CFO Simplified

AUGUST 7, 2023

Who should be on my team of advisors to navigate a potential sale? This starts with discussing exit planning every 90 days to evaluate and agree upon current exit planning topics including timing, valuation requirements, exit options, opportunities to increase company valuation, and an exit or hold decision. What’s My Passion?

Valuation 98

Valuation Profit and Loss Planning Sales 98

PYMNTS

SEPTEMBER 14, 2020

Talks have been revived for SoftBank to take itself private amid a series of disappointments to the company’s equity valuation compared to the value of its individual holdings, Financial Times (FT) writes. The last disposal is planned to be announced this week, as SoftBank will sell U.K.

Sales 79

Sales Valuation Numbers Planning 79

PYMNTS

SEPTEMBER 18, 2020

What shall we make of private fundraising rounds that make valuation leaps, tacking on billions of dollars with each new capital raise? News about Chime ’s latest funding round might give pause when comparing the tech-savvy upstart’s valuation against some traditional banking players. billion, as CNBC reported. With the $14.5

Valuation 56

Valuation Banking Startups Economics 56

PYMNTS

JULY 6, 2020

Buenos Aires-based eCommerce market MercadoLibre has seen a boost thanks to the pandemic, with shares climbing above $1,000 and sales spiking, Bloomberg reported. The company’s value has leapt to $50 billion, higher than eBay’s $39 billion valuation. Some of them had never used eCommerce at all, Bloomberg reported.

Sales 60

Sales Valuation eCommerce Banking 60

CFO News Room

JANUARY 19, 2023

I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

MARCH 14, 2018

Possibly not, when it comes to valuation. The news this week that Dropbox , the file sharing firm, is coming public at well below the $10 billion it had seen in its latest fundraising round has raised much discussion about valuation. Because, of course, the numbers tell a story. Where magic abounds. High flying, or maybe not.

Valuation 40

Valuation Numbers Marketing Sales 40

CFO News Room

JANUARY 7, 2023

The Wall Street Journal reported that McMahon is returning to pursue a potential sale of the business. after it reported solid sales numbers for December. Costco posted net sales of $23.8 Costco posted net sales of $23.8 R1 RCM — Shares of the health-care technology firm soared 10.2% Doximity — Shares dropped 4.7%

Entertainment 130

Entertainment Profit and Loss Valuation Manufacturing 130

Barry Ritholtz

OCTOBER 17, 2022

“Tesla’s strategic use of semiconductors has lowered the number of chips required to produce vehicles” has cut lead times , and allowed the firm to make more cars with fewer chips. They also have an advantage over traditional automakers: An ability to quickly reprogram the firmware of chips.

Valuation 121

Valuation Sales Marketing Numbers 121

Centage

SEPTEMBER 5, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Gross Profit Margin: Your gross profit margin is the amount of your sales revenue minus the cost of your goods. Then divide that by your revenue. into the calculation.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. Updating the Numbers. to 14.9%.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

CFO News Room

JANUARY 24, 2023

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Mergers and Acquisitions (M&A) 96

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 96

Musings on Markets

FEBRUARY 12, 2022

I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

PYMNTS

JUNE 6, 2018

Electric scooter-sharing startup Bird has authorized a new $200 million round of funding that bring its valuation to around $1 billion. Citing a certificate of incorporation filed in Delaware, TechCrunch reported that Bird has authorized the sale of 31.5 million new shares in its financing round at a value of $6.15

Valuation 43

Valuation Startups Finance Sales 43

Centage

SEPTEMBER 5, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Gross Profit Margin: Your gross profit margin is the amount of your sales revenue minus the cost of your goods. Then divide that by your revenue. into the calculation.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

AUGUST 5, 2016

Grab has been negotiating the funding for “a number of months,” according to TechCrunch, but the deal has not yet closed and is waiting on “secondary share sales from existing backers,” which could ultimately lower the company’s total valuation number. billion and $1.6

Valuation 40

Valuation Forecasting Numbers Investments 40

PYMNTS

MARCH 15, 2016

After experiencing a spike in online sales to the tune of a year-over-year 60 percent increase in Q4 2015 earnings, Stein Mart CEO Jay Stein explained that while the overall numbers weren’t where he would’ve liked to see them — Q4 sales were down overall — there was still plenty to celebrate on the eCommerce side of things.

Sales 40

Sales Valuation Retail eCommerce 40

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. To the extent that these numbers are used in computing financial ratios, it will affect your measures of operating income and return on invested capital.

Accounting 130

Accounting Marketing Advertising Valuation 130

PYMNTS

DECEMBER 9, 2020

Or it may be a last gasp amid heightened valuations and investor enthusiasm, with a focus on a business model that has soared – and may, depending on how you look at it, face fresh challenges that crimp the drive to realizing black ink on the operating line. Here are five questions to ask as Door Dash opens on the market: 1.

Valuation 76

Valuation Auditing Accounting Firms Financial Reporting 76

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

PYMNTS

NOVEMBER 5, 2020

Ant Group 's initial public offering (IPO) could be delayed by six months and its valuation reduced by quite a lot after its delay this week, a report from the Financial Times says, as new regulations come into play.

