CFO News Room

NOVEMBER 9, 2022

Conversely, expense ratios for dividend mutual funds and ETFs can be higher than for non-dividend options. With that in mind, you’ll want to do plenty of research and compare ongoing expenses carefully before you dive in. With an online bank account from SoFi, for example, you can earn 2.00% APY on your savings with no account fees.

Profit and Loss 130

Profit and Loss Investments Accounting Marketing 130

Michigan CFO

MARCH 30, 2023

In this blog post, we will discuss what an exit strategy is and why you need one for your business. You will need to file the appropriate dissolution documents and cancel all business expenses. Business Exit Strategy Example Selling your business can be tricky. What Is an Exit Strategy in Business?

CFO 40

CFO GAAP Sales Planning 40

VCFO

NOVEMBER 1, 2023

It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement. This review often starts with assessing topline revenue and then examining gross margins, overhead expenses, net income, EBITDA, and free cash flow.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

FEBRUARY 2, 2022

But, for the most part, these three variables, trust and communication at 60%, heir preparedness at 25%, and values and mission at 10%, are the core drivers that can reverse that shirtsleeves to shirtsleeves. So, for example, when we talk to families, we use a football analogy. Or crazy things, like a pandemic, could happen.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!) Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

FEBRUARY 2, 2022

So, the obvious one would be if there’s a very specific or like time-sensitive item, like let’s say they have incentive stock options and they need to make a decision by the end of the years just as an example. One really good example is just fee structure. So, the Facebook was a good example. Dan: Exactly.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 26, 2022

For example, the new rule could state that if an advisor or insurance agent has a relationship of trust and confidence with the participant (e.g., Housing is the largest monthly expense for many American families. Annie Lowrey | The Atlantic). Advisors can also take the lead on many of these opportunities.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130