Nerd's Eye View

FEBRUARY 11, 2025

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 64

Planning Valuation Sales Investments 64

E78 Partners

FEBRUARY 26, 2025

When FP&A functions independently from sales, supply chain, and operational leadership, decision-making becomes disconnected. Solution: Build a cross-functional FP&A framework that integrates finance, operations, and sales. sales efficiency, production cycles, customer churn) to inform financial planning.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

Barry Ritholtz

APRIL 17, 2025

Every sale was a source of regret, as stocks kept going up, up, up. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 I was on a trading desk then, and it was heady times. Tech stocks and dotcoms kept galloping higher, doubling and tripling.

Investments 105

Investments Profit and Loss Math Accounting 105

E78 Partners

MARCH 21, 2025

Depending on the investment strategy, a PortCo may focus on expansion, restructuring, operational improvements, or preparing for an eventual sale or IPO. Exit Strategy: Once a portfolio company reaches its target value, the private equity firm exits the investment through a sale, merger, or IPO, distributing returns to LPs and GPs.

Mergers and Acquisitions (M&A) 52

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

Global Finance

JUNE 9, 2025

BTG Pactual also retains the option to invest an additional R$1 million in the startups’ next funding round, with a 25% discount on the round’s valuation. Lab curriculum covers topics such as branding, pitch development, value-proposition refinement, and devising effective finance and sales strategies.

Startups 52

Startups Banking Compliance Investments 52

CFO News

MAY 5, 2025

The company prioritizes ensuring proper valuation and optimal timing for maximum synergy. While procedures are underway, the final decision hinges on market conditions and strategic advantages, with a potential post-August share sale being considered.

Prioritization 40

Prioritization Valuation Sales Planning 40

Global Finance

APRIL 5, 2025

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 Among the banks main transactions during the year, BTG was the sole adviser of the sale on international shipping line MSC of the Brazilian shipping company and port operator Wilson Sons for 4.35 IPOs, however, are enjoying a surge. In Europe, IPOs are down 19%.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Global Finance

APRIL 5, 2025

It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85 BMO advised gold mining and exploration company Centamin on its sale to AngloGold Ashanti for $2.5 billion valuation. research.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

E78 Partners

JUNE 27, 2025

Many were acquired at peak valuations during a low-rate era and now face limited exit options. Creative Solutions, Complex Tradeoffs To generate liquidity, firms are turning to tools like continuation vehicles, minority stake sales, and NAV loans. It reflects a strategic bottleneck.

Benchmarking 52

Benchmarking Prioritization Valuation Leadership 52

CFO Strategic Partners

APRIL 15, 2025

Some examples of this include the sale of property, acquisition, significant leases, a new incentive plan for management, a new line of business with a unique revenue stream, change in debt, etc. Have a strong process in place to ensure proper year-end sales cut-off, an area sure to be scrutinized by auditors. Asset Valuation.

Auditing 40

Auditing Reconciliations Leadership Valuation 40

CFO Talks

JANUARY 30, 2025

His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs. “If sales are down, consider adjusting margins for key clients to gain trust and secure larger contracts in the future,” he suggested.

Communication 52

Communication CFO Valuation Construction 52

Global Finance

DECEMBER 26, 2024

The sale of a 20% stake represents a market capitalization of around $10 billion. That left no room for an upside move and likely led investors to question the valuation premium, he added. The Middle East subsidiary of Delivery Hero, Talabat, raised $2 billion from an initial public offering on Dec. Talabat sold more than 4.65

Valuation 59

Valuation Finance Marketing Retail 59

CFO Strategic Partners

APRIL 14, 2025

Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs. They will also consider EBITDA to determine valuation and assess the financial health of your company.

Mergers and Acquisitions (M&A) 40

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

Global Finance

DECEMBER 26, 2024

The service, called Hi-P, aids the banks corporate sales team in the engagement of many customers at scaleproviding personalized recommendations based on individuals profiles and needs. Hi-P also delivers deviation monitoring, dispatching push notifications if a customers behavior falls outside a predefined range.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Barry Ritholtz

FEBRUARY 24, 2025

But there are signs of moderation (not contraction) worth noting: Retail sales are softening, and durable goods have not done especially well lately (blame limited housing sales). Probability of a Market Dislocation: 20 %, up from 10% Profits and Valuations : Not only markets but corporate profits are at or near all-time highs.

Currencies 115

Currencies Forecasting Economics Valuation 115

CFO Talks

DECEMBER 10, 2024

This means creating a clear, visual representation of how things workfrom sales to inventory to payments. The problem was traced back to errors in their inventory valuation process, which included unclear methods for recognising supplier rebates. The coffee giant uses automated systems to track cash deposits and reconcile sales daily.

Invoicing 52

Invoicing Compliance Reconciliations CFO 52

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

E78 Partners

MARCH 19, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025. Overall, deal value climbed 10.3% While fundraising fell 18.5%

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Global Finance

APRIL 5, 2025

billion), driven by record fee income from wealth management, higher treasury customer sales, and increased trading volume. Cantor also took part in Septernas IPO, which raised $288 million through the sale of 16 million shares of the biotechnology company at $18 each, for a valuation of some $970 million.

Investments 52

Investments Banking Leadership Healthcare 52

The Big Picture

JULY 15, 2025

And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together? My answer is that valuation is a reflection of sentiment 00:30:11 [Speaker Changed] Has to be, 00:30:12 [Speaker Changed] Yeah. So, so valuation is going to reflect sentiment.

