More M&A players hold back stay-bonus ‘dry powder,’ WTW says
CFO Dive
APRIL 24, 2024
Despite a recent uptick in mergers and acquisitions, some buyers are nonetheless growing more guarded about tapping their retention bonus budgets.
CFO Dive
APRIL 24, 2024
Despite a recent uptick in mergers and acquisitions, some buyers are nonetheless growing more guarded about tapping their retention bonus budgets.
Future CFO
OCTOBER 30, 2023
Businesses are betting big on generative AI to gain an edge despite hurdles to adoption and M&A challenge, said EY recently. To fund these investments, 69% are re-allocating capital from other investment projects or technology budgets and 23% are raising new capital.
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Future CFO
SEPTEMBER 15, 2022
The report titled, Controller’s Guidebook: Burnout in Accounting - Understanding the Problem , Leveraging Solutions, revealed that m% of accountants had at least one month in the past year where the Close disrupted their personal life. This state of work has set an expectation of speed with executives and the business.
Boston Startup CFO
OCTOBER 29, 2012
CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. Even if you’re not yet funded or earning significant revenue, you may still be in need of CFO services.
CFO Leadership
DECEMBER 15, 2022
From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.
CFO News Room
DECEMBER 23, 2022
While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].
CFO News Room
DECEMBER 27, 2022
Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.
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