Planning & Analysis (Financial Services FinTech Startup)

Industry: Privately Held FinTech Startup (Financial Services) Client Overview A startup FinTech company in financial services has initially raised capital from family and friends but wants to launch operations with Series A funding. Challenge The company’s finances are in disarray. The CEO, who is a serial entrepreneur, is co-mingling personal and business activities. Initial conversations… Continue reading Planning & Analysis (Financial Services FinTech Startup)

XPX Tri-State Summit March 16: ‘Soft Landing’ Amid Turmoil in 2023

CFO Consulting Partners is a co-sponsor of the Exit Planning Exchange Tri-State Summit on March 16, and we invite you to spend a day with your colleagues. Here’s what you can expect: • Entrepreneur Magazine Editor Jason Feifer will present “Navigating the Soft Landing,” so we all learn how to prosper this year despite the… Continue reading XPX Tri-State Summit March 16: ‘Soft Landing’ Amid Turmoil in 2023

Allan Tepper Presents ‘M&A Deal Killers’ Jan. 26

M&A deals fail at least 70% of the time. Poor integration—from people to processes—kill value. Our clients work with us to improve their odds for success. Are you conducting due diligence? Are your assets compatible? CFO Consulting Partners’ Allan Tepper, CPA/MBA, will discuss key pitfalls to avoid for any merger transaction during his “M&A Deal… Continue reading Allan Tepper Presents ‘M&A Deal Killers’ Jan. 26

How CFOs Can Make Crypto Less Cryptic, More ‘Boring’

(This story originally appeared on CFO.com.) By Eric Segal The recent bankruptcy of FTX, one of the world’s largest cryptocurrency exchanges, underscores the need for companies in the fintech/crypto industry to develop and install robust internal controls and finance processes. FTX, led by 30-year-old Sam Bankman-Fried who has since resigned, was once valued at $32… Continue reading How CFOs Can Make Crypto Less Cryptic, More ‘Boring’

AM&AA Hosts 2023 Economic Outlook on Jan. 19

Finance challenges and macrotrends put a damper on last year. But does history have to repeat itself—at least so soon? Granted, the new year begins with a lot of baggage. The Consumer Price Index shot up 9.1%, the largest 12-month increase since 1981. To counter inflation, the Federal Reserve has made capital more costly, hiking… Continue reading AM&AA Hosts 2023 Economic Outlook on Jan. 19

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