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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

These reports typically include information on a company’s financial performance, management team, competitors, industry trends, and any other relevant information. This includes analyzing a company’s financial statements, such as its income statement, balance sheet, and cash flow statement.

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Getting Your Deal Done

Martinka Consulting

I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. For example, a client of mine had, over three years, four expense items I determined were owner compensation (officer salary, owner salary, management wage, and shareholder wages). Guess what? We never met.

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How to Improve Your Finance Skills (Even If You Hate Numbers)

Harvard Business

“The decision-makers will want to see a simple model that shows revenue, costs, overhead, and cash flow,” he says. See More Videos > See More Videos > Tackle the balance sheet. “Take an interest in the balance sheet and then do the due diligence to understand it,” he says.

Finance 28
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How Companies Can Use Investors to Their Advantage

Harvard Business

Nikon, the legendary Japanese camera maker, provides a textbook study in how smart managers can work with strategic investors to transform a struggling business. His idea was to turn investor relations on its head by using regular meetings with top-class investors as something akin to due diligence.

Company 29
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There’s No Wrinkle in Time for the Time-based CFO

Free Agent CFO

Many accounting managers do that. Meet Susan. The balance sheet is dull and boring with almost no debt. It’s one of those balance sheets that lacks drama. And cash flow? Free cash flow is predictable and also tracks consistently with earnings. Focusing on the past is not.

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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

Although most governments are required to balance their budgets on a cash flow basis each fiscal year, a structural budget gap can arise when recurring expenditures are greater than recurring revenues. Of course, Chicago would also have to meet the other eligibility criteria. This is one of several eligibility criteria.