VCFO

MAY 5, 2022

Are the books and records clean and audit ready? Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Are there incentives to motivate and keep key players in place, even after the transaction closes?

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

PYMNTS

DECEMBER 10, 2016

Stock prices opened at $15 but popped pretty immediately thereafter, shooting up 56 percent by the end of the first day — and locking Lending Club’s valuation in at $8.5 Lending Club’s valuation never got much higher than that $10 billion mark, but it did manage to keep its share price above its IPO value for the first half of 2014.

GAAP 73

GAAP Compliance Valuation Auditing 73

PYMNTS

SEPTEMBER 7, 2018

Yoco provides businesses with payment management and auditing services, targeting SMBs that struggle to get off cash and paper documents. DST Global and Lightspeed Venture Partners’ global fund led the investment, reports said in India’s The Economic Times this week, citing unnamed sources.

B2B 43

B2B Invoicing Reconciliations eCommerce 43

Cube Software

MAY 11, 2023

This is always important to do, but especially now in the midst of economic uncertainty. Finally, since a pro forma financial statement often projects a year or two down the line, they can also be used to determine the valuation of a company. It's also best practice to audit the data before plugging it into your pro forma statements.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

PYMNTS

MARCH 5, 2018

Masterpass QR opens up new commerce channels for these merchants and enables them to create auditable transaction records. billion in a post-money valuation, according to estimates. However, the firm has offered no official confirmation of its new valuation. DoorDash may be worth $1.4 Food delivery is just the first chapter.

Valuation 43

Valuation Startups Manufacturing Banking 43

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before What can they do to stay resilient in the face of economic uncertainty? Ultimately, doing a spend audit is a particularly good exercise for any startup. before they became PricewaterhouseCoopers.

Planning 52

Planning Marketing Startups CFO 52

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations. The auditors look at those valuations. You get a Stanford MBA.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Musings on Markets

OCTOBER 19, 2021

Simply put, it is safer for an accounting or audit firm to assume that a disclosure is material, and include it in reports, even if it turns out to be immaterial, than it is to assume that it is immaterial, and be found wrong subsequently.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. It’s like you said, I started at Pricewaterhouse and I went through a one year rotation there, so it started with audit. I found out quickly that’s not what I wanted to do.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

NOVEMBER 7, 2023

This, this is true with every pump and up scheme, every pyramid scheme, and it, it comes out in some of the court documents later that in, in some of the corporate Slack accounts, one, one of the people say they should be the director of Ponzi economics. How, 00:15:40 [Speaker Changed] How hard is it to show those audited returns?

Numbers 61

Numbers Profit and Loss Banking Finance 61