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Success in Succession

CFO Simplified

4 Things to Consider in The Business Succession Planning Process 1) Profitability: Digging into the Numbers When cash flow dries up, the first question to ask is: Are we really profitable? They were worried about cash flowthe company was maxing out its credit line and frequently writing checks that bounced.

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Once Upon a Time in Financeland: How Storytelling Helps FP&A Succeed

Jedox Finance

Imagine replacing “stories” with “numbers” in these lines. While everyone understands good stories only some of us understand numbers, so they can never be the common denominator which we use to communicate to our audience. Hence, rather than leading with numbers FP&A must lead with stories to be heard. Does it make sense?

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How storytelling helps FP&A succeed

Future CFO

Imagine replacing “stories” with “numbers” in these lines. While everyone understands good stories only some of us understand numbers, so they can never be the common denominator which we use to communicate to our audience. Hence, rather than leading with numbers FP&A must lead with stories to be heard. Does it make sense?

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Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)

Nerd's Eye View

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)