The Portable MBA in Finance and Accounting, 3rd Edition

468 Making Key Strategic Decisions One of the tasks of the organizational meeting is to determine which SEC “Form” will be utili ...

Going Public 469 non-technologically oriented reader. The lawyers will struggle in similar fash- ion to convey technical informa ...

470 Making Key Strategic Decisions typically takes for the SEC to provide both accounting and business comments on the prospectu ...

Going Public 471 present the company, discuss and answer questions concerning the prospectus, and make the company story palpabl ...

472 Making Key Strategic Decisions effect in 20 days, but in practice the company requests and the SEC will grant “acceleration, ...

Going Public 473 Dough.com Inc. now is a publicly held company with a couple of thousand shareholders spread throughout the Unit ...

474 Making Key Strategic Decisions solicitation of proxies for the voting of shares. The SEC requires filing of this proxy state ...

Going Public 475 rigorously, and if in the past the company had a practice of discussing such matters, then it cannot state “no ...

476 Making Key Strategic Decisions will be a monthly management meeting designed to control his budget and to narrow areas of re ...

Going Public 477 John and Mary agree that they are richer and have the opportunity to ag- gressively develop and directly market ...

478 Making Key Strategic Decisions APPENDIX A DUE DILIGENCE EXAMINATION OUTLINE The goal of due diligence is to understand fully ...

Going Public 479 C. Review of Industry Examine prospectuses, Form 10-Ks, and annual reports prepared by other corporations in t ...

480 Making Key Strategic Decisions Regarding the Company’s business. a. Promissory notes (except immaterial routine notes from ...

Going Public 481 C. Review of Basic Corporate Documents After gaining an understanding of the industry, examine specific Compan ...

482 Making Key Strategic Decisions Strategic analysis. a. What are the Company’s long-term goals? b. On what basis does the Com ...

Going Public 483 (3) Does the Company have any continuing obligations in connection with sales, such as an ongoing maintenance a ...

484 Making Key Strategic Decisions G. Meetings with Company’s Accountants (Out of the Presence of the Company’s Officials) Quest ...

Going Public 485 (9) Verify the description of the Company’s equity stock. (10) Do the articles provide for preemptive rights? ( ...

486 Making Key Strategic Decisions (4) If no meetings are held, are resolutions properly adopted pursuant to unanimous written c ...

Going Public 487 the meeting at which his or her salary was set? (2) Was such person counted as part of the quorum for such a me ...