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.

Startups 52

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

The Finance Weekly

OCTOBER 13, 2021

As CFOs and their teams explore methods to capitalize on current development prospects, organizations that have prospered in the worst of times may teach us a lot. Many CFOs are hesitant to change business models because of the detrimental impact on short-term revenue. These shifts are still happening in every industry.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

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