FP&A
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Can we use EBITDA to value leasing & rental and savings & loan businesses?
Most PE firms buy and sell manufacturing or services companies and they predominantly use EBITDA to valuate the targets. When buying leasing & rental or savings & loan businesses, is it still appropriate to use EBITDA? Would great appreciate your insight.
3
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California's Proposition 30: Innovation Drain from CA?
There are a lot of members of Proformative that are in California and New York. I would venture to guess that nearly 75%+ are. I was listening to the radio at lunch when I heard of an article written on Prop 30 and its negative implications on business, start-ups, investors, etc. I have never lived…
1
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What is the value of rolling forecasts as duration increases? (Webinar Attendee Question)
We are currently contemplating a 3 year rolling forecast. I have raised some issues as to the value of the latter part of that forecast, given that as you get further out, the numbers become more sketchy and subject to significant change with the next update. What are your thoughts and what are oth…
13
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One issue with rolling forecast is that our company incentive plans are tied to budget (not forecast). Did you encounter a similar situation? How did you address or propose addressing? (Webinar Atte
This question was asked by an attendee during the Proformative webinar "New Ways of Looking into the Future - Rolling Forecasts" held on December 4, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-new-ways-looking-future-rolling-forecasts
4
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Rolling forecasts are great for internal management reporting. However, what do you present to the board of directors? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "New Ways of Looking into the Future - Rolling Forecasts" held on December 4, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-new-ways-looking-future-rolling-forecasts
6
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Does Host Analytics allow for scenarios analysis? If so, how many scenarios will it accept? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "New Ways of Looking into the Future - Rolling Forecasts" held on December 4, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-new-ways-looking-future-rolling-forecasts
1
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Once on a rolling forecast, do you still maintain a comparison to the original 12 month budget? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "New Ways of Looking into the Future - Rolling Forecasts" held on December 4, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-new-ways-looking-future-rolling-forecasts
8
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How are Cyber Monday discounts reported according to GAAP accounting?
Let's say a company discounts a $600 item to $300 for Cyber Monday. Is it recorded as $600 in revenue or $300? Then, if it were $600, is $300 added to a sales discount leger?
3
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Can anyone suggest resources for reviewing company's credit worthiness in Mexico?
We are expanding our product sales in this region. Currently, all sales are on a prepaid basis. However, the larger comapnies would like us to extend a credit limit. I would appreciate any resources others have used in assessing a Mexico company's credit worthiness.
1
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Salesforce.com time tracking reasonable audit evidence
My organization has saleable services which are not currently tracked. Revenue is deferred until complete, cost is not deferred. I haven't seen it, but our Sales Operations group is adamant that the time tracker in Salesforce.com has adequate controls in place and can be used to create reports. …
1
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Technology License And Distribution Agreement - First Hand Examples?
Hello. I have a company embarking on a worldwide launch of a commercial technology. We have many inquiries coming in to sell our product and made the strategic decision to move into a distributor sales model. I have developed a framework, but am interested to see if anyone else has like experien…
3
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What are the key issues I need to be aware of in doing business in Argentina?
Our company is looking to sign a contract to provide online services in Argentina. I am getting feedback from our rep that their are signficant tax and legal issues that we need to aware of. I will be working with both our tax and lawyers but was wondering if anyone had some "hands on" experienc…
3
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Evaluating Software
Is anyone aware of a tool (besides Excel) that can be used to evaluate software. My experience suggests there are too many variables and stakeholders to leave these decisions up to CFO's (including ERP systems). Ideally, the tool should consider my company's preferences, current IT environment, and…
1
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As the sole owner of an LLC (taxed as an S-Corp), what are all of the different taxes I must pay?
As the sole owner of an LLC (taxed as an S-Corp): 1) What are all of the different taxes I must pay? 2) When exactly are these taxes due? 3) How does the concept of 'retained earnings' apply to LLC S-Corps? 4) How often am I supposed to pay myself dividends?
3
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What are the reporting regulations, if any, for vendors internationally that is similar to W9 and 1099 processing here in US?
What are the reporting regulations, if any, for vendors internationally that is similar to W9 and 1099 processing here in US? I am trying to figure out if we should be doing anything special for vendor set ups and annual reporting for international subsidiaries in Australia, UK, Malaysia, and South…
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Business Expense Software Overview, Tips, Pros & Cons
Before upgrading from quickbooks, we're doing a wide survey of what's available. Of special interest are any systems that work in conjunction with any mobile apps to streamline and add tighter control and/or better supply chain managment. We have 100+ people in the field and are especially interest…
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2013 Business Ideas That Respond To 2013 Economic Predictions
What do you think 2013 holds and what kinds of businesses or new ideas and/or technology trends may benefit?
5
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Is the SEC Office of the Whistleblower an example of over-regulation or added security to the Capital Markets?
As part of the Dodd-Frank Act, signed by President Obama on July 21, 2010, the Securities and Exchange Commission (SEC) was required to amend the Securities Exchange Act of 1934, to establish a separate office within the SEC to administer a whistleblower program. On May 25, 2011, the amendment was …
1
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What is meant by "Close & Disclose"? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "The Evolving Role of Finance Leaders: Owning Technology" held on November 14, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-evolving-role-finance-leaders-owning-technolog…
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Do you have a strategy to generate referral business from your clients?
What strategies have you found that work best?
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