PYMNTS

SEPTEMBER 14, 2020

Talks have been revived for SoftBank to take itself private amid a series of disappointments to the company’s equity valuation compared to the value of its individual holdings, Financial Times (FT) writes. The last disposal is planned to be announced this week, as SoftBank will sell U.K.

Sales 79

Sales Valuation Numbers Planning 79

PYMNTS

AUGUST 21, 2020

As it aims for an approximately $225 billion valuation, Ant Group intends to seek dual listings in Shanghai and Hong Kong in the weeks to come, Bloomberg reported, citing unnamed sources. A dual listing of $30 billion would come out ahead of the $29.4 billion take of Saudi Aramco per Bloomberg data.

Valuation 63

Valuation Planning Finance Securities 63

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. Who should be on my team of advisors to navigate a potential sale?

Valuation 98

Valuation Profit and Loss Planning Sales 98

PYMNTS

SEPTEMBER 27, 2018

Western Union is reportedly considering a sale of its business payments operation, unnamed sources told Bloomberg on Wednesday (Sept. The sources said a deal could give Western Union a $500 million boost, and that the institution plans to start discussing a sale with potential buyers in a few weeks.

Sales 79

Sales B2B Foreign Exchange Valuation 79

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

PYMNTS

OCTOBER 8, 2020

Instacart saw its valuation double to just over $17 billion, Kroger made its move on the prepared food market, Amazon brought its grocery business into the Prime Day fold while Whole Foods reports struggling to keep up with the post-pandemic boom town in grocery sales. Instacart's $200M Pick-Up and New $17.7B 13 and 14.

Valuation 82

Valuation Sales Budgeting Marketing 82

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Unless it is a simple, small business, the valuation of the business can be complicated.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

CFO News

MAY 25, 2023

The Securities and Exchange Board of India (Sebi) said SpiceJet's proposed preferential share issue to aircraft lessors as part of its plan to restructure its outstanding lease liabilities need not have independent valuation.

Valuation 52

Valuation Restructuring Sales Securities 52

PYMNTS

DECEMBER 1, 2020

billion from Black Friday through Cyber Monday, and DoorDash could see a valuation of $28 billion from its IPO. Billion in Holiday Sales Worldwide. billion in global sales from Black Friday through Cyber Monday, a 60 percent increase over 2019 sales for the same period. Amazon Sellers Cash in With $4.8

Valuation 56

Valuation Sales B2B Retail 56

PYMNTS

NOVEMBER 24, 2020

Record sales following a massive staff reduction prompted point-of-sale (POS) restaurant technology (ResTech) startup Toast to hold a share purchase offering on an $8 billion valuation. The secondary offering gives Boston-headquartered Toast a valuation of about $8 billion, up from a $4.9 billion valuation. .

Startups 92

Startups Valuation Sales Planning 92

PYMNTS

SEPTEMBER 12, 2019

Affirm , a FinTech that offers customers payment plans at the point of sale, is reportedly looking to raise around $1.5 Recently, Affirm raised $300 million in a Series F round led by Thrive, at a valuation of $3 billion. billion in a debt and equity combination, according to a report by TechCrunch. So far, Affirm has raised $1.03

Valuation 56

Valuation B2B Invoicing Finance 56

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. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

PYMNTS

FEBRUARY 6, 2020

In other published reports , Krim brushed aside the lower valuations, calling them “moments in time.”. billion valuation implied by its latest fundraising round. Consider the fact that its filing shows that for the year that ended in December 2018, sales of $357.9 Markedly so. million were up 42 percent as measured against 2017.

Valuation 52

Valuation eCommerce Retail Sales 52

PYMNTS

DECEMBER 10, 2018

The Wall Street Journal , citing people familiar with the discussions, reported that Bird plans to take on more investors at a $2 billion valuation. In the past, the startup has told potential investors it wanted to raise hundreds of millions of dollars at a much higher valuation. That ended up being an underestimate.”

Valuation 51

Valuation Startups Planning Sales 51

Musings on Markets

NOVEMBER 1, 2023

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. My Tesla History When I write and teach valuation, I describe it as a craft, and there are very few companies that I enjoy practicing that craft more than I do with Tesla.

Valuation 118

Valuation Profit and Loss Numbers Sales 118

Fpanda Club

JULY 24, 2022

However, firm’s competitors continue to make their investments, including innovation, which will probably put pressure on prices, sales volumes and market shares. Being a promising alternative to NPV, real options valuation has not been widely adopted by the companies neither in its initial version, nor in modified ones.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

PYMNTS

APRIL 9, 2018

Due to its deal to merge with Rite Aid , Albertsons is withdrawing its plan for an initial public offering (IPO). The news comes after Albertsons put its IPO on hold last summer , as it struggled to get its same-store sales back into the black. billion valuation it targeted in 2015.

