Planful

SEPTEMBER 6, 2021

In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company. In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. at its peak to $0.26

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

Barry Ritholtz

NOVEMBER 5, 2022

In 2008, he received the George Polk Award for financial reporting. Chancellor is the author of “ Devil Take the Hindmost: A History of Financial Speculation.” He is currently a columnist for Reuters Breakingviews and an occasional contributor to the Wall Street Journal and MoneyWeek.

Valuation 124

Valuation Financial Reporting Marketing 124

PYMNTS

JULY 24, 2020

billion valuation as part of its Series D round that kicked off five months ago. The latest infusion of cash comes from TSG Consumer Partners , a San Francisco-based private equity company, TechCrunch reported. The new funding is an extension of that round to $580 million while the valuation remains the same, the company said.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

E78 Partners

MARCH 28, 2025

Proactive measures such as enhanced financial reporting, improved ERP systems, and clear growth narratives are essential for commanding premium valuations. Exit Preparation: Strengthen financial reporting, improve ERP systems, and craft compelling growth narratives to maximize exit outcomes.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

Musings on Markets

NOVEMBER 1, 2023

As the price dropped below $200 today (October 30,2023), I decided that it was time for me to revisit and revalue the company, taking into account the news, financial and other, that has come out since my last valuation in January 2023, and to understand the dueling stories that are emerging about the company.

Valuation 126

Valuation Profit and Loss Numbers Sales 126

Musings on Markets

SEPTEMBER 5, 2024

Over the last two decades, companies have supplemented the financial reports with guidance on key metrics , particularly revenues, margins and earnings, in future quarters. The first is that I value companies for myself, and while my valuations drive my decisions to buy or sell stocks, they should not determine your choices.

Marketing 136

Marketing Valuation Profit and Loss Forecasting 136

CFO Talks

JUNE 20, 2025

I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus. Strong communication, business acumen, digital literacy, and executive presence are as important as mastering financial reporting. Between 5:30 and 6:00 AM How do you spend the first hour of your day?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

E78 Partners

FEBRUARY 26, 2025

Stronger Exit Planning Beyond financial modeling, FP&A plays a crucial role in stress-testing exit strategies and conducting market-driven valuation analysis. Conclusion: FP&A as a Competitive Advantage PE-backed companies that invest in FP&A transformation will: Improve financial visibility and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

PYMNTS

DECEMBER 9, 2020

Or it may be a last gasp amid heightened valuations and investor enthusiasm, with a focus on a business model that has soared – and may, depending on how you look at it, face fresh challenges that crimp the drive to realizing black ink on the operating line. Here are five questions to ask as Door Dash opens on the market: 1.

Valuation 76

Valuation Auditing Financial Reporting Accounting Firms 76

CFO Talks

OCTOBER 2, 2024

The study found that many firms in China’s emerging high-tech markets are forced to expense their R&D entirely, which can stunt their growth and distort financial reports. This inconsistency further clouds the financial reporting and makes it difficult for investors to assess the true value of companies.

Accounting 98

Accounting CFO Economics Accounting Standards 98

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO News Room

FEBRUARY 6, 2022

Rising interest rates can hit their valuation. Ditto for buying TIPS in the market after the auctions, because of the complexity of their valuations. Mr. Smith, a former financial reporter for The Wall Street Journal, is a writer in New York. He can be reached at reports@wsj.com. Eric Jacobson. How are TIPS priced?

Treasury 130

Treasury Securities Valuation Math 130

Centage

SEPTEMBER 5, 2023

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment. A low valuation customer who typically later purchases high margin items is a good investment. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

E78 Partners

JANUARY 5, 2024

An acquisition adds complexity to the financial reporting and audit process, so it’s important to be proactive and prepared. Engage Third Parties Early: Engage valuation firms and appraisers early in the process, as these experts can help support audit preparation and reduce hassles later on.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO News Room

DECEMBER 16, 2022

Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Financial Reporting Skills.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

The Charity CFO

MAY 10, 2022

And the second will impact the information you include in your disclosures (footnotes) to your financial reports. A description of any restrictions your donors attached to the gift of these non-financial assets . The first one is about how you display them on your Statement of Activities. Why is FASB making this change?

Accounting Standards 91

Accounting Standards Accounting GAAP Nonprofit 91

CFO Strategic Partners

APRIL 14, 2025

Clean Financials – Investors will want to see deep, detailed financial reports that demonstrate the validity of your business model and the value of your company. You’ll need a top notch team of advisors, investment bankers, legal minds, and accountants to help you take your deal across the finish line.

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

CFO Share

APRIL 25, 2022

Accounting mistakes do not self-correct; instead, they often perpetuate into compounding errors that impact financial reporting for months or years. In the short run, you are deprived of valuable financial history, such as gross margins or customer acquisition costs, which are invaluable for planning.

Accounting 72

Accounting Planning Valuation Financial Reporting 72

PYMNTS

AUGUST 23, 2020

But the company filed “confidentially,” meaning its financial reports would not be immediately made public. At the time, DoorDash said its valuation was $13 billion at the close of 2019. The startup raised about $2 billion from investors, including SoftBank and venture capital firm Sequoia Capital.

