Future CFO

MAY 26, 2022

52% reported a need to manage operations and compliance across more tax jurisdictions while 49% reported more stringent documentation requirements," he added. 52% reported a need to manage operations and compliance across more tax jurisdictions while 49% reported more stringent documentation requirements," he added.

Mergers and Acquisitions (M&A) 98

Mergers and Acquisitions (M&A) Accounting Foreign Exchange Compliance 98

E78 Partners

MAY 23, 2023

Finding CFOs with the proven capabilities and appropriate mindset for a PE backed company, whether rapidly scaling, under-performing, or preparing for a transaction, can be challenging. The Declining CFO Tenure Recent findings from the FTI Consulting Global CFO Survey reveal that average CFO tenure is on the decline.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

Future CFO

APRIL 13, 2023

With continuing uncertainty in 2023, how are CFOs and treasurers calibrating their strategies in the years ahead to reflect desires for growth and profitability, a return to business as usual in the face of unpredictability and market volatility? Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Boston Startup CFO

OCTOBER 29, 2012

Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? 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.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

CFO News Room

NOVEMBER 5, 2022

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We wrap up with three final articles, all about time management: Why creating a routine checklist can be more effective than keeping a fixed daily schedule. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

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