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Resources for Sound Business Decisions.™

Time and Milestones in Letters of Intent

Strategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 3 in a series. The financial particulars are the main course of a Preliminary Doc; reminiscent of Rod Tidwell’s enthusiastic exhortation to “Show Me the Money!” in the movie Jerry Maguire or that famous question memorialized by Wendy’s spokes-granny, Clara Peller—“Where’s […]

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Fixed Asset Policies and Procedures Manual

Editor’s note: This article is the 2nd in a series and provides an overview of the elements of a comprehensive fixed asset policies and procedure manual. Future articles in this series will expand upon and provide examples of specific fixed asset policies and the procedures. Creating and maintaining a Fixed Asset Policies and Procedures Manual […]

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Controlling Fixed Asset Data

The Controller for a SMB wanted a better way to organize fixed asset data, to provide timely reports to management and to more effectively interact with the outside accountants. At the time, the data was maintained in several spreadsheets and was getting harder to manage with each passing year. While spreadsheets are simple and convenient […]

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