Tom Spencer

JULY 7, 2023

I was assigned to a typical strategy engagement – should client X selling product Y increase sales in market Z? We repeated our request a week later, but they only provided a balance sheet from the previous year. Companies hire consultants to simplify their workload, not to add more elements to their “to-do” list.

Data 78

Data Consulting Balance Sheet Analysis 78

Tom Spencer

SEPTEMBER 19, 2020

You’d be foolish to think that every company is not having a conversation about how the virus impacts hiring and human resources. If the firms don’t have a strong balance sheet, if they foresee a potential cash flow problem, or if they have clients in particularly hard hit industries, I’d be concerned.

Consulting 103

Consulting Balance Sheet Cash Flow Real Estate 103

Harvard Business

FEBRUARY 26, 2018

Recent research lets us make an even bolder claim: accounting earnings are practically irrelevant for digital companies. Our current financial accounting model cannot capture the principle value creator for digital companies: increasing return to scale on intangible investments. Let’s first look at the balance sheet.

Financial 28

Financial Balance Sheet Company Report 28

Tom Spencer

OCTOBER 26, 2019

Many consulting, corporate strategy, and corporate development roles require the interviewee to go through an M&A case study. Mergers and acquisitions, or M&A for short, involves the process of combining two companies into one. Mergers occur when two companies join forces. Benefits of Combining Forces.

Balance Sheet 60

Balance Sheet Case Interview Case Study Case Studies 60

Tom Spencer

AUGUST 26, 2013

LAST post, I highlighted the importance of strategy when considering the viability of a potential acquisition; however, before a final decision can be made, a consultant needs to estimate the value of the target company. In addition to valuing the target company, you also need to estimate the value of potential synergies.

Cash Flow 109

Cash Flow Case Interview Balance Sheet Interviews 109

LSA Global

MAY 9, 2019

It is not just the purview of finance to interpret the numbers that govern profit and loss; it behooves every employee to understand how and why the company makes money, spends money, and measures financial performance. Study the Balance Sheet. With term definitions in hand, analyze your company’s balance sheet.

Balance Sheet 28

Balance Sheet Cash Flow Metrics Financial 28

MishTalk

SEPTEMBER 4, 2014

Draghi Has it Backwards A director at a global financial company with offices worldwide pinged me in response to my post ECB''s €40bn Stimulus Gamble: ECB Pulls Out Bazooka, Cuts Rates, Buys Assets; Will this Stimulate Lending? An increase in the ECB''s balance sheet to that size would imply something on the order of one trillion euros.

Balance Sheet 76

Balance Sheet Real Estate Banking Operations 76

LSA Global

JANUARY 20, 2023

How do you gain this perspective, so you can discuss strategies and impact rather than tactics and features? Know the Client’s Company Next you need to develop a deep understanding of your client company’s business within the context of their industry. Financials: income statement, balance sheet, and key ratio trends ?

Sales 36

Sales Meeting Balance Sheet Trends 36

Harvard Business

OCTOBER 11, 2018

.” With all these success stories and such a heady reputation, one might expect to see companies trumpeting sustained revenue growth, permanent reductions in cost structures, dramatic improvements in customer satisfaction, and other benefits. For most companies, data is a real problem. It takes a lot to succeed with data.

Data 37

Data Strategy Strategy Strategy& 37

Harvard Business

MAY 28, 2018

Most companies see investor relations as a one-way street. Yet investors can be a powerful strategic resource, providing not only capital but also less-biased insight into the threats and opportunities that a company encounters. Heini Wehrle/BIA/Minden Pictures/Getty Images. What he heard was uncomfortable.

Company 31

Company Balance Sheet Cash Flow Interviews 31

Martinka Consulting

MARCH 11, 2016

At the end of December a client got an email from his CPA that said, “It looks like the company lost $100,000 in October.” ” She deciphered this by looking at the third quarter P&L and an October 23 balance sheet. Projections of what a company will do over the next year based on one or two months.

Balance Sheet 40

Balance Sheet System Trends Company 40

MishTalk

AUGUST 6, 2013

Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.

