M&A Due Diligence & Transaction Support
Best Practices for Your Data Room in M&A
In any corporate debt or equity financing, merger or acquisition process, there will come a time for the two parties... View Article
6 Minute Read
February 25, 2020
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Operational Finance in Entertainment Ebook
Get our best practices guide for making your mid-level entertainment studio more competitive.
Financial Reporting & Analysis Solutions Whitepaper
Learn how reporting & analysis solutions that bridge the implementation time gap and keep pace with business demands.
Sales Compensation Plan Tip Sheet
Learn our five best practices to creating effective sales compensation plan models that balance present realities and future goals.
Financial Forecasting Process Guide
Learn financial forecasting process best practices and dive into the three core elements that drive accuracy.
How to Build an Operational Review Program Guide
Get a 5-step action plan for building a successful operational review program to maintain traction on enterprise initiatives.
Improve Your Month-End Close Tip Sheet
Learn 5 things you can do to close earlier, prepare timely financials, and give management more time to make business decisions.
Financial Process Automation Checklist
Get simple tips and strategy for automating budgeting and forecasting and system selection in our two-page checklist.
5-Year Financial Planning Timeline
Download our free timeline to get insight into creating a 5-year plan, including recommended timings for critical phases.
Post-Acquisition Finance Integration Infographic
This two-pager offers insights into finance integration team structure and advice for managing successful projects!
Sell-Side Due Diligence Decision Tree
This flow chart offers a process for fielding diligence requests from potential investors and related best practices.
Financial Systems
Should You Use FloQast for Financial Close?
So, your close process has started to become a bear, and you’ve decided to enlist the help of a third-party... View Article
3 Minute Read
February 19, 2020
Financial Systems
Financial Software Implementation Price Negotiation Strategies
When it comes to a financial system implementation, there are a few best practices to reduce implementation and future ongoing... View Article
3 Minute Read
February 13, 2020
Financial Planning & Analysis
Product Lifecycle Management (PLM): a Finance Planning Perspective
Product Lifecycle Management (PLM) is a critical component for the success of any company developing goods or services. The process... View Article
8 Minute Read
February 4, 2020
Financial Planning & Analysis
Effective Trade Spend Management
The relationship between a retailer and a manufacturer can be quite dynamic. A fruitful relationship can lead to increased distribution... View Article
7 Minute Read
January 28, 2020
M&A Due Diligence & Transaction Support
3 Tips for Responding to Requests in the Sell-Side Due Diligence Process
Entering a sell-side due diligence process? Here are 3 things to consider when responding to diligence requests. #1 – Understand... View Article
4 Minute Read
January 23, 2020
Financial Planning & Analysis
BI & EPM Planning and Budgeting: Automation and Acceleration Tips
Budget season for companies can be extremely challenging if the budget process is manual, inefficient or not-scalable. An Enterprise Performance... View Article
3 Minute Read
January 21, 2020
Financial Reporting & Accounting
Startup Finance: Building Operations Through Two Rounds of Funding
After several years as Director of Finance at a major entertainment studio for domestic TV production and distribution, I was... View Article
3 Minute Read
January 16, 2020
Financial Reporting & Accounting
Global Inventory Management: Strategies, Risks and Metrics
In a previous role, I oversaw the global inventory management strategy and risk for a $7-billion Information Technology and Networking... View Article
6 Minute Read
January 14, 2020
M&A Due Diligence & Transaction Support
Notes from the Field: Private Firm Valuations
Creating a valuation for private firms requires more analysis and consideration than their public counterparts. Many recent private startups present... View Article
3 Minute Read
January 9, 2020
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8020 Consulting in the News
8020 Consulting Congratulates MarVista Entertainment on 15 Years
8020 Consulting celebrates MarVista Entertainment on 15 years of business success—as featured in the October 10, 2018, edition of The… View Article
October 15, 2018Kelly Patchett
Financial Reporting & Accounting
New Leasing Standard Implementation: Creating an ASC 842 Project Plan
The accounting community has been discussing the new leasing standard (ASC 842) since February of 2016. If your company hasn’t… View Article
October 11, 2018Susan Weikel
Financial Planning & Analysis
Why Building FP&A Infrastructure is Critical for Growing Organizations
A well-structured Financial Planning & Analysis (FP&A) team can facilitate the direction of a company, leveraging organizational strategy to guide… View Article
October 2, 2018Kristin Jue
Business Advisory
Transfer Pricing Methods & Other Insights for Multi-Company Operations
As businesses grow and business leaders look for new opportunities and markets for their product, the idea of expanding into… View Article
September 11, 2018Susan Weikel
Financial Planning & Analysis
How FP&A Can Help You Get the Most Out of Your Sales Budget
Getting sales and finance to work together cohesively can be a challenge. Often, these two departments see each other as… View Article
September 5, 2018Justin Thompson
Manufacturing Operations Finance
A Look at the Trump Tariffs and Their Financial Impact on International Supply Chains
Since the Trump tariffs started early this year, companies with global supply chains have been working to understand and manage… View Article
August 9, 2018June Perlovich