Case Studies

When Sales Forecasts Outpace Financial Reality

Analytics, Business, Case Studies, Finance, Forecasting & Planning, Strategic

How one FP&A team used Financial GPS to validate assumptions, surface hidden risks, and course-correct their growth strategy. Introduction In today’s volatile market environment, forecasting isn’t just about projecting numbers…

Enhancing Boardroom Decision-Making with AI-Powered Financial Intelligence

AI, Boardroom, Business, Case Studies, Finance, Strategic

Enhancing Boardroom Decision-Making with Leo, AI-Powered Financial Intelligence Background Corporate boards are under increasing pressure to make strategic decisions that drive growth, ensure sustainability, and mitigate risks. Traditional…

Optimizing Financial Teams: The Impact of AI

Business, Case Studies, Finance, Talent

Overview A multi-billion-dollar division sought to maintain a competitive edge by closely tracking industry trends and competitor activities. However, staying informed required dedicating significant analyst resources to manually searching…

Strategic M&A: Leveraging Data to Identify Hidden Value and Mitigate Risks

Business, Case Studies, External Data, Finance, M & A, Strategic

Introduction In the world of mergers and acquisitions (M&A), traditional financial metrics often fail to tell the full story. Just as a sports team might overlook a player’s weaknesses despite strong stats, M&A deals can suffer…

Buy-Side Hidden Risks

Case Studies

Overview A $ 5MM twenty-five-year-old business services company was for sale. As the industry leader, the company’s methodologies had become the industry standard. The company enjoyed an excellent reputation in the marketalong with a strong…

Case Studies

When Sales Forecasts Outpace Financial Reality

Enhancing Boardroom Decision-Making with AI-Powered Financial Intelligence

Optimizing Financial Teams: The Impact of AI

Strategic M&A: Leveraging Data to Identify Hidden Value and Mitigate Risks

Buy-Side Hidden Risks

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