Podcasts about Corporate finance

Is a 1% tax enough to change how corporate America returns billions of dollars to shareholders?In this episode of Corporate Finance Explained, we explore the economics of stock buybacks, the new federal 1% excise tax on share repurchases, and why capital allocation decisions can create enormous shareholder value or destroy it.Stock buybacks have become the dominant way companies return capital to investors, but not every repurchase creates value. We break down how buybacks affect earnings per share (EPS), why valuation matters, how the new buyback tax changes the math, and why companies like Apple and JPMorgan approach repurchases very differently than businesses that have made costly capital allocation mistakes.

Value Creation ist das Schlagwort der Stunde im Private-Equity-Geschäft – doch hinter dem Begriff steckt mitunter mehr Marketing als Substanz. Nicht so bei Triton: Der Private-Equity-Investor hat seit 2007 eine eigene Einheit, die für operative Wertsteigerungsmaßnahmen bei den Portfoliounternehmen zuständig ist. „Unsere Accelerator Unit besteht aus über 60 Spezialisten, die nur für uns arbeiten und auch auf unserer Payroll sind“, erläutert Andi Klein, Managing Partner bei dem Finanzinvestor, im Gespräch mit FINANCE TV.Das erwartet Sie in diesem Talk:Wie Tritons Accelerator Unit aufgestellt ist und mit den Beteiligungen zusammenarbeitetWie es Triton mit dem Value-Creation-Team geschafft hat, über mehrere Beteiligungen hinweg jährlich eine halbe Million Euro an Leasingkosten einzusparenWarum Triton trotz hauseigener Value-Creation-Unit weiterhin auf externe Berater setztWie Künstliche Intelligenz und psychometrische Tests zur Value Creation beitragenDie Gesprächsteilnehmer:Host: Olivia Harder (FINANCE Magazin)Gast: Andi Klein (Managing Partner, Triton)Hinweis: Dieser FINANCE TV-Talk entstand in Kooperation mit Triton._________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt! Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

How can a company own almost nothing and still become one of the most valuable businesses in the world?In this episode of Corporate Finance Explained, we break down the economics behind platform marketplaces and why companies like Airbnb, Etsy, and Upwork have fundamentally different business models than traditional retailers.Unlike conventional businesses that own inventory and physical assets, marketplace platforms create value by connecting buyers and sellers. But building a successful platform is far more complex than simply attracting users. We explore the financial mechanics behind network effects, take rates, liquidity, customer acquisition, and marketplace economics, along with why some platforms become incredibly profitable while others burn through billions of dollars without ever reaching sustainable growth.

Einmal im Jahr präsentiert FINANCE den Banken-Survey – und die diesjährigen Ergebnisse haben es in sich: Denn auch diesmal stand neben der Frage nach der besten Firmenkundenbank Deutschlands der Übernahmekampf zwischen Unicredit und der Commerzbank, der Finanzentscheider deutscher Unternehmen seit bald zwei Jahren Jahr in Atem hält, im Fokus.Und das Stimmungsbild der CFOs und Treasurer ist eindeutig: Sieben von zehn Befragten haben Bedenken gegen eine Übernahme, nahezu unverändert gegenüber dem Vorjahr. Und der Übernahmepoker sorgt auch für Unsicherheit bei den Kunden. Welche Häuser davon profitieren, welche an Boden verlieren, und was CFOs und Treasurer von ihren Banken in einem volatilen Umfeld wirklich erwarten, verrät der Chefredakteur bei mit FINANCE TV.Das erwartet Sie in diesem Talk:Warum die Commerzbank trotz anhaltender Übernahmeschlacht bei Firmenkunden so stabil dasteht.Was es für Unternehmen bedeutet, wenn zwei ihrer Hausbanken fusionieren, und warum viele CFOs dabei nicht an ein einfaches „1 + 1 = 2“ glauben.Welche Häuser von der Unsicherheit rund um den Übernahmepoker profitieren, und welches Geldhaus das Comeback des Jahres feiert.Wie Dentz den weiteren Verlauf der Causa Commerzbank einschätzt und warum er eine vollständige Übernahme nicht für zwingend hält.Was CFOs und Treasurer in Zeiten von Volatilität, Krisen und Transformation von ihren Bankpartnern am dringendsten fordern.Die Gesprächsteilnehmer:Host: Thomas Holzamer (FINANCE Magazin)Gast: Markus Dentz (Chefredakteur, FINANCE Magazin)_________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Want to build financial models that other finance professionals can trust?In this episode of What's New at CFI, Meeyeon sits down with Duncan McKean, CFI's VP of Financial Modeling, to discuss Financial Modeling Guidelines, a practical course designed to help analysts build cleaner, more transparent, and more professional Excel models.Instead of building a model from scratch, this course starts with a messy legacy model and walks you through transforming it into a best-in-class financial model using industry-standard modeling practices. Along the way, you'll learn why model structure matters, how to improve readability and transparency, and the habits that separate experienced financial modelers from everyone else.

Die deutsche Immobilienbranche steckt in einer tiefen Krise. Was jahrelang funktionierte – Wachstum mit Fremdkapital, gestützt durch Null- und Niedrigzinsen – bricht nun unter gestiegenen Finanzierungskosten, explodierenden Baupreisen und wachsenden Leerständen zusammen. Zusätzlichen Druck erzeugen verschärfte ESG-Anforderungen, die vor allem Bestandshalter älterer Gewerbeimmobilien vor enorme Investitionsherausforderungen stellen.Sascha Witt, Head of Real Estate im Geschäftsfeld Sanierung und Restrukturierung bei Pluta Rechtsanwalts GmbH, begleitet Unternehmen in genau solchen Situationen. „Die Branche ist immer noch in einer Phase der Bereinigung und in der Transformation“, so seine Beobachtung. Im Gespräch mit FINANCE TV zeigt er auf, welche konkreten Hebel jetzt helfen – und wer gestärkt aus dieser Phase hervorgehen wird.Das erwartet Sie im Talk:Warum die Gleichzeitigkeit von Zinswende, Kostenexplosion und ESG-Druck die Branche gerade jetzt so hart trifft.Welche konkreten Hebel Asset Manager jetzt nutzen können, um Leerstände abzubauen und Werte nachhaltig zu steigern.Wann Immobilienunternehmen das Gespräch mit ihrer Bank suchen sollten – und mit welcher Strategie.Welche Unternehmen gestärkt aus der Krise hervorgehen werden.Die Gesprächsteilnehmer:Host: Julia Schmitt (FINANCE Magazin)Gast: Sascha Witt (Pluta)Dieser FINANCE-TV-Talk entstand in Kooperation mit Pluta. Das Interview ist Teil 1 unserer Serie mit Pluta zu Restrukturierung und Transformation in den spannendsten deutschen Branchen. Seien Sie gespannt auf Einblicke in Immobilien, Krankenhäuer, Maschinenbau, Handel, Elektro und Automotive. Außerdem sprechen wir über die Frage, wie man Insolvenzverschleppung vermeidet.----------------Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Corporate Finance är inte Wall Street, finansbros eller konstant stress – eller är det? Josefina berättar om stereotyperna som inte stämmer, människorna som gör skillnaden, och hur verkligheten blev mycket mer mänsklig än fantasin. Hosted on Acast. See acast.com/privacy for more information.

