YOUR PATH TO NAVIGATING INNOVATION, M&A AND REGULATION STARTS HERE Date: Thursday, April 18, 2024Time: 9:00 a.m. – 6:30 p.m.Where: Rise New York, 43 W. 23rd Street, New York, NY 10010Includes Lunch and After-Event Cocktails Hosted by Thank you for your interest in the 2024 Banking & FinTech Summit Registration is now full. Please fill… Continue reading 2024 BANKING & FINTECH SUMMIT
Author: avalentino
Best Prepare Your Manufacturing Business for Sale
About 25% of the manufacturing workforce is 55 or older and thinking more and more about one thing with each passing day: getting out. Are you one of them? Given the number of small business owners reportedly looking to flip their life’s work after building it from the ground up, you could be. The motivations… Continue reading Best Prepare Your Manufacturing Business for Sale
Recovering Embezzled Assets (Forensic Accounting)
Industry: Privately Held, Telecommunications Company Client Overview A global provider of long-haul, telecommunications services wanted to identify the surprisingly high burn-rate of a recent $2 million investment. Challenge The company found that one of its partners had embezzled $600,000 of the $2 million dollar investment by setting up fictitious vendors, hiding parts of incoming bank… Continue reading Recovering Embezzled Assets (Forensic Accounting)
Diversifying Overreliance on Larger Clients (Exit Strategy)
Industry: Privately Held, National Signage Company Client Overview A $50-million national signage company, which catered to high-end, retail clients, wanted to execute an exit strategy, even though it had not turned a profit in many years. The company held a leading market share with locations in Florida, Texas and California. Challenge The company found itself… Continue reading Diversifying Overreliance on Larger Clients (Exit Strategy)
5 Ways to Upgrade Your Finance Team
Chris Delaney, a director at CFO Consulting Partners, was recently featured in Manufacturing Dive, sharing why manufacturers need more than historic data. If your company is in growth mode, forget historic numbers and focus on the key KPIs that are going to be predictive of future growth and profitability. KPIs are easier to project and do a… Continue reading 5 Ways to Upgrade Your Finance Team
Transforming Data Into Insight
Industry: Midsize, Manufacturing Company (Retail) Client Overview The owner of a privately owned company maintained five data streams that captured more than 30,000 transactions plus shipping per month. The streams of data, however, were not integrated with each other, so a four-person Finance Department needed to manually combine the data using unwieldy manual spreadsheets. The… Continue reading Transforming Data Into Insight