’t been converted to stock (typically around 18 months). This is true, although interest is generally paid in stock upon conversion. How can this possibly make sense?

Finance 134

Finance Convertible Security Equity Seed Stage 134

Berkonomics

AUGUST 27, 2015

They financed their companies, to the extent possible, in a manner minimizing the cost of capital, planning for organic growth in the number of customers served and in associated revenues. The Flipper’s executives usually have significant equity holdings, either actually owned or reflected in stock options.

Intellectual Property 48

Intellectual Property Balance Sheet Stock Options Valuation 48

Reid Hoffman

JUNE 8, 2021

The company had a wild year, from the initial crisis management that came in the form of restructuring the company and refunding millions of dollars off their own balance sheet, to lobbying Congress, to provide support to hosts, [and] launching initiatives to provide housing for frontline healthcare workers.

Silicon Valley 69

Silicon Valley Hosting Rhode Island Design 69

Reid Hoffman

JUNE 8, 2021

The company had a wild year, from the initial crisis management that came in the form of restructuring the company and refunding millions of dollars off their own balance sheet, to lobbying Congress, to provide support to hosts, [and] launching initiatives to provide housing for frontline healthcare workers.

Silicon Valley 36

Silicon Valley Hosting Rhode Island Design 36