VCFO

SEPTEMBER 21, 2023

Owner’s opinions of their business value can be influenced by inherent biases, flawed valuation methodologies, and factors lurking beyond their control. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation 84

Valuation Marketing Benchmarking CFO 84

VCFO

MAY 17, 2024

How can you be sure the decisions you are making are taking valuation in the right direction? v360 delves deeply into each of these areas in the way prospective buyers would, looking for leverage points to lean on and details that could derail opportunities if left unattended.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

VCFO

MAY 5, 2022

Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Selling to family members, employees, strategic buyers, or private equity all have very different strategies. Third, clearly understand the ultimate exit goal.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

Barry Ritholtz

SEPTEMBER 23, 2024

But, but I think if I was to go back through my career, that moment in time, you know, when there is this big wave coming, because it was the start of the high yield market, the leverage loan market grew dramatically, you know, from 200 billion in the mid nineties to $5 trillion today, high yield and leverage loans. And still growing.

Restructuring 57

Restructuring Leverage Investments Banking 57

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. As early as March 2022, compelling arguments emerged for aligning ESG and financial planning and reporting within the office of finance.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. That’s amazing leverage. It pushes valuations higher over time.

Concentration 67

Concentration Valuation Marketing Investments 67