E78 Partners

JUNE 12, 2025

They centralize finance and HR, modernize IT systems , renegotiate vendor agreements, and apply zero-based budgeting to evaluate spend from the ground up. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit.

Prioritization

CFO Strategic Partners

MARCH 28, 2025

Michele Himes is a CPA with more than 25 years of experience in audit and accounting, Michele has consulted with organizations on best practices related to internal controls, benchmarking, budgeting, forecasting, and process improvement. Susan Crisci has more than 25 years of experience in finance and operations.

Auditing

E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. IT Cost Optimization: Streamlining for Efficiency In recent years, technology budgets have risen significantly, making cost optimization a critical focus for private equity firms.

Mergers and Acquisitions (M&A)

CFO Strategic Partners

APRIL 14, 2025

Spend – Do you have a well-developed budget that directs your spending every month? 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.

Mergers and Acquisitions (M&A)

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

CFO Strategic Partners

APRIL 15, 2025

An analytic review of year-over-year and budget-to-actual expense variances will also help identify recording errors and additional expenses that need to be accrued at year-end. Asset Valuation. Valuation can typically be addressed before year-end. All expenses should be properly recorded at year-end.

Auditing

Barry Ritholtz

FEBRUARY 24, 2025

Whether it comes from DOGE or the Budget process or a minor court case or a more serious challenge, we should be aware of the changing environment. 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

CFO Dive

JULY 10, 2025

This should mean there are more tax shields, more debt capacity, and a relative valuation boost for asset-heavy U.S The question is whether the bill’s long-term debt load will come back to clip valuations once the sweeteners expire.” Deals Platform Leader Kevin Desai said in an email.

Mergers and Acquisitions (M&A)

CFO Strategic Partners

APRIL 14, 2025

To weather these storms and keep moving forward, your financial strategy should include: Smart Budgeting – As you create your budget, look for opportunities to leverage data for strategic asset allocation, respond to market trends, and invest in initiatives like hiring, technology, or outsourcing.

Cash Flow Forecasting

The CFI Group

MAY 2, 2025

While technology — particularly artificial intelligence, cloud computing, and software — may appear less vulnerable, caution persists due to tightening IT budgets on the part of end-users. “Investors are increasingly hesitant to back companies exposed to tariffs, especially in sectors dependent on cross-border supply chains.

Investments

Barry Ritholtz

MAY 27, 2025

And, you know, we can’t agree on a budget for 20 months. And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava. I, I would often think that Chinese have 20 year plans.

Mergers and Acquisitions (M&A)

Barry Ritholtz

APRIL 7, 2025

Tariffs Enacted in 2025 : Through April 2 The Budget Lab modeled the effect of both the April 2nd tariff announcement in isolation and all US tariffs implemented in 2025. Yale Budget Lab ) No One Wins a Trade War : Protective tariffs risk triggering a cycle of escalation that ends well for no one. (

Budgeting

The Big Picture

JULY 17, 2025

My morning train WFH reads: • Shake the Valuation Fixation : Whatever their level and whichever flavor you prefer, price-to-earnings ratios say little about markets’ future direction. to 1 percentage points lower than in a benchmark simulation using the Congressional Budget Office’s immigration projections through November 2024.

Benchmarking

Barry Ritholtz

MAY 20, 2025

That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School. Question one.

Mergers and Acquisitions (M&A)

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In 2022, I decided that I had hit critical mass, in terms of corporate life cycle content, and that the material could be organized as a book.

Corporate Finance

CFO News

JULY 19, 2024

Further, how does it impact investment decisions, market valuations, ease of doing business, and foreign investment? How is the Angel Tax affecting India's startup ecosystem?

Valuation

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

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future. And even though U.S.

Valuation

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

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

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

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

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

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

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

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

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

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)

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

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)

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

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

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)

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

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

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

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