Nerd's Eye View

MAY 30, 2023

Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

Benchmarking 98

Benchmarking Restructuring Planning Leverage 98

E78 Partners

NOVEMBER 25, 2024

Choosing transaction services can be invaluable for businesses navigating complex financial events, whether they involve acquisitions, mergers, divestitures, or restructuring. By leveraging our expertise, clients can optimize their operations and manage costs effectively while staying agile in a competitive market.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Nerd's Eye View

NOVEMBER 8, 2022

What's unique about Cean, though, is how the path that he and his partners took to break away from the insurance and brokerage worlds to run their own independent RIA inadvertently created a three-way struggle to find the proper compensation and accountability structure across their differing books of business, and ultimately forced them to seek third-party (..)

Restructuring 52

Restructuring Leverage Accounting Planning 52

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 96

Concentration Restructuring Planning Leverage 96

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households.

Restructuring 52

Restructuring Planning Communication Leverage 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

PYMNTS

JULY 6, 2018

based assets, the toy retailer planned to shutter its brick-and-mortar locations by June 29. After failing to restructure its debt or find a buyer, Toys R Us was to either sell or shutter all of its brick-and-mortar stores in the U.S, Reuters had reported in March. Months after Toys R Us announced it would liquidate its U.S.-based

Restructuring 73

Restructuring Retail eCommerce Leverage 73

E78 Partners

AUGUST 21, 2023

Value creation will need to get off to a quick start, which means that pre-transaction diligence and a 100-day plan are more crucial than ever. Getting Out of the Gate Fast: The First 100 Day Plan After acquiring a company, the first 100 days are crucial. But you cannot stop there.

Planning 52

Planning Valuation Restructuring Leverage 52

Musings on Markets

FEBRUARY 12, 2025

Ranking companies based upon net margin may measure everything from differences in financial leverage (more net debt should lead to lower margins) to extent of cross holdings and non-operating investments (more of these investments can lead to higher margins).

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

CFO News Room

DECEMBER 25, 2022

To make sure age-related (and other) differences continue to be leveraged, we recommend that a director or senior manager assign the most trusted person (that is, the person most likely and able to have the best interests of all team members in mind) on the team to be the project’s coordinator.

Restructuring 130

Restructuring Leverage Education Budgeting 130

PYMNTS

JANUARY 25, 2018

Citing people with knowledge of the negotiations, Bloomberg reported news that the deal aims to restructure the company’s nearly $1.5 The plan is dependent on its asset sales, the proceeds of which will be used to pay off creditors. Nine West has one of highest leverage ratios among its peers in retail. billion debt.

Sales 50

Sales Restructuring Retail Leverage 50

PYMNTS

NOVEMBER 15, 2018

One of the Open Banking Platform’s primary goals, he said, is to help banks restructure and transform themselves into market platforms. An API-Based Plan For The Future. In 2019, IBM plans to expand the platform’s offerings with features like artificial intelligence (AI), which would enable real-time lending functions.

Banking 76

Banking Restructuring Leverage Technology 76

CFO Plans

JULY 18, 2024

Discover how CFO Plans can help you achieve financial success. It involves meticulous planning, monitoring, and controlling financial resources to ensure profitability. Ensuring Compliance with Tax Preparation and Planning Tax regulations for real estate can be intricate and ever-changing.

Accounting 52

Accounting Compliance CFO Restructuring 52

PYMNTS

MARCH 22, 2018

Still, the plan has to overcome some challenges, such as getting the approval of a bankruptcy judge and funding from other investors who can dedicate significant amounts of money to the cause. The plan appears to be the first of its kind to save the embattled toy brand. A website, savetoysrus.com , sends consumers to a GoFundMe page.

Restructuring 52

Restructuring Entertainment Retail Leverage 52

VCFO

JANUARY 27, 2022

Time tested business plans will simply not work without adjustments as inflation takes hold. It is critical to focus on inflation now and make necessary changes to your operating plan to combat it. Restructuring a company in terms of the debt capital stack, takes time. Leverage Your Relationships. Fix Your Debt.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

DECEMBER 19, 2019

The bank is expecting to deliver services like planning and financing advice to help firms in danger of becoming junked to get out of predicaments, according to Daniel Rudnicki Schlumberger, who jointly runs the bank’s Leveraged Finance Origination for Europe, the Middle East and Africa. JPMorgan Chase & Co.

Restructuring 52

Restructuring Leverage Finance Banking 52

PYMNTS

MAY 19, 2020

That means that while Amazon and other eCommerce players were forcing customers to wait weeks, Walmart was more or less able to honor delivery windows measured in days by leveraging its store network. Safety First . The chain also increased its number of pickup and delivery slots so that fewer customers have to enter stores.

