Buying signals · Accounting & finance
Buying signals to watch in accounting & finance
New finance leaders, firm mergers and new close software all tend to put operations tools on the table for a few months.
An event like this often means a company is starting something new. It does not tell you they have budget or will buy.
Typically worked by: Controller · VP Finance · Managing Partner
Merged in a practice group. The firm will likely pick one set of tools for everyone in the next few months.
Named a new VP Finance from a larger firm. A new buyer who was likely hired to update how things work.
Rolled out software to speed up month-end close. Firms that do this are often open to more finance tools.
These examples are made up to show the kind of thing we find. The free scan looks for companies in accounting and finance firms with a recent public event and shows the source when there is one. It is a reason to look closer, not proof a company will buy.
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