Balance Sheet 68

Balance Sheet Analysis Trends Real Estate 68

Martinka Consulting

APRIL 14, 2021

As I’ve written many times before, the buyer is buying your people as much, or more, than they are buying your “company.” This is a project-based business and work in process was not being recorded on the balance sheet. Employees are the lifeblood of any business so treat them well, pay them well, let them grow, and trust them.

Balance Sheet 40

Balance Sheet Sales Financial Operations 40

MishTalk

FEBRUARY 16, 2014

bolivare-per-USD rate, thus the near-$300 million charge P&G now expects to incur on its third quarter balance sheet. The company also lowered its earnings-per-share growth forecast to 3% to 5%, down from prior guidance of 5% to 7% growth. certain P&G products — are exchanged. bolivares per one U.S.

Balance Sheet 77

Balance Sheet Productivity Sales Policies 77

1 to 1

NOVEMBER 16, 2022

So how can companies continue to grow when times are tight? A customer focus also builds trust between companies and their customers, which is a key enabler of long-term, profitable relationships, no matter the economic climate. Firms are becoming more risk-averse and deliberate in their spending plans through the end of the year.

Balance Sheet 26

Balance Sheet ROI Operations Media 26

Martinka Consulting

MAY 4, 2018

One of the first things I do when I see financial statements is check if the year-to-date income on the P&L is the same as the year-to-date income on the balance sheet. It is tough to manage a business, be in control, and implement (a new) strategy. Planning is important, as is timing. (One Conclusion.

Balance Sheet 53

Balance Sheet Financial Industry System 53

Martinka Consulting

APRIL 19, 2016

Last month a friend referred me to a business owner wanting to sell his company. His balance sheet is a mess. Marketing strategies have to be tried and you have to realize they won’t all work. Sales were down from 2014 and expenses were up. But this is not the point of the story. Growing a business is not easy.

Balance Sheet 40

Balance Sheet Advertising Sales Banking 40

Johanna Rothman

JUNE 9, 2020

Some people don't know how to read a balance sheet. I'm also not talking about a “quiet” period for public companies. When managers stop micromanaging teams, they can start to think about the strategy and the organizational culture. The strategy informs the project portfolio and other planning.

Management 59

Management Agile Balance Sheet Metrics 59

1 to 1

JULY 29, 2022

The companies that understand customer intent—the purpose or reason behind a customer’s behavior—are better positioned to give customers want they want and outperform competitors. At the same time, data models for understanding customer intent and other insights are not infallible; even data-driven companies are a constant work in progress.

Data 29

Data Apparel Automotive Balance Sheet 29

Harvard Business

APRIL 26, 2017

During the Great Recession of 2008, companies around the world downsized their workforces. Proponents of downsizing argue that it is an effective strategy, with benefits such as increased performance and sales. American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010.

Company 28

Company Balance Sheet Resources Financial 28

Harvard Business

MARCH 31, 2017

After all, if you’re trying to sell a product or strategy, you need to be able to demonstrate that it is both practical and high margin. ” If you’re unable to contribute to a discussion on the company’s performance, you’re unlikely to advance. “They need to see why it’s a good idea.”

Finance 28

Finance Balance Sheet How To Metrics 28

Harvard Business

JANUARY 16, 2017

Another CEO used prodigious management skills to successfully consolidate, grow, and dramatically increase the efficiency of a vertically integrated industrial company. To support a change in strategy from efficiency-driven to innovation-driven growth, the company acquired another company to be its innovation engine.

Company 28

Company Government Balance Sheet System 28

Consultant Ninja

MARCH 31, 2009

Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. A lot of companies, including a lot of consulting companies, have professional indeminity insurance with the likes of AIG.

Balance Sheet 100

Balance Sheet Marketing Banking Consulting 100

1 to 1

SEPTEMBER 21, 2021

They report what they learn to leadership and associates, informing future trainings and strategies. But companies that want to do it on their own should begin by assessing what’s working and what’s not. Fully aligning sales and marketing can bring many benefits to a brand – to customers, employees, and balance sheets alike.

Sales 26

Sales Marketing Balance Sheet Data 26

MishTalk

DECEMBER 23, 2013

Rates continued to surge on Monday, however, in China’s money markets — a key source of short-term funding for commercial banks and also for financial institutions engaged in risky, off-balance-sheet shadow lending. At the same time, demand for cash is high among Chinese companies seeking to meet year-end payments.

