Musings on Markets

NOVEMBER 15, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. 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.

Valuation 92

Valuation Advertising Numbers Investments 92

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

The CFO College

AUGUST 31, 2021

If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. The deck includes: Bullet-proof financial model. Management team that shows prior proven success. And much more.

Startups 81

Startups Accounting General Ledger Forecasting 81

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising.

Planning 52

Planning Startups Marketing CFO 52

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Restructuring 52

Restructuring Securities Valuation Financial Modeling 52

E78 Partners

NOVEMBER 26, 2024

Additionally, private equity firms may find it beneficial to engage a consultant if a portfolio company needs to meet performance expectations or is facing complex market challenges. Bringing in a consultant during these phases can prevent future pitfalls and streamline the process toward a successful exit.

Investments 52

Investments Valuation Financial Modeling Leadership 52

E78 Partners

NOVEMBER 26, 2024

Additionally, private equity firms may find it beneficial to engage a consultant if a portfolio company needs to meet performance expectations or is facing complex market challenges. Bringing in a consultant during these phases can prevent future pitfalls and streamline the process toward a successful exit.

Investments 52

Investments Valuation Financial Modeling Leadership 52

E78 Partners

NOVEMBER 26, 2024

Additionally, private equity firms may find it beneficial to engage a consultant if a portfolio company needs to meet performance expectations or is facing complex market challenges. Bringing in a consultant during these phases can prevent future pitfalls and streamline the process toward a successful exit.

Investments 52

Investments Valuation Financial Modeling Leadership 52

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Restructuring 52

Restructuring Securities Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Restructuring 52

Restructuring Securities Valuation Financial Modeling 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. You might take a financial statement, and move around certain variables.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Barry Ritholtz

DECEMBER 12, 2023

So again, so it came back out to the market and it held on to all the pieces except Danaher. What’s the most current data point that may not have filtered into the market? They’d say it’s a crap market. So you’re implying that A, there’s a market inefficiency. Many years ago.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105