Planning 51

Planning Valuation Sales Securities 51

PYMNTS

JANUARY 15, 2021

plans to go public and list its Class A shares on the Nasdaq Global Select Market under the “BMBL” ticker symbol, according to a Friday (Jan. The news comes as Poshmark saw its valuation increase by more than two times after its Nasdaq introduction. Relationships app Bumble Inc. 15) Form S-1 filing with the U.S.

Planning 61

Planning Valuation Securities Sales 61

PYMNTS

DECEMBER 7, 2018

The company, which is said to have enlisted the help of Morgan Stanley, is looking for a valuation north of $600 million, CNBC reported. Neither Morgan Stanley nor UNTUCKit would comment on the report, but people close to the matter told the outlet that the company is profitable and has about $150 million in sales.

Valuation 40

Valuation Healthcare Advertising Investments 40

Centage

SEPTEMBER 5, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Gross Profit Margin: Your gross profit margin is the amount of your sales revenue minus the cost of your goods. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 98

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 52

Planning Valuation Benchmarking Sales 52

PYMNTS

DECEMBER 20, 2020

Companies or investment groups create SPACs to raise money through the sale of stakes to either the public or entities such as private equity funds. In September, Softbank was considering taking itself private after asset sales and other moves failed to deliver a desired market valuation. Softbank on Monday (Dec.

Valuation 86

Valuation Sales Investments Planning 86

CFO News Room

JANUARY 19, 2023

I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. trillion, and their share of the overall equity value of all US stocks also surged from 6.5% to 14.9%.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. The FANGAM Valuations: February 2022. to 14.9%. Updating the Numbers.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

JANUARY 10, 2020

We felt it was important to clarify that there is unequivocally no process in place to sell the company and there are currently no plans to do so,” a Grubhub spokesperson said in a statement to CNBC. “We billion valuation is down from a high of $13 billion last year. percent drop in share prices, according to reports on Thursday (Jan.

Sales 52

Sales Valuation Forecasting Leverage 52

Nerd's Eye View

AUGUST 19, 2024

Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner. Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management.

Planning 52

Planning Valuation Leadership Communication 52

PYMNTS

APRIL 10, 2019

percent on the news that rival Uber was looking for a valuation of between $90 billion and $100 billion ahead of its initial public offering (IPO), according to reports. When it officially goes public on Thursday (April 11), Uber reportedly plans to sell $10 billion in stock. Uber was previously looking for a valuation of $120 billion.

Valuation 40

Valuation Marketing Sales Planning 40

CFO Simplified

FEBRUARY 6, 2022

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . What will your level of involvement be after the sale? .

Planning 52

Planning CFO Leadership Communication 52

PYMNTS

MARCH 29, 2018

Singapore-based Acudeen prepares for an initial coin offering (ICO) as it plans to migrate its existing trade finance solution to a blockchain platform. Acudeen Technologies developed its cryptocurrency to facilitate invoice financing, saying it expects the blockchain factoring market to hit a $2 trillion valuation.

Planning 53

Planning Invoicing Valuation Finance 53

Nerd's Eye View

OCTOBER 4, 2024

Further, Artificial Intelligence (AI) was the most cited factor driving industry growth during the next 3 years, with client data integration as a primary area for improvement, suggesting an opportunity for AI tools to help advisors make the most of the significant amount of client data they possess (possibly saving time in the process) and potentially (..)

Prioritization 90

Prioritization Valuation Communication Planning 90

PYMNTS

NOVEMBER 13, 2020

The intellectual property (IP) of Century 21 Department Stores is up for sale, including the company’s domain name, trademarks, social media assets, shopper data and more, according to an announcement from Hilco Streambank , which focuses on the sale of IP assets. 16, and an auction is scheduled for Nov.

Sales 50

Sales Valuation Retail Planning 50

CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

PYMNTS

DECEMBER 18, 2020

Several companies have had to shelve their plans because of the ongoing pandemic. Prior to the scandal, Luckin had been the first company since the year 2000 to reach a $3 billion valuation within 24 months of listing, according to CNBC. Other companies have also seen their market appeal fizzle. stock exchanges. auditing rules.

Auditing 107

Auditing Valuation Treasury Marketing 107

Centage

APRIL 4, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. At Centage, we’re passionate about connecting businesses with the sophisticated financial planning and budgeting tools they need to stay competitive.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 98

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. What is a Merger & Acquisition Integration Plan? Key Elements of an Integration Plan. Sales force integration.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 85

Practice Management Valuation Compliance Planning 85