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

CFO News

FEBRUARY 17, 2025

The Union Budget 2025-26, presented by Finance Minister Nirmala Sitharaman, underscores the governments focus on economic growth, with key measures aimed at easing the burden on the middle class and salaried workers. Despite keen efforts, obstacles like unemployment and rupee valuation remain a pressing issue.

Valuation 40

Valuation Budgeting Economics Finance 40

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

PYMNTS

APRIL 3, 2020

In today’s top news, Airbnb has lowered its internal valuation 16 percent as lockdowns continue to hammer business, and gig workers face uncertainty over how they will get any money from the government’s relief package. Plus, the Congressional Budget Office is expecting GDP to fall 7 percent in Q2 2020. CBO Expects GDP to Fall 7 Pct.

Valuation 52

Valuation Budgeting Sales Economics 52

Creative CFP

MARCH 5, 2021

The purpose of a Business Valuation While most can only dream of selling their business for that amount of money, it is important to know how one goes about valuing a business, no matter what the size. A valuation may be required for periodic reporting (i.e. This leads us to our final valuation – how much we think the company is worth.

Valuation 52

Valuation Forecasting CFO Construction 52

Creative CFP

MARCH 5, 2021

The purpose of a Business Valuation While most can only dream of selling their business for that amount of money, it is important to know how one goes about valuing a business, no matter what the size. A valuation may be required for periodic reporting (i.e. This leads us to our final valuation – how much we think the company is worth.

Valuation 52

Valuation Forecasting CFO Construction 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

CFO News Room

JANUARY 25, 2023

If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.) In these last two years, I have learned a lot about online teaching and I hope that learning makes me a better teacher, both online and in the classroom.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This makes determining an accurate SaaS valuation difficult. By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales.

Valuation 40

Valuation CFO Leadership Forecasting 40

PYMNTS

JULY 24, 2020

billion valuation as part of its Series D round that kicked off five months ago. The new funding is an extension of that round to $580 million while the valuation remains the same, the company said. Revolut is an app-based consumer bank account that allows customers to send and receive money and use built-in budgeting tools.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

Centage

APRIL 4, 2023

At Centage, we’re passionate about connecting businesses with the sophisticated financial planning and budgeting tools they need to stay competitive. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 98

CFO News

JULY 21, 2024

Budget 2024 should address valuation rules, share swaps, overseas mergers, capital gains, M&A financing, non-industrial consolidations, and listed transactions. New India's fastest-growing economy needs strong capital flows and M&A.

Budgeting 45

Budgeting Valuation Economics Finance 45

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. This includes preparing financial statements, maintaining ledgers, and overseeing budgeting. Budget Analyst. Investment Banker. Average salary: $53,690 per year.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Budgeting is a type of short-term planning whose goal is to transform strategic objectives into an operational plan by allocating available resources.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Nerd's Eye View

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. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive.

Valuation 98

Valuation Budgeting Planning Securities 98

Centage

SEPTEMBER 5, 2023

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment. A low valuation customer who typically later purchases high margin items is a good investment. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

JUNE 28, 2019

Business travel platform TripActions has announced it has raised $250 million in Series D funding, bringing the company’s valuation to $4 billion. billion in annual travel budgets, with more than 2,000 customers around the world, including WeWork, Lyft, SurveyMonkey, Chubbies, Marine Layer, Complex Networks and Sara Lee Frozen Bakery.

Valuation 43

Valuation Budgeting Investments Accounting 43

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. Implement budgeting and forecasting processes that withstand market scrutiny. Ensure their finance team has public company reporting expertise.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO News

JANUARY 23, 2025

government to leverage its political capital for structural reforms to drive growth and job creation in the upcoming Union Budget 2025-26. He highlights the importance of reducing inequality, boosting MSMEs, and labor-intensive exports, and addressing rupee's valuation to enhance export competitiveness and overall economic growth.

Budgeting 40

Budgeting Valuation Leverage Economics 40

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Practice Management 98

Practice Management Valuation Budgeting Securities 98

Musings on Markets

NOVEMBER 15, 2022

Narrative and Value 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.

Valuation 99

Valuation Advertising Numbers Investments 99

CFO News Room

JANUARY 24, 2023

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. Over time, that list has grown, and now includes more than a hundred variables.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

PYMNTS

JUNE 28, 2019

Corporate travel and expense (T&E) management solutions provider TripActions led this week’s B2B venture capital roundup with its announcement of new funding that propelled its valuation to $4 billion. PYMNTS looks at other industry players around the globe that caught investors’ attention below. TripActions.

