PYMNTS

FEBRUARY 24, 2017

Australia-based corporate accounting firm MYOB reached a deal to acquire corporate payments company Paycorp, reports said Thursday (Feb. MYOB will buy up the company for just over $37 million, the firms revealed, and the merger is expected to be completed by April 1 of this year.

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Mergers and Acquisitions (M&A) Compliance Accounting Firms Accounting 40

Boston Startup CFO

OCTOBER 29, 2012

CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. You can also hire a consulting group to provide accounting support on a project basis. Look for a professional CFO who has experience working with startups.

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Startups Mergers and Acquisitions (M&A) CFO GAAP 52

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

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Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. As he puts it rightly, accountants must elevate their roles to that of strategic partners. Because it is expected of them.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

Barry Ritholtz

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

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Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 61

CFO News Room

NOVEMBER 5, 2022

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

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Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130