What if the biggest reason companies miss their long-term goals isn't execution, but the plan itself?In this episode of Corporate Finance Explained, we break down long-range planning (LRP) and why so many corporate strategy plans fail to deliver. While annual budgets focus on the next 12 months and long-term targets inspire investors, a true long-range plan bridges the gap by connecting strategy to financial reality.We explore the difference between budgets, targets, and LRPs, why driver-based financial models are more reliable than simple growth assumptions, and how finance teams build strategic plans that executives can actually use to make decisions. Through real-world examples from Microsoft, Netflix, BlackBerry, and General Electric, we examine how strong long-range planning can drive transformation and how flawed assumptions can lead to corporate decline.

Die Intralogistik steht vor einem Wendepunkt – und Kion ist mittendrin. Das Unternehmen ist Weltmarktführer in der Lagerautomatisierung und Nummer zwei im globalen Gabelstapler-Markt. Doch die alte Wachstumsstrategie hat ihre Grenzen: Die Ebit-Marge lag 2025 bei 7 Prozent, das Wachstum stockt. Mit der neuen Strategie „Playing to Win“ setzt CFO Christian Harm auf einen erweiterten Horizont. Das Ziel formuliert Christian Harm in einem Satz: „Wir wollen der mit Abstand führende Anbieter von Supply Chain Solutions in der Welt werden“. Wie Kion diesen Weg gehen will, erklärt der CFO – der seit über 20 Jahren im Konzern ist und seit Juli 2023 die Finanzen der gesamten Kion Group verantwortet. Im FINANCE-TV-Talk gibt er Einblicke in die Logik hinter der neuen Strategie, verrät, welche Rolle M&A dabei spielt und wo die größten Baustellen der nächsten zwölf Monate liegen.Das erwartet Sie in diesem Talk:Was hinter der neuen Vision „Playing to Win“ wirklich stecktWie Christian Harms Vergangenheit als Leiter der Konzernstrategie seinen Blick als CFO auf Priorisierung und Geschäftsmodelle verändertWas hinter dem 35-Prozent-Einstieg bei Zikoo Robotics aus China steckt und warum Kion den chinesischen Markt nicht ignorieren kannWie Deutschland aus Sicht des Kion-CFO wirtschaftlich wieder Boden gutmachen könnte – und welche Rahmenbedingungen es dafür brauchtWie Kion die Doppelbelastung meistert: gleichzeitig Supply Chain-Lösungen zu verkaufen und mit Lieferkettenkrisen zu kämpfenDie GesprächsteilnehmerHost: Jasmin Rehne (FINANCE Magazin)Gast: Christian Harm (CFO, Kion) ________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Check the episode transcript hereABOUT MARK KHURIMark Khuri is the CEO and Co-Founder of SMK Capital Management, a family-owned private equity real estate firm with over two decades of experience acquiring, managing, and investing in institutional-quality, recession-resistant assets. A real estate investor for more than 20 years, Mark has analyzed thousands of opportunities and successfully bought, renovated, sold, and invested in over 120 properties valued at more than $1.5 billion, forming and managing over 70 real estate partnerships. Through strategic partnerships and private syndications, SMK pools investor capital into professionally managed, passive real estate portfolios designed to deliver consistent cash flow, long-term growth, and attractive risk-adjusted returns—opportunities typically difficult for individual investors to source and underwrite independently.  THIS TOPIC IN A NUTSHELL: ·         Mark Khuri's Journey from Corporate Finance to Real Estate Investing·         Building SMK Capital Through Syndications & Fund of Funds·         Lessons Learned from Investing as Both a GP and LP·         Understanding the Fund of Funds Investment Model·         How Fund Managers Create Value for Passive Investors·         Diversification Across Asset Classes & Real Estate Sectors·         Negotiating Better Terms Through Institutional Partnerships·         The Sponsor Due Diligence Framework: What Really Matters·         Evaluating Track Record, Teams & Transparency·         Why 99% of Investment Opportunities Get Rejected·         Finding Opportunity in Today's Commercial Real Estate Market·         Conservative Underwriting & Risk-First Investing·         Cash Flow, Positive Leverage & Realistic Return Expectations·         Red Flags Every Passive Investor Should Watch For·         Managing Risk Through Debt Structure & Capital Stack Analysis·         Why Mark Avoids Most Ground-Up Development Projects·         Market Selection Strategies Across Different Asset Classes·         Building Wealth Through Long-Term Investing & Patience·         Networking, Mentorship & Growing Investor Relationships·         Real Estate Lessons from Early Investing Mistakes & Challenges·         Problem-Solving Through Market Cycles and Economic Uncertainty  KEY QUOTE: "A sponsor having a bad deal isn't always a red flag. What matters is how they handled it."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #FundofFundsStrategy #GeneralPartner #Syndicator #TrackRecord #MarketSelection #LongTermInvesting #MarketCycles #Development #PositiveLeverage #InvestingStrategies #Syndications #RealEstateInvesting #RealEstateInvestor #PassiveInvesting #WealthBuilding #CashFlowInvesting #FinancialFreedom #MultifamilyInvesting #InvestorEducation #RealEstateWealth#PassiveIncome #CommercialRealEstate #InvestmentStrategy #PortfolioDiversification #LongTermWealth #InvestorMindset #WealthStrategy CONNECT WITH MARK KHURI:LinkedIn: https://www.linkedin.com/in/mark-khuri/ Email: info@smkcap.com   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

What if one of the biggest expenses in tech isn't actually cash?In this episode of Corporate Finance Explained, we unpack the truth behind stock-based compensation and why it has become one of the most misunderstood topics in corporate finance, financial analysis, and equity valuation.At first glance, paying employees with stock instead of cash can make a company's financial performance look stronger. But while stock-based compensation may be considered a non-cash expense under GAAP accounting, it still comes at a very real cost to shareholders through equity dilution.We explore how companies account for stock-based compensation under ASC 718, why many firms emphasize adjusted (non-GAAP) earnings, and how stock grants impact operating cash flow, free cash flow, and earnings per share. We also examine why investors should pay close attention to diluted share count, stock buybacks, and long-term dilution rather than relying solely on headline earnings metrics.