Valuation 43

Valuation Reconciliations B2B Startups 43

Global Finance

OCTOBER 6, 2024

US investors look toward European soccer and say, “There’s this amazing asset that has global appeal across Asia, the Middle East, South America … but how come their valuations don’t match that of an NFL team? Maybe the buyer dinks you on price and valuation. What are they not doing?” Sometimes an owner thinks, “Now’s our time.

Valuation 94

Valuation Investments Finance Numbers 94

Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. Valuation models: Valuation models are used to determine the intrinsic value of a business, asset, or investment.

Financial Modeling 52

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

PYMNTS

NOVEMBER 25, 2019

India-based OYO has filed a valuation report with India’s ministry of corporate affairs indicating that the company did not expect to turn a profit until 2022, Reuters reported on Monday (Nov. billion rupees, the valuation report showed. and other markets that positioned it among the world’s largest hospitality brands by room count.

Profit and Loss 56

Profit and Loss Valuation Auditing Startups 56

PYMNTS

JULY 16, 2020

digital bank Monzo is taking another crack at offering premium online consumer banking accounts with features designed to help account holders create — and abide by — budgets. In June, the bank laid off 120 employees and revealed a valuation of 40 percent less than a year ago. Monzo placed No.

Accounting 67

Accounting Banking Valuation Budgeting 67

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. With a gift budget in mind, giving personalized gifts can show thoughtfulness to coworkers. First off, it’s important to be aware of any company-imposed restrictions on gift giving (e.g.,

Mergers and Acquisitions (M&A) 130

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

Musings on Markets

JANUARY 8, 2022

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. Over time, that list has grown, and now includes more than a hundred variables.

Valuation 99

Valuation Corporate Finance Currencies Finance 99

Global Finance

JUNE 10, 2024

Cuatrecasas expects a slight increase in M&A activity in 2024, assuming interest rates stabilize, the gap between sellers’ and buyers’ valuation of target companies narrows, and banks retain their “considerable amount of dry powder.” Oriol Carrera Baquer, CaixaBank: We are struggling to understand the weakness of investment.

Mergers and Acquisitions (M&A) 102

Mergers and Acquisitions (M&A) Restructuring Economics Investments 102

Musings on Markets

DECEMBER 15, 2021

If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.) My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates. The place to start is with accounting.

Corporate Finance 70

Corporate Finance Valuation Finance Investments 70

PYMNTS

MARCH 20, 2019

Lyft ’s initial public offering (IPO) is reportedly oversubscribed, with the company on its way to getting or maybe even exceeding its sought-after $23 billion valuation. If you’re coming with a $19 billion valuation, you’re talking about [a state income tax rate of] 13.3 percent for the millionaires,” he added.

Valuation 40

Valuation Budgeting Education Startups 40

CFO News

JULY 5, 2024

Angel tax refers to the income tax levied by the government on funding raised by unlisted companies, or startups, if their valuation exceeds the company's fair market value. Angel tax was first introduced in the 2012 Union Budget by then finance minister Pranab Mukherjee under the UPA-II regime to arrest the laundering of funds.

Valuation 40

Valuation Budgeting Startups Finance 40

PYMNTS

SEPTEMBER 15, 2016

“Organizations around the world recognize that advanced detection and response capabilities need to be at the core of their cybersecurity strategies, and IT security budgets continue to shift in this direction from a traditionally prevention-centric set of priorities.”

Securities 59

Securities Startups Valuation Budgeting 59

PYMNTS

JANUARY 14, 2020

As it encounters pressure from SoftBank, its largest investor, to cut back on operating losses, budget hospitality company OYO is quickly scaling back. In separate news, OYO filed a valuation report with India’s ministry of corporate affairs noting that the firm did not expect to turn a profit until 2022 per reports in November.

Profit and Loss 52

Profit and Loss Valuation Startups Budgeting 52

PYMNTS

DECEMBER 2, 2019

At the time, the Indian supermarket firm, which runs over 1,500 stores in India and owns budget department store chain Big Bazaar, was looking for a roughly 20 billion rupee valuation from Amazon for the stake. In August it was reported that the eCommerce giant was in discussions to acquire a stake in Future Retail.

Retail 52

Retail eCommerce Valuation Budgeting 52

PYMNTS

DECEMBER 20, 2018

Fair has a mobile app and website that makes it easy to search for and purchase a car while staying within a predetermined budget. Once it’s set, the company could reach a valuation at or in excess of $12 billion, although that could obviously change between now and when the IPO becomes a reality. Pinterest Mulls April 2019 IPO.

Valuation 48

Valuation Budgeting Manufacturing Forecasting 48