Here at Pulley, our Product team has been focused on helping customers run more efficient and effective equity programs. We’ve shipped new products and made improvements to our platform that help companies as they grow. Join Director of Customer Success, Tyler Martin, Director of Valuations, Tami Tande, and Product Lead, Xiaoyang Qian, on July 24th at 10am PT / 1pm ET for a live webinar. We’ll discuss: - Our latest launch: Custom Reporting - Improvements to In-House 409A Valuations, Stock-based Compensation reporting, HRIS Integrations, and more. Save your spot: https://lnkd.in/dYPRtfN7
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There’s been loads of exciting innovation over at Pulley lately! If you’re a founder, CFO, Chief of Staff or in People Operarions, we’re rolling some particularly powerful functionality to save you a ton of time. Join Tami Tande, Xiaoyang Qian and myself later in the month to preview what we’ve been cooking up! My personal favorite; our powerful custom reporting functionality to give you insights on your cap table in the way you prefer to view it. What will be your favorite? #captable #SaaS #innovation
Here at Pulley, our Product team has been focused on helping customers run more efficient and effective equity programs. We’ve shipped new products and made improvements to our platform that help companies as they grow. Join Director of Customer Success, Tyler Martin, Director of Valuations, Tami Tande, and Product Lead, Xiaoyang Qian, on July 24th at 10am PT / 1pm ET for a live webinar. We’ll discuss: - Our latest launch: Custom Reporting - Improvements to In-House 409A Valuations, Stock-based Compensation reporting, HRIS Integrations, and more. Save your spot: https://lnkd.in/dYPRtfN7
Product Webinar - How Pulley Helps Growing Companies
pulley.com
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Fractional CFO | Co-founder of Standard Ledger | Angel investor | Helping entrepreneurs succeed by mastering their finances
Ever wondered how to manage your cap table effectively? Let's tackle it together in our upcoming seminar. We'll cover everything from understanding shares to handling employee stock options. Keep your ownership intact – RSVP now! https://hubs.li/Q02hYpKW0 #CapTable #StartupFinance #CapTable101
Cap table modelling [Thursday, 29 Feb, 12pm]
eventbrite.com.au
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Virtual CFO for startups and B2B SaaS | Co-founder of Standard Ledger | Angel investor | Helping entrepreneurs succeed by mastering their finances
Ever wondered how to manage your cap table effectively? Tackle it together with my business partner Mike in this seminar. He'll cover everything from understanding shares to handling employee stock options. Register for free with the link below and keep your ownership intact. https://hubs.li/Q02hYvqm0 #CapTable #StartupFinance #CapTable101
Cap table modelling [Thursday, 29 Feb, 12pm]
eventbrite.com.au
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🚀 JOIN US FOR OUR NEW EDUCATIONAL PANEL DISCUSSIONS!📈 Dive into the world of Employee Stock Ownership Plans (ESOPS) with our expert panel: George Cassiere, John McGuire, and Brian Stephens. 📅 When: Thursday, January 18, 8:00 – 9:00 am 🔍 Topic: "Everything you wanted to know about ESOPS for small and midsize companies, but were afraid to ask" 🗣️ Get strategic insights, expert guidance, and answers to your burning questions. Elevate your business game! Secure your spot now. 🌐🚀 https://lnkd.in/e-nmUmcz #ESOPSInsights #BusinessGrowth
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In this episode, we share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.
Wealth Planning Podcast: Selling a Business to an ESOP
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If you'd like to take a deep dive into how employee stock ownership plans (ESOPs) can be used as a business exit strategy, our Head of Finance Mark Russell provides a thorough introduction in a webinar for the Exit Planning Institute. Mark covers all the basics and beyond of ESOPs for business owners seeking a succession plan with numerous benefits to the company, the seller and the employees. Watch here: https://lnkd.in/edX4dxrN
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At Weber Christensen & Heinrichs, LLP, their rapid growth presented both exciting opportunities and new challenges. They knew it was time to bring on an additional partner and implement more formal systems and processes to support their expanding client base. → What was their solution? CCH Axcess™ Want to learn more about how this powerful tool enabled them to streamline operations within their three California offices? 📄 Download this Case Study: https://bit.ly/4cDfOBH #FirmGrowth #CaseStudy #CCHAxcess
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40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇
2024: The Year of the IPO Comeback? A lot of signs point towards yes. For accounting departments and CFOs, the question is: How ready are you? I recently wrote an article in collaboration with FloQast that dives into how CFOs and accounting departments can navigate this shifting landscape and be prepared to strike when the iron is hot. The focus? Leveraging technology to stay agile and IPO-ready. ✅ Minimizing workload. ✅ Maximizing performance. ✅ Embracing workflow automation, reporting, and audit readiness. ✅ Enabling you to have time to focus on investor relations while also keeping operations running smoothly the entire time. Check out the full article linked in the first comment below. 👇👇👇 #ad #accountingandaccountants
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GoPublic equips you with the tools and knowledge to succeed! We offer: • Expert Financial Guidance: Benefit from the experience of our seasoned financial professionals. • Financing Solutions: Secure the capital you need to fuel your company's growth. • IPO Navigation: Go public with confidence with our step-by-step support. Let's turn your public listing dreams into reality! Contact us today! #PublicListingGoals #FinancialEmpowerment #GoPublicNow
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Explore enhanced Employee Stock Ownership Plans (ESOPs) in this free dynamic webinar. See the sign up link below!
The Perks of an Enhanced ESOP Exit Strategy
info.usi.com
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