E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. To capture these gains, firms align go-to-market strategies, integrate sales teams, and streamline customer onboarding. Sponsors validate fit by mapping customer types, sales channel compatibility, and workflow alignment before committing capital.

Mergers and Acquisitions (M&A)

KG Virtual CFO

JULY 21, 2025

Net 30 or Net 15) and communicate them prominently. These incentives can reduce days sales outstanding and improve working capital availability for reinvestment. Prioritizing essential expenditures ensures that every dollar spent drives value: Implement zero-based budgeting to justify each cost annually.

Cash Flow Forecasting

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85

Mergers and Acquisitions (M&A)

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. The policy should consider your company’s risk tolerance, revenue, and profit objectives while supporting the sales and cash forecasts.

Invoicing

Trade Credit & Liquidity Management

MAY 28, 2025

The fact is that face-to-face meetings have unique benefits that remote communications can’t fully replicate. A personal visit can differentiate your company from competitors who do not make the effort to visit and rely solely on email, phone, or virtual communication. Gain market intelligence.

Investments

E78 Partners

MAY 16, 2025

Prioritizing user experience and operational efficiency is key while also ensuring business continuity across functions like finance, HR, and sales. Application Rationalization M&A often leads to overlapping tools and platforms. Part of the integration process is assessing which applications to keep, retire, or consolidate.

Mergers and Acquisitions (M&A)

CFO Thought Leader

DECEMBER 9, 2024

Advocates for data-driven decision-making in resource allocation and project prioritization. Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. Talent Disruption and Culture Clash: Employee turnover, role confusion, and resistance to change often follow poorly communicated or poorly executed transitions. eBay and Skype (2005) – $2.6

Mergers and Acquisitions (M&A)

Spreadym

SEPTEMBER 22, 2023

Effective communication in financial teams is crucial for making informed decisions and achieving organizational goals. However, several key mistakes can hinder effective communication in this context. Financial professionals should strive for clear and concise communication that everyone on the team can understand.

Communication

PYMNTS

NOVEMBER 20, 2020

Wearable device sales have shot up at least 30 percent this year as consumers looked to technology to help them monitor their health during the ongoing global pandemic, according to a top Samsung executive. Samsung will continue to invest in these advanced technologies.”.

Sales

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Prioritization

Trade Credit & Liquidity Management

APRIL 25, 2025

Photo by Rafael Ishkhanyan on Unsplash ) Unfortunately, the Credit Manager’s role is often misperceived by the Sales team. Be a hero by showing Sales and other stakeholders how you can help them develop “smart” revenue and profit opportunities. Do you communicate the “why of your decisions?

Sales

CFO Share

JUNE 6, 2024

Small businesses should perform a quick comprehensive analysis, then instead focus on the most probable and impactful risks: Highly probably risks like sales and liquidity risks, and Catastrophic risks like cybercrimes. Effective Communication. Keeping the communication lines open across the organization is crucial.

Risk Management

PYMNTS

AUGUST 13, 2020

This includes clear lines of communication with employees as they’re furloughed, laid off and re-hired amid reopenings. For those enjoying a burst of sales, it similarly illuminated the need for technologies to help employers and their employees keep pace with changing customer demands as a result of the pandemic.

Retail

Nerd's Eye View

JANUARY 22, 2024

selling and trading) or on sales-oriented advice that centered on implementing insurance products. Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process. Even with the best intentions, this disconnect can ultimately damage an advisor's perceived value over time.

Prioritization

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A)

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Under the stress of economic uncertainty, it’s more important than ever to keep an open dialogue. Stand out by staying in.

Budgeting

Nerd's Eye View

JUNE 13, 2024

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) firms are increasingly experiencing similar stages of growth in their practices.

Prioritization

CFO Thought Leader

AUGUST 15, 2024

However, after managing a sales team, she shifted her perspective, now seeing expenses as investments with potential ROI. This change has led her to prioritize strategic spending that drives revenue growth, moving beyond budget constraints to foster more dynamic and forward-looking financial management.

CFO

CFO Talks

OCTOBER 10, 2024

I’m also the CEO of the Liberty Group, which offers fractional C-suite services in other disciplines beyond finance, such as marketing, people, and sales. How do you prioritize your time and resources to make sure each client gets what they need without becoming overcommitted? Communication is essential.

