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Startup Checklist for a High-Growth Business

  • ITEM SKU
    8625
  • CPE Hours
    12
  • Full Course Price
    $84.50
Exam Questions: 60
Course Level: Basic
Pages: 318 | Content: 286, Supplemental: 32
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8625

This course will explain how to build exceptional companies that grow exponentially and lead to life-changing exits. It builds on concrete strategies and adapts them for our current market that has been dramatically transformed by AI and rapid technology change. You’ll not only learn the “how”, but also the “why” of what you are doing, plus how to work with the online tools and technologies available to you. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Translate Your Idea Into a Compelling Business Model
  • Craft a Lean Business Plan to Serve as Your Venture’s Road Map
  • Find and Know Your Competitors
  • Build Your Dream Team
  • Allocate the Equity in Your Startup
  • Build a Minimum Viable Product and Validate Your Plan with Customers
  • Establish Your Brand with Online Public Profiles
  • Network Effectively Within the Entrepreneurial Ecosystem
  • Incorporate Your Company for Protection and Investment
  • “Lawyer Up” the Right Way
  • Recruit Your Boards of Directors and Advisors
  • Financial Forecasting and Accounting
  • Establish and Manage Your Credit Profile
  • Open Bank, Credit Card, and Payment Accounts
  • Choosing Your Key Technologies, Platforms, and Vendors
  • Measure Your Business with Data Analytics
  • Round Out Your Team with Employees and Freelancers
  • Establish a Stock Option Plan to Incentivize Your Team
  • Understand the Funding Process and What Investors Want to See
  • Develop Your Investor Pipeline
  • Crowdfunding and Online Platforms
  • Survive the Term Sheet Negotiation and Investor Due Diligence
  • Get the Most from Your Investors, Now and in the Future
  • Understand Your Company’s Valuation
  • Keep Your Eye on the Exit and Reap the Benefits of Success
Objectives
  • To identify the elements of the Business Model Canvas
  • To recognize how lean business planning affects organizational flexibility
  • To recall the characteristics of various competition visualizations
  • To recall the primary function of reverse vesting in a startup’s equity structure
  • To recognize where the ultimate affirmative control of a company resides
  • To identify the three steps in the core loop of the lean startup methodology
  • To recall the essential elements of a business website
  • To recognize the types of professional service providers that are part of the entrepreneurial ecosystem
  • To recall the characteristics of various business structures
  • To recall which specific area of legal expertise is particularly important when choosing a startup attorney
  • To identify when a business is legally required to have a board of directors
  • To recall the four categories of items included in the general ledger
  • To recall why startup businesses typically cannot obtain loans from banks
  • To recall when personal loans should be used to fund a startup
  • To identify the major providers of office suite software for basic business operations
  • To recall the characteristics of a split-test experiment
  • To recall the benefits of using AI-driven shortlisting during recruiting
  • To recall the characteristics of an option pool
  • To identify three factors a smart investor should examine regarding the founders of a startup’s management team
  • To recall important reasons why an entrepreneur might turn down an offer of funding
  • To recognize the fundamental requirements for a company to take advantage of Title III crowdfunding
  • To identify the three main categories of due diligence
  • To recall the tax obligations of startups organized as LLCs
  • To recall the author’s best practices regarding valuation
  • To recall the typical liquidation waterfall payout order

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.