Valuation 75

Valuation Banking Sales Numbers 75

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model. Sources: Warren E. Berkshire Hathaway, 2000.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

DECEMBER 3, 2019

The number of shares to be offered and the price range for the proposed offering have not yet been determined. One of the nation’s biggest independent sales organizations, the Allentown, Pa.-based offering free point-of-sale terminals to merchants using its services. Shift4 Payments has filed paperwork to go public.

Valuation 53

Valuation Sales Numbers Securities 53

PYMNTS

OCTOBER 11, 2020

8) that it had received $200 million in new capital from existing investors Valiant Peregrine Fund and D1 Capital Partners, boosting Instacart's valuation to $17.7 Instacart said it has already surpassed its 2025 milestones and is tracking to exceed $35 billion in grocery sales in 2020, PYMNTS reported.

Valuation 107

Valuation Investments Retail eCommerce 107

PYMNTS

JANUARY 18, 2019

But then again, as reported earlier this month by supchina , valuations of FinTech companies have been waning, as seen through 2018, with market caps of several companies, such as Xinfu and ZhongAn Online, dropping by more than 60 percent. The regulatory environment is far from crystallized.

Sales 53

Sales Auditing Valuation Banking 53

PYMNTS

DECEMBER 4, 2020

The number of shares and the pricing have not yet been released. . Pets are anticipated to stay popular, with the number of households with pets going up 4 percent in 2020 alone. Petco's net sales went up 9 percent over 2019, hitting $3.58 Same-store sales surged 9.6 It could be looking for a $6 billion valuation. .

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

PYMNTS

OCTOBER 8, 2020

The number of shares that will be offered and the price range have not been determined, the release stated. Affirm, a point-of-sale (POS) lender, offers short-term loans that can be repaid in installments. The IPO will take place after the SEC review process is complete. It was valued at $2.9

Valuation 100

Valuation Economics eCommerce Securities 100

PYMNTS

FEBRUARY 27, 2020

DoorDash could go public as early as the spring, but the IPO price range and the number of shares being offered are still yet to be determined. DoorDash’s draft submission follows the company’s valuation of $13 billion at the end of 2019. It was responsible for one-third of food delivery sales in the U.S.,

Valuation 79

Valuation Startups Sales Numbers 79

PYMNTS

NOVEMBER 30, 2020

The shift in consumer preference is altering the market, shifting valuations and creating entirely new species of demand in the shopping population. Digital Sales Surge on Black Friday. Omni-Connected Tech Gadgets Are Booming .

Forecasting 60

Forecasting Valuation Manufacturing Retail 60

CFO Share

MAY 6, 2022

You still own the same number of shares, but the total number of shares has increased. Assuming that the business is a success, how long until the exit or sale of the business? The sooner your exit, the less risk meaning you get a higher valuation. What was 10% ownership of the company may become 8% after a Series A.

Startups 98

Startups Leverage Valuation Investments 98

PYMNTS

DECEMBER 29, 2020

The number of those shares to be offered is still up in the air, as is the price range, according to the release. However, that was somewhat buoyed by statistics showing that the online sales of the luxury goods rose from 12 percent to 23 percent, in accordance with peoples' new appetites for online sales. LLC and J.P.

Retail 63

Retail Valuation Sales Securities 63

PYMNTS

SEPTEMBER 15, 2020

Sweden-based Klarna, which provides the ability to pay for consumer goods with installments at a number of retailers, has seen a boost during the pandemic. billion, a sizable increase from the company's last valuation of $5.5 Klarna boasts over $1 billion in annual sales and over 3,500 global employees. billion in 2019.

Valuation 82

Valuation Investments Economics eCommerce 82

PYMNTS

DECEMBER 11, 2020

In today’s top news, FinTech startup Tink raised €85 million to bring its valuation to €680 million, and Starbucks plans to shift more toward drive-thru and online ordering. Stockholm-based FinTech Tink announced a new funding round of €85 million, which boosts the startup’s valuation to €680 million ($825 million). Tis the Season ….

Valuation 56

Valuation Startups eCommerce Banking 56

PYMNTS

JULY 16, 2020

Bank of America reported Thursday (July 16) that that the number of customers using the firm’s mobile and digital platforms grew during the second quarter even as the pandemic raged. Bank of America also reported that sales and trading revenue rose 35 percent to $4.4 billion excluding net debit-valuation adjustments.

Banking 57

Banking Valuation Sales Numbers 57

Musings on Markets

JANUARY 8, 2022

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

PYMNTS

JUNE 14, 2020

Online grocery sales rose to a record $6.6 Last week, PYMNTS reported Instacart raised $225 million in new funding, bringing its valuation to $13.7 The company has doubled the number of customers and now offers services to more than 500,000 people who want groceries delivered to their door.

Valuation 72

Valuation eCommerce Sales Retail 72

PYMNTS

OCTOBER 22, 2020

Grab’s Earnings Bouncing Back To Pre-COVID Numbers. Investors Say FinTech Valuations Are High, But Not Overheated. There’s heavy interest even amid the pandemic in investing in financial services and payments tech across all manner of verticals, but valuations might be getting stretched.

Invoicing 56

Invoicing Valuation Accounting Investments 56