VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. What is a Merger & Acquisition Integration Plan? They should always be adequately addressed in the plan. Marketing integration.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

CFO Simplified

FEBRUARY 6, 2022

What will your level of involvement be after the sale? . Alongside financial goals, there is often a personal side to succession planning. Prepping for a sale requires a deep understanding of your company’s numbers. Your CFO plays a large role in preparing your business for a sale. Determine how your numbers hold up.

Planning 52

Planning CFO Leadership Communication 52

VCFO

MARCH 17, 2023

How much is being charged to cost of sales? What is the percentage of the cost of sales to revenue? Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73