VCFO

MAY 5, 2022

buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Personal transition planning is a process that can be used to not only prepare for an exit, but also to de-risk the business and simplify life. Are the books and records clean and audit ready?

Sales 79

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

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before While at PWC I started writing business plans and creating financial models for startups. This business model was not part of my original master plan. Financial planning is our most valuable service.

Planning 52

Planning Marketing Startups CFO 52

The CFO College

AUGUST 31, 2021

Help your startup clients stay cash flow positive with good budgeting and planning services. This data includes a capital plan, proper entity structure, pre-revenue valuation, and raise structure (convertible note or direct equity). Minimize expenses and reduce debt payments or lower the cost of inventory.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

AUGUST 16, 2019

The latest funds put ShareChat’s valuation at about $650 million, according to a source. Although ShareChat is available in 15 regional languages, there are no plans to support English, Ankush Sachdeva, co-founder and CEO of the firm, told the reporting news outlet. ShareChat declined to comment.

Auditing 43

Auditing Valuation Compliance Startups 43

Future CFO

MARCH 30, 2020

Assess whether the audit will be completed in time for filing the financial statements. Inventory valuation: this will need a rethink if traditional purchasing arrangements are no longer valid and companies need to find new ways of getting the goods they need. A host of actions will need to be taken.

Foreign Exchange 40

Foreign Exchange Auditing Accounting Valuation 40

PYMNTS

DECEMBER 1, 2017

million in Series A funding announced this week, Libra said it plans to roll out new apps and services for accounting, auditing and tax processes, according to Accounting Today. billion valuation. The company secured the largest funding of this week with $117 million in a Series D round led by Baillie Gifford. Corporate Culture.

Startups 47

Startups B2B Transportation Auditing 47

Cube Software

MAY 11, 2023

No business can survive without planning. The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. What is a pro forma financial statement?

GAAP 40

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

PYMNTS

SEPTEMBER 7, 2018

Yoco provides businesses with payment management and auditing services, targeting SMBs that struggle to get off cash and paper documents. Another noteworthy point is Udaan’s newfound status as India’s fastest-growing unicorn, landing a $1 billion valuation only 26 months after launch.

B2B 43

B2B Invoicing Reconciliations eCommerce 43

PYMNTS

MARCH 5, 2018

The pilot in Nigeria is the beginning of a larger plan to bring more businesses into the digital economy worldwide. 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. DoorDash may be worth $1.4

Valuation 43

Valuation Startups Manufacturing Banking 43

Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. So we had some form of a track record that we could talk to people about and a very specific investment objective about what we were planning to do.

Mergers and Acquisitions (M&A) 69

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

Jedox Finance

JULY 11, 2023

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. Numerous associations, consultants, and analysts have promoted the idea of the finance function assuming the core responsibility for ESG planning, tracking, and reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

PYMNTS

DECEMBER 7, 2017

According to Jake Benson, CEO of back-office software provider Libra , that’s because traditional accounting and auditing software solutions aren’t compatible with blockchain, rendering them unable to access, manage and analyze financial data stored on distributed ledgers. Libra, which recently announced $7.8

Accounting 52

Accounting Auditing Valuation Financial Data 52

Barry Ritholtz

MAY 9, 2023

You begin in audit practice at KPMG. What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. So how do you then go from tax and audit practice to finance and investing? SALISBURY: Yes, I’d love to tell you there was some great master plan. Very different fields.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

MARCH 5, 2024

What, what was the career plan? It’s like you said, I started at Pricewaterhouse and I went through a one year rotation there, so it started with audit. So I remember writing the merger, our business plan there. What happened over the last year and a half or so is rates went up and valuations went down.

Mergers and Acquisitions (M&A) 57

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

Musings on Markets

FEBRUARY 4, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

FEBRUARY 5, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Marketing 130

Marketing Investments Auditing Restructuring 130

PYMNTS

OCTOBER 7, 2020

Germany’s financial watchdog BaFin would be equipped with a stronger bite under a plan just rolled out by Germany’s coalition government. Wirecard filed for insolvency in June, a precipitous fall from grace for a FinTech once considered a rising star with a valuation of $28 billion at its height.

Auditing 57

Auditing Valuation Finance Planning 57

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And since we’re smaller, more nimble, we can kind of get in there and do some of the gritty things, the smaller things. So it’s all institutional investors.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. How, 00:15:40 [Speaker Changed] How hard is it to show those audited returns? I think that was part of his plan to grow and grow and grow and get out of this hole of borrowed money that he was in. 00:15:47 [Speaker Changed] Right?

Numbers 61

Numbers Profit and Loss Banking Finance 61