Potential Obstacles to Achieving Synergies
PitchBook
3/8/2013
Written by Tatum Partner Linton Moulding, the column is the newsletter’s top story and outlines some ways to deal with challenges to achieving synergies on the sales and service side of integrations.
> Read More
Growing Lean in Uncertain Times
Institutional Investor
8/30/2012
Frank Tilley, Tatum partner, offers guidance to companies challenged to continue growth amid mandates for leaner operations and an uncertain economy.
> Read More
Rise of the Free Agent
Insight Magazine
7/30/2012
Chris Kearney, Managing Partner at the Chicago office, explains the growing appeal of contingent employees.
> Read More
Project Runway
CFO
5/15/2012
Strategic visions are great, but they can turn into nightmares at the project level. Here's how to keep a project from becoming a runaway.
> Read More
Data-Driven Decision Making
Executive Insight (p. 29)
2/20/2012
Aligning and analyzing data with the goals of your enterprise will improve clinical efficacy and bottom line results.
> Read More
A Loss of Independents?
CFO
12/1/2011
Regulators have rewritten the rules regarding the use of independent contractors, forcing companies to make hard choices – and possibly pay heavy fines.
> Read More
Post-Occupied
CFO
12/1/2011
Tepid demand, thin margins, new regulations, investor caution – and a lingering public-relations problem. No wonder banks are nervous.
> Read More
Why Your Business Should Know More About the "Cloud"
Forbes
11/2/2011
Most businesses spend from 2 percent to 7 percent of revenue on information technology, according to Tatum LLC partner and IT consultant Frank Buckman. Imagine not only reducing that cost by 20 to 30 percent, but also diverting the savings to something that grows your business, such as an acquisition.
> Read More
Tatum's Monthly Survey of Business Conditions Marks Its 10th Anniversary
Yahoo! Finance
10/26/2011
Each month, Tatum conducts a survey of its executive and consulting professionals nationwide to gain insight on the business climate. The survey examines key indicators such as hiring and capital expenditures, looking at both the past 30 days and expectations for the upcoming 60 days. The survey captures the observations and opinions of CFOs, Controllers and CIOs in a broad base of industries and companies of all sizes.
> Read More
A New Era Dawns for Tatum
CFO
10/11/2011
With some companies turning to temporary talent as a permanent strategy, it's more important than ever for the interim-CFO firm to have the right people on hand. President Karen Macleod talks about her firm, its market, and its challenges.
> Read More
Cutting Hospital Costs Without Cutting Staff
HFMA
10/5/2011
Virtually every industry is still feeling the pain of the recession—still cutting costs and making workforce reductions. Yet these cuts often fail to generate real bottom-line results. Such a trend cannot continue without serious repercussions on quality of care.
> Read More
Interim CFOs Gain Prominence in Private Equity
eFinancial Careers
10/4/2011
With the comeback in private equity, interim Chief Financial Officers (CFOs) are gaining in prominence. Their expertise is particularly handy when it comes to the transactions that drive the industry.
> Read More
CFO Pinch Hitters
Treasury & Risk
10/1/2011
Demand grows for temp finance chiefs who can jump in to help companies through reorganizations and turnarounds.
> Read More
Clues in Capital Spending
Forbes
9/28/2011
U.S. business leaders are spending less than earlier this year, creating worry that a major growth driver of the shaky U.S. economy will screech to a halt if companies begin to conserve their cast. But don’t push the “double-dip recession” panic button yet.
> Read More
M&A: Second Wave, or No Wave Ahead?
ChannelWorld.in
9/15/2011
Globally, over 21,000 deals were announced in 2010, worth more than $1.9 trillion in total, according to Bloomberg News research. Further, a Bloomberg report last December showed "tempered optimism" on the part of over 1,000 financial market professionals for continued growth of dealmaking in 2011.
> Read More
CFO Business-Conditions Index Slips
CFOworld
9/12/2011
Survey that Tatum does monthly with executives of mid-sized firms shows appraisal edging down for August after a one-month uptick brightens slightly looking two months ahead.
> Read More
Tatum Announces Robert Jimenez as Central Region Practice Leader for Technology
Yahoo! Finance
9/6/2011
Tatum recently announced Robert Jimenez has joined its Technology practice as Practice Leader for the Central Region. He will be responsible for leading Tatum’s technology initiatives in the region and addressing clients’ strategic and operational challenges focusing primarily on private equity, financial services and manufacturing firms.
> Read More
Tatum Partner Ken White is profiled in Home Channel News
Home Channel News
8/8/2011
Ken White arrived at Handy Hardware in May with a clear-cut mandate and straightforward goals. Specifically, get Handy's information technology program back on track, and put the company on path for growth. White talks about his effort helping to lay the groundwork for growth and expansion for the company's next 50 years.
> Read More
Taking CRM to the Cloud
PC Today
7/21/2011
Cloud-based CRM services deliver all of the functions of traditional CRM systems but add several valuable aspects for businesses seeking flexibility.
