Musings on Markets

APRIL 21, 2022

The Twitter Story To get a measure of Musk's bid for Twitter, you have to also understand the company's path to its current status. It succeeded spectacularly in attracting people to its platform, hitting a 100 million users in 2012, and then doubling those numbers again by 2013, when it went public ,with an initial public offering.

Valuation 99

Valuation Advertising Numbers Education 99

BlueLight

MAY 1, 2020

The goal of this blog is to explain what is FP&A and why it is important. Source: Vena Solutions What is FP&A? FP&A should strive to provide data and intelligence to key decision makers so they can make data-driven decisions. Why are cash balances changing more than previous quarters?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Onplan

DECEMBER 28, 2021

We’re nearly two years into Covid, and like many companies, you might be looking at the cost of your office space and considering the business case of moving at least part of your staff into permanent work-from-home or remote status. How do you weigh and plan for the costs of such a change? Current staff.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

Musings on Markets

JANUARY 27, 2022

Inflation: Measurement and Determinants As the inflation debate was heating up in the middle of last year, I wrote a comprehensive post on how inflation is measured, what causes it and how it affects returns on different asset classes. Rather than repeat much of that post, let me summarize my key points.

Treasury 84

Treasury Currencies Investments Numbers 84

Planful

AUGUST 12, 2019

It’s what keeps the lights on, and fuels the future growth of the company. If you run out of cash, it’s game over. Why Cash Is So Important. Cash keeps the business running. Runway – how much cash you spend each month, and how long it will last. So what’s the problem? What do I add back?

Valuation 40

Valuation Currencies Accounting Forecasting 40

CFO Simplified

DECEMBER 26, 2021

From overworked staff accountants to controllers running month-end closes, a poorly structured finance, and accounting department can put strains on your business’ growth. What is a Small Business? In this size company, your finance team should include a bookkeeper, with an outsourced CPA, and payroll. Company Size.

Finance 52

Finance General Ledger CFO Auditing 52

CFO News Room

NOVEMBER 15, 2022

What’s unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA… while continuing their relationship with Commonwealth as their now-former broker-dealer platform. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 30, 2022

Generally, the more detailed the analysis, the likelier it could be construed by the client as a recommendation – which is what ultimately matters, since a presentation that the client understands to be tax advice is as good as actually giving tax advice. Authors: Ben Henry-Moreland. Authors: Ben Henry-Moreland. Team Kitces. Read More +.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 1, 2022

Mindy: Thank you so much. Michael: I’m really excited about today’s conversation and getting to dig a little bit into the advisory firm that you’ve built. Author: Michael Kitces. Full Transcript: Michael: Welcome, Mindy Crary, to the “Financial Advisor Success” podcast. I’m so glad to be here.

Planning 130

Planning Investments Accounting Math 130

Onplan

DECEMBER 16, 2021

Congratulations — your business is growing well, and you need help understanding the levers of the business and supporting the executive team to make smart, cross-functionally aligned decisions on how to keep the growth going. This is where a great financial analyst can help you. But how do you find one?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

Congratulations — your business is growing well, and you need help understanding the levers of the business and supporting the executive team to make smart, cross-functionally aligned decisions on how to keep the growth going. This is where a great financial analyst can help you. But how do you find one?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO News Room

FEBRUARY 2, 2022

What’s unique about Dan, though, is the way he and his firm began with nearly zero clients but grew substantially in client acquisition over a 3-year period, especially in areas outside of the local Charleston area, by outsourcing lead generation to online third-party platforms. Dan: Hey, Michael, thank you for having me.

Planning 130

Planning Math Numbers Investments 130

Musings on Markets

SEPTEMBER 1, 2021

That growth has come (or should have come) with the recognition that in almost every venture in China, public or private, the Chinese government is not just a player, but often the key player determining the venture's success and failure.

Valuation 98

Valuation Economics Marketing Investments 98

Barry Ritholtz

OCTOBER 4, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. But it turns out that David was looking at how people change their minds, how you persuade people and he thought the answer was found in all of these cognitive errors.

Entertainment 115

Entertainment Numbers Finance Math 115