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Navigating the Path to an IPO for middle-market companies in 2025

E78 Partners

Implement budgeting and forecasting processes that withstand market scrutiny. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations. Refine Financial Planning and Analysis (FP&A): Develop robust forecasting models and scenario planning tools.

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Key features for FA&P software to choose the best one

Spreadym

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Cash Flow Management. When consumers think about cash flow management, the word ‘budget’ might come to mind. But as advisors are aware, there is much more to cash flow management than analysis of regular inflows and outflows (and the less-fun activity of cutting back on spending in certain areas).

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

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