CFO News Room

JANUARY 11, 2023

In my last post, I noted that concerns about inflation have played a big role in pushing up the US ten-year treasury bond rate from 1.51% on Jan 1, 2022, to 3.02% on June 30, 2022. As a final part to this post, to see the shifts in country risk that we have seen in 2022, let’s start with an assessment of risk free rates.

Marketing 130

Marketing Currencies Valuation Treasury 130

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. The office of the CFO is critical to scale PE-backed companies. Have more questions?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

Future CFO

FEBRUARY 7, 2024

Delving into the key trends shaping the treasury landscape in 2024, the focus is on themes such as staffing challenges, macroeconomic risks, technology adoption, and strategic financial management. The post Navigating treasury trends in 2024: challenges, strategies, and the role of technology appeared first on FutureCFO.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

PYMNTS

DECEMBER 7, 2018

What valuation Lyft is targeting for its IPO remains unknown — as of its last fundraising round in early summer 2018 the firm was valued at $15 billion. The current assumption is that Lyft will seek to command a higher valuation from its IPO. A Treasury task force has said that the U.S. Separately, in the U.K.,

Transportation 41

Transportation Valuation Treasury CFO 41

CFO News Room

JANUARY 22, 2023

While there are many events during 2022, some political and some economic, that one can point to as the reason for poor stock returns, it is undeniable that inflation was the driving force behind the market correction.

Forecasting 130

Forecasting Treasury Investments Economics 130

CFO News Room

NOVEMBER 30, 2022

This is especially the case for advisors who are not already designated tax professionals like CPAs, attorneys, and EAs (who have their own specific requirements around tax advice to comply with as laid out in Treasury Department Circular 230 ). How The IRS Regulates Tax Advice.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. So, last year, valuations were high, interest rates were low. You really have to start crystalizing an org chart and who does what, and clarifying roles and responsibilities. Is it at 1.5%?”

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Treasury, the OFAC restrictions.

Restructuring 60

Restructuring Investments Marketing Banking 60