Die Erwartungen von Private Equity an Künstliche Intelligenz sind hoch, der tatsächliche Einsatz bei den Portfoliounternehmen bleibt aber noch weit dahinter zurück. Erste Anwendungen existieren zwar bereits, doch viele Unternehmen machen gerade „die gleichen Fehler wie vor 20 Jahren“, konstatiert Sascha Haggenmüller, Mitgründer von Radial Consulting: „Sie schaffen Silo-Softwarelösungen an, nur um überhaupt mit KI zu arbeiten.“Die Gefahr: Unternehmen investieren Zeit und Geld in neue Lösungen und Systeme, die am Ende nicht miteinander kommunizieren können. Im Gespräch mit FINANCE TV berichtet Haggenmüller, wie es besser geht.Das erwartet Sie in diesem Talk:Warum Silo-Softwarelösungen mehr Schaden anrichten als Nutzen bringenWarum ein zentrales Data Warehouse die Grundvoraussetzung dafür ist, dass Künstliche Intelligenz belastbare Ergebnisse liefertWas Private-Equity-Investoren riskieren, wenn sie sich nicht mit Künstlicher Intelligenz auseinandersetzenWie AI-Readiness und eine saubere Datenbasis die Attraktivität von Beteiligungen verdoppeln könnenDie Gesprächsteilnehmer:Host: Olivia Harder (FINANCE Magazin)Gast: Sascha Haggenmüller (Co-Founder und Managing Director, Radial Consulting)Hinweis: Dieser FINANCE TV-Talk entstand in Kooperation mit Radial Consulting._________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Viele Menschen träumen davon, Unternehmer zu werden. Die meisten scheitern jedoch nicht an fehlendem Wissen – sondern daran, dass sie zu lange überlegen und nie ins Handeln kommen.In dieser Folge des Immo Marketing Podcasts spreche ich mit Christian Augusti, Gründer der AKOP GmbH, Immobilieninvestor, Fix-&-Flip-Unternehmer und ehemaliger M&A-Berater.Christian erzählt von seinem Weg vom BWL- und Finance-Studium über Unternehmensverkäufe und Corporate Finance bis hin zum Aufbau mehrerer Unternehmen in der Immobilienbranche.Dabei sprechen wir über Fix & Flip, Sanierungen, Maklerei, Marketing, Unternehmertum und warum Spezialisierung oft der entscheidende Wettbewerbsvorteil ist.Außerdem verrät Christian, welche Fehler ihn Geld gekostet haben, wie er heute Immobilienprojekte kalkuliert und warum er überzeugt ist, dass viele Menschen durch zu viel Analyse ihren Erfolg selbst verhindern.Eine spannende Folge für Immobilieninvestoren, Makler, Unternehmer und alle, die ihre Ideen endlich in die Umsetzung bringen wollen.Vernetze dich mit Christian Augusti:

What separates companies that recover from a crisis from those that collapse overnight?In this episode of Corporate Finance Explained, we explore the role of crisis management, corporate trust, and crisis communication in protecting shareholder value and long-term business success. Through real-world case studies, we examine why communication during a crisis is far more than public relations. It is a strategic financial asset that can determine whether a company survives or fails.Using examples including Silicon Valley Bank, Credit Suisse, Johnson & Johnson's Tylenol crisis, and Starbucks' 2008 turnaround, we break down how trust influences investor confidence, customer loyalty, liquidity, and corporate resilience.

William E Simon was a bond trader-turned US cabinet secretary under President Richard Nixon. He was also abrasive, polarising and the “father of private equity”, according to Hettie O'Brien, author of The Asset Class: How Private Equity Turned Capitalism Against Itself. She tells hosts Gillian Tett and Robin Wigglesworth how Simon orchestrated a deal that was so revolutionary, and so lucrative, that it kickstarted the leveraged buyout trend of the 1980s, which later gave way to the modern private equity industry. But how did we get from that one deal to a sector that's now one of the largest alternative asset classes in the world? And if he was alive today, what would Simon think of the industry he helped create? Further reading:The Asset Class: How Private Equity Turned Capitalism Against Itself, by Hettie O'Brien (2026)Private capital has raised more money than it has returned Credits: Getty ImagesTo enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin WigglesworthProducer: Lulu SmythSenior Producers: Michela Tindera and Laurence Knight Executive Producer: Manuela SaragosaOriginal music and sound design: Breen TurnerBroadcast engineers: Bianca Wakeman and Petros GiuompasisPodcast Development: Laura ClarkeFT Global Head of Audio: Flo Phillips Video editor: Josh Divney and Kristen Kenyon at Podcast DiscoveryLearn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

SQL is one of the most valuable technical skills for finance professionals, business intelligence analysts, and data analysts. But once you've mastered the basics, how do you write cleaner, more scalable queries that support real business decisions?In this episode of What's New at CFI, Meeyeon sits down with CFI instructor Joseph Yeates to discuss CFI's new Advanced SQL for Analysts course. They explore how advanced SQL helps analysts move beyond answering individual questions to building flexible, reusable data models that support reporting, dashboards, and business intelligence workflows.Whether you're working in Excel, Power BI, Python, or directly with SQL databases, this course is designed to help you collaborate more effectively with data engineering teams, organize complex SQL queries, and build stronger data analysis skills.

