CFO Plans

NOVEMBER 4, 2024

As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential. By implementing Data-Driven Financial Strategies , businesses can enhance their cash flow management, ensuring they have the necessary capital to support expansion efforts.

CFO

The Finance Weekly

NOVEMBER 12, 2024

When to Use Activity-Based Budgeting ABB works best for companies looking to improve cost management and efficiency, especially those that need a granular understanding of how resources are used across various activities. It’s a great fit for companies focused on lean operations, where each expense is scrutinized to optimize spending.

Budgeting

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. Growth, Operational Efficiency and Margin Improvement: The Profitability Triad In 2025, with economic slowdowns tightening growth, private equity sponsors face extended holding periodsaveraging 6.7

Mergers and Acquisitions (M&A)

E78 Partners

JUNE 12, 2025

They reduce SG&A waste, capture operational efficiencies, and grow EBITDA through disciplined cost management and integrated platform operations. These steps reduce the cost base while protecting or enhancing performance. Firms that prioritize this from the outset build more resilient, scalable operations.

Prioritization

Spreadym

OCTOBER 13, 2023

Credit Management: If your business relies on credit, manage your credit lines wisely to avoid excessive interest charges and debt accumulation. Emergency Fund: Maintain a cash reserve or emergency fund to cover unexpected expenses or economic downturns. Manage Debt Wisely: Review your debt obligations and their interest rates.

Cash Flow Forecasting