Tue.Jan 10, 2023

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The Bottom Line: Are You Focused on the Wrong Numbers?

Trout CPA: M&A

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services. Over the years, I have sat in many management and year-end board meetings to discuss the performance and overall health of the company. My observation is that the controllers and CFOs in the room spend far too much time discussing the bottom line (net income).

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2022 Q3 Axial’s Top Investment Banks

SDR Ventures

Axial Names SDR Ventures a Top 25 Lower Middle Market Investment Bank in Q3 2022 The SDR Team is pleased to announce that SDR has been recognized as the #23 investment bank in Axial’s Top 25 for Q2 2023. The rankings are based on Axial ‘s league tables, which take into account three main characteristics: client quality, buy-side targeting, and process effectiveness.