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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

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#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

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Understanding the M&A Process Before Making a Deal 

CFO Talks

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.

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Crafting Strategic Visions with Roger Castle

CFO Talks

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. Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. Then we ask, how do we get there?

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New Funding For Custom Spreadsheets Puts Airtable At $2.5B Valuation

PYMNTS

Airtable , a spreadsheet startup, ended a funding round with a new valuation of $2.5 Howie Liu , co-founder and CEO, called his company a part of a “second wave” that would move companies beyond communication apps like Zoom and Slack, and into more advanced tech to add productivity, according to Bloomberg.

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The FX Automation Revolution: Hedge Trackers LLC’s Ashley Pater

Global Finance

By automating exposure identification, valuation, and scenario planning, treasury teams gain the ability to model multiple outcomes in real time, providing clear insights into potential risks and opportunities. GF: Why is advanced connectivity so important to FX risk management? Connectivity goes beyond data aggregation.

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Investors Say FinTech Valuations Are High, But Not Overheated

PYMNTS

And though valuations may be stretched, fundamentals are indeed sound. And as Hudson Executive Capital’s Bergeron said, valuations are high. Bergeron noted that such investments and markets are “hot until they’re not” and there could be an exogenous event that shocks public and private markets and reset valuations.