article thumbnail

How to Calculate the SaaS Magic Number

The SaaS CFO

SaaS operators must understand the balance between sales and marketing spend and the acquisition of net new revenue. Enter the SaaS Magic Number. Here are my thoughts on how to use the Magic Number in 2025.

Numbers 106
article thumbnail

Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser

The Charity CFO

Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser “Fundraising is not sales. His journey from nonprofit development to business development gave him a new appreciation for what fundraisers can learn from for-profit sales teams. Sales professionals are trained to own the process.

Sales 69
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Sales 92
article thumbnail

Hand Over the Numbers and Focus on What Matters 

CFO Talks

Hand Over the Numbers and Focus on What Matters Lets be honest, handling finances isnt everyones favourite job. Instead of struggling with numbers, spreadsheets, and financial rules, you can get an expert to handle it for you. You should be making sales, developing new ideas, or looking after your customers, not drowning in paperwork.

Numbers 52
article thumbnail

Numbers Never Lie but They Rarely Tell the Whole Story 

CFO Talks

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers 52
article thumbnail

Nail Your 2025 Forecast: 5 Ways to Align Sales and Budgeting

Focus CFO

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

article thumbnail

FRP Corporate Finance secures Tradeteq sale

Accountancy Today

FRP Corporate Finance has helped support technology firm, Tradeteq, on its sale to working capital structuring and advisory firm, Silver Birch Finance. Both teams subsequently undertook an accelerated due diligence process while negotiating legals to enable the transaction to complete in under three months.