Preparing for the Next Stage

Once a company has decided to explore options for the best path forward, be it raising money, merging operations or an outright sale, it’s important to consider not only valuation, but also continuation – how will the company maintain operations and customers through...

Data Wrangling

Companies are awash in data – financial data, sales and marketing data, employment data, customer data, partner data and more.  So how best to wrangle the data for meaningful insights?  We’ve hosted a few ‘big data’ sessions at the MIT CFO Summit over the years, and...

M&A: Five Tips for Success

Mergers and acquisitions are an important strategic tool for companies of all sizes – to grow top-line revenue, add new offerings and/or acquire talent.  Here are top tips to attract ideal companies, ensure appropriate valuation and deliver on operational integration....