> Read more
Health Care Law?
Investor's Business Daily
7/11/2011
As the deadline for compliance with the new health care law nears in January 2014, a survey by executive services firm Tatum says that coverage adjustments for the changeover haven't been a top priority for CFOs of middle market companies.
> Read more
Private Equity Funding: Looking for Investment Targets
Financial Executive
7/7/2011
Though not easy, financing in this post-recession period can get done, particularly since private equity lenders are sitting on cash as they wait for the right opportunities to invest in and take businesses beyond the new business norm.
> Read more
CFOs Avoid Health Overhaul Review: Study
The Wall Street Journal
5/16/2011
While there is a broad consensus that the healthcare overhaul will add significant expenses, a real danger exists that CFOs aren't doing enough to educate themselves about the operational intricacies of the year-old law.
> Read More
Four Hospital Action Items For 2011
The Street
5/2/2011
Hospitals today face historic levels of economic pressure and broad areas of multi-dimensional uncertainty. It seems that never before has the future been less predictable, unstable or more complex.
> Read More
Selling Business? First Max Your Value
Austin Business Journal
4/29/2011
When the economy went south, mergers and acquisitions went along with it, with near-record lows in 2008 and 2009. But as the recovery sputters to life, 2010 featured a significant uptick in M&A activity, highlighted by a standout performance in the U.S. middle market, where growth in the deal count and dollar market exceeded 50 percent.
> Read More
How to Survive CIO Regime Change
Computerworld
3/7/2011
The average CIO stays on the job around four years. So chances are you'll live through at least one changeover. Here's how to make sure it doesn't derail your career.
> Read More
CFOs for hire on temp basis
The Atlanta Journal-Constitution
3/1/2011
Subcontracting has reached the executive suite. Companies these days are renting CFOs — generally thought of as the third-most critical job in corporate America next to the CEO and COO.
> Read More
Happy at Work: Stressed Firms Can Boost Worker Morale in Simple Ways
Atlanta Business Chronicle
2/18/2011
Most American workers who have made it this far with their jobs are certainly happy to be still employed, but experts agree there are still problems in the country’s workplaces. “Frankly, everyone is a bit insecure about having continued employment,” said Dick Hissam, National Managing Partner, Executive Services, for Tatum. “They’ve seen their friends go and still wonder if it’s really over — could I be the next to go? That makes it hard to have normal morale.”
> Read More
Get the Right Price for Your Small Business Now
Crain's Chicago Business
2/14/2011
Business-sale activity is down 50% since 2007, and profits and revenues generally have languished over the past two years. So why do some experts say now could be the perfect time to sell your small business? Supply and demand. Tatum Partner Chris Kearney says that in the third quarter of 2010, "multiples started to get into really high ranges for health care businesses, distributors of health care or anything even tangentially related to health care."
> Read More
Karen Ferguson Macleod Joins SFN Group as President of Tatum
Bloomberg
1/26/2011
SFN Group, Inc. today announced the appointment of Karen Ferguson Macleod as president of its executive services division, Tatum. This new leadership choice represents the company's commitment to further expansion of its higher-value professional businesses and strong presence in professional services for the office of the CFO.
> Read More
What CFOs Want from IT
Computerworld
1/24/2011
Tatum Partner Bob Martins offers insight into the relationship between finance and IT in a stagnant economy. "The power dynamic in the C-suite really does change when the economic times are difficult. And right now, any kind of spending decision requires much more scrutiny."
> Read More
Responsible Acquisitions Yield Growth
Financial Executive
1/14/2011
Acquisitions immediately following a downturn generally yield strong returns, but success depends on an acquisition strategy that balances the need to grow with caution and responsibility.
> Download PDF
How Hospitals Can Cut Medical Liability Costs
Healthleaders Media
12/13/2010
Medical liability costs continue to grow for hospitals, but the secret to controlling this isn't necessarily found in the financials. It's cultural. "The reality is there's little finance can do directly to reduce those costs," says Jeff Rooney, Tatum partner and interim CFO at Saint Agnes Medical Center in Fresno, CA.
> Read More
HR Costs Rebounding?
Human Resource Executive Online
11/29/2010
Chris Kearney, a partner and practice leader in the Chicago office of Tatum, says that companies "are leveraging their HR function to identify candidates via targeted networking and social media to avoid incurring a fee from a search firm."
> Read More
How to Choose a Cloud Computing Vendor
Inc.com
11/29/2010
Tatum Partner Ralph Presciutti offers advice about assessing the opportunities presented by cloud computing vendors. "You should start by doing a workload analysis," Presciutti says.
> Read More
New Technology an Advantage for Small Banks
Atlanta Business Chronicle
11/26/2010
Tatum Partner Suzanne Donner offers insights into technology trends for community banks. “The cost of technology came down considerably faster than most of us thought it would,” she says.
