Business Capital Archives

How the SBA’s New MARC Program Helps U.S. Manufacturers

Small and medium-sized manufacturers (SMBs with revenues from ~$1M to $10M) are facing unique challenges, including capital needs for inventory, supply chain disruptions, labor shortages, and rising material costs. The U.S. Small Business Administration (SBA) has...

Is a Fractional CFO Right for Your Business?

by Holly Magister, CPA

Most companies require strong financial management, but not all can afford a full-time Chief Financial Officer (CFO). An experienced, full-time CFO will cost between $200K and $300K annually, including salary, taxes, benefits, and perks. Typically, when a business...

ERC Tax Return Amendment Rules Change

by Holly Magister, CPA

On March 20, 2025, the IRS issued updated FAQs clarifying that taxpayers no longer need to file protective claims for amended tax returns related to the Employee Retention Credit (ERC). This update replaces earlier guidance, which recommended protective claims as a...

Safe Financial Instruments Guide

by Holly Magister, CPA

The SAFE instrument form of investment often appeals to the startup or early-stage business owner seeking capital. A Simple Agreement for Future Equity (SAFE) is a financial instrument that streamlines startups’ capital raising in early funding rounds. Developed...

Understanding the Accredited Investor Rule 501 of Regulation D

by Holly Magister, CPA

Employee Retention Tax Credit Guide January 2023 Update

by Holly Magister, CPA

 Do you have a Question? Ask below. One of our Investors or Advisors will Answer! The Employee Retention Tax Credit (ERTC aka the ERC) applicable to the Covid-19 pandemic has been evolving from its initial congressional act in March of 2020, was enhanced by the...