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. If you are concerned that you are going to be hit with a sales pitch for that book, far from it!

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

CFO News Room

JANUARY 11, 2023

For sales teams selling to clients in cost-cutting mode, this requires new tactics. With many organizations, we are seeing sales force reductions that parallel the layoff announcements. At others, we see sales force hiring freezes. And every sales organization is rethinking its strategy and scale.

B2B 100

B2B Sales Concentration Restructuring 100

PYMNTS

JULY 30, 2020

The company almost doubled its revenue and profit numbers while spending more than $9 billion on capital improvement projects. Among those numbers: Operating cash flow increased 42 percent to $51.2 Net sales increased 40 percent to $88.9 Online grocery sales tripled. billion compared with $36.0 billion for Q2 2019.

Sales 95

Sales Transportation Leverage Numbers 95

PYMNTS

JULY 21, 2020

But do customers really want to spend crypto given how many people purchase it as an investment to hold over time as it (hopefully) increases in value? “We leave that to the program manager to communicate, and we ask on our partners to make it very clear so that at the end of the day, consumers know how much they’re going to spend.”.

Sales 127

Sales Currencies B2B Communication 127

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Following the sale Truphone’s new owners will focus on expanding the business’ compliance solutions as well as its eSIM technology.

Corporate Finance 81

Corporate Finance Sales Finance Restructuring 81

PYMNTS

JANUARY 28, 2021

By the numbers, convenience stores are America’s gas stations. They account for 63.7 percent of all gasoline sold in the country, and 80 percent of them combine the food staples they’re well known for with the pumps for the business they’ve come to dominate. But the simplicity ends there.

Sales 124

Sales Communication Technology Securities 124

CFO News Room

DECEMBER 21, 2022

Supported by the online retail giant’s sophisticated consumer experiences, Singles’ Day has become the world’s biggest annual shopping event, with sales outperforming Black Friday and Cyber Monday combined. Singles’ Day has redefined shopping festivals to drive both short-term sales and long-term quality growth for merchants and brands.

Sales 100

Sales Benchmarking Entertainment Retail 100

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 85

Investments Marketing Accounting Numbers 85

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

Global Finance

JULY 22, 2024

A sizable decline in foreign direct investment (FDI) in China and a notable decrease in M&A sales across developing Asia contributed to an 8% fall in FDI to $621 billion across the region in 2023, according to data from the United Nations Conference on Trade and Development (UNCTAD). Asia also continued to attract mega-projects.

Manufacturing 101

Manufacturing Investments Finance Numbers 101

CFO Talks

SEPTEMBER 28, 2024

It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact. Understand the Story Behind the Numbers Numbers tell a story, and as a CFO, you’re the storyteller. Are there inefficiencies that could be solved with technology?

Communication 98

Communication CFO Numbers Leverage 98

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales 141

Sales Prioritization eCommerce Invoicing 141

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Planning 57

Planning Sales Investments Numbers 57

Barry Ritholtz

JUNE 6, 2024

I spend a lot of time debunking investment-related b t. restaurant industry’s biggest year ever in sales — $1.1 This is based on the first half of the year sales, which are running at a record pace. And two-thirds say the number of restaurants in their area has rebounded from pre-pandemic levels, according to Axios.

Economics 25

Economics Sales Marketing Numbers 25

Musings on Markets

NOVEMBER 1, 2023

To deliver this growth, I did assume that Tesla would have to invest large amounts of capital in capacity, and that this would create a significant drag on value, resulting in a equity value of just under $10 billion. In subsequent valuations, I modified and adapted this story to reflect lessons that I learned about Tesla, along the way.

Valuation 118

Valuation Profit and Loss Numbers Sales 118

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 64

Investments Benchmarking Valuation Math 64

Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

Forecasting 52

Forecasting Budgeting Sales CFO 52

Barry Ritholtz

MAY 9, 2024

It is a massive Dunning Kruger : exercise in inexperienced but overly confident “ Finfluencers ” reducing complex issues involving money to a slick but misleading sales pitch. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Math 134

Math Investments Auditing Securities 134

CFO News Room

DECEMBER 2, 2022

Up until then, there had been no external investment and the organic growth had been steady but slow and achieved by hard graft. There was a realisation that if you wanted to change that growth trajectory, you needed external investment in order to invest in engineering, sales and marketing and so on,” says Frances.

Technology 130

Technology CFO Benchmarking Numbers 130

Jedox Finance

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. If the assessment is positive, the financial plan may be more convincing to investors to invest profitably in your business. Investment planning.

Planning 138

Planning Profit and Loss Sales Investments 138

Barry Ritholtz

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” Legal, but a terrible investment, and a poor alignment of risks relative to reward. Never confuse risk-free returns with return-free risks.

