CFO News Room

JANUARY 15, 2023

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. . The Twitter Story. billion, well below the $9.6

Valuation 130

Valuation Advertising Numbers Education 130

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. To estimate key person value, there are three general approaches: 1.

Valuation 128

Valuation Profit and Loss Entertainment Investments 128

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Valuation 98

Valuation Compliance Communication Planning 98

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO News Room

NOVEMBER 17, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. You can also find tenant-occupied investment properties here.

Investments 130

Investments Valuation Finance Accounting 130

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. Read More.

Valuation 98

Valuation Economics Leverage Investments 98

Musings on Markets

APRIL 21, 2022

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 113

Valuation Advertising Numbers Education 113

PYMNTS

NOVEMBER 24, 2020

According to people familiar with the discussions, the new valuation could hit as much as $70 billion or maybe as much as $100 billion, Bloomberg said. clients and making plans to acquire a startup from Nigeria to further African expansion.

Valuation 117

Valuation Startups eCommerce Sales 117

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. Investment Evaluation - Assessing mergers, acquisitions, or new projects.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them.

Valuation 86

Valuation SAP Concentration Benchmarking 86

PYMNTS

SEPTEMBER 26, 2018

Stripe, the payments startup, has raised $245 million in a new round of venture funding, giving the company a valuation of $20 billion. According to the report, the company plans to use the funding to hire more employees for its global engineering team. “We

Valuation 73

Valuation Startups Economics Investments 73

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. The post Quality of Earnings Reports Impact Valuation appeared first on vcfo. EBITDA is not a complete indication of financial performance for a business.

Valuation 83

Valuation Auditing Concentration CFO 83

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Team Kitces. Read More +.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

PYMNTS

JULY 17, 2020

The stats suggest the strength of the B2B FinTech market’s ability to attract big-ticket funding rounds despite an overall dip in investment. PYMNTS outlines the latest investments below. Further, the company is stepping into the FinTech arena, with plans to roll out financial products like credit facilities for retail buyers.

B2B 90

B2B Investments Accounts Payable Startups 90

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Compliance 64

Compliance Practice Management Valuation Securities 64

PYMNTS

SEPTEMBER 19, 2019

FinTech Stripe is raising $250 million in its latest funding round and has reached a pre-money valuation of $35 billion, according to a release on Thursday (Sept. The company recently launched in eight new countries: Estonia, Greece, Latvia, Lithuania, Poland, Portugal, Slovakia and Slovenia, with more planned in the coming months. .

Valuation 73

Valuation Treasury Investments Economics 73

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

CFO News Room

JANUARY 10, 2023

In this post, I will begin with a quick review of my 2021 valuation, then move on to the price action in 2021 and 2022 and then update my valuation to reflect the company’s current numbers. . My IPO Valuation. I valued Zomato, soon after it filed its prospectus for its initial public offering, in July 2021.

Valuation 130

Valuation Investments Marketing Currencies 130

CFO Talks

FEBRUARY 26, 2025

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.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

CFO Selections

JULY 22, 2024

A business valuation is a critical component of securing a company’s future. An experienced CFO plays a key role in any business valuation by leveraging their financial expertise to offer strategic insights along the way and ensure an accurate final assessment of the company’s value.

Valuation 52

Valuation CFO Compliance Leverage 52

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

CFO News Room

JANUARY 25, 2023

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

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 103

Investments Marketing Accounting Numbers 103

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

E78 Partners

MARCH 28, 2025

LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). Firms that emphasize operational efficiency early can maintain their performance trajectory during extended investment hold periods, ensuring portfolio companies are exit-ready when opportunities arise.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

CFO Simplified

AUGUST 7, 2023

Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes. According to the Estate Planning Institute, 80% of U.S. As stated by the Exit Planning Institute , exit planning is a smart business strategy.

Valuation 98

Valuation Profit and Loss Planning Sales 98

CFO Network

SEPTEMBER 2, 2021

But did you know that business valuation can give you more insight into your business than just the economic value? Keep reading to learn more about why business valuation is such an important process for every business. Business valuation is the best way to get proof of how well your business is doing year to year.

Valuation 52

Valuation Benchmarking Planning Economics 52

PYMNTS

DECEMBER 5, 2019

Silicon Valley-based Chime has raised $500 million in a Series E funding round that sent its valuation soaring to $5.8 The funding, led by DST Global, is the largest individual equity investment for a challenger bank, surpassing NuBank’s $400 million, which was also led by DST Global, according to CB Insights. 5), citing sources.

Valuation 57

Valuation Banking Startups Accounting 57

PYMNTS

NOVEMBER 30, 2020

Airbnb and DoorDash are expected to release higher-than-expected valuation ranges for their upcoming initial public offerings (IPOs), which shows strength for the market, The Wall Street Journal (WSJ) reports. exchanges, with soaring valuations catching the attention of numerous companies to join the public market. billion.

Valuation 60

Valuation Planning Marketing Investments 60

PYMNTS

OCTOBER 6, 2020

The firm plans to invest $310 million in early-stage startups and $370 million in growth-stage startups, the report stated. Venture capital firm Greycroft , based in New York and Los Angeles, has raised $680 million to fund new startups, according to Bloomberg , looking for "the next Bumble or Venmo.".

Startups 117

Startups Valuation Investments Planning 117

PYMNTS

SEPTEMBER 22, 2019

SoftBank Group is considering a gamble on Brazil and might advise high-growth firms to invest in the country, Reuters reported on Friday (Sept. Although he did not explain, Maciel also said that SoftBank was going to announce a large investment in Brazil. office-sharing startup WeWork. Creditas is aiming to change that.

Investments 65

Investments Transportation Valuation Startups 65

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

B2B 75

B2B Securities Investments Startups 75

CFO Thought Leader

DECEMBER 2, 2024

Despite years spent closely collaborating with CFOs as an investment banker, Lam tell us he quickly discovered a new level of accountability in the role. Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals.

CFO 52

CFO Prioritization Leadership Valuation 52