How To Prepare For Your Next Fund Raise


About this Event

In this webinar, our panel of financial experts will be discussing how to prepare for your next capital raise and put your best foot forward, even in the current market conditions. The companies that are well-prepared will see significantly higher valuations as well as increased probability of closing a deal as compared to those firms that don’t invest the time ahead of time.

  • More specifically, we’ll touch upon the following:
  • Putting in place the proper accounting infrastructure
  • Proper financial reporting
  • Monthly accounting cycle / book close process
  • Reviewing revenue and expense policies
  • Cleaning up your cap table
  • Necessary corporate / legal documentation

And more…

We look forward to you joining us so please come prepared with any questions you may have.


William Lieberman, Founder & Managing Partner, The CEO's Right Hand

Eric Meisner, Partner & Chief Operating Officer, The CEO's Right Hand

John Pennett, Partner in charge of Technology and Life Science practice at EisnerAmper LLP




About Our Panel

William Lieberman, Founder & Managing Partner, The CEO's Right Hand

William is an experienced entrepreneur, owner/operator and consultant to Founders, CEOs and management teams. He founded his latest venture, The CEO’s Right Hand, as a strategic finance advisory firm that focuses on helping early- to mid-size companies to scale their business. Given his various leadership roles over the last 20 years, serving employees, consultants, investors, vendors, and banker, he has a demonstrated ability to guide management teams and implement strategies that provide end-to-end solutions for transformation and growth.

Prior to launching The CEO’s Right Hand, he was the President & CFO for Interactive Donor where he was responsible for the fiscal management and overall operations of the organization. Prior to joining iDonor, William was the Co-Founder, Chairman, CEO and CFO of Xtiva Financial Systems, a $10 million (revenue) B2B enterprise software company. Earlier in his career, he was COO/CFO at Capital Markets Research/CMR Technologies where he was responsible for the finance and operations of the investment, consulting and technology business units. He also spent 3 years on Wall Street in investment banking / M&A.

William received dual Masters degrees in Business Administration and Computer Science from UCLA. He received his B.S. in Computer Engineering from UC San Diego.

Eric Meisner, Partner, The CEO's Right Hand

Eric Meisner began his career as a staff auditor at Deloitte and later joined Viacom as an SEC Reporting Analyst, working on their acquisitions of Paramount and Blockbuster and their related integrations. He was hired by AT&T after the Lucent spin-off and was promoted into their Consumer Markets division where he ran a $23B consolidation, and led a cost restructuring reducing the size of the financial team from 75 employees down to 25 while increasing productivity.

During the internet boom of the late 90’s, a one-year stint at the Priceline WebHouse Club created Mr. Meisner’s love for start-up / growth companies. He joined the fractional airline start-up as their first Controller and helped them grow their revenue to $300M. In his first role as a CFO, he helped a technology driven media company manage their overnight growth from 12 to 80 employees by building a first-class financial infrastructure with his reporting and budgeting skills, ability to obtain a credit facility during the 2008 recession, and automation of the billing process. He was also the CFO of a privately held, PE backed roll-up of clinical service providers, where he was involved with M&A, due diligence, and several integrations.

Eric joins The CEO’s Right Hand as Partner after previously launching Fractional Finance, LLC in 2016. Together they merged to provide small and middle market companies with CFO services on a fractional basis.

Mr. Meisner received an MBA in Financial Management from Iona College as a member of Beta Gamma Sigma and a Bachelor of Arts in Accounting from the University of Massachusetts.

John Pennett, Partner in charge of Technology and Life Science practice at EisnerAmper LLP

John Pennett is the Partner-in-Charge of the Life Sciences  Group and Technology Group. He has 30 years of public accounting experience, with a strong emphasis on public and private life science and technology companies. John is a frequent writer and speaker on topics related to issues impacting businesses in the life sciences and technology space. He is the publisher of Catalyst, a magazine focused solely on issues related to life sciences and pharmaceutical companies. John supports entrepreneurial organizations around the country with content and program development, and serves as a mentor to several early-stage companies.

John has led the accounting, auditing and strategic advisory work for more than a hundred IPOs, private financing and mergers and acquisitions with an aggregate valuation in excess of $1 billion. In addition, he has served as the interim lead of the firm’s Risk Advisory Practice, leading internal audit, contract compliance and Sarbanes-Oxley implementation and testing. John previously worked as an Audit Partner for an international accounting and consulting firm.

About The CEO's Right Hand:

At The CEO’s Right Hand, Inc.®️ we act as advisors so that our clients can focus on the core strengths of their company.

Comprised of a team of leaders with decades of experience among us, our firm offers a full suite of strategic, financial, marketing, operational and HR services to clients who need assistance growing or scaling the business, are resource-constrained and prefer to outsource C-level help, need assistance raising capital or preparing their company for exit.

With years of application in the professional arena, our team is able to provide guidance to both startups, who are just finding their footing, to established companies with years of history.

We combine the knowledge of the world of business with emerging technological advances which allows us to counsel clients and help leading-edge companies grow. Our firm has experience across a spectrum of industries and company sizes/stages. We also have a network of professionals, in other disciplines, with whom we work and whose skill set compliments our own.

We believe in working closely with the leadership of our client companies to first understand their vision for the company.

We then shape our process around each client to help them drive growth, avoid common pitfalls, and implement a sound fiscal strategy. This approach allows us to transform businesses strategically, operationally, and financially.

  • July 09, 2020 at 12:00pm – 1pm
  • Virtual Event
  • Andy Saldana