Global Finance

AUGUST 1, 2024

The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA. The withdrawal comes shortly after the fund announced plans to raise $2 billion—significantly lower than the previously touted $25 billion.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Navigator SAP

FEBRUARY 2, 2024

Others move fast and chase the unicorn status of a $1 billion valuation like sustainable shoe manufacturer, Rothy’s. Enterprise resource planning solutions (ERP) are the backbone of most businesses today, and for obvious reasons. For slow-growth businesses, there are many options for backend IT systems.

Valuation 260

Valuation Manufacturing Startups Planning 260

The SaaS CFO

JANUARY 7, 2025

Sales compensation plans play a critical role in the success and scaling of SaaS companies. Higher ARR, higher valuation. A well-designed sales compensation plan motivates teams, aligns with corporate objectives, […] The post How to Create a Sales Compensation Plan for SaaS appeared first on The SaaS CFO.

Sales 65

Sales Planning Valuation CFO 65

Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. Valuation Pricing Growth & Reinvestment Profitability Risk Multiple s 1. Profit Margins 1.

Corporate Finance 120

Corporate Finance Valuation Numbers Finance 120

Musings on Markets

APRIL 21, 2022

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 115

Valuation Advertising Numbers Education 115

PYMNTS

NOVEMBER 24, 2020

According to people familiar with the discussions, the new valuation could hit as much as $70 billion or maybe as much as $100 billion, Bloomberg said. clients and making plans to acquire a startup from Nigeria to further African expansion.

Valuation 117

Valuation Startups eCommerce Sales 117

PYMNTS

JANUARY 7, 2021

The deal raises the valuation of Mambu and its software banking platform to more than €1.7 The Berlin-based firm said it plans to use the money to speed up its expansion and “deepen its footprint” in the 50 countries where it currently operates, with a special focus on the United States, Japan and Brazil.

Valuation 102

Valuation Investments Nonprofit Banking 102

PYMNTS

JUNE 16, 2020

bank Monzo , fresh off a round of layoffs, has taken a major hit from the coronavirus pandemic, as shown by a funding valuation that is 40 percent lower than its valuation last year. billion valuation a year ago, as reported by PYMNTS , while talks were in progress. Online U.K. billion, down from its $2.5

Valuation 94

Valuation Startups Banking Numbers 94

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

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 97

Valuation Compliance Communication Planning 97

PYMNTS

NOVEMBER 12, 2020

The reports followed the closing of a funding round that raised $200 million and brought the company’s valuation to $17.7 percent of consumers who have shifted to grocery shopping online plan to maintain at least some and possibly all of their new digital shopping habits.”.

Valuation 100

Valuation Planning 100

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation 98

Valuation Economics Leverage Investments 98

PYMNTS

JANUARY 11, 2021

The Silicon Valley startup is planning to offer 24.6 At $44 per share price, Affirm would have a valuation in excess of $10 billion, Reuters reported. The startup had originally said it would go public before the end of 2020 but postponed plans. Affirm intends to list on the Nasdaq under the ticker AFRM.

Valuation 96

Valuation Startups eCommerce Planning 96

Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? For instance, evolving carbon tax frameworks in the EU, Canada, and the UK add tangible costs to emissions, directly impacting company valuations and investment stability. Daniel Wild, chief sustainability officer at J.

Investments 104

Investments Valuation Education Banking 104

PYMNTS

AUGUST 13, 2020

This week, The Wall Street Journal reported despite a 40 percent decrease in its valuation in three years, Airbnb Inc. Airbnb is planning to file its initial public offering (IPO) later this month with the Securities and Exchange Commission, and Morgan Stanley and Goldman Sachs Group Inc.

Planning 111

Planning Valuation Forecasting Securities 111

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

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Are you considering selling your business in the next several years or looking to address a specific business valuation driver? The post Building Blocks of Business Valuation appeared first on vcfo.

Valuation 86

Valuation SAP Concentration Benchmarking 86

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 98

Valuation Planning Education Communication 98

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

Barry Ritholtz

MARCH 18, 2025

We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Create a financial plan (then stick to it). We evolved in an arithmetic world, so we are unprepared for the exponential math of finance. This is the best advice I can offer : A. Index (mostly).

Investments 127

Investments Math Concentration Numbers 127

CFO Selections

JULY 22, 2024

A business valuation is a critical component of securing a company’s future. An experienced CFO plays a key role in any business valuation by leveraging their financial expertise to offer strategic insights along the way and ensure an accurate final assessment of the company’s value.

Valuation 52

Valuation CFO Compliance Leverage 52

CFO Talks

FEBRUARY 26, 2025

Valuation: How to Determine the Right Price A major part of analysing an M&A deal is figuring out how much the target company is worth. This method is useful when there are other companies in the same market with known valuations. A combination of these methods is often used to ensure the valuation is accurate.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

CFO News Room

NOVEMBER 16, 2022

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130

Marketing Valuation Advertising Numbers 130

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

PYMNTS

OCTOBER 8, 2020

Instacart saw its valuation double to just over $17 billion, Kroger made its move on the prepared food market, Amazon brought its grocery business into the Prime Day fold while Whole Foods reports struggling to keep up with the post-pandemic boom town in grocery sales. Instacart's $200M Pick-Up and New $17.7B

Valuation 82

Valuation Sales Budgeting Marketing 82

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Business Valuation - Determining the value of assets or entire companies. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Global Finance

DECEMBER 26, 2024

To present a consolidated view, this often requires the integration of data from multiple sources, such as ERP systems, forecast and planning processes, and even local-entity-level global finance team members. Risk assessment is the next critical step.

Treasury 59

Treasury Risk Management Currencies SAP 59

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. He champions AI pilots, rigorous downside planning, and a culture where selfdirected teams own decisions for nationwide agingcare solutions.

CFO 52

CFO Leadership Valuation Leverage 52

CFO News

MAY 27, 2025

OYO is reportedly engaging with bankers for a potential IPO, targeting a listing in the last quarter of the current fiscal year, with a valuation range of USD 6-7 billion. The company is in preliminary discussions and plans to file DRHP documents between August and September.

Valuation 40

Valuation Banking Planning 40

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 Leadership 52

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Leadership 55

Leadership Valuation Planning Sales 55

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. As stated by the Exit Planning Institute , exit planning is a smart business strategy.

Valuation 98

Valuation Profit and Loss Planning Sales 98

Musings on Markets

JANUARY 11, 2024

I balked at teaching this motley collection of topics and wanted to teach a class on valuation, but I was told that there was not enough stuff in valuation to fill a class. In the fall of 1986, I taught a valuation class in my security analyst slot, and with no cameras in the classroom or complaints from students, no one was any wiser.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

Global Finance

SEPTEMBER 5, 2024

Stockholm-based Klarna is believed to have a valuation of about $20 billion in advance of the IPO. Its status as a rising star in Europe’s fintech firmament took it to a valuation of $31 billion in March 2021, increasing to $45.6 The planned listing will shape the next phase in Klarna’s global expansion. billion in July 2022.

Sales 105

Sales Valuation Startups Finance 105

CFO News

OCTOBER 2, 2023

The IPO plans come after the company raised ₹1,000 crore in August to fund its ongoing capex plans in a round led by ValueQuest. It had previously raised ₹1,000 crore in October 2022.

Planning 52

Planning Valuation 52

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130