Remove Cost Analysis Remove Numbers Remove Planning
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Success in Succession

CFO Simplified

Success (or Lack Thereof) in Succession Planning for Businesses Handing over a business is more than a title changeits a financial and operational shift that can make or break a company. The Role of a CFO: A Trusted Partner and Mentor in Succession Planning Even in the best of circumstances, running a business is tough.

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How storytelling helps FP&A succeed

Future CFO

Imagine replacing “stories” with “numbers” in these lines. While everyone understands good stories only some of us understand numbers, so they can never be the common denominator which we use to communicate to our audience. Hence, rather than leading with numbers FP&A must lead with stories to be heard. Does it make sense?

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Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)

Nerd's Eye View

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)