CSC Advisors

MAY 22, 2025

Whether you’re an investor eyeing a profitable property or a business owner seeking to expand your operations, getting the right financing is essential. Loan Purpose: The reason behind the loan (purchase, refinance, construction) can impact eligibility and terms.

Profit and Loss 52

Profit and Loss Finance Securities Construction 52

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

PYMNTS

MARCH 6, 2020

Close behind were food services and drinking places, with 53,000 new jobs; government, 45,000; construction, 42,000; and professional and technical services gaining 32,000 jobs. From December to January, retail trade noted a loss of 8,300 jobs — a month after the December holiday hiring season.

Retail 60

Retail Profit and Loss Manufacturing Construction 60

CFO News Room

DECEMBER 10, 2022

That’s how retirement plans and other investment vehicles work. Contributions you make to tax-sheltered plans are often tax-deductible, and the investment income earned within the account is tax-deferred. And once you reach age 59 ½ and have been in a plan for at least five years, you can begin taking tax-free withdrawals.

Investments 130

Investments Accounting Treasury Construction 130

Future CFO

JULY 13, 2020

“With the sales being affected with advertisers not placing the ads, we are mulling over scenarios where we adapt a revenue-share or profit-share basis to be able to fund new programmes. Because programming licenses are very high, and we may not meet some profitability scenarios that we have. Iskandar Sham. Reginald Asuncion.

Planning 40

Planning Finance Advertising Manufacturing 40

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing 99

Marketing Valuation Profit and Loss Advertising 99

Global Finance

MAY 8, 2024

Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits. In Japan, profits at the country’s five most prominent banking groups leapt 56% to a record ¥2 trillion (about $12.6 billion after-tax profit versus $8.3 billion; a 2.3% billion in 2022.

Banking 52

Banking Profit and Loss Construction Retail 52

PYMNTS

MAY 21, 2018

AMC Theaters Chief Adam Aron said MoviePass users were going to movie theaters multiple times a month and said he was skeptical customers of the service will reduce attendance to the levels MoviePass needs to stay profitable. Credit Card’s Profit Squeeze. Farnsworth took issue with those comments. We’ve become a serious threat.”.

Profit and Loss 40

Profit and Loss Construction Healthcare Startups 40

Spreadym

AUGUST 8, 2023

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. Net Income or Net Loss: Calculated by subtracting total expenses from total revenues, this figure indicates the anticipated profitability or loss for the budget period.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022. .

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Planful

APRIL 16, 2021

Planful’s Total Economic Impact study showed that the benefits of cloud-based services extend to financial planning and analysis (FP&A). A survey by Cielo Talent even revealed “a correlation between investing in a Talent Acquisition function and increasing profits by up to 20%.” ” Customer Experience.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

Musings on Markets

NOVEMBER 4, 2022

In the next post, I will use Facebook's most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022.

Advertising 106

Advertising Profit and Loss Investments Marketing 106

Cube Software

MAY 11, 2023

No business can survive without planning. The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. What is a pro forma financial statement?

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

PYMNTS

AUGUST 22, 2018

On the backend, that data is mostly for the construction of Wayfair’s complex logistics network that allows it to offer delivery that is fast, often free, and that always comes with an option of additional white glove services that will see the item not only delivered, but set up appropriately for the buyer. Doubling Down On Tech.

Profit and Loss 40

Profit and Loss Retail Sales Construction 40

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Share

MAY 22, 2024

Small businesses have three key financial reports: the balance sheet the income statement (aka profit and loss statement) the cash flow statement A statement of retained earnings is a fourth report common for large, public corporations, but isn’t as useful for small businesses. Develop and execute a clean-up plan.

Profit and Loss 105

Profit and Loss General Ledger Financial Reporting Accounting 105

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? So the harvest losses to offset future gains. RAMPULLA: Yeah.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

PYMNTS

JANUARY 10, 2020

Several other SoftBank-backed startups, including the car leasing company Fair and construction group Katerra, announced layoffs affecting hundreds of employees late last year. There’s an old business maxim that goes something like this: You cannot cut your way to profitability. billion loss), more bumps may lie ahead.