Leadership

CFO Thought Leader

MARCH 25, 2025

It was a pivotal moment Brian Robbins tells us hell never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potential sale of a major business unit. Read More Today, that spirit of transparent communication fuels Robbinss approach as CFO.

CFO

CFO Talks

SEPTEMBER 10, 2024

Prioritize the alignment between financial projections and operational realities, ensuring that future growth assumptions are grounded in realistic business drivers. For example, if your strategy includes cross-selling, are your sales teams equipped and incentivized to sell the expanded portfolio?

Mergers and Acquisitions (M&A)

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It facilitates better communication and alignment of objectives across the organization.

Planning

PYMNTS

APRIL 7, 2020

Safaricom, Kenya’s telecommunications giant, and the South African mobile communications company Vodacom have completed the acquisition of the M-PESA brand, along with its product development and support services, from Vodafone Group PLC through a joint venture. Based on information from six nations, including the U.K.,

Planning

PYMNTS

JANUARY 14, 2020

Ton stressed that it takes courage and conviction for retail leaders to make changes and create processes that prioritize employees and customers, but that change is possible. Their associates were disconnected from the growth of digital communications.”. It’s not only the right thing to do, but the smart thing to do,’ she said.”.

Retail

PYMNTS

NOVEMBER 2, 2016

The platform also prides itself on what Hirsch told Webster and Evans is its “secret sauce” – the ability to screen out employees and capture the best of the best by prioritizing communication guidelines. Filling The Matchmaking (Employment) Gap.

Communication

CFO Share

APRIL 3, 2024

But the right outsourced bookkeeping can transform your business management, allowing you to focus on sales and operations – where you are needed most. Excellent Communication Skills Effective communication is critical for outsourced bookkeepers. This ensures they can hit the ground running without a steep learning curve.

Communication

The Finance Weekly

DECEMBER 15, 2024

Gather Historical Data: Analyze sales trends, past marketing performance , and your teams capabilities to understand whats working and whats not. Messaging is how you communicate that position to your audience. Make sure the campaigns you prioritize are adequately funded to achieve their objectives without overspending.

Planning

PYMNTS

DECEMBER 12, 2017

Travelport , which enables corporate travel agencies with point-of-sale (POS) technology, is repositioning itself in response to heightened awareness and adoption of virtual cards (v-cards) in the business travel space. It will also prioritize the use of Conferma’s pioneering secure email for communication of booking details.”.

Reconciliations

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. Research suggests a range of issues preventing a collaborative relationship from forming.

CFO

Jedox Finance

FEBRUARY 15, 2023

The Case of Heiniger Heiniger, a leading metalworking manufacturer focused on high-quality animal sheering equipment, faced a challenge in its sales planning due to scattered data and cumbersome manual, repetitive processes. Their seamless sales planning process has greatly reduced time while supporting improved profitability.

Prioritization

PYMNTS

FEBRUARY 20, 2020

“When a business first starts, the focus is always going to be on sales and revenue. The clear communication of payment terms, efficient and timely invoicing upon delivery of goods or services, and consistent follow-up are all essential to suppliers combating their own late payments challenges. ”

Invoicing

CFO News Room

NOVEMBER 14, 2022

For many large firms, the challenge of retaining financial advisors is rooted in our industry’s tendency to favor rainmaker-producers who excel in sales over advisor-planners who provide advice and manage relationships. Think about how this alone has impacted the traditional sales culture. How would you prioritize them?

Practice Management

CFO Thought Leader

SEPTEMBER 24, 2024

“If you don’t understand the complexity,” Vengalil observed, “you won’t be able to communicate it simply.” Ruthlessly prioritize your time since everyone will want a few minutes 3. Diller, known for his sharp insights and high standards, preferred discussions to be clear and lucid. Trust your voice.

CFO

PYMNTS

APRIL 8, 2019

The funding follows a $5 million series A round in July, and it will be used for expansion of sales, marketing and engineering, among other things. We believe that RiskLens is poised to become the de-facto standard in how enterprises around the globe assess, communicate and manage cyber risk.

Risk Management