Business Finance Terms, Explained Simply.
Learn more about common financial terms here.
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De-risking is the deliberate reduction of the factors that make a business vulnerable, to ownership transition, revenue disruption, key person....
Corporate-owned life insurance is a policy held and paid for by a corporation, used to fund buy-sell agreements, protect against....
A CEPA is a professional designation awarded by the Exit Planning Institute to advisors who have completed rigorous training in....
A buy-sell agreement is a legally binding contract between co-owners that governs what happens to a shareholder’s interest if they....
Business succession planning is the process of identifying who will lead and own a business after the current owner, and....
Business readiness is the degree to which a company can operate, perform, and sustain its value through an ownership transition,....
Attractiveness measures how appealing a business is to buyers based on performance and growth potential; readiness measures how prepared it....
Working capital optimization is the active management of receivables, payables, and inventory to reduce the cash tied up in the....
Profitability improvement is the deliberate process of increasing the percentage of revenue that converts to profit, through pricing discipline, cost....
A virtual controller is a remote finance professional who oversees the accuracy, completeness, and integrity of a business’s accounting operations,....
A virtual CFO is an outsourced senior finance professional who delivers CFO-level services remotely, typically through structured, tiered service packages,....
Variance analysis is the comparison of actual financial results against budget, forecast, or prior periods, explaining the differences and identifying....