Der traditionsreiche Agrarkonzern Baywa galt jahrzehntelang als kernsolide. Vor zwei Jahren dann der Schock: 1,6 Milliarden Euro Verlust, ein Sanierungsgutachten, Bafin-Beanstandungen und der Absturz des Aktienkurses. Seitdem kämpft Baywa ums Überleben.Kam das alles wirklich so überraschend? Der Bilanzexperte und ehemalige CFO Nikolaj Schmolcke sagt im Talk mit FINANCE TV: Nein. Er hat die Jahresabschlüsse von Baywa systematisch analysiert und ist auf Warnsignale gestoßen, die schon jahrelang offen in der Gewinn- und Verlustrechnung sichtbar waren. Sein Urteil ist unmissverständlich: „Das Risiko schreit einen seit 2018 jedes Jahr an und ist 2021 noch unterlegt mit grellroter Farbe und Signal und Hupe, weil es solche Dimensionen angenommen hat.“Das erwartet Sie im Talk:Welches Alarmsignal in der Bilanz für jedermann sichtbar war und warum es trotzdem unter dem Radar lief.Wie Baywa Windparks und Photovoltaikanlagen auf Halde produzierte und welches fundamentale unternehmerische Risiko dahinter steckt.Welche Rolle der CFO in einer risikoreichen Expansionsstrategie spielt und wann er auf die Bremse treten muss.Warum Nikolaj Schmolcke als allererste Kennzahl nicht Eigenkapitalquote oder Ebitda-Marge heranzieht – sondern eine Zahl, auf die die wenigsten Anleger überhaupt achten.Und wie realistisch eine erfolgreiche Sanierung von Baywa noch ist.Die GesprächsteilnehmerHost: Julia Schmitt (FINANCE Magazin)Gast: Nikolaj Schmolcke (Bilanzexperte und „Bilanzfluencer“)____________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Today's episode is basically my love language: multiple income streams. I'm joined by Meghan Lim, AKA Meghan Makes Money, who went from a $78K corporate finance job to building a six-figure creator business with 160K+ followers, all in about two and a half years. We're talking side hustles, affiliate marketing, brand deals, pricing your worth, and why "selling" isn't a dirty word.WE GET INTO: 00:00 Intro: Meghan's journey from corporate finance to content creator00:49 Meghan's origin story: childhood side hustles and the layoff that changed everything03:48 Money messages from a Filipina immigrant household05:38 Switching her major to finance (and why it didn't teach her personal finance)07:30 Stepping into the creator economy as a Gen Z creator11:47 The viral paycheck breakdown video that changed everything13:07 Side hustles worth your time (and which ones are a scam)17:05 How Meghan actually makes money now: affiliates, brand deals, coaching18:45 The disconnect between followers and revenue21:45 What to have in place before pitching brands25:49 Favorite underrated monetization method: affiliate marketing29:33 How content creation has changed Meghan's life (six figures, comped trips, free LASIK)32:35 The Cartier ring story: rewarding yourself and abundance mindset36:48 Navigating the pressure to choose stability over risk38:18 Redefining success after leaving corporate39:55 Biggest financial mistake (and the lesson behind it)42:14 The #1 skill every creator needs to learn42:46 What's next for Meghan Makes Money44:20 Final advice: you don't need permission to make moneyKEY TAKEAWAYS: Multiple income streams beat relying on one (especially brand deals, which can be inconsistent)You don't need to be "the expert" or already have results to start sharing your journeyDocumenting > performing — people want to follow along, not just see the finished productReframe selling as serving: your product or service genuinely helps someoneIt takes 14-17 touchpoints before someone takes action, so don't be afraid to repeat yourselfAffiliate marketing in the finance niche is one of the most underrated income streamsReward yourself for milestones — it's not just about ROI, it's about breaking scarcity mindsetSurround yourself with people doing what you want to do; proximity changes your mindsetCONNECT WITH MEGHAN:Meghan's Instagram: @meghanmakesmoneyMeghan's Website: https://www.skool.com/money-makers-circle-8363TAKE THE NEXT STEP:Download the FREE Dinero GuideRead my book, Financially Lit!Book a Call with JanneseThis episode of Yo Quiero Dinero was produced by Heart Centered Podcasting. Hosted on Acast. See acast.com/privacy for more information.

Was passiert wirklich hinter den Kulissen, wenn aktivistische Investoren ein Unternehmen ins Visier nehmen? Thomas Altmann weiß es aus erster Hand. Als Investor Relations Manager bei Brenntag erlebte er 2022, wie Primestone Capital und Engine Capital das Chemikaliendistributionsunternehmen unter Druck setzten. Vom ersten Treffen, über einen öffentlichen Brief kurz vor Weihnachten bis hin zum Showdown auf der Hauptversammlung 2023.Heute verantwortet Altmann als Regional-CFO die EMEA-Region bei Brenntag . Bei FINANCE TV spricht er über eine Zeit, die ihn noch immer prägt. „Der gesamte Prozess von Anfang bis Ende ist heute noch so präsent, als ob es gestern passiert wäre“, sagt er. 800 Investorenkontakte in fünf Monaten, nächtelange Strategierunden, eine „One-Voice-Policy“ als entscheidende Strategie: Was Brenntag richtig gemacht hat, was er heute anders handhaben würde, und was CFOs aus diesem Fall lernen können erzählt er bei Finance TV.Das erwartet Sie in diesem Talk:Warum das erste persönliche Treffen mit den aktivistischen Investoren völlig unverdächtig wirkteWie sich die Forderungen der Aktivisten im Laufe der Kampagne verändertenWie Brenntag in nur fünf Monaten rund 800 Investorenkontakte koordinierte und sich auf die entscheidende Hauptversammlung vorbereiteteWelche Rolle die Stimmrechtsberater während des Prozesses spieltenWas Thomas Altmann heute im Kommunikationsmanagement von Brenntag anders machen würdeDie GesprächsteilnehmerHost: Jasmin Rehne (FINANCE Magazin)Gast: Thomas Altmann (CFO EMEA, Brenntag)________________________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

What if the most important number in finance isn't revenue or net income, but the cash that's left over after a business pays for its own survival?In this episode of Corporate Finance Explained, we break down free cash flow (FCF) and why it is one of the most important metrics in corporate finance, valuation, investing, and financial analysis. While headlines focus on revenue growth and earnings beats, free cash flow reveals whether a company is actually generating real economic value or simply producing attractive accounting results.Using real-world examples from Microsoft, Adobe, Costco, and AMC Entertainment, we explore how companies can report strong earnings while quietly burning cash, and why free cash flow often provides a clearer picture of financial health than net income alone.

What happens when the biggest AI companies in the world borrow hundreds of billions of dollars to build infrastructure before the demand is fully proven?In this episode of Corporate Finance Explained, we unpack the corporate finance behind the AI boom and explore how Amazon, Microsoft, Meta, and Alphabet are funding one of the largest private capital investment cycles in modern history. With projected AI infrastructure spending approaching $700 billion, the real story is not the technology itself. It's the debt, capital structures, and financial risk sitting beneath the headlines.We break down how hyperscalers are using project finance, special purpose vehicles (SPVs), private credit, and long-term power contracts to build massive AI data centers at unprecedented speed. Along the way, we examine the growing debate around GPU depreciation, AI infrastructure economics, and whether today's AI buildout resembles past capital cycles like railroads and telecom networks.

