- Financial engineering
- Corporate engineering
- Private offerings
- Shareholder issues
- Loans
- Debt financings
- Technology licensing
- Planning for the future transfer of interests to family, employees, partners, or outside purchasers
- Acquisitions
- Mergers
- Sales of businesses
- Optimum exit planning timing for generating optimum values of the transfers
- Working with investment bankers
- Strategic business planning
- Potential changes that can improve an organization
- Estimates of impacts of improvements
- Communications
- Teamwork
- Employee equity participation
- Employee stock option plans & incentive stock option plans
- Managerial skills
- Talents of key individuals
- Investment packaging
- Investment documentation
- Private placement creation
- Buy-sell agreements
- Training programs
- Branding
- Infrastructure development & implementation
- Gifts of stock or securities
- Compensation & benefit plans
- Partnership dissolutions & divorce proceedings affecting business
- Personnel policies
- Issuance of securities
- Working with attorneys
- Marketing procedures
- Creditor litigations
- Public offerings
- Liquidations
- Sales methods
- Avoidance of conflicts of interest
- Promotional materials
- Corporate planning
- Cross-border issues
- Equity capital
- Contributions of each profit center to overall performance
- Working with venture capitalists
- Cost structures
- Reporting procedures & document flow
- Budgets
- Organizational structures
- Cash flow
- Research & development
- Working with private equity firms
- Resource handling & availability
- Profit generators & indicators
- Safety
- Working with accountants
- Costing
- Security
- Budgeting
- Board of Directors issues
- Accounting procedures