Balance Sheet 76

Balance Sheet Banking Benchmarking Financial 76

Harvard Business

NOVEMBER 22, 2016

The company does deep data mining through multiple sources to spot signature events in customers’ lives. Digital channels now allow companies to fine-tune marketing messages based on observed behavior. For example, Bain & Company’s recent analysis of the U.S. Take a balance-sheet view.

Balance Sheet 28

Balance Sheet Insurance Insurance Data 28

MishTalk

JULY 30, 2014

That’s because it shifts some pollution — and the burden for cleaning it — onto another other country’s balance sheet. Obama pretties up his own climate balance, but it doesn’t help the global climate at all if Obama’s carbon dioxide is coming out of chimneys in Germany.” So, too, are the prices on the carbon market in Europe.

Balance Sheet 72

Balance Sheet Enterprise Energy Banking 72

Martinka Consulting

APRIL 3, 2020

For most business owners I’m guessing your strategy is off track and any exit planning is on the back burner given our minds are on the ramifications of the COVID-19 virus. If you have a line of credit, consider using it to get cash on your balance sheet. It comes down to choices. Do not “hunker down.”

Management 40

Management Balance Sheet Training Training 40

Harvard Business

JULY 14, 2017

The success of platform companies like Airbnb, Amazon, and Netflix has led to envy bordering on despair for their competitors. Companies are right to be worried. Our research shows that companies with platform- and network-based business models are exponentially better at creating value. So what’s a legacy company to do?

Intellectual Property 28

Intellectual Property Strategy Strategy Strategy& 28

Harvard Business

OCTOBER 31, 2017

That strengthened investment banks’ balance sheets by forcing them to scale back and to change the nature of the risks they take. As a result, their balance sheets are half as large on a risk-adjusted basis, and the capital they hold against trading positions has doubled over the past decade, our research shows.

Banking 28

Banking Balance Sheet Financial Finance 28

MishTalk

JUNE 26, 2013

Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? You Walk Away Blog.

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

Harvard Business

NOVEMBER 25, 2016

This summer, the company applied for federal licenses to sell directly to customers the excess renewable energy it generates on its new campus and in facilities across Oregon, Nevada, and California. Consider Apple, hardly a byword in the energy business. But solar electricity is only the beginning of the future energy marketplace.

Energy 28

Energy Balance Sheet Efficiency Software 28

Martinka Consulting

MARCH 5, 2021

The title is the theme of the book with each chapter being a deal tip or strategy (and it’s available on Amazon). Will you use qualified plan funds (you can use them without tax or penalty and your new 401k plan will own shares of your company)? Have a strong balance sheet. These are often different numbers.

Balance Sheet 40

Balance Sheet Cash Flow Financial Education 40

LSA Global

APRIL 12, 2017

As you purposefully build your company and your corporate culture, selecting the right talent—the talent that fits the job and your organization—is critical. Review the competencies with the specific job in mind and determine which are most important for the job, your corporate culture and your business strategy. Prioritize the List.

Talent 37

Talent Balance Sheet Interviews Culture 37

MishTalk

DECEMBER 18, 2013

Subordinated debt (also known as subordinated loan, subordinated bond, subordinated debenture or junior debt) is debt which ranks after other debts should a company fall into liquidation or bankruptcy. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.' From Wikipedia.

Banking 71

Banking Balance Sheet Finance Government 71

MishTalk

OCTOBER 16, 2015

Despite the unprecedented increase in the Federal Reserve’s balance sheet, growth in M2 over the first nine months of this year fell below its average rate of growth over the past 115 years, a time when the growth in the monetary base was stable and quite modest. That strategy cannot possibly work as Japan has proven for decades.

Balance Sheet 28

Balance Sheet Banking Interviews Video 28

MishTalk

JANUARY 26, 2015

Overall, foreign companies have an estimated $16 billion in outstanding dividends listed on their balance sheets that they have not been able to return to headquarters, according to Caracas-based research firm Ecoanalitica. dollar as quoted by the website dolartoday.com, it would only receive about $25 million.

Balance Sheet 28

Balance Sheet Airlines Operations Marketing 28