The ARGroup of Search Companies’ Post

PE firms, want to get a different perspective about the revenue outlook of the target company? Try the CFO or finance folks. _____ PS - I would let the due diligence team ask the questions and record the session. Then review the session.

The deal finally closes, and before the first sip of champagne, there is already an overwhelming amount of work on both sides before any real celebration begins. The ideal approach to building a mature finance function for a portfolio company post-deal is to develop standardized reporting for the company to measure and act on while providing a solution to enhance the finance operations quickly. From there, you will have a consistent set of accurate and reconciled metrics and insights to hold the team accountable and inform decision-making that delivers value to all stakeholders. https://lnkd.in/gqHc5SWW #privateequity #valuecreation #financetransformation

We learn a lot from our clients. Being partners with our fractional CFO clients means the learning goes both ways. When one of our clients has a challenge: - We put our heads together. - We decide on the best action. - We create a plan and see it through. - We analyze the results to keep improving. This cycle happens over and over, and we’re able to serve all our clients better because of it. If you keep running up against the same finance challenges, you probably just haven’t found the right partner. Send us a message and put the power of collaboration to work for you! #finance #fractionalcfo #chieffinancialofficer #client #clientsolutions #buffalony #buffalo

when I was at the foundation level there was a lot of confusion 🤔 between ordinary business and special business as per Companies Act As I know, only the first condition of ordinary business that is 👇 🛑It must be any of the four business- 1. Adoption of financial statements 2.Declaration of dividend 3. Appointment of Director in place of retiring director 4.Appointment of auditor but for ordinary business the 2nd condition must also be fulfilled 👇 which we usually skip and it leads to confusion the above mentioned business shall be conducted at the AGM Special business: ⭐ Any business other than the mentioned above is a special business whether it be conducted in AGM or EGM ⭐ if the above mentioned business is conducted in EGM then also its a special business I hope it will clear your confusion if any 😊

The simulation helps bring to life the intricacies of M&A transactions and the various factors involved in deal-making. The simulation can be run as a standalone activity, or incorporated into a half-day or full-day programme focusses on areas such as advisory services, corporate finance, and product roles. Learn more here: https://lnkd.in/d3PCWz7J #MDATraining

Both financial due diligence and valuation are indispensable tools in the arsenal of business finance. Due diligence helps to identify any potential risks or liabilities that could derail a sale or impact future business performance. Valuation considers these risks in the context of the overall business worth.

"Elevate your business with Finsoul BPO’s outsourced CFO services. Our financial experts provide customized strategies to optimize your operations and drive growth. Discover the advantages of strategic financial management with us.  Get in touch at info@finsoulbpo.com or visit www.finsoulbpo.com to learn more." . . . #FinsoulBPO #OutsourcedCFO #FinancialStrategies #BusinessGrowth #OperationalEfficiency #StrategicFinance #ProactiveManagement #CFOInsights #BusinessExcellence

This one might have been the trickiest module yet! Through a 'comps' valuation you determine the value of your target company by comparing the metrics of similar companies. I learnt more about what exactly makes up a company's enterprise and equity value, and how to calculate these - which turns out to be more complicated than I originally thought. I learnt a lot, and realised how much I didn't know. 1 step closer to completing the FMVA, the next module is Budgeting and Forecasting which I know will be useful at work

Just finished the course “Finance Foundations: Corporate Governance” by Jim Stice and Earl Stice! Check it out: https://lnkd.in/e4vT9hNY #corporategovernance.

Thorough financial due diligence is the backbone of any M&A deal. Our comprehensive checklist outlines documents you'll need to hep you assess, organize and align your target. From analyzing historical financial statements and tax returns to evaluating internal controls and quality of earnings, there are specific and crucial steps to help you minimize risk and maximize value. But, navigating the nuances of financial due diligence can be overwhelming, especially when your team is already stretched thin. Don't forget to add this bonus step to your checklist: seek out the expertise of a strategic advisor to outline an effective approach to your M&A deals. A finance expert with deep M&A experience can provide the objective assessment and specialized knowledge you need to make informed decisions and achieve your strategic goals. Read more about the steps of M&A due diligence here: https://lnkd.in/gCdAsGBW #finance #financestrategy #mergersandacquisitions #financeleader #financialanalysis