Retail 88

Retail Restructuring eCommerce CFO 88

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. Project-Based Fees Fractional CFOs might charge a flat fee for specific projects, such as fundraising, mergers and acquisitions, or financial restructuring.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

Future CFO

NOVEMBER 1, 2023

Survey highlights In the next 12 months, 62% of decision-makers plan to invest in purpose-built tax technology with API functionality. Additionally, 30% of respondents plan to spend on in-house tax technology; 30% on upgrading their native ERP systems; and 28% on experimenting with smart tech, automation, and generative AI.

Investments 52

Investments Finance Restructuring Compliance 52

E78 Partners

NOVEMBER 11, 2024

When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge. The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge. The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 18, 2024

In today’s fast-paced business environment, leadership transitions are often unavoidable due to unexpected departures, mergers, or restructuring initiatives. Budget Mismanagement: With a clear financial plan, interim leaders may be able to manage budgets effectively, resulting in overspending or resource misallocation.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

E78 Partners

NOVEMBER 18, 2024

In today’s fast-paced business environment, leadership transitions are often unavoidable due to unexpected departures, mergers, or restructuring initiatives. Budget Mismanagement: With a clear financial plan, interim leaders may be able to manage budgets effectively, resulting in overspending or resource misallocation.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

PYMNTS

AUGUST 5, 2016

CFO Michael Berry plans to restructure operations to respond to the changes seen in criminal attacks where cybercriminals are leveraging ransomware to target the financial sector. FireEye has also cut its adjusted full-year sales outlook and its full-year revenue forecasts, lowering expectations for Q3.

Restructuring 40

Restructuring Forecasting CFO Leverage 40

PYMNTS

MARCH 21, 2018

after failing to restructure its debt or find a buyer, Reuters reported. Since a leveraged buyout, Toys R Us has been burdened with over $5 billion in debt. In addition, the company hopes to find a buyer for its Canadian business, which it plans to package with 200 stores in the U.S. Beyond the U.S.,

Restructuring 47

Restructuring Retail Leverage eCommerce 47

CFO Share

DECEMBER 2, 2022

Spreadsheets are essential in planning cost reductions, but there should be other considerations. The more predictable your revenue, the more time you have to plan operational spending reductions. Forecasting avoids cutting too little, too much, or ineffective restructuring. 4. Plan contingencies.

Restructuring 52

Restructuring Cost Management Forecasting CFO 52

PYMNTS

MARCH 9, 2018

Beleaguered toy retailer Toys R Us is in the midst of prepping plans to liquidate its U.S. The plans come as the company has yet — and the emphasis may be on “yet” — to find a buyer for those operations or finalize its debt restructuring plans. operations, currently in bankruptcy, according to recent Bloomberg reports.

Restructuring 42

Restructuring Leverage Investments Planning 42

PYMNTS

OCTOBER 21, 2016

billion leveraged buyout in 2013. A restructuring pact has been established with lenders. This restructuring results in a 12 percent interest rate that would mature in three years. Golfsmith must receive court confirmation for its restructuring plan on or before Dec. Rue21 was acquired by Apax Partners in a $1.1

Retail 55

Retail Marketing Profit and Loss Restructuring 55

E78 Partners

OCTOBER 28, 2024

By leveraging the insights of these experienced specialists, businesses can better navigate complex market conditions and maximize value creation. These consultants advise on different stages of the investment process, such as deal sourcing and due diligence, conducting research, value creation, and planning exit strategies.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

Planful

JUNE 8, 2016

A recent Argyle virtual event sponsored by Planful discussed the role of CFOs in today’s business world, and the increased focus on financial planning and analysis (FP&A). Restructuring FP&A Models. In turn, businesses can increase the efficiency of their financial planning while improving analysis as well.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Restructuring Budgeting 40

Future CFO

JULY 25, 2023

For instance, CFOs’ second top strategic business priority is corporate action such as M&A and restructuring (41%), which ranks fourth for CEOs (27%), the firm added. Customers continue to leverage generative AI in their daily life, moving their expectations for user experience.

CFO 52

CFO Education Restructuring Leverage 52

Future CFO

JULY 9, 2023

While there are many benefits to transforming a business, it’s important to know when it is appropriate to execute such a plan – timing is critical. They become transformational by leveraging new technology, processes or operating models from one business into the combined business.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

MARCH 23, 2018

Lazarus leveraged computer technology for inventory before most, which enabled him to discover trends faster than his competitors in the 1980s. billion leveraged buyout deal in 2005, aiming to position the company for a stock offering a few years down the road to let investors cash out. Slow Decline Sets in. Nails in the Coffin.

Leverage 49

Leverage Restructuring Sales Planning 49

Future CFO

DECEMBER 8, 2021

Tools – from interpreting results to controlling costs to acquiring capital to processing raw financial information – have simplified some important aspects of the CFO role and many are seizing the opportunity to better leverage data to make better decisions. If you fail to plan, you plan to fail. Delivering value sustainably.

Numbers 52

Numbers CFO Management Consulting Treasury 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52