A Mentor’s Advice for CFOs: How to Help Clients Navigate Their Way to Success
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In my 45+ year career, I have been fortunate to be CFO at a number of technology and life science companies ranging in size from early stage to those with mature operations, private and public, including SmartRent, PARC, Vera Therapeutics, Amyris, Soleno Therapeutics, and Kyverna Therapeutics, among others. Over the…Read More

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Hacking SaaS: An Insider’s Guide to Managing Software Business Success
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Announcing the launch of “Hacking SaaS: An Insider’s Guide to Managing Software Business Success” by SaaS CFO and FLG partner Eric Mersch   Eric Mersch has worked with SaaS companies, private and public, for over two decades. His guidance in “Hacking SaaS” comes directly from his extensive experience as a…Read More

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Investment and Cash Management After Bank Failures
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I’ve been getting questions about company cash investments after the failure of Silicon Valley Bank and the recent problems of First Republic Bank and others. I thought this would be a good time to review the investment policy I have used with my clients for over 30 years. This policy has…Read More

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How Does a CFO Ensure That a Forecast Model Meets the Test?
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As a partner at FLG Partners, I frequently begin new engagements as an interim CFO. When I begin a working relationship with a CEO, I typically put together a brief summary of my top priorities and an action plan for the first 60 days. This both helps me to organize…Read More

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