CFO Dive’s Post

Interesting article on CFO Dive and excellent perspectives shared by Connor Augustyn on “How CFOs can Survive a Takeover”.

Boosting Exit Readiness with Interim CFOs... In today’s dynamic market, exit readiness has become a critical priority for companies aiming for smooth, successful transitions—whether through IPOs, acquisitions, or private equity sales. But building an exit-ready finance team under tight timelines and fluctuating demands can be challenging. We've seen a demand for readily available, Interim managers to support both the Investors & executive teams to execute transactions in a timely manner.. but what do they bring to the table?.. 🔹 Enhance Financial Processes - Streamline reporting, compliance, and forecasting to align with investor expectations. 🔹 Drive Value Creation - Identify cost efficiencies and revenue drivers that boost valuation and bottom line. 🔹 Ensure Compliance & Due Diligence - Establish a rock-solid financial foundation to withstand rigorous audits and buyer scrutiny. With their specialized knowledge and hands-on approach, interim CFOs provide the expertise needed to reach exit goals faster, with less risk and greater confidence. Last month we published an article around the challenges and importance of having a CFO with the 'know how' during transactions.. View and download the edition, here: https://lnkd.in/eeagWZ6P If you're a CFO with an exit under your belt, or an Investor looking to draft in a high impact Interim Manager then drop me a note as I'd love to connect! #ExitReadiness #CFO #InterimLeadership #MergersAndAcquisitions #IPO

The CFO's role in M&A deals What matters the most for a CFO when it comes to growth? I once asked a veteran CFO. He said for a small company that is in survival mode, maintaining cash flow and profitability matters the most, but a growing company should always look at mergers and acquisitions (M&A). Acquisition of a smaller company can help them grow faster... M&A is important for any company and CFO is the most critical part when the deal is underway. The global M&A market hit the size of $5 trillion during the Covid era of 2021 and subsided thereafter to $3.3 trillion in 2022 and $2.4 trillion in 2023. #Editorial Read Full Article Here: https://shorturl.at/gKcZZ BY: Amol Dethe #CFO #CFOIndia #leadership #Merger #Acquisition #Deals 

Do you know how to value your business? Understanding business valuations is key to your role as CFO. With so much riding on accurate assessments of worth, it's crucial to master methods like DCF modeling. Which approach is best depends entirely on circumstances. A tech startup valuated on revenues looks very different than an established manufacturer assessed through EBITDA, or a listed comany valued on market capitalisation. Getting valuation right means negotiating from a position of precision. An M&A deal falls through without it, fundraising rounds fizzle, shareholder disputes flare. Your ability to understand a company's true economic value is what separates effective CFOs from the rest. So how do you gain mastery over methods like comparables and book value analysis? Beyond textbooks, consider mentors with battle-testing in valuations across sectors. Pay attention also to macro trends reshaping industries - these shape assumptions driving your models. Valuations are as much art as science. Does your gut ever disagree with charts and formulas? Sharpen both intuition and technical skills. Your role demands combining the two for strategic insight. Most important, value learning from failures as much as successes. No method works for every case - adapting is key. What have past "mistakes" really taught you? Your wisdom on valuations separates you from finance chiefs who see numbers, not true worth. How will you continue sharpening this essential skill? 🗡️ We've built a valuation template into the CFO digital toolkit to help. Its available to all GrowCFO premium members

In a new CFO Brew story breaking down our firm's M&A survey, our very own Bill Pollatos CPA discusses the trends he's seeing. Take a look: https://bit.ly/3W4ABsB #acquistions #PrivateEquity #MergersAndAcquisitions

How do you keep things smooth through multiple acquisitions and rapid growth? Former Cart.com VP of #Accounting Rami Legha says that CCN #consultants were instrumental in helping her team get to the next level! Read more at https://lnkd.in/gJTFjmTU #betterbusiness #consulting #accountingconsulting #financeconsulting #worklifebalance #finance

Jim Davidson has been featured in the L.A. Times B2B Publishing - Banking and Finance Trends, Updates and 2024 Visionaries. Avant Advisory Group is a premier, operationally focused-financial advisory and management consulting firm. With a focus on middle-market companies, we combine our financial and operating skills with senior level management experience to help clients identify value opportunities and implement improvements in cash flow, EBITDA, and profitability to secure and increase value for our clients. Securing Value • Mergers & Acquisitions – Quality of Earnings / Sell Side Preparation • Avant-Edge™ Profitability / EBITDA Improvement / Value Enhancement • Post-Acquisition Working Capital / Earnout Disputes Resolution • Corporate Governance, Interim C-Suite, CRO & CFO Services • Distressed – Operational Turnarounds & Financial Restructuring Visit our website: www.AvantAdvisory.com View the official publication: https://lnkd.in/eqgDNjEc #avantadvisorygroup #securingvalue #mergersandacquisitions #postacquisition #corporategovernance #interimmanagement #distressed #turnaroundmanagement #financialrestructuring #profitabilityimprovement

