A Framework for Growth: Smart Financial & Tax Planning Strategies throughout the Entrepreneurial Life Cycle

A Framework for Growth: Smart Financial & Tax Planning Strategies throughout the Entrepreneurial Life Cycle

by Robert Cordasco CPA, CITP


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The Strategic Entrepreneurial Journey: A Parable for Making the Right Decisions on Finances and Taxes for Every Stage of the Life Cycle.

The entrepreneurial path is full of excitement—and risk. The stakes are high, and while it may seem like the sky is the limit, there are no guarantees. Businesses are prone to steep financial and tax challenges. Failure to address these issues could lead to drained accounts, mountains of debt, and doors closing.

Mitigating these risks and maximizing services that lead to smart business decisions have the potential to do more than help an entrepreneur sleep at night; they can lay out a solid direction for both the company and the entrepreneur. Planning is key for every entrepreneur, regardless of where they are on their journey. Making the most of the accounting, tax, and financial tools available can bring benefits for startups, growing companies, and those preparing for an exit. Reviewing models and working with experts can enable entrepreneurs to avoid unwanted financial surprises in both their business and personal lives.

In A Framework for Growth, author Robert Cordasco offers real-life, relatable scenarios to help entrepreneurs understand the smart approach to take when moving through their own business life cycles. By utilizing the right framework and anticipating future needs, a pathway can be laid that leads to success at every level.

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Product Details

ISBN-13: 9781642251487
Publisher: Advantage Media Group, Inc.
Publication date: 05/11/2021
Pages: 152
Product dimensions: 6.00(w) x 9.00(h) x (d)

About the Author

ROBERT CORDASCO, CPA, CITP has trod the successful path of an entrepreneur. Shortly after graduating from college, he spotted an opportunity to develop a new system for retirement accounts. His idea caught the attention of angel investors and his venture went through multiple rounds of equity investment. After building the company, he calculated the ideal time to exit—and after exiting, he went on to advise businesses and entrepreneurs who wanted a similar solid financial outcome. Today his firm Cordasco & Company delivers tax and consulting services to entrepreneurs at every stage of the business life cycle. Clients from around the world seek his customized solutions to make smart decisions that guide both their companies and their own entrepreneurial journeys.

Table of Contents

Introduction 1

Chapter 1 A New Startup 9

Chapter 2 Learning the Basics 17

Chapter 3 Figuring Out Funding 31

Chapter 4 Fast Growth 41

Chapter 5 Moving Ahead with Models 51

Chapter 6 Building Up a Team 69

Chapter 7 Mature Changes 79

Chapter 8 The Next Big Thing 89

Chapter 9 A Successful Exit 101

Chapter 10 Avoiding Risks 109

Chapter 11 A Time to Give Back 115

Epilogue A Learning Opportunity 125

Appendix 139

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