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

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

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

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

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

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

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

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

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

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

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 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

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

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

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 95

Prioritization Valuation Communication Planning 95

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

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning? Are we still in budget?

Financial Planning and Analysis (FP&A) 52

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

VCFO

OCTOBER 8, 2021

In assessing how you’re doing across each of these elements, one of the questions you’ll undoubtedly want to explore is “What kind of long-term incentive plan should our business have in place?” The key takeaway here is that there is no such thing as a one-size-fits-all long-term incentive plan. Doing Your Homework.

Planning 52

Planning Valuation Sales Investments 52

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

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

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

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 116

Valuation Profit and Loss Numbers Sales 116

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

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

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

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

CFO News

AUGUST 24, 2023

Reliance Industries is considering selling an additional 8-10% stake in Reliance Retail Ventures Ltd (RRVL) to raise funds for expansion and debt retirement before its planned IPO. The proceeds from the stake sales will be used for store expansion and debt reduction.

Retail 52

Retail Valuation Sales Planning 52

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

MAY 29, 2018

The time frame of the IPO has not been publicly declared, but Reuters reported that Ant was planning to list in China and Hong Kong in 2019, according to a fundraising document. Ant’s earnings did not seem to indicate the company would be ready for a share sale anytime soon. Conclusion?

Valuation 40

Valuation Investments Startups eCommerce 40

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

The Finance Weekly

OCTOBER 29, 2024

These models rely on foundational assumptions that vary depending on their purpose, whether assessing sales growth, evaluating investment opportunities, or exploring "what-if" scenarios. Business Valuation - Determining the value of assets or entire companies.

Financial Modeling 52

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

VCFO

MARCH 17, 2023

How much is being charged to cost of sales? What is the percentage of the cost of sales to revenue? Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business.

Manufacturing 70

Manufacturing Forecasting Benchmarking Profit and Loss 70

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

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Mergers and Acquisitions (M&A) 98

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 98

PYMNTS

SEPTEMBER 27, 2019

In the direct-to-consumer sales race, in the sprint to get shoes on feet and apparel off the racks, Nike has evidently brought its A Game to digital. In the summer of 2017, the company said it would look to gain traction with what it called the Consumer Direct Offense, which in part looked to boost sales done through mobile devices.

Sales 46

Sales Valuation Currencies Startups 46

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