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

Best Prepare Your Manufacturing Business for Sale

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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)

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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)

Forensic Oversight: How CFOs Curtail White-Collar Crime

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By Meryl Ravitz Chief Financial Officers are well-positioned to put a dent in the ongoing trend of white-collar crime. Overall, 90% of significant thefts come from employees. The average embezzlement loss costs $357,650 and the average company fraud case involving a founder or executive costs about $600,000, according to research from Hiscox and Association of… Continue reading Forensic Oversight: How CFOs Curtail White-Collar Crime

Three-Part Process: How CFOs Shore Up Finance Teams for Private Equity Resell

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(This story originally appeared in CFO.com.) By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has… Continue reading Three-Part Process: How CFOs Shore Up Finance Teams for Private Equity Resell

Diversifying Overreliance on Larger Clients (Exit Strategy)

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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)

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