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.

Compliance 74

Compliance Sales Economics Investments 74

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. An experienced investment banker is needed to carry out such a process.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

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 81

Corporate Finance Sales Finance Restructuring 81

Jedox Finance

MARCH 15, 2023

Sales performance management continues to gain traction across organizations of all shapes and sizes all over the world. 2 Sales performance management is extolled as a way for organizations to produce more insightful, accurate sales analyses and predictions, enabling them to become more proactive decision-makers.

Sales 52

Sales Forecasting Planning Investments 52

PYMNTS

FEBRUARY 18, 2020

Troubled home-décor chain Pier 1 Imports has plans to sell the company as it applies for Chapter 11 bankruptcy and shutters as many as 450 stores — nearly half of its locations, according to reports on Monday (Feb.17). Wells Fargo National Association and Pathlight Capital LP will allow the company to operate while finalizing sales.

Sales 52

Sales Planning Finance Retail 52

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 82

Investments Marketing Accounting Numbers 82

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Typically, executives and business owners do not plan their exit strategy.

Planning 52

Planning Leadership Communication Nonprofit 52

CFO News

MAY 11, 2023

Maruti Suzuki is planning to double its production capacity to four million vehicles per year by the end of the decade, with an investment of more than USD 5.5bn.

Planning 52

Planning Construction Sales Investments 52

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 92

Communication Planning Investments Sales 92

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. Forward-thinking finance leaders are planning and forecasting more effectively, efficiently and more accurately thanks to modern, cloud-based automated solutions like Planning Maestro.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

OCTOBER 14, 2020

MercadoLibre , which operates platforms for buying and selling goods across Central and South America, is eyeing an investment in Brazil next year that would be even bigger than its $716 million investment this year, Bloomberg reported. million on a peak day last year. “We

Investments 104

Investments Banking Sales Numbers 104

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. The best option in this case is if your planning software allows to collect and analyses information from different sources in real time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization 52

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

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 Startups 133

PYMNTS

MAY 29, 2018

billion from spending, executives of Kraft Heinz said it’s now time for growth and investment, The Chicago Tribune reported. Kraft Heinz CEO Bernard Hees said the company plans to invest in sales, manufacturing and distribution in an effort to increase sales. billion in its pension plans. After cutting $1.7

Investments 40

Investments Planning Manufacturing Sales 40

PYMNTS

NOVEMBER 23, 2020

The National Retail Federation (NRF) said it predicts retail sales across the U.S. billion in retail sales and an increase of 3.5 billion in retail sales and an increase of 3.5 Since last year eCommerce sales are up 36.7 will rise between 3.6 percent and 5.2 percent over what they were last year, a press release says.

Sales 100

Sales Retail eCommerce Numbers 100

CFO News Room

DECEMBER 21, 2022

Supported by the online retail giant’s sophisticated consumer experiences, Singles’ Day has become the world’s biggest annual shopping event, with sales outperforming Black Friday and Cyber Monday combined. Singles’ Day has redefined shopping festivals to drive both short-term sales and long-term quality growth for merchants and brands.

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

OCTOBER 1, 2020

1) that its eCommerce sales almost doubled during the third quarter, and that the company plans to invest in the channel in a big way to strengthen online and direct-to-consumer sales. . percent of those who used such channels to purchase retail products plan to maintain some of their new habits and 10.1

Sales 72

Sales eCommerce Manufacturing Planning 72

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

OCTOBER 30, 2020

The Baltimore-based chain also announced the sale of its MyFitnessPal workout platform to private-equity firm Francisco Partners. Patrik Frisk, president and CEO of Under Armour, told The Baltimore Sun that the company is focused on returning to profitability and is planning to invest in eCommerce and company-owned retail outlets. .

Sales 87

Sales Profit and Loss eCommerce Retail 87

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investments 79

Investments Sales Economics Planning 79

CFO Thought Leader

APRIL 10, 2023

CFO GUEST: Paolo Poma of Lamborghini CFO Paolo Poma: [00:00] 80% of the time as to be dedicated to internal reporting Action Plan steering the company adjust 20% to external reporting. But I’m convinced that will be also an investment for for the future. Read More Let’s move to ESG that are more non financial KPIs.

CFO 52

CFO Investments Leadership B2B 52

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes. What is ChatGPT?

Planning 52

Planning Concentration Forecasting Finance 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

JANUARY 15, 2021

Online sales are facilitated via its marketplace platform, which includes classifieds for motor vehicles and real estate. . She said the company was planning to invest more money in Brazil, topping its $716 million investment earlier in 2020.

Sales 82

Sales eCommerce Investments Accounting 82

PYMNTS

APRIL 13, 2018

To drive new-store construction and innovations, Walmart is planning on investing an estimated $200 million in its Florida business. Though Walmart currently offers grocery pickup at more than 100 of its Florida locations, the retailer plans to introduce around 80 new Grocery Pickup locations in the area.

Investments 43

Investments Planning Construction eCommerce 43

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 20, 2020

President David Disque called it a “key focus” for the company to help invest in media payments, which could boost speed and efficiency. We plan to deliver vital data that will assist CFOs in making more informed decisions on targeting suppliers, optimizing payment mix, increasing spend, and improving cash flow.”.

B2B 77

B2B Investments Advertising Communication 77

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 75

Communication Budgeting Securities Investments 75

PYMNTS

OCTOBER 21, 2020

Point of sale (POS) platform PredictSpring announced that it is partnering with beauty brand Deciem and is also planning to expand into new sectors following a strategic investment from Salesforce Ventures. .

Planning 76

Planning Startups Sales Retail 76

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning 98

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

PYMNTS

OCTOBER 26, 2020

The restaurant, in planning for around a year, was initially supposed to open in March, but was delayed by the pandemic, The Verge reported. DoorDash didn't say how much it had invested in the project. The Verge, quoting local media, reported the menu items will be priced between $12 and $19.

Investments 78

Investments Sales Accounting Planning 78

CFO Share

APRIL 18, 2024

Poor management decisions can ripple through your company, affecting every facet of business from sales to operations to administration. These decisions might impede cash flow, restricting your ability to invest in growth or meet basic operational needs like payroll. What are the effects of poor financial decisions?

Budgeting 82

Budgeting CFO Forecasting Investments 82

CFO Simplified

AUGUST 7, 2023

Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes. According to the Estate Planning Institute, 80% of U.S. Who should be on my team of advisors to navigate a potential sale?

Valuation 98

Valuation Profit and Loss Planning Sales 98

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52