Bei jeder Unternehmenskrise entsteht eine zeitliche Lücke zwischen dem Moment, an dem ein Management erkennt, dass etwas schiefläuft und dem Zeitpunkt, an dem das auch die Finanzierer merken oder darüber in Kenntnis gesetzt werden.Diese Zeit sollte von CFOs klug genutzt werden, rät Rayk Bauer von der Finanzierungsberatung Gracher bei FINANCE-TV. Der Grund: „Die Erstkommunikation zu einer Krise gegenüber den Banken, Avalgebern und Warenkreditversicherern ist enorm wichtig. Da dürfen keine Fehler gemacht werden. Sonst gibt das Management das Heft des Handelns aus der Hand.“Diese Fragen beantwortet dieses Interview:Ob CFOs vorab schon selbst (Restrukturierungs-) Berater beauftragen sollten – oder damit besser warten, bis die Banken informiert sindWelche Signale in der ersten Krisensitzung Vertrauen schaffen – und welche nichtOb Banken dazu neigen, vom Management bereits getroffene Entscheidungen zu revidierenUnd was das mächtigste Werkzeug ist, um als CFO in der wichtigen Bankensitzung zu bestehenDie GesprächsteilnehmerHost: Michael HedtstückGast: Rayk Bauer (Unternehmensjurist, Gracher)Hinweis: Dieser Talk entstand in Kooperation mit Gracher.____________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

What if the biggest threat to corporate profitability isn't a recession, a supply chain disruption, or a technological breakthrough, but a tax that changes overnight?In this episode of Corporate Finance Explained, we break down the financial mechanics of tariffs and explore how rising trade barriers are reshaping corporate strategy, supply chains, pricing decisions, and profitability around the world. With the average effective U.S. tariff rate reaching levels not seen since the 1930s, companies are being forced to rethink where they manufacture, how they source materials, and how they manage risk.Using real-world examples from Apple, General Motors, and Ford, we examine how finance teams model tariff exposure, why legal changes can create massive uncertainty, and how tariffs quietly flow through inventory, balance sheets, and income statements before eventually showing up in consumer prices.

In this episode of Corporate Finance Explained, we break down the hidden mechanics of Cost of Goods Sold (COGS) and why the companies that master their costs often outperform competitors that generate far more revenue. Through real-world examples from Costco, Walmart, Tesla, and Blue Apron, we explore how gross margin, unit economics, supply chains, and operational efficiency shape long-term business success.While revenue grabs headlines, COGS determines whether a company can scale profitably, defend its margins, and build a durable competitive advantage. We unpack the strategies behind some of the world's most successful businesses and reveal how seemingly small decisions inside operations, procurement, and product design can dramatically impact profitability.

What if the next financial crisis isn't hiding inside the banking system, but outside of it?In this episode of Corporate Finance Explained, we unpack the explosive growth of private credit and the rise of a $2 trillion shadow banking system that is reshaping corporate finance. Once considered a niche alternative asset class, private credit has become one of the fastest-growing sources of business financing, allowing companies to raise billions of dollars outside traditional banks and public debt markets.We explore how private credit emerged after the 2008 financial crisis, why companies are increasingly choosing direct lenders over banks, and how structures like unitranche loans are changing the way deals get done. Along the way, we examine major transactions, hidden risks, and the growing concerns regulators have about transparency, leverage, and systemic risk.

What if the most powerful tool in a company isn't the CEO, the strategy deck, or the financial model, but a handful of metrics on a dashboard?In this episode of Corporate Finance Explained, we explore the hidden world of executive dashboards, KPIs, and performance measurement systems that shape decision-making inside the world's largest organizations. From Amazon's famous driver trees to Airbnb's rapid dashboard transformation during the pandemic, we uncover how finance teams use data to focus attention, drive accountability, and guide strategy. We also examine what happens when metrics go wrong. Through the cautionary stories of Theranos and Wells Fargo, we show how poorly designed dashboards, vanity metrics, and misaligned incentives can create blind spots, encourage harmful behavior, and ultimately destroy value. 

What if the biggest risk to your finance career isn't AI replacing you... But someone else is using AI better than you?In this episode of Corporate Finance Explained, we explore how artificial intelligence is transforming corporate finance, FP&A, treasury, risk management, forecasting, and decision-making across organizations of every size.AI is no longer a futuristic pilot project. It has become a core part of modern business operations. From JPMorgan's 2,000+ AI models to Walmart's massive real-time data infrastructure, leading companies are using AI to automate workflows, improve forecasting, enhance risk management, and drive operational efficiency at scale.

Outperformance in private equity is no longer defined by leverage or multiple expansion; disciplined value creation will be the decisive factor in future investment success. In this episode, AD Bhatia, Robin Ligon, and Jason Phillips are joined by CVC’s John Kelleher to discuss the key shifts in today’s PE environment and share five moves firms are making in response. The path to transforming value creation requires a more disciplined playbook: structured re-diligence, holistic transformation under a dedicated transformation leadership, stronger operating-team talent, and the use of AI as a portfolio-wide accelerator. Related Insights 2026 Global Private Markets Report How private equity is using M&A integrations to overcome headwinds Beating the odds: How private equity firms can improve exit prospects McKinsey Strategy and Corporate Finance on LinkedIn McKinsey Transformation on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

En uno de los momentos de más transformación en el mundo del Private Equity, vamos a tener una conversación con Francisco Duato, socio de ONEtoONE Corporate Finance, empresa dedicada al M&A. Francisco es asimismo profesor de finanzas en ESIC Business & Marketing School en los programas Executive MBA y Master en Dirección Financiera. Una oportunidad de lo más interesante para conocer qué está pasando y cómo se vive de cerca.

What happens when a company's debt becomes its biggest strategic risk?In this episode of Corporate Finance Explained, we break down the hidden mechanics of corporate debt management, refinancing, restructuring, and the maturity ladder that quietly determines whether businesses thrive or collapse.Most investors focus on revenue growth, margins, and earnings. But beneath the surface, finance teams are constantly managing debt maturities, credit spreads, refinancing windows, and capital market access. When those decisions are handled well, companies gain flexibility and lower financing costs. When they are ignored, even large businesses can find themselves staring down bankruptcy.

This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion. With a career spanning more than 25 years, Cody began his profession in 1993 as an Analyst for the Leveraged Finance Group of CS First Boston where he worked with financial buyers in areas of acquisition and divestiture, high-yield bonds, IPOs and re-financings. In 1995 Cody joined, New York-based private equity firm, EXOR America as an Associate. He was responsible for evaluating and analyzing market trends, currency forecasts and private equity investment opportunities. Having established a solid reputation for excellence in financing, structuring, and deal execution, Cody returned home to Calgary, Alberta and co-founded TriWest Capital Partners in 1997. As Senior Managing Director, he provided critical leadership for the overall development of the firm, served on over 20 portfolio company Boards and was instrumental in establishing the largest general buyout fund in Western Canada with five funds and over $1.25 billion in equity capital raised. Having assisted in growing TriWest into one of Canada's leading private equity groups, Cody retired from the firm in 2018 to form Clear North Capital where he could directly focus his efforts on creating value through operational excellence for lower mid-market private Canadian companies. In addition, Cody has served on the following public Boards; Chairman of Edgefront REIT (now called Nexus REIT), Chairman of Source Energy Services, Bellatrix Resources (July 2019 – current) and Westleaf Inc. (July 2019 to current) as well as is the current Chairman of POI Business Solutions based in Markham, Ontario. Cody graduated cum laude with a Bachelor of Economics from Harvard University. He also received the distinct honor of being recognized as one of Canada's Top 40 Under 40 in 2010. Committed to giving back by sharing his extensive experience and industry insight, Cody has volunteered and served on additional boards that includes Board of Governors of the University of Calgary, Board member of Parks Calgary and The Ranchmen's Club along with Co-Chair of the Alberta Children's Wish Board. Previously Cody served on the Boards of the Calgary Stampede Foundation, AGC Calgary Board, CVCA Annual Meeting Organization Committee and is a repeated Guest Lecturer for the Corporate Finance faculty at the University of Calgary. Among other things we learned about From Harvard to Calgary: 30 Years in Private Equity.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsWarren ValveBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

