Resources

Incident response plans are essential in M&A to protect against cyber threats, ensuring compliance, operational continuity, and deal value.

Explore how scenario analysis in M&A enhances revenue projections, informs valuations, and aids in risk management for successful integrations.

Learn effective revenue forecasting for SaaS through scenario analysis, key metrics, and strategies to navigate market uncertainties.

Explore the key differences between debt and equity financing, including costs, risks, and when to choose each option for your business.

Explore the pros and cons of debt and equity financing, and how each option impacts cash flow, ownership, and growth strategies for businesses.

Master jurisdictional threshold calculations to avoid costly mistakes in mergers and acquisitions and ensure compliance with regulatory requirements.

Learn the essential jurisdictional thresholds for M&A in 2024, including transaction size and size-of-person tests to ensure compliance.

Learn the five essential steps for scenario-based forecasting to navigate uncertainty and enhance decision-making for growth-stage companies.

Explore how scenario analysis empowers businesses to navigate uncertainty by evaluating multiple financial outcomes and enhancing decision-making.

Explore key FP&A tools that help scaling companies reduce financial waste and streamline decision-making processes.

Explore the top 10 financial metrics for CFO dashboards in 2024 to enhance decision-making and drive business growth.

Explore the significance of non-financial KPIs for business success, highlighting their role in forecasting growth and fostering stakeholder trust.

Explore unit economics to identify inefficiencies, boost profit margins, and drive sustainable growth through strategic financial insights.

Explore essential ERP audit controls that enhance financial reporting accuracy, ensure compliance, and mitigate risks in your organization.

Learn how to build internal controls for scaling finance teams, addressing risks and enhancing efficiency with technology and clear policies.

Explore how ERP systems enhance SOX compliance through automation, data security, and streamlined auditing processes.

Explore the top 5 causes of financial discrepancies in scaling teams and discover effective solutions for sustainable growth.

CFOs play a vital role in preparing businesses for operational disruptions by identifying risks and creating effective contingency plans.

Learn how FP&A teams enhance contingency planning with risk assessment, scenario analysis, and financial strategies for business resilience.

Learn how CFO dashboards empower growth-stage companies with real-time financial insights, actionable metrics, and improved decision-making.

Learn how to ensure your company meets the QSBS 80% active business rule for maximizing tax benefits on capital gains.

Learn how the 80% active business rule affects eligibility for QSBS tax benefits and the key requirements businesses must meet for compliance.

Learn the essential steps in market comparables analysis to accurately estimate a company's value against similar businesses.

Learn how to select the right comparable companies for valuation to ensure accurate and meaningful financial analysis.

Explore the key differences between early-stage and growth-stage VC funding, including investment sizes, risk levels, and investor expectations.

Explore how early-stage and growth-stage VC influence startup valuations, highlighting key factors for founders to consider at each phase.

Learn how to accurately adjust revenue projections for seasonality to improve financial planning and avoid cash flow issues.

Learn how to build accurate seasonality curves to enhance revenue forecasting, cash flow management, and strategic planning for your business.

Explore the costs and benefits of ERP integration, from initial investments to long-term ROI, and how to maximize efficiency in your operations.

Explore the pros and cons of ERP systems for financial teams, including cost, efficiency, and alternative solutions for improved workflows.

Learn how cash flow sensitivity analysis empowers startups to make informed financial decisions, manage risks, and plan for growth effectively.

Learn how cash flow sensitivity analysis can help businesses assess risks and opportunities to make informed financial decisions.

Explore the essential metrics of unit cost structure to enhance pricing strategies, identify cost-saving opportunities, and improve profitability.

Learn how to effectively analyze your unit cost structure with five simple steps for improved efficiency and profitability.

Learn how to forecast cash flow for your SaaS business using Excel, focusing on key metrics like MRR, churn, CAC, and LTV.

Learn how to build effective cash flow models in Excel to enhance financial decision-making and manage business liquidity.

Explore essential employee engagement metrics to enhance workforce satisfaction, productivity, and retention for organizational success.

Learn how to calculate the Employee Engagement Index (EEI) to measure workforce motivation and identify improvement areas.

Learn how to effectively research M&A markets, set clear goals, and screen potential targets for successful acquisitions.

Streamline your M&A target identification with a structured five-step process to find the right acquisition opportunities.

Explore how a solid financial strategy fosters business growth through smart resource allocation, cash flow management, and data-driven decisions.

Learn how to align your financial strategy with business goals through clear objectives, data insights, and adaptable plans for growth.

Learn the signs that indicate your business may need a fractional CFO to navigate financial complexities and support growth.

Effective team alignment is crucial for successful mergers and acquisitions, ensuring shared goals, strong leadership, and seamless collaboration.

