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)
Archives: Posts
M&A Success: How Midsize Sellers Cash Out
(This story originally appeared on CFO.com.) By Allan Tepper Often, parties interested in making a purchase are serial buyers, hence their advantage. But for midsize sellers, this will probably be the one and only time they sell. Sellers spend the better part of their lives building a company so they can now cash out and… Continue reading M&A Success: How Midsize Sellers Cash Out
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
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 macro… 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’