The Finance Weekly

OCTOBER 29, 2024

Business Valuation - Determining the value of assets or entire companies. Next, use an appropriate valuation method for each division to estimate their individual worth. The DCF model is flexible, but small changes in assumptions—like the discount rate or expected cash flows—can significantly impact the final valuation.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Barry Ritholtz

APRIL 17, 2025

Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account. Set up a mad-money account with less than 5% of your liquid capital. ” The cowboy account serves the same function. Buy high, sell low, repeat until broke. If it works out great!

Investments 107

Investments Profit and Loss Math Accounting 107

Barry Ritholtz

OCTOBER 30, 2024

But you have to account for structural changes in markets and really starting in the 1980s and accelerating in the 1990s, companies started buying back more stock than they they paid out in cash dividends. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Valuation 59

Valuation Investments Marketing Numbers 59

CFO Thought Leader

OCTOBER 28, 2024

.” Through these efforts, Eckstein began to repair the business unit’s trajectory, validating that accountability and decisive action are essential to strategic leadership. “To become a CFO, focus on building a strong foundation in finance, accounting, and strategic management.

Leadership 64

Leadership CFO Finance Compliance 64

Global Finance

DECEMBER 9, 2024

In regard to country comparisons, South Africa is a huge financial market, accounting for US$400 billion. But because the market was not active, even though the company was profitable and the valuation was going up, the stock price was not moving on the exchange. billion in own-account investments and a further $1.18

Marketing 98

Marketing Banking Finance Profit and Loss 98

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. Strengthen Finance and Accounting Teams : Ensure teams have public company expertise to meet SEC and investor expectations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Talks

APRIL 23, 2025

IFRS 9 Isnt Just a StandardIts a Spotlight You dont want your valuation approach explained by your auditor in front of the board. If your hedge accounting is built on assumptions, your numbers arent safe. Level 2 and 3 instruments carry weight.

IFRS 52

IFRS Treasury CFO Valuation 52

Musings on Markets

JUNE 2, 2025

The Moody's downgrade seems to me a signal that those days might be winding down, and that the United States, like the rest of the world, will face more accountability for lack of discipline in its fiscal and monetary policy.

Marketing 116

Marketing Currencies Treasury Economics 116

E78 Partners

MARCH 18, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. Sector-Specific Dynamics Several sectors showed notable trends in 2024: B2B remained the largest target for middle-market PE, accounting for 37.1% Overall, deal value climbed 10.3%

Prioritization 52

Prioritization Valuation B2C Healthcare 52

CFO Talks

JUNE 20, 2025

Managing full audit functions, raising capital, implementing new accounting systems, and reporting to lenders and boards at several organisations. What key skills should a newly qualified accountant develop on their path to becoming a CFO? How do you handle professional challenges?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

The Big Picture

JULY 1, 2025

We focus on economic returns and accounting returns. And we always need to strike that balance 00:33:44 [Speaker Changed] Of define accounting returns versus economic returns. So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. So of course we follow it. How surprising has that been?

Investments 59

Investments Economics Valuation Marketing 59

CFO Strategic Partners

MARCH 28, 2025

With the restructuring and rebrand, Acclarity will come together as a single, nationwide entity of more than 300 employees and contractors, focused on delivering accounting services to large and emerging-growth companies. Tracey Holecek is a dynamic CPA with business, accounting, auditing, and finance expertise.

Auditing 52

Auditing Leadership CFO Compliance 52

E78 Partners

MARCH 28, 2025

In 2024, add-on acquisitions accounted for 40% of total PE buyout deal value ( McKinsey & Company )the second-highest ratio in a decadesignaling a strategic push for consolidation-driven growth. Add-on acquisitions provide a fast track to scale, especially in sectors like healthcare, technology, and professional services.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Healthcare 59

CFO Strategic Partners

APRIL 15, 2025

Regardless of where you are in your current accounting cycle, are you experiencing that familiar feeling of audit dread? New Accounting Rules. Be aware of new accounting pronouncements and modifications to existing pronouncements continually being introduced. A clean and reconciled balance sheet is a sign of healthy financials.

Auditing 40

Auditing Reconciliations Leadership Valuation 40

CFO Thought Leader

DECEMBER 2, 2024

Despite years spent closely collaborating with CFOs as an investment banker, Lam tell us he quickly discovered a new level of accountability in the role. I was the third person to join them as an article clerk and the first among them to qualify as a chartered accountant,” he explains. It destroys trust,” he reflects.

CFO 52

CFO Prioritization Leadership Valuation 52

CFO Talks

JANUARY 30, 2025

His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs. For instance, if the goal is to grow and exit, we work backward from the desired valuation. What EBITDA profitability does the company need at the expected valuation multiple?

Communication 52

Communication CFO Valuation Construction 52

E78 Partners

JUNE 12, 2025

In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. They streamline functions like accounts payable and inventory tracking while maintaining control and compliance. These steps reduce the cost base while protecting or enhancing performance.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

CFO Strategic Partners

MARCH 22, 2025

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

Technology 52

Technology Leadership Auditing Prioritization 52

CFO Strategic Partners

APRIL 14, 2025

They will also consider EBITDA to determine valuation and assess the financial health of your company. Investors and buyers will be looking for details on your financial positioning, profitability, cash flow strategy, and financial statements.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Barry Ritholtz

NOVEMBER 26, 2024

So, these ETFs make it easy to buy exposure to Bitcoin in a brokerage account and know that the crypto or the Bitcoin is being held by an institutional regulated custodian with insurance in place with all the bells and whistles, but they don’t have to worry about it. How do we value coins other than whatever their last trade was?

