Critical Success Factors in Value Definition
Financial Discussion Points
I. Understanding the Financial Statements
A. Balance Sheet
B. Income Statement
C. Statement of Cash Flows
D. Footnotes to Financial Statements
II. Operating Plan-Financial Projections: 3-5 Year Vision
III. Systems—Accounting and Management Reporting
IV. Tax Compliance Issues
V. Review of Accounting Policies
VI. Stock Valuation Issues for Option, Warrants, Funding Rounds
VII. Tax Carryover Attributes
VIII. Integrations Steps and Processes
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