Prepare your business for mergers and acquisitions by focusing on strategic goals, financial health, and operational alignment.

Learn how FP&A fosters cross-functional collaboration, aligning teams through unified data, collaborative planning, and actionable insights.

Learn when to outsource vs. hire in-house for your finance team as your business scales, balancing cost, control, and expertise.

Learn best practices for financial forecasting in startups to manage cash flow, scale operations, and attract investors effectively.

Learn how to effectively track essential KPIs for SaaS success, including CAC, LTV, churn, MRR, and NRR, to drive growth and improve decision-making.

Explore essential cash flow management strategies to help growth companies streamline finances and seize market opportunities.

Maximize your business value before selling with these 10 essential steps, from improving financials to finding the right buyers.

Understand the key differences between Series A and Series B funding stages, focusing on investment amounts, goals, and investor expectations.

Prepare your business for due diligence with our comprehensive guide, covering financial, legal, and operational readiness for successful transactions.

Learn the essential financial metrics every startup founder needs to monitor for sustainable growth and investor confidence.

Discover how business brokers help buyers and sellers achieve the best value. Learn about their roles, fees, and benefits, plus tips to ensure a successful transaction.

Discover the importance of Seller's Discretionary Earnings (SDE) for small business valuation. Learn how to calculate SDE, improve your business's value, and make informed financial decisions with this comprehensive guide.

Discover how add-backs can significantly impact small business valuations. Learn to identify, document, and justify financial adjustments to showcase true profitability and secure the highest sale price.

Discover the importance of Quality of Earnings (QoE) reports in financial analysis and decision-making. Learn how these reports assess sustainability, uncover risks, and support informed investments in mergers, acquisitions, and beyond.

Learn how to value a retail trade business using SDE, EBITDA, and revenue multiples. Discover factors influencing valuation and expert guidance from Phoenix Strategy Group.

Learn about equipment valuation methods, factors influencing appraisals, and challenges in valuing assets like machinery, vehicles, and tools. Discover expert insights for informed decision-making and financial compliance.

Discover the key valuation multiples—SDE, EBITDA, and REV—that determine the worth of accounting firms. This guide offers insights into factors influencing valuation, strategies to enhance firm value, and the importance of professional appraisals. Perfect for buyers and sellers seeking informed decisions in the dynamic accounting industry.

Discover how to value small businesses effectively using SDE, EBITDA, and revenue multiples. Learn the fundamentals of business valuation and how to optimize your strategies for buying, selling, or expanding your business.

Discover the critical differences between financial professionals like bookkeepers, accountants, CPAs, controllers, and CFOs. Learn how to choose the right expert for your business to ensure financial success and growth.

Discover actionable strategies and diverse financing options to expand your business successfully. Learn how to navigate growth with expert insights and proven approaches.

Explore the fundamentals of gross profit, its importance, and how it impacts your business. Learn to calculate gross profit, analyze trends, and optimize your company’s financial health with this detailed guide.

Discover the top 12 factors venture capitalists evaluate when funding startups. From strong leadership to market potential, learn how to position your business for VC success.

Discover how an outsourced financial controller can streamline your business finances, improve cash flow, and prepare for growth or transactions. Learn the key roles, benefits, and why outsourcing is a cost-effective solution for modern businesses.

Learn how to identify, calculate, and manage fixed and variable costs to keep your business profitable. Discover strategies to optimize expenses, forecast accurately, and achieve financial success.

Discover how a Virtual CFO can help small and medium-sized businesses achieve financial growth and stability. Learn about costs, benefits, and their key responsibilities in this comprehensive guide.

Discover the importance of financial audits for businesses. Learn how audits verify financial statements, detect errors and fraud, ensure regulatory compliance, and foster trust with stakeholders. Explore the CFO's vital role in the audit process for transparency and accountability.

Explore this comprehensive guide to Generally Accepted Accounting Principles (GAAP), including its core principles, benefits, and importance for businesses of all sizes. Perfect for leaders, investors, and financial professionals.

Discover the key differences between organic and inorganic growth, their advantages and challenges, and how to choose the right strategy to fuel your business success. A guide to sustainable and strategic expansion.

Discover the crucial differences between controllers and comptrollers, their roles, responsibilities, and how they impact organizational success in the corporate, government, and nonprofit sectors.

Discover the advantages of accrual accounting for your business. Learn how it enhances financial insights, improves decision-making, and supports strategic growth. Transition smoothly with expert tips and tools for compliance and accuracy.

Learn how cost and price analysis can optimize profitability, improve efficiency, and enhance market positioning. Discover actionable strategies and insights to make data-driven financial decisions.