Investments 59

Investments Currencies Financial Systems Marketing 59

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFA Institute

MARCH 4, 2024

He developed and patented a private equity performance valuation methodology, is a former member of the GIPS Alternative Strategies Working Group at CFA Institute and the author of a Guide on Alternative Investments for CFA Society Italy.

Valuation 52

Valuation Economics Investments Retail 52

Musings on Markets

FEBRUARY 12, 2025

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective. It is for that reason that I created my own version of an accounting class , that you can find on my webpage.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

CFA Institute

DECEMBER 15, 2023

Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting. He manages globally diversified investment portfolios for families and select institutions. He holds an MBA. from the Boston College Carroll Graduate School of Management. Schumacher is a chartered financial analyst (CFA).

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

E78 Partners

MARCH 19, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. Sector-Specific Dynamics Several sectors showed notable trends in 2024: B2B remained the largest target for middle-market PE, accounting for 37.1% Overall, deal value climbed 10.3%

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Barry Ritholtz

MAY 1, 2025

I looked at Recession, Profits, Valuations, US Dollar, Geopolitics, Market crashes. 4 factors: Account size, ongoing contributions, spending, lifespan (Note inflation/market action are not in here) But its really balancing two things: Longevity vs drawdowns. So the follow up was: 7 Increasing Probabilities of Error.

Investments 75

Investments Math Benchmarking Numbers 75

CFO News

JULY 15, 2025

With over 16 years of experience in financial services, she brings expertise in equity broking, valuation, and client account management. Poonam Kishor Shah has been appointed CFO of Mid East Portfolio Management Ltd, effective July 15, 2025, succeeding outgoing CFO Jyoti Shah.

CFO 45

CFO Valuation Compliance Accounting 45

Trade Credit & Liquidity Management

JULY 7, 2025

From a Press Release dated May 31, 2025, Los Angeles, California Caine & Weiner (C&W), a leading accounts receivable management firm with over 95 years of experience, announced its acquisition of Collection Consultants of California (CCOC), a well-established California-based accounts receivable management company founded in 1986.

Healthcare 52

Healthcare Leadership Education Compliance 52

CSC Advisors

MAY 22, 2025

A clear objective informs everything from target selection to valuation. From investment bankers and accountants to legal experts and integration consultants, surround yourself with professionals who can guide you through the complexities. Clarify Your Objectives: Start with the why.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Valuation Leadership 52

Barry Ritholtz

APRIL 29, 2025

And, and I saw that the, what were in those days, the big eight accounting firms were coming up to hire and they had this program where they would hire liberal arts graduates, have them work, and as part of the arrangement would pay for you to go to grad school. So it was a combined program through Arthur Anderson to go to NYU.

Concentration 52

Concentration Investments Benchmarking CFO 52

CFO Dive

JULY 10, 2025

This should mean there are more tax shields, more debt capacity, and a relative valuation boost for asset-heavy U.S The question is whether the bill’s long-term debt load will come back to clip valuations once the sweeteners expire.” Deals Platform Leader Kevin Desai said in an email. The total number of U.S.

Mergers and Acquisitions (M&A) 146

Mergers and Acquisitions (M&A) CFO Risk Management Compliance 146

Barry Ritholtz

JANUARY 27, 2025

Mike Freno : Well, originally started out in accounting, so I was an accounting major coming out of, out of Furman and worked with the legacy firm for the date myself a little bit. So my first four working years were spent in public accounting. A BA from Furman University and MBA from Wake Forest Business School.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

Trade Credit & Liquidity Management

JUNE 26, 2025

Help us grow the T rade Credit & Liquidity Management community by sharing this Newsletter Share Industry & Market Insights Vendor Press Releases TCLM Bookshelf Valuation: Measuring and Managing the Value of Companies, 8th Edition — J. .” — David Brinkley Action Items Do you like the newsletter?

Valuation 52

Valuation Finance Retail Accounting 52

Barry Ritholtz

MAY 22, 2025

I cannot see your bank account or your brokerage statement. And at that point, forget the spreadsheets, forget the like the valuation comps. It is money that you didn’t spend that you can now save for either for future consumption or for independence today. That’s what wealth is. That is all hard at that point.

Leverage 59

Leverage Construction Investments Valuation 59

CFO Strategic Partners

APRIL 14, 2025

You’ll need a top notch team of advisors, investment bankers, legal minds, and accountants to help you take your deal across the finish line. Make sure you have an experienced leadership team that can keep buyer confidence high and keep the deal moving. Assemble Your M&A Team – M&A requires a unique set of skills.

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

Global Finance

APRIL 7, 2025

According to a report from PwCone of the biggest accounting firms that advises on these matterssports organizations are turning to institutional investors to provide capital to finance growth projects, such as stadium renovations, transitions to direct-to-consumer business models, and international expansion.

Corporate Finance 99

Corporate Finance Finance Entertainment Investments 99

Future CFO

JUNE 26, 2025

The PS Centre enables end-to-end support for businesses entering new markets covering legal, tax, valuation, accounting, and advisory needs; shared resources, know-how, and networks for greater operational efficiency and collective strength; and broader regional footprint and deeper market penetration across Southeast Asia and beyond.

Valuation 52

Valuation Leadership Manufacturing Accounting 52