Mergers and acquisitions (M&A) tend to attract headlines, but carve-outs hide some of the toughest challenges. Unlike acquisitions, which unite two organizations, carve-outs involve splitting a business — sometimes on a tight schedule, usually under pressure, and almost always with the risk of disruption. Private equity and corporate divestitures leaned heavily on carve-outs in 2025.…
In any merger or acquisition, the milestone that creates the most anxiety isn’t the signing ceremony or the press release — it’s Day One. That first day under new ownership is when investors, boards, and employees all look for evidence that the business can continue to run smoothly. Day One is the moment of truth.…
We’re entering a new era of mergers and acquisitions, where values are rising and success rates are climbing, showing that companies are finally mastering how to make integration work. But experts point out that the risks haven’t gone away — if anything, today’s deals look different, move faster, and expose new kinds of operational pressure.…
The term autonomous finance is appearing in analyst notes and board agendas — and it’s starting to take on concrete meaning. Gartner describes an autonomous finance function as one where processes are largely operated by self-learning software agents that deliver real-time, predictive insight and compliance — an ambitious destination, but not science fiction anymore. Deloitte’s…
Dashboards and AI raise expectations in finance — faster closes, cleaner variance reviews, steadier forecasts, tighter cash. The hurdle is the data behind them. It lives across ERP, AP, payroll, CRM, banking portals, spreadsheets, and more. When definitions shift, calendars don’t match, or currency rules vary by team, AI loses its edge and dashboards spark…
For finance teams, speed is the mandate and trust is the currency. You’re closing sooner, forecasting more often, and sharing insight with a broader audience — all while guarding the most sensitive data in the company. The best path forward is a security-first finance model where access, lineage, and monitoring move with every dataset, report, and workflow.…
Inventory costing is always important in manufacturing and retail. In cannabis, though, it’s mission critical. Costing touches compliance, profitability, and audit readiness — three areas where the stakes are higher than in most industries. Here we explore the inventory costing methods most relevant to cannabis operators, how 280E shapes what counts as cost of goods…
Month-end shouldn’t feel like a fire drill. Yet for many teams it still does — late adjustments, reconciling in circles, and a scramble to explain the story behind the numbers. Forecast conversations aren’t much better when assumptions live in spreadsheets and no one’s quite sure which version is the right one. If that sounds familiar,…
Modern finance teams carry a bigger mandate than ever. You must control cost, protect cash, sharpen forecasts, guide pricing, manage risk — and do it with leaner teams. Talent is tight, productivity must rise, and leadership expects better decisions sooner. If you’re like many CFO’s we speak with, the blocker you feel most is the…
How Microsoft and Velosio are helping finance teams reimagine the future of work. Finance teams are under unprecedented pressure to close the books faster, deliver real-time insights, and guide strategic decisions in an unpredictable economy. During our recent AI in Finance webinar, panelists from Velosio and Microsoft discussed how artificial intelligence (AI) and autonomous agents…