Profit and Loss 52

Profit and Loss Construction Startups Investments 52

Finvisage

JANUARY 2, 2020

The objective of TCI is to indemnify the supplier against losses which arise as a consequence of a buyer’s inability to pay. It does not aim to replace profits lost on the transaction. increase which was followed by the construction industry at 1.2% Compared to FY19Q1, insolvency rates were up by 0.6%. from 45 last month.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

FEBRUARY 11, 2025

What was the career plan? I, my dad’s a economics professor and so economics seemed like a good undergraduate plan, but frankly at the time my real plan was to go play professional baseball. It, it is the actual way that you construct and create your life that is, has to be free. 00:22:24 [Speaker Changed] Yeah.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

JULY 24, 2023

You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Construction employment last year was a record. There’s still a shortage of construction workers. Job openings in the construction industry today are twice what they were during the mid-2000s boom. Let me explain.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

CFO Strategic Partners

OCTOBER 6, 2021

Not surprisingly, an overwhelming number of organizations who participated in the survey are struggling with staffing shortages and inability to find talent to optimize profits. This survey was answered by people from a wide range of industries including construction, professional services, healthcare, hospitality, manufacturing and more.

CFO 52

CFO Profit and Loss Healthcare Construction 52

Barry Ritholtz

JULY 18, 2023

And it was the most profitable day of trading I’d ever had. And in real estate lending, that’s all about avoiding loss. Very, very constructive on each of the names in the portfolio. If you’re going to shift the way those things happen you have to plan for it. in the evening. RITHOLTZ: No kidding.

Investments 52

Investments Profit and Loss Accounting Restructuring 52

Barry Ritholtz

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. Was there any sort of career plan there? I didn’t really have a career plan. I could buy the plan. Was it a loss?

Entertainment 59

Entertainment Investments Math Advertising 59

CFO News Room

FEBRUARY 4, 2023

However, the net effect is always a shift in the distribution of incomes toward the sectors experiencing the largest price and profit gains, which is why inflation of this type cannot be qualified as “pure.” Further, the shock to the general price level usually dissipates after a certain interval – perhaps normally a few months.

Economics 100

Economics Construction Profit and Loss Marketing 100

Barry Ritholtz

MAY 6, 2025

What was the career plan? Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. And I kept roughly half the profits and there was no training. Oh my God profit. Not, not for me, $500 trading profit.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

OCTOBER 8, 2024

What was the career plan? My role was just to like dig through business plans, dig through drug development, and try to handicap what would work, but equally as interestingly, what’s gonna fail. Let’s start with that. Were you, were you gonna be a doctor? 00:30:24 [Speaker Changed] Right.

Healthcare 59

Healthcare Investments Pharmaceutical Profit and Loss 59

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. And it became the most profitable private equity investment ever made and — it is true. And Blackstone’s funds through that period, generated substantial profits because we had made those good choices, not just about the investments — RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

OCTOBER 21, 2024

What was investing always the career plan? So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds. So 00:35:00 [Speaker Changed] It’s just think about just the construct, right? I’ve been looking forward to this conversation for a while.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? We’re investing in profitable mid-market companies making 20 million, 25 million, 50 million EBITDA and needed capital in. RITHOLTZ: Yes, I can imagine.

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. But 00:15:04 [Speaker Changed] It takes that long for the losses to get through to the securities.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Musings on Markets

OCTOBER 25, 2022

and which ones to include (cash acquisitions, foreign exchange gains or losses etc.) That can explain why a firm with moderate or even below-average profitability can use debt to fund large dividends and buybacks, and to the extent that the firm is borrowing too much, it can dig a hole for itself.

Valuation 108

Valuation Profit and Loss Forecasting Investments 108

CFO News Room

JANUARY 8, 2023

and which ones to include (cash acquisitions, foreign exchange gains or losses etc.). That can explain why a firm with moderate or even below-average profitability can use debt to fund large dividends and buybacks, and to the extent that the firm is borrowing too much, it can dig a hole for itself.

Valuation 130

Valuation Profit and Loss Forecasting Investments 130