This presentation offers valuable tips for business owners and financial executives to better manage your company\'s assets and raise capital in a changing economy. You\'ll learn new strategies for conserving cash, diversifying funding sources, and retaining talent -- all from a new Deloitte special report. Find out how to develop a "new mix" of capital to finance your company, and hear other tips for reducing costs and accelerating business growth.
Exploring small business financing at the intersection of alternative lending...Crest Hill Capital LLC
The idea of small business financing and traditional lending outlets like banks is almost an oxymoron in itself. With myriad restraints, such as restricted cash flow, delayed payments, and constant capital demands, small businesses have often found themselves struggling to avail financing.
True or False? 10 M&A assumptions private companies should be testingDeloitte Canada
The state of our economy shouldn’t be reason for private companies not to pursue mergers and acquisitions. Any deal can carry risk at any time. What matters is how you manage it.
Phase 3 financial issues & incentives in organizationsViệt Hoàng Dương
A foremost concept in finance concerns how individuals interact in order to allocate resources (capital) and/or shift consumption across time by borrowing or investing
Exploring small business financing at the intersection of alternative lending...Crest Hill Capital LLC
The idea of small business financing and traditional lending outlets like banks is almost an oxymoron in itself. With myriad restraints, such as restricted cash flow, delayed payments, and constant capital demands, small businesses have often found themselves struggling to avail financing.
True or False? 10 M&A assumptions private companies should be testingDeloitte Canada
The state of our economy shouldn’t be reason for private companies not to pursue mergers and acquisitions. Any deal can carry risk at any time. What matters is how you manage it.
Phase 3 financial issues & incentives in organizationsViệt Hoàng Dương
A foremost concept in finance concerns how individuals interact in order to allocate resources (capital) and/or shift consumption across time by borrowing or investing
Bob Pearson • Transamerica Financial Advisors Inc.
- Experts need experts: 10 questions to ask third-party money managers by Kellye Whitney
- Do record margins pose market threat?
- “Rule of 240” compounding by Ron Rowland
- Hot-button topics drive seminar attendance (Matthew Gaude, FSC Securities)
4 active vs passive advisor insert funds flows dfa (advisor present) p. 1-3, ...Weydert Wealth Management
This excellent article contains three key graphics illustrating how average investors flow into and out of investments at the wrong times and contrasts this with the average DFA investor who remains much more consistent and disciplined.
Matthew Gaude • FSC Securities
- Gaining the peer-to-peer advantage: The 2015 NAAIM annual conference highlighted the importance of collaboration by Linda Ferentchak
- Debate over valuations heats up
- Fundamentalists vs. technical analysts by Martha Stokes, CMT
- Marketing the unrealized potential of 403(b) plans (Ryan Finnell, Retirement Tax Advisory Group)
What Family Business Advisors Need to Know About ValuationMercer Capital
Family business advisors help companies and leaders navigate a wide range of business and family challenges, ranging from corporate governance to succession planning to family relationship dynamics and all points in between. This whitepaper helps fill in that gap.
Small Business Banking Segment Analysis - 06.10.16Calvin Turner
Most banks believe they are committed to servicing Small Business customers. They develop products and services for this segment; they invest considerable amounts of time and money trying to improve their Small Business Bankers’ business development (i.e., sales) skills; and some may even create a line of business within the bank entitled “Business Banking” or “Small Business Banking.” But most of these efforts fail to produce the desired growth objectives because banks don’t really understand the needs of the small business customer.
Recipe for Retail Sector Success: Q&A with Andrew Heyer, Jamba Juice Investor...OurCrowd
What's the recipe for success investing in the retail and consumer sectors? Join us for a live discussion and Q&A session with Andrew Heyer, whose investment portfolio includes brands like Jamba Juice, Celestial Seasonings and XpresSpa. He will join OurCrowd's Principal David Stark and Head of Investment Community Zack Miller for a lively discussion and Q&A session.
In the business of money, there can be no errors. That goes doubly so for keeping your customers. With PNA's finance data analytics, discover the hidden patterns that customers give you, and learn the language needed to retain them.
Bob Pearson • Transamerica Financial Advisors Inc.
- Experts need experts: 10 questions to ask third-party money managers by Kellye Whitney
- Do record margins pose market threat?
- “Rule of 240” compounding by Ron Rowland
- Hot-button topics drive seminar attendance (Matthew Gaude, FSC Securities)
4 active vs passive advisor insert funds flows dfa (advisor present) p. 1-3, ...Weydert Wealth Management
This excellent article contains three key graphics illustrating how average investors flow into and out of investments at the wrong times and contrasts this with the average DFA investor who remains much more consistent and disciplined.
Matthew Gaude • FSC Securities
- Gaining the peer-to-peer advantage: The 2015 NAAIM annual conference highlighted the importance of collaboration by Linda Ferentchak
- Debate over valuations heats up
- Fundamentalists vs. technical analysts by Martha Stokes, CMT
- Marketing the unrealized potential of 403(b) plans (Ryan Finnell, Retirement Tax Advisory Group)
What Family Business Advisors Need to Know About ValuationMercer Capital
Family business advisors help companies and leaders navigate a wide range of business and family challenges, ranging from corporate governance to succession planning to family relationship dynamics and all points in between. This whitepaper helps fill in that gap.
Small Business Banking Segment Analysis - 06.10.16Calvin Turner
Most banks believe they are committed to servicing Small Business customers. They develop products and services for this segment; they invest considerable amounts of time and money trying to improve their Small Business Bankers’ business development (i.e., sales) skills; and some may even create a line of business within the bank entitled “Business Banking” or “Small Business Banking.” But most of these efforts fail to produce the desired growth objectives because banks don’t really understand the needs of the small business customer.