What if a company can look wildly profitable on paper… and still collapse in 48 hours?In this episode of Corporate Finance Explained, we unpack the hidden world of corporate liquidity management and why cash flow, not profit, ultimately determines whether a business survives.Most investors focus on revenue growth, margins, and earnings. But beneath every successful company sits a treasury operation responsible for managing liquidity, funding obligations, and keeping the business alive during periods of financial stress.

Most students know they need to “network” to break into finance. Very few are told how to actually do it properly.In this episode of the Market Maker Podcast, Anthony Cheung sits down with corporate finance analyst Liam Edward Proctor to break down how students can build relationships, stand out in applications and navigate finance careers without coming from a traditional background.Liam shares how he went from a non-target university into corporate finance, common networking mistakes students make, how to approach coffee chats, LinkedIn strategies that actually work and why commercial awareness matters more than ever in today's graduate market.The conversation also explores rejection, imposter syndrome and how students can create opportunities beyond simply submitting online applications.If you're applying for internships, spring weeks or graduate roles in finance, this episode is packed with practical advice you can apply immediately.(00:00) Liam's Finance Journey(01:59) Do You Need Internships?(04:33) What vs Who You Know(06:48) Coffee Chat Preparation(08:34) Building Commercial Awareness(13:29) Leveraging LinkedIn & Imposter Syndrome(16:55) Meeting Howard Marks(22:00) Handling Rejection(26:39) Non-Target University Advice(30:08) Networking Follow-Up Tips

What if the most powerful force controlling a corporation isn't the CEO or the market… but a few lines buried deep inside a loan agreement?In this episode of Corporate Finance Explained, we unpack the hidden world of corporate debt covenants and how these invisible financial rules quietly dictate whether companies can acquire competitors, pay dividends, raise capital, or survive economic crises.Most people think corporate success comes down to products, leadership, or market demand. But underneath every leveraged company sits a complex legal framework of covenant restrictions, leverage tests, liquidity requirements, and lender protections that shape every major strategic decision.

Join Alastair Stevenson and Michael Mervyn-Jones for a round-up of the main highlights from this month's SSY Monthly Shipping Review (MSR), as well as an update on the ongoing conflict in Iran and the ramifications on global shipping markets. The SSY Monthly Shipping Review is available to download for all SSY Navigator subscribers. To subscribe to SSY Navigator, simply email navigator@ssyglobal.com Panellist contact details Alastair StevensonHead of Digital Analysis, SSYE: a.stevenson@ssyglobal.comMichael Mervyn-JonesDirector of Communications and Marketing, SSYE: m.mervyn-jones@ssyglobal.com About SSY Established in 1880, SSY has grown to become one of the biggest and most trusted names in broking, operating around the world via its 28 local offices – with over 650 experts covering a range of major markets including Dry Cargo, Tankers, Derivatives, LNG, Sale and Purchase, Offshore, Rigs, Nuclear Energy, Chemicals, Aquaculture, LPG, Towage, Recycling and Corporate Finance. SSY has a global reach with offices in Aberdeen, Athens, Bergen, Copenhagen, Dubai, Geneva, Genoa, Hamburg, Hong Kong, Houston, Kristiansand, London, Madrid, Mumbai, New York, Osaka, Oslo, Rio, Rotterdam, Seoul, Shanghai, Singapore, Stamford-USA, Sydney, Tokyo, Vancouver, Varna, Zug.www.ssyglobal.com Hosted on Acast. See acast.com/privacy for more information.

A regional deep dive exploring how Uzbekistan can anchor an Islamic investment and capital-raising corridor across Central Asia. The session highlights opportunities for regional cross-border trade and capital flows, infrastructure financing, investment partnerships, and the policy measures needed to elevate Uzbekistan's competitiveness as an Islamic finance and capital market hub in the New Asia economic landscape.Moderator:Dr Adnan Aziz, Managing Director, Inclusive Resource ManagementPanelists:Alisher Djumanov, Managing Partner, AD WealthDiyor Isroilov, Head of Investor Center Coordination Unit, Ministry of Investment, Industryand Trade of the Republic of UzbekistanJames Sadler, Head of Debt Capital Markets and Structured Finance, Banking and Corporate Finance, Oman Investment BankLeah Weldon-Evans, Head of Islamic Capital Markets and Structuring, Simmons & Simmons Middle EastUlan Abylgaziev, Division Manager, Line of Finance Division, Islamic Corporation for the Development of the Private Sector

On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:52) Why oil markets are now nearing minimum operating levels(02:39) Scent of a deal sends oil prices down, markets up(03:59) Oil prices rose for the fourth time in May(04:14) Moody's, Crisil say Indian balance sheets were strong going into conflict(16:14) What will the new Green Card rule mean for Indian visa holders in the US?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠ ⁠⁠Youtube⁠⁠⁠⁠⁠⁠

What if leasing an asset is actually more dangerous than buying it outright?In this episode of Corporate Finance Explained, we break down one of the most important decisions in corporate finance: lease vs. buy. On the surface, it looks like a simple math problem. But underneath, it becomes a strategic decision that shapes cash flow, tax strategy, operational flexibility, balance sheet risk, and even long-term survival.We explore how companies evaluate capital allocation decisions, why the time value of money completely changes the analysis, and how modern accounting rules transformed leasing from an off-balance-sheet shortcut into a visible financial liability.

What if the smartest growth strategy for a company is to sell one of its best businesses?In this episode of Corporate Finance Explained, we break down the hidden logic behind corporate divestitures, spinoffs, asset sales, and why some of the world's largest companies grow faster by shrinking.Most people assume growth means expansion. More acquisitions, more products, more divisions, and bigger corporate empires. But in reality, financial markets often reward companies that simplify, refocus, and unlock hidden value through strategic divestitures.We explore the financial mechanics behind the “conglomerate discount,” why diversified corporate empires often trade below the value of their individual businesses, and how disciplined capital allocation can create enormous shareholder value.

