CFO Thought Leader

APRIL 22, 2025

A swift minority IPO abroad raised capital at a premium valuation, cut leverage, strengthened Genworths balance sheetand put Uptons strategic acumen squarely on the CEOs radar.

CFO 52

CFO Leadership Valuation Leverage 52

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. The post Quality of Earnings Reports Impact Valuation appeared first on vcfo. EBITDA is not a complete indication of financial performance for a business.

Valuation 83

Valuation Auditing Concentration CFO 83

Future CFO

JUNE 26, 2025

The centre will act as a collaborative platform for knowledge exchange, talent support, thought leadership, and business development, especially for firms seeking new opportunities in China. It offers an in-market presence, local expertise, and collaboration spaces for sustained engagement.

Valuation 52

Valuation Leadership Manufacturing Accounting 52

E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. Developing seamless integration plans, including data migration and system harmonization, ensure operational continuity and scalability, which are vital for commanding premium valuations.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

Trade Credit & Liquidity Management

JULY 7, 2025

” Key Points from the Release CCOC will retain its brand and operational leadership as “Collection Consultants of California, a Caine & Weiner Company,” ensuring service continuity for clients. Industry Perspective Consolidation within the collection agency marketplace has become a trend.

Healthcare 52

Healthcare Leadership Education Compliance 52

CFO Strategic Partners

MARCH 22, 2025

Latest insights Leadership 05.29.25 Turning Tariff Disruption into Strategic Opportunity Turning Tariff Disruption into Strategic Opportunity Learn More Leadership 04.15.25 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25

Technology 52

Technology Leadership Auditing Prioritization 52

CFO Strategic Partners

APRIL 15, 2025

Asset Valuation. Valuation can typically be addressed before year-end. Insights from Acclarity Accredited to Small-to Medium Business Leader: Michele Himes Latest insights Leadership 05.29.25 Turning Tariff Disruption into Strategic Opportunity Turning Tariff Disruption into Strategic Opportunity Learn More Leadership 04.14.25

Auditing 40

Auditing Reconciliations Leadership Valuation 40

CFA Institute

MAY 14, 2025

He has a diverse and a rich portfolio of research that spans big data analytics, health informatics, financial technologies, information security, privacy and valuation, intellectual property rights, online market design, and business impacts of technology.

Investments 98

Investments Business Analytics Communication Valuation 98

E78 Partners

MAY 29, 2025

More striking, these companies achieve faster exit timelines while commanding valuation premiums averaging 1.4x Portfolio companies with CFOs actively managing capital structure report lower weighted average costs of capital compared to peers, directly impacting valuation multiples at exit. higher multiples.

CFO 52

CFO Valuation Investments Technology 52

CFO Strategic Partners

APRIL 14, 2025

They will also consider EBITDA to determine valuation and assess the financial health of your company. Ensure Stress-Free Finance Financial leadership is critical for a successful business, but not every business owner has the internal resources they need. Latest insights Leadership 05.29.25 Contact us today.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

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. To sustain momentum through transitions and disruption, PE firms are sharpening their talent strategies to ensure leadership continuity.

Mergers and Acquisitions (M&A) 59

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

PYMNTS

APRIL 1, 2019

billion valuation. Since then it has expanded and now has tens of thousands of customers, helping drive the valuation higher. Seventy percent of our employees have worked at restaurants, including those in our product leadership, and that helps us understand the problem.”.

Valuation 56

Valuation Startups Leadership CFO 56

CFO Thought Leader

DECEMBER 2, 2024

Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals. Now CFO of Orion Innovation, Lam draws on lessons from his investment banking years while embracing the operational demands of finance leadership.

CFO 52

CFO Prioritization Leadership Valuation 52

Planful

SEPTEMBER 6, 2021

In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company.

Financial Reporting 93

Financial Reporting Valuation Leadership Planning 93

E78 Partners

FEBRUARY 26, 2025

When FP&A functions independently from sales, supply chain, and operational leadership, decision-making becomes disconnected. Informed, Data-Driven Decisions FP&A serves as a financial control tower, equipping leadership with real-time insights rather than historical reports. 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

PYMNTS

MARCH 5, 2019

now has a valuation of $1.5 The company also plans to double its size to more than 200 employees and expand its leadership team. billion valuation, with DST leading the round. Rivals Revolut and N26 recently raised hundreds of millions of dollars, but at higher valuations. billion valuation. billion valuation.

Valuation 46

Valuation Startups Leadership Banking 46

PYMNTS

SEPTEMBER 24, 2020

The investment and its associated valuation put the company's total value in excess of $1.2 We’re super excited to back this amazing leadership team who is introducing financial services to an entirely new demographic.”. 24) it raised $215 million in Series C venture funding. billion, according to a company blog post.