Treasury 25

Treasury Math Investments Sales 25

CFO News Room

DECEMBER 14, 2022

With interest rates already taking a toll on housing, consumer spending and business decisions on hiring and investment remain critical to the economic outlook. The real retail sales indicator improved from a negative trend to a neutral trend. One leading indicator changed signal in November.

Economics 130

Economics Manufacturing Sales Retail 130

CFO News Room

JANUARY 21, 2023

related investing news Alphabet — The Google parent saw shares rise 3.6% Nordstrom — Shares of the retailer fell 7% in premarket trading after Nordstrom announced that its holiday sales fell 3.5% Macy’s — Retail stocks such as Macy’s declined following disappointing holiday sales from Nordstrom. year over year.

Pharmaceutical 130

Pharmaceutical Forecasting Sales Retail 130

PYMNTS

DECEMBER 21, 2020

It recently opened its first digital-only location after reporting that its digital sales grew by 203 percent in Q3 compared to the same period in 2019. Digital revenues represented 49 percent of the chain’s total sales during the same quarter, revealing that consumers are clearly seeking digital access to restaurants in record numbers.

Sales 120

Sales Leverage Investments Technology 120

PYMNTS

AUGUST 17, 2020

The Commerce Department released July’s retail sales last week, showing an increase in seasonally adjusted retail spending – up 1.2 Analysts reported that physical retail sales, seasonally adjusted, were up 2.7 Analysts reported that physical retail sales, seasonally adjusted, were up 2.7 percent growth in June.

eCommerce 134

eCommerce Retail Sales Numbers 134

CFO News Room

DECEMBER 22, 2022

Real final sales to private domestic purchasers, about 88 percent of real GDP and a key measure of private domestic demand, has shown greater resilience, with growth having stayed positive despite declines in real GDP. Over the last four quarters, real final sales to private domestic purchasers are up 1.6 percent pace, adding 0.36

Economics 130

Economics Entertainment Investments Education 130

PYMNTS

JUNE 25, 2020

The pandemic has sent any number of investments tumbling, soaring, then tumbling again. At the intersection between FinTech and real estate investing, a number of new business models are emerging, bringing buyers and sellers together across online platforms. It’s expanded our market.”.

Investments 113

Investments Marketing Numbers Economics 113

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. One is that the failure rate of acquisitions is 70% to 75%, where those acquisitions dont increase sales or decrease costs or create shareholder value. What is it about the current M&A environment that prompted you?

Mergers and Acquisitions (M&A) 107

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 107

CFO Simplified

MARCH 6, 2022

For this reason, it’s important that the sale process is seamless. In the video below, hear from Larry Chester, President of CFO Simplified, as he provides insight into how a CFO can support the sale of your business. Beyond the Numbers. It’s important to note that your CFO’s role is about more than just the numbers.

CFO 98

CFO Sales Numbers Investments 98

PYMNTS

JANUARY 18, 2021

This year, the program’s focus is on the future — how to move forward — with a number of high-profile speakers slated to offer their perspectives on what it will take for the retail sector to recover. The first three quarters of 2013 showed eCommerce sales growth of 17.4 Like this one. The gap between the department store’s 3.3

Retail 123

Retail Sales eCommerce Investments 123

CFO Simplified

AUGUST 7, 2023

This issue is compounded by the fact that most business owners have 80% or more of their net worth tied up in their company that is less liquid and more risky than other potential investments. Who should be on my team of advisors to navigate a potential sale? What are my exit options? How Can I Increase Value? What Will I Do?

Valuation 98

Valuation Profit and Loss Planning Sales 98

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Top-of-mind for Bray is a careful analysis of sales productivity and pricing integrity. In a high-growth business, your ability to invest is the life blood of this growth.

CFO 52

CFO Investments Concentration Restructuring 52

CFO News Room

NOVEMBER 11, 2022

In my last post, I used Facebook’s recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 130

Accounting Marketing Advertising Valuation 130

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

It used to be the domain of a relatively small number of wealthy families. Investing in multiple asset classes and across multiple entities can be complex if the right systems aren’t in place. Family offices are growing in popularity.

GAAP 116

GAAP IFRS Compliance Forecasting 116

CFO News Room

NOVEMBER 14, 2022

Real final sales to private domestic purchasers, about 88 percent of real GDP and arguably a better measure of private domestic demand, has shown greater resilience, with growth having stayed positive despite declines in real GDP. The real retail sales indicator weakened from a neutral trend to a negative trend.

Economics 130

Economics Manufacturing Sales Construction 130

CFO Share

MAY 6, 2022

Whether a founder, employee, or investor, equity owners want to see a return on their investment. When taking investment from early Angel investors, selling 10% to 20% of equity is the general rule. There is a lot of risk and exposure in investing early. As a founder, you want to know how much equity you can or should give away.

Startups 98

Startups Leverage Valuation Investments 98

CFO News Room

NOVEMBER 16, 2022

This is the approach that a number of automakers are embracing. In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence.

Concentration 130

Concentration Prioritization Investments Manufacturing 130