MorganFranklin Consulting’s Post

My colleagues at Kranz recently wrote a piece that explores how IPO/SPAC consultants and teams act as trusted partners to reduce complexities, foster process efficiency, and pave the way for a successful public offering. Read on for more. #IPOconsultant #SPACconsultant 

The world of finance and accounting is ever-evolving, with new trends and technologies shaping the industry. Here’s a concise overview: 1.    AI in Accounting: AI-driven tools like CPM Plus and AI-powered tax solutions are revolutionizing financial data management. 2.    Sustainability: ESG factors are a core focus for the C-suite, driven by SEC climate disclosure rules. 3.    CPA Licensure: Time, not credits, is the primary barrier to CPA licensure. 4.    Fastest-Growing Firms: These firms embrace change and innovation, setting the benchmark for success. 5.    Mergers and Acquisitions: Strategic acquisitions expand horizons for accounting firms. The future of accounting is bright, driven by change and resilience. Those who adapt will lead the charge into a new era of financial excellence.

~85% of the time when we have an Accounting Manager or Controller search, one of the key deliverables is streamlining the close process. Optimizing your close processes turns from desirable to critical when you are preparing for an IPO, which many of our clients are doing in 2024. Learn how the experts at MorganFranklin can help. #IPO #IPOreadiness #R2R #CloseProcess

📌 Don't forget! If you're planning on an exit, acquisition, merger, IPO, or private equity investment this year, join Solver and RUBENSTEIN / JUSTMAN MANAGEMENT CONSULTANTS (RJMC) on April 25 for the webinar you won't want to miss. Webinar description: Do you intend to sell or acquire a company in 2024? Exit and acquisition processes require you to complete time-intensive and extremely thorough financial planning and reporting. Assembling 3-5 years of historical financial statements, operational metrics, KPIs, and projections can be a very painful process. **But it doesn’t have to be.* By the end of this webinar, you will... ... Learn how you can significantly speed up your deal-preparation process ... Identify how you can easily control the narrative of your transaction ... Know how to take control of your deal-critical reporting Register for our webinar on April 25 at 10 AM Pacific to discover how you can ease this process and leverage data through automation with real-time performance visibility. ✅ Learn more and register at https://hubs.li/Q02pnKdf0 #financialreporting #privateequity #pe

Is your company considering going public? If so, streamlining and optimizing the financial close process is a key component of IPO readiness. Learn how the experts at MorganFranklin can help. #IPO #IPOreadiness #R2R #CloseProcess

If your organization is focused on a sale or going public, the path to achieving long-term, sustainable value is paved with any number of challenges. It is the CXO’s job to align efforts across all areas of the business to tackle common hurdles including regulatory requirements, investor expectations, talent management, reporting obligations, and new stakeholders. The key is to align all five areas of the business to drive accelerated, smart growth. These areas are: Financial Management; Business Performance; Technology Optimization; Governance, Risk & Compliance; Data Quality & Data Management. Which of the five pillars of growth has been most challenging for your organization? To learn more about how MorganFranklin Consulting can assist your organization, visit our IPO Readiness services page. https://lnkd.in/dwrSZVDQ #IPO | #growth | #IPOReadiness

Whether you're a startup or a Fortune 500 company, financial management is integral to business success. Yet, issues like business model structuring, tax planning, or fundraising often take the bulk of the attention, leaving the financial strategy to be overlooked and, in the worst cases, form a business pain point. But money health is as important as a heartbeat to your business. Challenges of financial management can seem complex and intimidating – Can you make the most out of your financial data? Are you making accurate forecasts? Are you optimizing your cash flow? Maybe you're not even sure what questions you should be asking. Interlock Equity's recent strategic investment in The CFO Suite tells us that even top-tier companies need specialized professional support to weave finance and project management into a business's fabric, enabling them to focus on what they do best. So, if there are lingering uncertainties around your financial strategies, know that you're not alone. Now is your chance to rethink, plan and strengthen the heart of your business. Give me a shout if you'd like to discuss your needs, share ideas, and explore what sound financial management can bring to your company. #BusinessConsulting #FinancialManagement #InterlockEquity #CFOSuite #Investment

Transforming into a public company requires deep expertise and experience. From accounting and SEC reporting to finance transformation, technology solutions, and SOX readiness, MorganFranklin works in lockstep with you to drive critical activities and ensure continued success in the public markets. Click the link below to learn more about our IPO readiness services. #IPO #IPOReadiness #SOXReadiness #SarbanesOxley #FinanceTransformation #TechnicalAccounting

Five considerations for software private equity in 2024 https://lnkd.in/dJCNKZer #privateequity #growthstrategy #operations #sales #finance #software #investing #investors #portfolio #management

Today’s complex business models must handle global expansion, acquisitions, and seamless development of new products and services. That strain, coupled with ongoing talent shortages and stricter cost management edicts, means modern CFOs and finance leaders are under more pressure than ever. Adopting a modern tech stack provides a foundation that delivers financial accuracy, agility, and rapid strategic insights critical to business success. Read the full article here: https://lnkd.in/dtNjQZkw