Working with an External Payroll Provider or an Internal Payroll Controller

Close to 30 years ago, I worked as a bank teller. This was, hands down, one of the worst jobs I have ever had, surpassed only by my blessedly brief career as a vacuum cleaner salesman. Nonetheless, I did take three important and ultimately influential life lessons out of my time there. If you are …

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Part I: Corporate Matters

“Corporate matters” refers to matters regarding your company’s: establishment, governing documents (those are the documents which set out the rules for the company), corporate structure, shareholders and Board of directors, capital structure and share issuances and other related items. Download this article as a PDF. WHAT THEY ASKED FOR IN PLAIN ENGLISH THIS MEANS…. The …

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How to create a Capital Structure Table: As Issued, As Converted & As Converted-Fully Diluted

Every so often, you will have someone ask you about your “capital structure”.  This is a listing–generally provided in a table–that shows: What types (or “classes” in finance-speak) of shares the Company can issue.  We will talk about share “classes” another time. How many shares have been issued to shareholders already How many shares you …

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