Planning 61

Planning Startups Valuation Finance 61

Fpanda Club

SEPTEMBER 2, 2021

FP&A vs financial controlling Working closely with accounting function, financial controllers ensure compliance of reported results with accounting standards, legislation and regulations, develop and document policies and procedures of the internal control in the organization, participate in financial reporting, budgeting and forecasting.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Future CFO

JANUARY 15, 2024

ESG integration in finance Sustainability will be deeply ingrained in organisations’ financial foundations, with CFOs increasingly considering the potential impacts of climate change on financial outcomes.

Risk Management 52

Risk Management Compliance Valuation Finance 52

Boston Startup CFO

APRIL 12, 2024

409A / Valuations Leveraging our expertise and industry knowledge, we will conduct thorough assessments to determine the fair market value of your company, ensuring compliance with regulations and helping you make informed decisions related to stock options, equity compensation, and financial reporting.

Corporate Finance 40

Corporate Finance Finance Auditing Compliance 40

CFO Plans

AUGUST 9, 2024

Tip: Regularly review financial reports with your outsourced CFO to identify areas for cost savings and revenue growth. Specialized Financial Consulting for Real Estate The real estate sector presents unique financial challenges that require specialized knowledge. Learn more about the benefits of outsourced CFO services.

Accounting 52

Accounting Tax Planning CFO Startups 52

PYMNTS

DECEMBER 19, 2019

At the Beijing 2019 Global Young Entrepreneurs Conference, Ji Gang, vice president of Ant Financial, reportedly told those in attendance that his firm was “looking to raise a fund,” but didn’t offer details. Gang outlined the three types of companies Ant seeks to fund at the conference.

Investments 40

Investments Valuation Startups Economics 40

The Charity CFO

DECEMBER 15, 2023

The most important aspect of recording in-kind donations is proper valuation. Establishing an in-kind donation valuation and recording process will help you avoid mistakes when receiving non-monetary donations. Let us help your nonprofit get financially organized through proper revenue recordkeeping. Get the free guide!

Nonprofit 52

Nonprofit Compliance Valuation CFO 52

Centage

SEPTEMBER 5, 2023

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment. A low valuation customer who typically later purchases high margin items is a good investment. But how much are they really worth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

E78 Partners

SEPTEMBER 21, 2023

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. To refine this process, the preparation of adjusted financial statements and their accompanying footnotes is essential, ensuring accurate presentation and comprehensive disclosures.

Auditing 52

Auditing General Ledger Reconciliations Accounting Standards 52

Jedox Finance

JULY 11, 2023

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. The standards are designed to bring sustainability reporting on par with financial reporting over time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

The Finance Weekly

JUNE 24, 2024

The broader range of products and services that Microsoft offers in software and cloud computing, along with an anticipated 16% growth rate, has bolstered investor confidence and contributed significantly to its high valuation. In its latest financial report for the quarter ending March 31, 2024, Alphabet reported a revenue of $80.5

Valuation 52

Valuation Manufacturing Advertising Sales 52

Michigan CFO

MARCH 21, 2023

Goodwill = P− (A − L ) where: P=Purchase price A=Fair market value of assets L=Fair market value of liabilities T-Mobile/Sprint Merger: A Real Life Goodwill Valuation In 2018, T-Mobile acquired Sprint to the tune of $35.85 At the time of the acquisition, the fair market value for the Sprint corporation was determined to be $78.34

Valuation 40

Valuation CFO Sales IFRS 40

The Finance Weekly

APRIL 6, 2024

Understanding the Net Book Value (NBV) of a company's assets is critical for knowing its financial health and potential for future growth. This accounting principle offers an insightful perspective into a business's worth , underlining the importance of financial reporting in today's market dynamics.

GAAP 52

GAAP Accounting Principles Financial Reporting Accounting 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Future CFO

MARCH 30, 2020

Assess whether C19 is an adjusting or non-adjusting event in the 2019 financial statements. Assess the impact of C19 on estimates and judgements inherent in the financial reporting. Assess whether the audit will be completed in time for filing the financial statements. Companies should consider taking the following steps.

Foreign Exchange 40

Foreign Exchange Accounting Auditing Valuation 40

Future CFO

SEPTEMBER 14, 2020

Partly as a result of the above, the Financial Reporting Council (FRC) in the UK issued a revised ethical standard for auditors in 2019 in order to strengthen the independence of auditors from their clients, and to improve audit quality. the “Chinese Wall”). Similar to the EU, Singapore has implemented a fee cap on NAS.

Auditing 52

Auditing Accounting Valuation Education 52

CFO Talks

OCTOBER 1, 2024

The conversation about the underinvestment in intangible assets in South Africa, and the challenges of accounting for these assets (due to subjective accounting treatments), directly impacts how CFOs approach financial reporting. Why is this important for CFOs? IFRS, US GAAP).

Leverage 52

Leverage Investments Economics Accounting 52

Cube Software

MAY 11, 2023

Pro forma financial statements and GAAP It's important to note that, since pro forma statements are based on hypothetical or projected data, they are not compliant with generally accepted accounting principles—GAAP statements must be based on actual financial results.

GAAP 40

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