Late Stage Financing CFO Roundtable

July 12, 2019

Kranz & Associates was proud to co-host two productive CFO Roundtables to discuss “Late Stage Financing and Exit: Trends in the Current Marketplace” with our partners KPMG, Morgan Stanley Whitfield Group, and Heffernan Insurance. A special thank you to our expert panelists: Mihir Jobalia, Managing Director, Technology Investment Banking, KPMG; Suzy Taherian, CFO, Kinetic Systems; Jeff Klemens, Partner, Sageview Capital;…

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SEC Pro Group Meeting

May 16, 2019

Lights, Camera, Action! Kranz is proud to co-sponsor the Silicon Valley SEC Pro Group Chapter. The Q2 In-person Meeting is at Netflix on May 29th. You can register directly on Eventbrite at We already have over 30 people registered and please feel free to share this event. The more the merrier! If you haven’t registered yet, please do so…

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“Scaling Your Startup” Panel Discussion

May 15, 2019

We are pleased to co-host “Scaling Your Startup” with Advantary, CBRE, Multi-Innovation, The Sourcery, and Lenovo. Please join us for a panel discussion on scaling your startup rapidly and cost-effectively in the Bay Area on Wednesday, May 29th at CBRE Corporate in Salesforce Tower at 415 Mission Street, San Francisco’s tallest office building. RSVP on Eventbrite at This discussion…

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You are Invited: Pre and Post Transaction Planning- Lunch & Learn

April 1, 2019

Invitation:  Join us for the lunch and learn focused on Pre and Post Transaction Planning – “Optimizing Equity Compensation & Preserving and Growing Wealth”. Who: For Entrepreneurs, Executives, Closely Held Business Owners When: April 16th, 2019 at 11:45 a.m. – 1:00 p.m. Where: MindSpace – 575 Market Street, 4th Floor, San Francisco By: Kranz & Associates and The Whitfield Group…

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March CFO Roundtable: “Planning, Practicality, and Pitfalls On ERP Upgrades and Implementations”

April 1, 2019

We hosted two lively and productive CFO Roundtable sessions last week in Menlo Park (at Morgan Stanley) and San Francisco (at CBRE), focused on upgrading ERP systems. The events were well-attended by heads of finance representing a great mix of early stage and middle market companies from a wide variety of industries, who came to share their perspectives and learn…

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How to Break Bad Work Habits

March 22, 2019

We all have bad habits. Perhaps you procrastinate, or are disorganized, or lack punctuality.  These bad habits don’t make you a bad person, but as an employee they can hinder your professional success. The key to overcoming bad work habits is to become self-aware and make a concerted effort to self-improvement. Get Ready for Bad Habit Breaking Now that you’re…

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Interview Red Flags for Hiring Managers

March 21, 2019

As a hiring manager you have most likely met candidates who didn’t interview smoothly.  That does not necessarily mean that they are wrong for the position, however.   But there are some key red flags that you should not overlook.   We have compiled a red flag list below for you keep in mind the next time you interview a candidate.  …

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Increase Your Work Satisfaction and Productivity

March 20, 2019

Being consistently productive throughout the work day can be challenging. Proper time-management is key to your productivity… but sometimes it can be difficult to know where to start. The Link Between Satisfaction and Productivity People who are satisfied in work and life have nurtured habits that increase their productivity. They even find time to relax! They typically enjoy many aspects…

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How to Guide Your Employees Through Leadership Change

March 19, 2019

With the average term of a CEO being six years, it becomes clear that leadership change is a given.  Even so, change in the workplace, and especially in leadership positions can cause anxiety and doubt among employees.  Mishandling leadership change can hurt productivity and employee retention.  A support plan is imperative to effectively introducing change. Ask the employees about their…

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Turnover: Just Another Word for Quitting

March 18, 2019

For years your business barely knew the meaning of turnover. New employees came onboard and stayed. But, now your organization’s turnover rate has increased, along with the financial outlay for recruitment and hiring. You’ve decided to learn more about this trend, and why employees you thought were satisfied are suddenly quitting. The Costs When Employees Quit Employee turnover costs American…

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