VCFO

SEPTEMBER 21, 2023

Owner’s opinions of their business value can be influenced by inherent biases, flawed valuation methodologies, and factors lurking beyond their control. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation 87

Valuation Marketing Benchmarking CFO 87

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. The ideal window tends to be within six months before a sale. Request a Free Consultation with a proven CFO who has deep acquisition experience.

Valuation 86

Valuation Auditing Concentration CFO 86

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. If an owner is the only decision maker, sales lead, or sole operator in another key role, it makes it very tough to push the value of or sell the business. Request a Free Consultation from a vcfo expert who can help.

Valuation 89

Valuation SAP Concentration Benchmarking 89

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. A fractional CFO serves as an expert guide for business owners.

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

CFO Simplified

FEBRUARY 6, 2022

Generally speaking, succession planning and exit planning are considered when the CEO is going to step down, but it really occurs whenever the CEO is no longer available to serve their duties. . Larry Chester, President of CFO Simplified, has had a client walk in to create a succession plan the week they are planning on leaving.

Planning 52

Planning CFO Leadership Communication 52

VCFO

MARCH 17, 2023

How much is being charged to cost of sales? What is the percentage of the cost of sales to revenue? Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73