Recipe for Retail Sector Success: Q&A with Andrew Heyer, Jamba Juice Investor...OurCrowd
What's the recipe for success investing in the retail and consumer sectors? Join us for a live discussion and Q&A session with Andrew Heyer, whose investment portfolio includes brands like Jamba Juice, Celestial Seasonings and XpresSpa. He will join OurCrowd's Principal David Stark and Head of Investment Community Zack Miller for a lively discussion and Q&A session.
In the business of money, there can be no errors. That goes doubly so for keeping your customers. With PNA's finance data analytics, discover the hidden patterns that customers give you, and learn the language needed to retain them.
NERVIOS: Estado pasajero de excitación nerviosa, inquietud o falta de tranquilidad.
"el nerviosismo es patente entre unos inversores totalmente desorientados por la crisis"
sinónimos:nervios, nerviosidad, nervosidad
Estrés Estado de cansancio mental provocado por la exigencia de un rendimiento muy superior al normal; suele provocar diversos trastornos físicos y mentales.
ExtraFunds is a proven servicer in the short-term online lending marketplace. ExtraFunds is currently seeking to expand its operations by raising capital via Crowdfunder. For more details about the offering, visit www.crowdfunder.com/extrafunds.
Our event on 2 March for SMEs interested in finding out about the creation and protection of IP, cashflow finance and/or broadening access to alternative sources of funding.
It was aimed at digital and technology businesses, and as well as an overview of the opportunities for SMEs in the sector, expert colleagues from Metis Partners (intellectual property specialists), Jumpstart (specialists in R&D tax credits) and the Lending Crowd (insights on crowdfunding). The session was a short, sharp, non-technical guide for businesses to consider some potentially new approaches to practical aspects of successful innovation.
Mercer Capital's Value Focus: FinTech Industry | Second Quarter 2016 Mercer Capital
Mercer Capital’s quarterly newsletter, FinTech Watch, provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest from around the web. This newsletter focuses on FinTech segments, including payment processors, technology, and solutions companies, examining general economic and industry trends as well as a summary of M&A and venture capital activity.
This presentation is about the use of technology and innovative business models in financial services. It was presented at a conference entitled "Disruptive Innovations in Financial Services" sponsored by the Institute for Financial Services Analytics (IFSA) in the Lerner College of Business and Economics at the University of Delaware on March 3, 2016.
5. Q & ASource: Deloitte & Touche LLP, “See the Bigger Picture: Managing Assets in Volatile Times: 9 ways CFOs can Adapt to Changing Financial Markets”..
6.
7. Bank lending fell by $587 billion, or 7.5% in 2009, the largest annual decline since the 1940sSource: Federal Deposit Insurance Corp., 2010 Source: Pepperdine Private Capital Markets Project, Survey Report III, 2010 Source: CFO Magazine: July/August 2010
8. 3 Tip 2: Conserve Cash, Control Costs “Everybody’s looking for the quick, easy wins – but many companies will also need to implement more comprehensive, far-reaching cost reduction efforts to get the results they’re looking for.” What happens when there’s nothing left to squeeze?
9. 4 Tip 3: Lower Working Capital Requirements Track accounts payable performance by commodity and extend terms to industry benchmarks. Eliminate errors in the order-to-delivery process to reduce disputes and improve accounts receivable performance. Improve demand forecasting and inventory planning to lower inventory requirements.
10. 5 Tip 4: Establish a Plan C Traditional budgeting cycles are no longer applicable or particularly useful. Focused, short-term 30 and 60-day forecasts may provide a much more practical option Economic and business uncertainty is forcing companies to improve cash flow visibility by driving greater use of short-term cash flow forecasting
15. 60% of companies anticipate their working capital needs to increase in 2011 vs. 2010Source: The Receivables Exchange Working Capital Research Group. 2010 If your company is strapped for cash, are you missing out on these opportunities?
34. Which invoices to auctionA/R Seller A/R Buyer bids that fall outside of parameters are invalid
35. 11 No Personal Guarantees A personal guarantee on a business loan should be a last resort – Dun & Bradstreet Definition:“A personal guarantee is an unsecured promise from an individual to make loan payments when a small business is not able to do so.” – Inc. Magazine Which means…If you can’t pay your loan from your business account, you will have to pay from your personal account, and you could risk losing your car, yourhouse, and your savings. Receivables financing does NOT require a personal guarantee. You are leveraging your commercial receivables, NOT your personal assets.
36. 12 An Efficient Marketplace for Working Capital Existing Capital Marketplace New Competitive Electronic Capital Marketplace Banks Seller Seller Banks Asset Based Lenders Seller Seller Asset Based Lenders Traditional Factors Seller Seller Traditional Factors Hedge Funds Seller Seller Hedge Funds Pricing discrepancies Inefficient Local Fragmented Centralized Transparent Efficient Global
46. 16 Industry Recognition “Most Innovative E-Commerce Company in the World” Named the winner in the e-commerce category of The Wall Street Journal’s 2010 Technology Innovation awards, which recognizes the most important innovators in technology worldwide. The first winner in the e-commerce category since 2004. “Top 40 Innovator in Financial Technology” Named to “2010 Tech 40: The Top 40 Innovators in Financial Technology” alongside financial services heavyweights JP Morgan Chase, Bank of America, Bloomberg and others. “New Capital Market” Morgan Stanley Business-to-Business finance report hails The Receivables Exchange as “a new capital market” and solution for SME supplier financing . “Hope for the Financial Industry” Named one of “Eight Startups Brimming with Hope for the Financial Industry.” “Best Web-based Supply Chain Financing Solution” Named the “2009 Best Web-based Supply Chain Financing Solution.”