Remove Economics Remove Leadership Remove Mergers and Acquisitions (M&A) Remove Valuation
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PodChats for FutureCFO: Managing capital in times of persistent instability

Future CFO

Amid the continuing uncertainties, including socio-economic and geo-political disagreements, businesses remain constant in their one agenda for 2023 – growth. M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022.

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Transcript: Michael Fisch

Barry Ritholtz

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. Then I think you’re gonna find this to be a fascinating conversation. It’s a pleasure to be here.

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Components of a Successful Sale Transaction

VCFO

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Personal Transition Planning.

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Weekend Reading For Financial Planners (Dec 10-11) 2022

CFO News Room

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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Transcript: Rick Rieder

Barry Ritholtz

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.