Discover how hiring a fractional CFO can revolutionize your business's financial management. This comprehensive guide covers their services, benefits, industry-specific advantages, and strategies for finding the right fit. With practical case studies and insights, learn how fractional CFOs drive sustainable growth, streamline operations, and empower businesses of all sizes.

Thinking about selling your laundromat? Discover how a professional valuation can maximize your profit, identify risks, and set a realistic asking price for a smooth and successful sale.

Thinking of buying a painting business? Learn the essential steps, from obtaining a business valuation to negotiating a fair purchase price, and discover key strategies for maximizing your new venture's value. Start your entrepreneurial journey in the painting industry today!

Discover the key steps to selling your funeral home with confidence. Learn how to determine fair market value, identify strengths and weaknesses, support negotiations, and plan a strategic exit for a smooth and successful sale.

Learn how to value and purchase a security alarm company with expert tips on business valuations, negotiation strategies, and securing financing for a successful investment.

Learn the essential steps to successfully selling your masonry business, including obtaining a thorough business valuation, understanding key value drivers, assessing risks, and setting a realistic asking price to ensure a profitable and smooth transaction.

Learn how to determine the fair market value of an HVAC company before purchase. Discover key valuation methods, identify opportunities, understand risks, and secure financing to make informed buying decisions.

Learn how a professional valuation can help you sell your tanning salon at the best price. Understand the key factors, value drivers, and risks to ensure a smooth and profitable sale.

Discover essential insights and methods for valuing a plumbing business. Learn how a detailed business valuation can guide you in negotiating prices, securing financing, and maximizing your investment.

Planning to sell your flooring business? Discover how a professional business valuation can help you maximize your return on investment. Learn key value drivers, risk factors, and effective pricing strategies to ensure a successful sale.

Discover the key to valuing an auto parts store, whether you're buying, selling, or expanding. Our guide covers strategic valuation approaches, including market and income methods, to help you navigate the complexities of the auto parts industry.

Discover the key to valuing hotels and motels with our comprehensive guide. Learn about the impact of location, staff, services, and online presence on your property's value.

Discover the essentials of pharmacy valuation with our expert guide. Learn about the benefits of understanding your pharmacy's market value, the key approaches to valuation including the market and income methods, and how to enhance your pharmacy's worth.

Explore valuation multiples for car dealerships: Understand the significance of SDE, EBITDA, and REV multiples in determining the market value of new and used auto dealerships. Essential reading for buyers, sellers, and investors in the $1 trillion U.S. car dealership industry."

Discover essential insights on restaurant valuation multiples with our comprehensive guide. Learn about market approaches, SDE, EBITDA, and REV multiples to effectively value, buy, or sell a restaurant.

Explore the intricacies of valuing a consulting firm with PSG. Learn about key success factors, standard market multiples, and various evaluation methods to distinguish your firm. Whether you're buying, expanding, or selling a consulting business, our comprehensive guide provides the insights you need.

Navigate the intricacies of car wash valuation with PSG's expert guidance. Understand key factors such as market multiples, location, recurring revenue, and more that impact the worth of your car wash business. Schedule a free consultation today!

Discover the importance of professional printing equipment evaluations with PSG Business Estimates. Our comprehensive guide explains the evaluation process, selection criteria for an evaluator, and the necessary information needed for an accurate assessment. Equip yourself with the right knowledge to make informed business decisions.

Explore the ins and outs of FedEx route valuation with this comprehensive guide. Understand the key factors that influence value, the importance of valuation multiples, and how to make the most out of your FedEx route business. Start your journey to success in the courier and local delivery service industry today.

Discover the importance of accurate beverage equipment valuation with Summit Business Assessment. Our expertise in comprehensive asset valuation enables you to make informed decisions, facilitating successful business transactions. Schedule your free consultation today!

Explore the key value drivers to maximize your hotel or motel's potential in this comprehensive guide. Whether you're buying, expanding, or selling, understanding these components can help boost profitability and provide a competitive edge in the hospitality industry.

Learn why hiring an operations manager can be critical to the success of a startup, how to determine when to bring one on board, and what qualities to look for in a candidate. Discover the benefits of having an operations manager and how they can help keep your startup on track.

Learn about the significance of Gross Merchandise Value (GMV) in measuring your business's revenue and how to calculate it. Find out why tracking this metric is crucial for identifying trends and areas for improvement, while avoiding the pitfalls of relying solely on GMV as a vanity metric.

Small startups with limited funding are seeing a surge of acquisition offers from larger companies looking to fill technology gaps and acquire companies with traction. Learn why these small exits are good for investors, life-changing for founders, and beneficial for acquiring companies, and how our firm can help guide startups through the due diligence process.