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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926.

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Enhancing Business Valuation: Aligning Owner Perception with Market Realities

VCFO

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.

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EBITDA in Financial Analysis

Spreadym

EBITDA is often used in financial analysis and business valuation because it provides a more standardized and consistent measure of a company's operating performance, especially when comparing companies with different capital structures or when assessing their ability to generate cash from operations. Ignores Taxes: EBITDA excludes taxes.

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How Much Equity Should a Business Give Away?

CFO Share

The sooner your exit, the less risk meaning you get a higher valuation. This advice hinges on other factors like economic conditions – downturn or bullish–and how much demand for your business you’ve generated. Assuming that the business is a success, how long until the exit or sale of the business? Three years? Five years?

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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

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Moody’s Says Corporate Debt Is High, But Risks Are Contained

PYMNTS

According to recent data from Moody’s investor services, corporate leverage in the U.S. All in, the leveraged loan market in the U.S. leveraged loans outstanding, and the loans themselves are a small portion of their total commercial and industrial loan exposures. “If operating conditions in the U.S. “U.S.

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Where Can FP&A Career Path Take You?

Fpanda Club

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.