Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Valuation 98

Valuation Compliance Communication Planning 98

E78 Partners

MARCH 18, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025. Overall, deal value climbed 10.3% This urgency aligns with observations from Bain & Co.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Future CFO

FEBRUARY 9, 2025

This means highlighting the potential financial impact of a cyberattack, such as lost revenue, damage to reputation, and regulatory fines, which can significantly impact the company's valuation. Regulations are guidelines but not guarantees The line between compliance and security is blurring. Participants like Travel + Leisure Co.'s

Investments 52

Investments Profit and Loss Securities Risk Management 52

Global Finance

JUNE 9, 2025

In addition to financial investments—offered for stakes ranging from 2%-20% in the companies nurtured—Bancolombia offers mentoring for startups in the fields of business-model refinement, regulatory compliance, marketing strategy, operational efficiency, and scaling. Most recently, the center has been investing its resources in Gen AI.

Startups 52

Startups Banking Compliance Investments 52

CFO Strategic Partners

MARCH 28, 2025

These services include general and operational accounting, financial planning and audit, governance, risk and compliance, transactional transformation, IT and business intelligence solutions, and outsourced accounting and interim management solutions.

Auditing 52

Auditing Leadership CFO Compliance 52

CFO Talks

MAY 20, 2025

Transfer Pricing Is Not Just for the Auditors Transfer pricing isnt an annual compliance tick-box. Dont Sleep on VAT and Customs VAT on imported services, transfer pricing adjustments that trigger VAT liabilities, customs under-valuations, these can quietly derail your tax position. Check your structure annually and test it properly.

CFO 52

CFO Tax Planning Auditing Valuation 52

CFO Strategic Partners

APRIL 15, 2025

Asset Valuation. Valuation can typically be addressed before year-end. Like your year-end sales cut-off, you should also have a strong process in place to ensure proper cut-off of shipping and receiving, since these are two items auditors will look at carefully. Be sure assets are valued properly. Is there any obsolete inventory?

Auditing 40

Auditing Reconciliations Leadership Valuation 40

Global Finance

DECEMBER 26, 2024

FIS Trading Compliance Manager presents a comprehensive view of an order life cycle, meeting all trading compliance needs in one solution. FIS Global , which wins for Best FX Regtech Tool, developed Investment Risk Manager. The tool provides a holistic view of cross-asset trading, portfolio management, and investment risk.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

CFO Strategic Partners

MARCH 22, 2025

These benefits segue into ROI-boosting outcomes like better accuracy, reduced operational costs, compliance peace of mind, and real-time insights that support better decision-making. Letting technology take the reins on routine reporting tasks empowers your organization to save time, improve accuracy, and reduce risk.

Technology 52

Technology Leadership Auditing Prioritization 52

E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. Developing seamless integration plans, including data migration and system harmonization, ensure operational continuity and scalability, which are vital for commanding premium valuations.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

E78 Partners

JUNE 12, 2025

In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. They streamline functions like accounts payable and inventory tracking while maintaining control and compliance. These steps reduce the cost base while protecting or enhancing performance.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Compliance 65

Compliance Practice Management Valuation Securities 65

CFO Strategic Partners

APRIL 14, 2025

They will also consider EBITDA to determine valuation and assess the financial health of your company. Investors and buyers will be looking for details on your financial positioning, profitability, cash flow strategy, and financial statements.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

CFO News

MARCH 20, 2025

This aims to facilitate informed decision-making and improve the valuation of distressed companies during insolvency processes. Compliance may be challenging, but it's expected to enhance the efficiency and transparency of the insolvency regime.

Valuation 40

Valuation Compliance 40

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

CFO News

JULY 15, 2025

With over 16 years of experience in financial services, she brings expertise in equity broking, valuation, and client account management. A CFA Level III pass-out and MBA graduate from Baruch College, Shah also holds key NISM certifications and regulatory compliance eligibility.

CFO 45

CFO Valuation Compliance Accounting 45

E78 Partners

MARCH 19, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025. Overall, deal value climbed 10.3% While fundraising fell 18.5%

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Trade Credit & Liquidity Management

JULY 7, 2025

This strategic move aims to combine C&W’s national scale, advanced technology, and compliance infrastructure with CCOC’s specialized expertise, particularly in sectors like healthcare and education.

Healthcare 52

Healthcare Leadership Education Compliance 52

CFO Talks

DECEMBER 10, 2024

For CFOs, understanding and implementing effective internal control policies is more than just a box to tick for compliance; its a way to strengthen the business and build resilience. The problem was traced back to errors in their inventory valuation process, which included unclear methods for recognising supplier rebates.

Invoicing 52

Invoicing Compliance Reconciliations CFO 52

CSC Advisors

MAY 22, 2025

Regulatory Challenges: Depending on the industry, antitrust laws, compliance requirements, and international regulations can complicate cross-border or large-scale deals. A clear objective informs everything from target selection to valuation. Clarify Your Objectives: Start with the why.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Valuation Leadership 52

Barry Ritholtz

JANUARY 21, 2025

I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. I did it during the coronavirus collapse in 2020, and I did it again in 2022. You don’t know what the bottom of the market looks like.