> Read More
Outlook 2011: Expect the Unexpected
CPA Trendlines
11/4/2010
In a world of "persistent uncertainty," the ability to remain nimble, to detect oncoming events, to learn quickly from experience and to respond with agility may mean the difference between success or failure for a business, according to a leading CFO strategist.
> Read More
9 Thoughts on Outsourcing: When To Outsource and How to Do it Successfully
Becker's Hospital Review
10/15/2010
In efforts to protect their bottom line, many hospital CEOs are turning to outsourcing various services, including hospitalist units, nursing staff or food services, as a cost-cutting measure. Irwin Hurn, a hospital executive and partner at executive services firm Tatum, says contracting services should depend on what resources and expertise are already immediately available to a hospital.
> Read More
Financial Implications of Community Benefit
HealthLeaders Media
10/13/2010
Most hospital and health system leaders are now continually tracking and reporting the value of their facilities to the community. Doing so supports a facility's mission and can extend beyond the tax benefits and help in terms of selling points for a merger or partnership. "Typically the hospitals looking at joint venture or a partnership for capital needs are going to focus on the hospital valuation," explains Jeff A. Nelson, partner at Atlanta-based Tatum, an executive services firm that provides operational expertise to hospitals.
> Read More
The Blogging CFO
American Express Inside Edge
10/12/2010
Tatum Partner Paul Burmeister offers tips to CFOs who wish to start a blog. “Commentary is perfectly fine. As long as you’re not disclosing anything that can give an investor inside information, undisclosed results or future prospects, your personal blog or company blog can be beneficial to everyone involved.”
> Read More
Boards Turn to Self Evaluations to Regain Trust
Compliance Week
9/21/2010
The performance evaluation may be a standard tool in most areas of corporate life, but in the boardroom, there is resistance to the idea of turning a spotlight on the annual performance of individual directors.
> Read More
Challenges Abound as GM Pitches Its IPO
Edmunds Auto Observer
8/19/2010
With the required papers filed, General Motors' management is kicking off a road show to convince potential investors to buy the automaker's stock in its Initial Public Offering. Their challenges are many, according to John Calia, Managing Partner of Tatum's South Florida office.
> Read More
Goldman Sheds Some Light on Valuing Illiquid Assets
Compliance Week
8/10/2010
Investment banking giant Goldman Sachs gives a glimpse into how companies should report the fair market value of assets that are trapped in frozen or otherwise illiquid markets. Scott Palka, a partner with consulting firm Tatum, says Goldman's valuation process can't be fully assessed from a nine-page memo alone, since the document doesn't provide enough technical detail to understand what went into the valuation. "It's kind of like having a picture of a house, not the architectural drawing," he says. Nevertheless, he adds, the analytical process looks sound.
> Read More
'Group think' among local VCs?
Nashville Post
8/4/2010
At an event sponsored by the Nashville Healthcare Council and Nashville Capital Network, moderator, Nancy Falls, asked a panel of venture capitalists whether the community's close-knit nature could create a group think environment that would make it difficult for an entrepreneur to secure funding if one or two VCs first turned them down.
> Read more to find out their answers
Financing Options: There are a variety of alternatives available to hospitals.
HealthLeaders Media
6/29/2010
There is another nontraditional path to financing that merits mentioning: philanthropy. Though not an area that healthcare facilities traditionally think of when looking for financing options - especially for larger projects - it can be used to underwrite smaller capital projects, or very long-range ones if it is done correctly, says Jeff Rooney, a partner with Atlanta-based executive services firm Tatum LLC and interim CFO for Saint Agnes Medical Center in Fresno, CA.
> Read More
High on ambition, low on cash, Twin Cities hospitals face choices
MedCity News
6/28/2010
Children’s Hospital saw an even more drastic change. The hospital said revenue from services increased 8 percent to $540 million in 2008. But Children’s lost $52 million from its investment portfolio, knocking its total revenue to just $516.3 million, down 6 percent from 2007.
Meanwhile, expenses rose 8.4 percent, due mostly to salaries and benefits. Compensation now accounts for 63 percent of the hospital’s total revenue. Anything above 55 percent-to-60 percent is “unsustainable,” said Jeff Nelson, a Minneapolis-based partner of Tatum LLC, which supplies interim CFOs to struggling hospitals.
> Read More
From Adversity, Better Budgets
CFO.com
6/1/2010
Tatum national managing partner of consulting, is quoted in From Adversity, Better Budgets in CFO magazine. She notes that many CFOs are increasing the frequency of budget revisions and forecasts.
> Read More
Ready, Set, Grow?
CFO Magazine
5/26/2010
Deciding how (and when) to reinvigorate growth now ranks as a CFO's biggest challenge. Tatum's Janice DiPietro urges finance executives and their fellow managers to survey the competition as a first step to identifying growth opportunities.
> Read More
Managing an Abrupt Executive Departure
Trustee Magazine
4/1/2010
Hospitals can be left reeling when C-level executives depart unexpectedly. Tatum's Interim CFO services helped guide the finances of Condell Hospital until a permanent CFO could be found.
> Download PDF