What would happen to your company if its primary bank disappeared overnight?In this episode of Corporate Finance Explained, we break down the hidden architecture of corporate banking relationships, treasury management, and liquidity strategy through the lens of one of the most important financial events of recent years: the collapse of Silicon Valley Bank (SVB) in March 2023.For many companies, banking feels invisible during stable markets. Payroll clears, vendors get paid, credit remains available, and treasury operations quietly function in the background. But when a banking institution fails, companies suddenly discover that access to liquidity is not guaranteed. It is engineered through years of strategic banking relationships, diversification, and risk management.We explore how firms like Roku, Roblox, Etsy, and Circle were exposed to SVB's collapse, and why counterparty concentration risk became a matter of corporate survival almost overnight.

In this episode of Corporate Finance Explained, we break down the hidden mechanics of executive compensation and how poorly designed incentives can quietly distort decision-making across an entire organization.At the center of the discussion is a simple but powerful idea: executives are paid to optimize whatever metrics are embedded in their compensation plans. Whether that's earnings per share (EPS), stock price performance, revenue growth, or return on invested capital (ROIC), those targets shape behavior at every level of the business.We explore how compensation structures can unintentionally reward short-term thinking, aggressive financial engineering, excessive cost cutting, and even systemic fraud when incentives become detached from long-term business health.How executive compensation actually worksWhy EPS targets can encourage stock buybacks over real growthThe dangers of short measurement windows in incentive plansHow peer benchmarking distorts CEO pay packagesWhy “all-or-nothing” bonus thresholds create dangerous behaviorThe cascade effect of incentives across entire organizationsWhat the Wells Fargo sales scandal reveals about toxic KPIsHow Enron's compensation structure amplified accounting manipulationWhy boards and compensation committees often fail to stop itThe key takeaway is simple. Compensation plans are never neutral. The metrics companies reward become the behaviors organizations optimize for, whether those outcomes strengthen the business or quietly undermine it.If you want to better understand executive incentives, corporate governance, shareholder value creation, and the real behavioral drivers behind financial decision-making, this episode will completely change how you analyze leadership teams and corporate strategy.

Transfer pricing is one of the most important concepts in corporate finance, international tax, and multinational business strategy. In this episode of Corporate Finance Explained, we break down how multinational corporations allocate profits across countries, how profit shifting works, and why transfer pricing disputes involving Apple, Coca-Cola, Amazon, Microsoft, and Starbucks have reshaped global tax policy.You'll learn how transfer pricing works, how the arm's length principle is applied, and why OECD BEPS rules, Country-by-Country Reporting, and Pillar Two are changing the future of international taxation and corporate finance.This episode explores:• What transfer pricing is and why multinational corporations use it• The arm's length principle explained• OECD transfer pricing methods and profit allocation• How Apple structured profits through Ireland• Why Coca-Cola, Amazon, Microsoft, and Starbucks faced tax disputes• OECD BEPS and Country-by-Country Reporting rules• Pillar Two and the global minimum corporate tax• Why economic substance now matters more than tax arbitrage• How transfer pricing impacts valuation, treasury, FP&A, and corporate strategyIf you work in corporate finance, accounting, investment banking, FP&A, tax, treasury, consulting, or multinational operations, understanding transfer pricing is becoming increasingly important as global tax enforcement evolves.Chapters:00:00 Introduction01:45 What transfer pricing actually is04:20 The arm's length principle explained07:10 OECD transfer pricing methods09:20 Apple's €13B EU tax case12:05 Amazon, Starbucks, Coca-Cola, and Microsoft disputes16:00 OECD BEPS and Country-by-Country Reporting19:30 Pillar Two and the global minimum tax21:15 What finance professionals should do nowSubscribe for more videos on corporate finance, valuation, financial modeling, capital markets, accounting, and global business strategy.

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Malcolm Marshall (https://x.com/malcolmpools). Malcolm shares his incredible W2 to entrepreneur journey from a VP of Finance role at C4 Energy during its hyper-growth phase (from $8 million to $300 million!) to successfully scaling his business, Poolology, an $18 million pool construction and home services business in Central Texas. We dive into the surprising challenges of scaling businesses, the reality of bootstrapping, and how he navigated the shift from a W-2 to full-time entrepreneurship. You'll hear about the "aha!" moments, the hard-earned lessons, and what he would focus on if starting a new business today, especially in the promising field of AI infrastructure.Questions This Episode Answers:• How did Malcolm Marshall go from W2 to entrepreneur and scale his business, Poolology, from a small pool route to $18 million in revenue?• What were the biggest financial stressors and operational challenges during C4 Energy's hyper-growth?• Why did Malcolm leave a high-paying W-2 job with equity to start a small business?• How do pool construction and maintenance businesses acquire customers and what are their typical EBITDA margins?• If starting over, what industry would Malcolm focus on, and what's the most crucial lesson he learned about team building?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 From Corporate to Entrepreneurship: The Journey Begins02:40 Building Poolology: The Early Days and Growth Strategies05:53 Navigating Rapid Growth: Challenges and Lessons Learned08:47 The Transition to Construction: Expanding Services11:38 Marketing and Customer Acquisition: Strategies for Success15:01 Future Aspirations: Scaling and New Opportunities17:52 Reflections on the Journey: What Would You Change?

What if inventory isn't an operational issue… but one of the biggest hidden drains on your company's cash?In this episode of Corporate Finance Explained, we break down inventory economics and why every product sitting in a warehouse should be treated as capital, not just stock. Using real-world case studies and corporate finance frameworks, we explore how small changes in inventory timing can lock up hundreds of millions in cash and quietly destroy margins. We unpack the true cost of holding inventory and why most financial models dangerously underestimate it. While many companies assume a 10 to 12 percent carrying cost, the real number often sits between 20 and 30 percent, and can exceed 40 percent in fast-moving industries.The key takeaway is simple. Inventory is not a logistics problem. It is a capital allocation decision that directly impacts cash flow, margins, and long-term competitiveness.If you want to understand how supply chains affect financial performance, how to spot hidden balance sheet risks, and how leading companies turn inventory into a strategic advantage, this episode will change how you think about operations and finance.