Investments 57

Investments Numbers Economics Valuation 57

Global Finance

OCTOBER 29, 2024

The retail sales reading is strong. Robson: We have a modest preference for Europe over the US, given where valuations are. In aggregate, we’ve seen a strong labor market, and retail sales are robust. We were expecting US growth to slow more than it has. This raises the chances of a soft landing. Robson: We’re more cautious.

Economics 98

Economics Leverage Investments Finance 98

Musings on Markets

FEBRUARY 12, 2025

I am not an accountant, but I do rely on accounting statements for the raw data that I use in corporate finance and valuation. To get from gross income to operating income , you have to bring in o perating expenses that are not directly tied to sales.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

Barry Ritholtz

FEBRUARY 4, 2025

Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. You would’ve expected that when interest rates go up, car sales should go down. And the the number of homes for sale close to record lows. I’m curious, what led you to Apollo and what was that transition like?

Economics 101

Economics Finance Manufacturing Banking 101

CSC Advisors

MAY 22, 2025

A clear objective informs everything from target selection to valuation. Whether acquiring a competitor, merging with a strategic partner, or preparing for sale, well help you maximize value and minimize risk. Clarify Your Objectives: Start with the why. Perform Thorough Due Diligence: Go beyond the financials.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Valuation Leadership 52

Barry Ritholtz

FEBRUARY 17, 2025

That is not being reflected in valuations from a top down standpoint. One is, if you think about EM, equity valuations versus the s and p, the EM index is trading at, you know, 10 to 11 times forward pe. But key valuations are necessary but not sufficient condition for an opportunity to be attractive. 00:35:18 Right.

Investments 57

Investments Economics Marketing Benchmarking 57

Barry Ritholtz

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

Concentration 52

Concentration Investments Benchmarking CFO 52

Global Finance

MARCH 1, 2025

13, they secured the secondary sale of $4.74 Musk is now in talks to raise funds for X at a $44 billion valuation, Bloomberg reported. Whether investors agree with that valuation remains to be seen. The Trump-Musk era could yield a different result, as it has with the valuations of other companies.

Valuation 111

Valuation Entertainment Advertising Startups 111

Musings on Markets

FEBRUARY 6, 2025

I am no expert on exchange rates, but learning to deal with different currencies in valuation is a prerequisite to valuing companies. The first is the price earnings ratio , partly because in spite of all of its faults, it remains the most widely used pricing metric in the world.

Currencies 69

Currencies Marketing Construction Treasury 69

Barry Ritholtz

JANUARY 27, 2025

I had the investments to sales, technology and operations. This seems to be going across every sector I look at, is this just a natural evolution of capital markets or have valuations and size just gotten so large that Wall Street can only service these giant shops and it creates this void in, in the middle underneath?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Leverage Marketing 57

Barry Ritholtz

MARCH 25, 2025

They’re, they’re not talking about how much do they make, how much do you have to pay for every dollar of earnings or sales or ebitda? Valuations tended to crash and burn very, very cheap valuations tended to do well. And they dismissed me. This is 1976. Right, right. Very, very high.

Investments 57

Investments Numbers CFO Marketing 57

The SaaS CFO

JANUARY 7, 2025

Sales compensation plans play a critical role in the success and scaling of SaaS companies. The transition from founder-led sales to scalable, team-driven sales models can be challenging. Higher ARR, higher valuation. The transition can stop companies from hitting the next level of ARR.

Sales 65

Sales Planning Valuation CFO 65

Barry Ritholtz

MAY 6, 2025

Wall Street tries to make things more complicated because it has to justify the, the sales commission and if, but things really are not so complicated. The valuation of risk versus 00:46:33 [Speaker Changed] Reward 00:46:34 [Speaker Changed] Is something that I think a machine cannot do in the same way that human can.

Profit and Loss 57

Profit and Loss Risk Management Marketing Banking 57

Musings on Markets

MARCH 15, 2025

In companies Changes in interest rates and risk premiums will affect the valuations of all companies, but assuming that the tariff announcements and government spending cuts will play out over the foreseeable future, there will be disparate effects across companies.

Investments 132

Investments Profit and Loss Valuation Economics 132

The CFI Group

MAY 2, 2025

Sale processes are taking longer — where a deal might have closed in six months previously, we now see timelines extending to seven to nine months, largely due to more comprehensive due diligence procedures.” Private equity and policy uncertainty “Private equity thrives on predictability,” De Visser continued.

Investments 52

Investments Valuation Budgeting Technology 52

Global Finance

APRIL 7, 2025

In January, Texas-based Presidio Investors swooped in to acquire Hellas Verona FC at a reported 130 million valuation. There are several teams that are potentially for sale if they get the right offer, says Salvo Arena, a leading member of the M&A practice specializing in sports finance at Chiomenti, a Rome law firm.

Corporate Finance 99

Corporate Finance Finance Entertainment Investments 99

The CFI Group

FEBRUARY 17, 2025

In this edition of the Consumer Goods & Retail Newsletter, we explore: S ubsectors such as Food and Leisure remain dominant, while the valuation of the textile & apparel subsector continues to recover. Key transaction highlights from the quarter, offering insights into market trends.

Retail 52

Retail Valuation Economics Sales 52

The Big Picture

JULY 18, 2025

Corporate bond valuations are high, with US investment-grade spreads hovering around 0.8 They Explain $86 Billion of Costco Sales. Credit rating downgrades are becoming more frequent, with around $94 billion of high-grade US debt downgraded in the second quarter. percentage point, well below the two-decade average of around 1.5

Valuation 67

Valuation Economics Sales Investments 67