Investments 59

Investments Finance Education Marketing 59

Global Finance

DECEMBER 27, 2024

High interest rates were an issue; steep borrowing costs and lower returns created valuation mismatches, ultimately reducing the size, scope, and appeal of private equity deals. Valuation gaps narrowed and more deals were completed, but it wasnt a full rebound to pre-slowdown levels. The leverage was quite challenging, Dermarkar notes.

Mergers and Acquisitions (M&A) 114

Mergers and Acquisitions (M&A) Valuation Investments Technology 114

CFO Dive

JULY 10, 2025

This should mean there are more tax shields, more debt capacity, and a relative valuation boost for asset-heavy U.S The question is whether the bill’s long-term debt load will come back to clip valuations once the sweeteners expire.” You can unsubscribe at anytime. Deals Platform Leader Kevin Desai said in an email. TechTarget, Inc.s

Mergers and Acquisitions (M&A) 146

Mergers and Acquisitions (M&A) CFO Risk Management Compliance 146

CFO Strategic Partners

APRIL 14, 2025

6 Habits of Successful Companies “I’m a great believer in luck, and I find the harder I work, the more I have of it.” – Thomas Jefferson Long before spreadsheets and data analytics, Thomas Jefferson pinpointed the hinge that swings the door to success open for any business: hard work.

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

CFO Strategic Partners

MAY 29, 2025

Take Action: Reassess transfer pricing agreements for efficiency Monitor global trade regulations weekly Partner with legal and tax teams to ensure compliance and adaptability 5) Invest in Digital Agility In periods of disruption, speed is a strategic asset.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Prioritization Auditing 52

CFO Strategic Partners

APRIL 14, 2025

5 Ways To Build A Culture That Boosts Engagement And Retention Imagine yourself in a room bustling with energy, ideas ricocheting off walls, and a palpable sense of excitement in the air.

Leadership 40

Leadership Auditing Valuation Compliance 40

The CFI Group

FEBRUARY 14, 2025

While necessary to curb inflation, rising rates have also constrained corporate investment appetite and impacted valuations,” he says. ESG-driven innovation : Sustainability and compliance software are gaining traction as regulatory requirements tighten.

Leverage 52

Leverage Valuation Investments Compliance 52

PYMNTS

OCTOBER 9, 2020

Venture capital funding landed at supplier payment and compliance automation firms this week, among other B2B innovators that raised money. The big B2B investment of the week was Tipalti , which landed $150 million in new funding on a $2 billion valuation. Strike Graph , a compliance automation firm, has launched with a $3.9

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

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 84

Valuation Marketing Benchmarking CFO 84

CFO Selections

JULY 22, 2024

A business valuation is a critical component of securing a company’s future. An experienced CFO plays a key role in any business valuation by leveraging their financial expertise to offer strategic insights along the way and ensure an accurate final assessment of the company’s value.

Valuation 52

Valuation CFO Compliance Leverage 52

PYMNTS

FEBRUARY 12, 2020

Fenergo , a Dublin-based FinTech startup that helps other banking organizations deal with regulatory compliance, onboarding and “lifecycle management,” has raised $80 million and has a valuation of $800 million, according to a report. This round is reportedly one of the larger ones completed for an Irish FinTech.

Compliance 60

Compliance Banking Valuation Investments 60

Boston Startup CFO

SEPTEMBER 9, 2015

Some startups can create their own 409A valuation report for $0 using a DIY 409A calculator. This means that all startups — no matter how early the stage — must have a business valuation performed before issuing stock options to justify their choice of strike price. The typical 409A valuation costs anywhere from $1,200 to $5,000+.

Valuation 52

Valuation Startups Compliance Auditing 52

PYMNTS

OCTOBER 12, 2020

BitMEX has announced a new Chief Compliance Officer in Malcolm Wright, who will serve in the role for 100x Group, which operates HDR Global Trading Limited, which runs BitMEX.

Compliance 104

Compliance Valuation Banking Marketing 104

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Valuation 98

Valuation Compliance Practice Management Technology 98

Private Funds CFO

APRIL 13, 2022

CEO Justin Johnson and senior managing director Chad Rucker of valuations and fairness opinion provider VRC take a look at the regulator’s aims for continuation funds.

Valuation 130

Valuation Compliance 130

PYMNTS

OCTOBER 2, 2018

Tanium, which provides organizations with an IT security platform, raised $200 million from Wellington Management, Baillie Gifford & Company and Adage Capital Management, pushing Tanium’s valuation up to $6.5 Typically, large companies operate security with two different focuses: compliance and breach protection.

Securities 53

Securities Valuation Startups B2B 53

PYMNTS

SEPTEMBER 20, 2019

You’d be forgiven for thinking that the WeWork IPO – rather, the shelving of that IPO , at least for now – heralds the end of rich valuations for firms viewed as entrenched in the early stages of disruption. Banking, of course, stands to benefit from streamlined ways of maintaining compliance with AML and KYC.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49