What if recessions don't actually destroy companies… but expose the ones that were already fragile?In this episode of Corporate Finance Explained, we unpack what really happens inside companies when the market turns and the rules of easy growth disappear. Using real-world case studies and corporate finance frameworks, we explore how downturns compress timelines, expose weak balance sheets, and force finance teams into survival mode almost overnight.We break down the hidden mechanics of business survival, from liquidity crises and covenant traps to the difficult tradeoffs between protecting cash, maintaining profitability, and positioning for recovery. This is not theory. It is the real, messy decision-making that finance teams face when conditions deteriorate fast.Why recessions accelerate existing weaknesses instead of creating new onesHow liquidity dries up and why cash becomes the only metric that mattersThe “trailing 12-month covenant trap” and how one bad quarter can impact a full yearWhy hiring freezes and layoffs can quietly damage long-term performanceHow pricing decisions during downturns can permanently erode valueWe also explore the counterintuitive strategies used by resilient companies. Instead of cutting everything, the strongest businesses protect pricing power, continue investing selectively, and use downturns to capture market share while competitors retreat.Through case studies, we examine how different companies responded to crisis conditions:Costco built resilience through recurring membership revenueMcDonald's benefited from consumer “trade-down” behavior and franchise economicsCircuit City collapsed after cutting institutional knowledge at the worst possible timeThe key takeaway is simple. Recessions do not change a company's trajectory. They reveal it and accelerate it.If you want to understand how companies actually survive economic downturns, how finance teams manage crisis scenarios, and how to evaluate business resilience before the next cycle hits, this episode will change how you analyze risk and read financial news.

Generative AI is reshaping the way investors evaluate opportunities and replacing much of the manual work involved in completing an outside-in diligence. Firms that adapt the fastest during this transition have the most to gain. To discuss how the deployment of gen AI in diligence can give organizations an investment edge and explore the shift from traditional diligence to AI-enabled, outside-in analysis we’re joined by David Pralong, a senior partner and the global leader of our Transformation Practice, William Bundy, a partner in our Washington D.C office, Chase Covington, a partner based in our New York office, and Laura Borton, a consultant also based in our New York office. Related Insights From potential to performance: Using gen AI to conduct outside-in diligence Creating Value in Portfolio Company Operations: A Practical Guide to Growing Cash Flow in Business Wave: Your path to unprecedented performance McKinsey insights on transformation McKinsey insights on Strategy and Corporate Finance McKinsey Transformation on LinkedIn McKinsey Strategy and Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

What if borrowing billions of dollars could make a company stronger… or destroy it?In this episode of Corporate Finance Explained, we break down capital structure and the high-stakes decision every company faces: should you fund growth with debt or equity? Using real-world case studies and corporate finance principles, we explore how this single choice can shape a company's future, from explosive growth to catastrophic collapse.At first glance, debt looks like the obvious winner. It is cheaper than equity, tax-efficient, and can lower a company's cost of capital. But that advantage comes with hidden risks. Mandatory interest payments, restrictive covenants, and rising default risk can quickly turn “cheap” debt into a dangerous liability when conditions change.We unpack key concepts like WACC (weighted average cost of capital), debt capacity, and financial flexibility, showing why the goal is not simply minimizing cost, but balancing risk, resilience, and strategic optionality.Through case studies, we examine how different companies approach capital structure:Alphabet prioritizes flexibility with low debt and massive cash reservesApple uses debt strategically for tax efficiency and shareholder returnsTesla relied on equity early to survive unpredictable cash flowsNetflix leveraged high-yield debt to fuel aggressive growthWe also explore what happens when leverage goes wrong, from Evergrande's collapse driven by short-term debt, to AT&T's constrained strategy under a heavy debt load, to Boeing's vulnerability during external shocks.The key takeaway is simple. Capital structure is not just a finance decision. It is a signal of how management views risk, growth, and the future of the business.If you want to understand how companies actually fund growth, how debt vs equity impacts valuation, and how to read between the lines of corporate announcements, this episode will change how you analyze businesses and think about financial strategy.

What if the biggest companies in the world are no longer built in public markets?In this episode of Corporate Finance Explained, we unpack the hidden world of private capital and how companies are raising billions of dollars without ever going public.For decades, the traditional path to growth was clear. Companies either borrowed from banks or raised money through an IPO. Today, that model has shifted. The majority of large-scale funding now happens behind closed doors through private capital markets, fundamentally changing how businesses grow, operate, and create value.We break down the three core pillars of private funding. Venture capital fuels early-stage startups with the expectation of massive growth outcomes. Private equity acquires and optimizes mature companies with a focus on rapid value creation and defined exit timelines. Private credit provides flexible, high-cost debt solutions outside the traditional banking system, allowing companies to tailor financing to their specific needs.The key takeaway is simple. Private capital is not just an alternative funding source. It is a different ecosystem that reshapes incentives, timelines, and outcomes for companies at every stage.If you want to understand how modern companies actually scale, and why fewer of them are going public, this episode will change how you read financial news and evaluate business strategy.

In this episode of What's New at CFI, we break down one of the most practical and career-defining skills in finance: building professional PowerPoint presentations and pitch books.Strong financial analysis is only part of the job. At some point, every analyst needs to communicate their work clearly to senior stakeholders, clients, or investors. That is where pitch books come in. They are the primary way ideas are presented in investment banking, corporate finance, and capital markets.We explore what a pitch book actually is, how it differs from a standard presentation, and why it plays such a central role in pitching transactions like M&A deals, capital raises, and strategic initiatives. You will also get a realistic look at how pitch books are built in practice, often as a collaborative effort across multiple teams, with analysts contributing to key sections.This episode also covers the most common mistakes early career professionals make. Poor structure, inconsistent formatting, and trying to fit too much information onto a slide can quickly reduce the impact of even strong analysis. Small details matter. Clean formatting, aligned numbers, and a clear narrative all influence how your work is perceived.We also discuss how AI is starting to change the way presentations are created. While new tools can help speed up drafting and formatting, they do not replace judgment. Analysts are still responsible for accuracy, clarity, and ensuring the story makes sense within the context of the business.The key message is simple. Presentation and communication skills are not soft skills in finance. They are core technical skills that can differentiate you early in your career. The ability to turn complex analysis into a clear and compelling story is what helps ideas get approved and executed.If you are working in investment banking, FP&A, or any corporate finance role, this episode will give you a clear preview of how strong presentation skills can elevate your impact.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat do you do when you've built more wealth than you need—but your success is quietly setting up a massive future tax bill?This episode walks through a real planning scenario that will hit home for many Canadian business owners, entrepreneurs, and investors. You'll hear how one retired entrepreneur did almost everything right—paid off the house, built strong investment buckets, and created lasting financial security—yet still ended up with hidden tax inefficiencies inside a RRIF, personal accounts, and a holding company. If you've ever wondered whether your current structure could create unnecessary drag later, this conversation shows where those problems come from and what can still be done to improve them.You'll learn:How large RRIF balances can create a growing tax problem in retirement, even when you do not need the income.Why asset location matters—especially when comparing TFSAs, non-registered GICs, and corporate investments.How strategies like leveraged investing and corporate-owned whole life insurance may help reduce tax drag, improve estate efficiency, and create more flexibility for future withdrawals.Press play to hear how a “good problem to have” can become a smarter, more tax-efficient wealth plan. Built from your uploaded transcript.