𝗠𝗘𝗥𝗚𝗘𝗥𝗦 𝗔𝗡𝗗 𝗔𝗖𝗤𝗨𝗜𝗦𝗜𝗧𝗜𝗢𝗡𝗦: 𝗔 𝗖𝗙𝗢'𝗦 𝗥𝗢𝗟𝗘 𝗜𝗡 𝗗𝗘𝗔𝗟-𝗠𝗔𝗞𝗜𝗡𝗚 I recently had a chat with an old colleague who was feeling really frustrated about a merger that didn't go well. They had put a lot of effort into it, but things didn't work out as they had hoped. They mentioned that despite giving it their all, the merger's complexities overwhelmed their team, leading to integration issues and unexpected financial challenges. This made me consider the crucial role that a CFO plays in mergers and acquisitions. It's not just about finalizing the deal; it's about making sure that every step, from due diligence to post-merger integration, is carefully planned and carried out. A well-planned strategy by a dedicated CFO can turn what could be chaos into a smooth and transformative process. The CFO plays a crucial role in ensuring that the potential acquisition fits with the company's strategic objectives. This involves conducting in-depth market analysis, evaluating competitors, and understanding how the acquired company can complement the existing business. Thorough due diligence is essential, where the CFO carefully examines the target company's financial statements, assesses risks, and confirms its financial stability. This rigorous process helps identify any potential issues and ensures that the deal is a sound investment. Determining the right price for the acquisition is both an art and a science. The CFO uses various valuation methods to establish the target company's fair value, making sure the price considers potential synergies and future growth prospects. The CFO also designs the deal structure to maximize financial and operational results. This involves making decisions about cash versus stock transactions, earnouts, and financing options, all while minimizing tax implications and maximizing shareholder value. The CFO's role in integrating the acquired company is crucial. They ensure that financial systems, processes, and cultures blend smoothly, which is key to realizing anticipated synergies and achieving strategic outcomes. Clear communication with stakeholders, such as investors, employees, and partners, is essential. Throughout the M&A process, the CFO provides transparency, builds trust, and manages expectations to ensure a smooth transition. M&A deals are complex and challenging, but with a strategic and diligent CFO at the helm, they can unlock tremendous value and growth opportunities. How has your organization leveraged the role of the CFO in M&A activities? Share your stories and insights below! #MergersAndAcquisitions #CFO #DealMaking #StrategicGrowth #FinancialLeadership #BusinessStrategy #CorporateFinance #DueDiligence #PostMergerIntegration #FinancialExpertise #BusinessTransformation

Most finance professionals have minimal experience of fundraising, acquisitions and exit readiness planning for public offerings, company trade sales, and private equity backed buyouts. Yet, these key milestones are critical for delivering ultimate returns to shareholders. These statistics highlight the consequences of this: - 61% of fundraising efforts fail to secure their desired capital. - Only 19% of acquisitions achieve their planned synergies. - In 42% of deals, key talent leaves the firm post-acquisition. - 78% witness a decline in shareholder value within one year. - 46% experience customer losses due to integration issues. Finance team members typically possess strong analytical skills, problem-solving abilities, and attention to detail, but lack comprehensive knowledge of the deal process, key documents, and integration expertise to successfully contribute towards fundraising, acquisitions, and exit planning. GrowCFO's recent survey revealed that 47% of senior finance professionals desire specific training on Fundraising and M&A to help deliver these key milestones and maximize shareholder value. Are your finance teams equipped to successfully navigate fundraising, acquisitions, and exit planning? Click the link below to explore strategies for enhancing your finance team's expertise in fundraising, acquisitions, and exit planning. Empower your team to drive success and maximize shareholder value. Learn more here: https://lnkd.in/e5gc4czf #FinanceStrategy #FundraisingExcellence #MADeals #ExitPlanning #FinancialLeadership #CorporateFinance #FinanceSkills #DealMaking #ShareholderValue #BusinessAcquisitions #LeadershipDevelopment #FinanceCommunity #GrowthMindset

🌟 Why Accountants Should Consider Business Valuations for Their Clients 🌟 As an accountant, you’re often the first trusted advisor a business owner turns to for financial guidance. But when it comes to the bigger picture—like succession planning, partnership changes, or growth strategy—a professional business valuation can provide essential insights to help you steer your clients toward the best decisions. At My Business Valuation (In partnership with Xcllusive Business Sales), we understand that a precise, comprehensive valuation goes beyond the numbers. Here are some key scenarios where a valuation can be invaluable: ✅ Preparing for Growth: When a client wants to expand or secure financing, a clear understanding of their business's worth strengthens their position with investors or lenders. ✅ Exit or Succession Planning: For clients planning to retire or transition ownership, knowing the true value of the business is critical for a smooth and fair process. ✅ Mergers & Acquisitions: A valuation provides an objective, professional perspective on a client’s business value, which is vital for negotiations and partnership discussions. ✅ Tax & Compliance Requirements: Certain tax scenarios and compliance situations require accurate, up-to-date valuations to avoid issues down the road. Let’s partner to deliver value to your clients, whatever their next step may be. Reach out today to see how My Business Valuation can support your advisory services! https://lnkd.in/gA9Q7TtK #BusinessValuation #AccountingSupport #FinancialPlanning #SuccessionPlanning #BusinessGrowth #MyBusinessValuation