Nerd's Eye View
MAY 30, 2023
Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.
VCFO
JULY 12, 2022
Build, Update, and Monitor a Solid Cash Plan. Developing a regularly updated, accurate cash flow plan is arguably the first thing to have in hand. top quarter of profitable companies, operating regions) via financial benchmarking. Read more about the advantages of Financial Benchmarking here.
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The Charity CFO
DECEMBER 20, 2023
How does one help clients understand their benchmarking? An organization is comparable to another within the same industry, and therefore they use each other to gauge success when it comes to meeting KPI goals and industry benchmarks. 180 MG looks at people, processes, and planning to identify a balance between the three of them.
Spreadym
NOVEMBER 23, 2023
Comparative Analysis: Comparing OPEX with industry benchmarks or competitors allows businesses to benchmark their performance. Forecasting and Planning: Understanding historical OPEX trends aids in forecasting future expenses. Deviations from industry standards can highlight areas for improvement or competitive advantages.
VCFO
JANUARY 27, 2022
Time tested business plans will simply not work without adjustments as inflation takes hold. It is critical to focus on inflation now and make necessary changes to your operating plan to combat it. Restructuring a company in terms of the debt capital stack, takes time. Now, our clients are facing a new threat – inflation.
PYMNTS
APRIL 19, 2019
Lyric plans to use the investment to expand its operations as it continues to focus on regulatory compliance. The company said it plans to use the investment to further build out its lending operations. In total, the company secured $36 million in the round, led by a range of backers, including Sozo Ventures, Accel and Benchmark.
PYMNTS
MAY 22, 2017
The company slashed costs by $270 million this year and is on track to reach its goal of $300 million in savings by the end of the fiscal year, with plans to save $300 million more between now and 2020. That’s a prayer for “not too much loss” as opposed to “gain,” even as sales and other benchmarks remain north of zero.
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