The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFA Institute

MARCH 27, 2025

Marc Ross, CFA, is an experienced investment professional with a varied skill set that encompasses third party manager research and due diligence, securities compliance, investment advisory, and ERISA qualified plan design, sales, and implementation.

Investments 52

Investments Compliance Securities Sales 52

Trade Credit & Liquidity Management

MAY 28, 2025

The Return on Investment from a Customer Visit Credit executives often find themselves having to convince their boss that a customer visit serves a valid business purpose. Investing time and resources is often rewarded with valuable insights and strengthened relationships. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 52

Global Finance

FEBRUARY 5, 2025

In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances. EVs are expected to account for 30% of total auto sales by the end of this year.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. The infrastructure sector is fertile ground for dealmakers, as producers around the world seek to expand. billion yuan.

Investments 52

Investments Banking Finance Economics 52

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Nerd's Eye View

FEBRUARY 11, 2025

What's unique about David, though, is how his two decades of experience supporting financial advisory firms has helped him uncover best practices for founders and successors looking to execute internal succession plans, even as those succession plans have become more challenging at a time when founders so regularly field a steady flow of inbound inquiries (..)

Planning 63

Planning Valuation Sales Investments 63

Global Finance

APRIL 5, 2025

The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85 Morgan J.P.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

CFO News Room

NOVEMBER 17, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. You can also find tenant-occupied investment properties here.

Investments 130

Investments Valuation Finance Marketing 130

PYMNTS

OCTOBER 15, 2020

Even online merchants who offer customers extended warranties at the time of sale traditionally see about a 4 percent or 5 percent conversion rate. Keep your game going with a golf simulator from Shop Indoor Golf, and be sure to add @HelloExtend product protection to protect your investment. Extend (@HelloExtend) October 5, 2020.

Investments 133

Investments Manufacturing Data Analysis Sales 133

Jedox Finance

JANUARY 13, 2023

These 12 sales trends serve as a roadmap for sales leaders looking to cultivate a more adaptable and integrated organization that evolves with today’s sophisticated buyers. Sales and marketing partnership. Collaborating through integrated business planning. Table of Contents. Upskilling to build hybrid relationships.

Sales 98

Sales B2C Forecasting B2B 98

Accountancy Today

JUNE 2, 2025

FRP Corporate Finance has helped support technology firm, Tradeteq, on its sale to working capital structuring and advisory firm, Silver Birch Finance. Since its launch in 2016, the business has attracted significant backing, allowing it to invest more than $40m (29.5m) in building its technology platform.

Corporate Finance 40

Corporate Finance Finance Sales Securities 40

CFO News Room

DECEMBER 21, 2022

Is it possible to invest in real estate with no money? You can invest in real estate with little to no money upfront, but it’s more complicated than the promoters make it seem, and you’ll need to be patient. Physical Real Estate Investing: Four Things to Consider. How to Invest in Physical Real Estate with No Money.

Investments 130

Investments Finance Construction Budgeting 130

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Global Finance

JULY 23, 2024

The plan by the Big Three banks to unwind their cross-shareholdings points to a long-awaited turn to better corporate governance. Mitsubishi UFJ Financial Group said it plans to sell $2.2 Japanese investment firm Keystone Partners announced in March that it was setting up a $636 million fund to buy divested cross-shareholdings.

Sales 111

Sales Banking Investments Planning 111

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. One is that the failure rate of acquisitions is 70% to 75%, where those acquisitions dont increase sales or decrease costs or create shareholder value. What is it about the current M&A environment that prompted you?

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Following the sale Truphone’s new owners will focus on expanding the business’ compliance solutions as well as its eSIM technology.

Corporate Finance 104

Corporate Finance Sales Finance Restructuring 104

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 98

Sales Credit Risk Investments Accounting 98

Global Finance

OCTOBER 28, 2024

None of which, however has thus far discouraged foreign direct investment. A leading foreign company operating in Togo is Heidelberg Material, which is planning new investments in environmental and industrial sectors and funding sustainable solutions in cement production using alternative materials. GRP growth (2023): 5.4%

Economics 98

Economics Manufacturing Investments Currencies 98

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. It shows what your business owes and owns, along with how much shareholders have invested. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

Investments 97

Investments CFO Leverage Leadership 97

Centage

APRIL 6, 2022

For instance, the more sales staff available, the more revenue to be gained, but the more expenses are incurred. The key is to have a keen understanding of your business drivers, and build your financial plan around them. There are three types of financial scenario planning: . Financial Scenario Planning.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 98

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

Problem Solving 58

Problem Solving Communication Planning Education 58

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business. Read More.

Sales 98

Sales Compliance Economics Investments 98

CFO News Room

JANUARY 11, 2023

For sales teams selling to clients in cost-cutting mode, this requires new tactics. With many organizations, we are seeing sales force reductions that parallel the layoff announcements. At others, we see sales force hiring freezes. And every sales organization is rethinking its strategy and scale.

B2B 100

B2B Sales Concentration Restructuring 100

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 109

Investments Marketing Accounting Numbers 109

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. This gradual approach mirrors the benefits of diversifying personal investments to reduce risk.

Planning 81

Planning Concentration Strategic Planning Securities 81

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information. Efficiencies are the currency of modern capitalism.

SAP 103

SAP Compliance Leverage Invoicing 103

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

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

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. During the same timeframe, 60% of S/4HANA sales were to new clients, with 41% opting for RISE and 45% selecting GROW.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

Accountancy Today

MAY 14, 2025

FRP Corporate Finance has revealed it has advised GEV Wind Power, a global specialist services provider to the wind energy industry, on its sale to Certek. The team completed a thorough marketing and sales process which attracted the attention of numerous potential industry buyers as well as private equity acquirers.

Corporate Finance 40

Corporate Finance Finance Sales Compliance 40