Valuation 56

Valuation Leadership Investments Technology 56

Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This makes determining an accurate SaaS valuation difficult. By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales.

Valuation 40

Valuation CFO Leadership Forecasting 40

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

E78 Partners

JUNE 27, 2025

Many were acquired at peak valuations during a low-rate era and now face limited exit options. Leadership at the Edge: As portfolios age, they need fresh operating talent. The Pressure Beneath the Surface This record portfolio size isn’t simply the result of strong dealmaking. It reflects a strategic bottleneck.

Benchmarking 52

Benchmarking Prioritization Valuation Leadership 52

Barry Ritholtz

DECEMBER 17, 2022

Koenigsberger discusses why EM Debt often has a low correlation to equity markets: By using historical measures of drawdowns and valuations, the firm can own an assortment of debt at prices that are non-correlated to stocks. Koenigsberger says “I’ve been doing Emerging markets since before it emerged.”.

Valuation 112

Valuation Leadership Investments Marketing 112

CFO Strategic Partners

APRIL 14, 2025

Do More With What You Have Leverage CFO Leadership Build A Strong Financial Foundation Update Your Technology Track The Right KPIs Position Your Business Effectively for Investment Companies that achieve their objectives and outperform their competitors – know how to seamlessly blend strategy and execution in the pursuit of their goals.

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

E78 Partners

MARCH 21, 2025

Strategies may include debt restructuring, operational overhauls, and leadership changes. Often, it results in a premium valuation due to strategic synergies between the acquiring company and the PortCo. Strong EBITDA growth and revenue expansion increase valuation multiples, leading to higher exit proceeds.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

E78 Partners

JUNE 12, 2025

In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. Sponsors who demonstrate margin-focused leadership and deliver measurable outcomes stand out in today’s competitive fundraising environment.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

Global Finance

DECEMBER 9, 2024

She previously held leadership positions at Standard Chartered Bank and HSBC, both in the Philippines. But because the market was not active, even though the company was profitable and the valuation was going up, the stock price was not moving on the exchange. And now they want to delist.

Marketing 98

Marketing Banking Finance Profit and Loss 98

PYMNTS

MAY 30, 2018

With the new round of funding, Tradeshift has raised a total of $400 million and now has a valuation of $1.1 This investment will enable us to continue our rapid growth and consolidate our leadership position.

Valuation 43

Valuation Investments Leadership B2B 43

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed.

Investments 52

Investments Valuation Financial Modeling Risk Management 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. With a focus on leadership and strategy, the transaction services manager is essential to delivering a seamless, successful transaction experience.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. Key Financial Readiness Considerations To prepare for the scrutiny of public markets, leadership teams must assess their ability to: Generate SEC-compliant financial statements within required timelines.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

PYMNTS

OCTOBER 4, 2020

Joz's many years of leadership in the Product Marketing organization make him perfectly suited to this new role and will ensure a seamless transition at a moment when the team is engaged in such important and exciting work," Cook said in the release. "In

Valuation 91

Valuation Education Leadership Marketing 91

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Founded in 2014, Klook received a $225 million cash investment from SoftBank earlier this month, bringing its total raise to $520 million and its valuation to over $1 billion. Sharing Economy Changes.

Leadership 52

Leadership Startups CFO Planning 52

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Founded in 2014, Klook received a $225 million cash investment from SoftBank earlier this month, bringing its total raise to $520 million and its valuation to over $1 billion. Sharing Economy Changes.

Leadership 52

Leadership Startups CFO Planning 52

VCFO

MAY 17, 2024

How can you be sure the decisions you are making are taking valuation in the right direction? Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value. A comprehensive v360 Enterprise Value Roadmap drives business strategies to support value optimization.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

CFO Strategic Partners

APRIL 14, 2025

As you make plans for the coming year, your business may be anticipating: New Leadership A Merger or Acquistion New Growth Initiatives New Technology + Systems AI Developments Changing Skill Needs The key is developing a culture that embraces growth, while remaining grounded in tangible initiatives that keep team members engaged.

Leadership 40

Leadership Auditing Valuation Compliance 40

PYMNTS

JANUARY 11, 2021

He will be tasked with developing the board and leadership team. billion valuation. Richard Holmes, previously CEO at Standard Chartered European, joined the Revolut team in October 2020 as a board advisor. Revolut was granted a European Union banking license in Lithuania in December 2018 and has begun operations in central Europe.

Valuation 86

Valuation Startups Leadership Banking 86

CFO Thought Leader

JUNE 27, 2023

To learn more visit us: www.avalara.com The post Breaking Down THE RULE OF 40: Unlocking The Secret to Software Industry Valuation – Alex Triplett, CFO, Appfire appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

Valuation 40

Valuation CFO Compliance Leadership 40