E78 Partners

JANUARY 28, 2025

Every year seems to bring a unique blend of challenges for the M&A market, and 2024 was no different. The E78 PMI (Post-merger integration) practice specializes in helping clients overcome the intricate people, process, and technology challenges that accompany mergers and acquisitions.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

Fpanda Club

JANUARY 23, 2025

In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis. They can impact organizational performance and are usually incorporated by FP&A into financial forecasts or budgets. So, the scope of FP&A: what is in and what is out?

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

CFO News Room

NOVEMBER 5, 2022

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130