Viking Mergers

FEBRUARY 28, 2022

Selling a business is a complex process. There’s far more to it than most business owners realize. These ten proactive tips will help a first-time seller prepare to sell their business for the highest value. . 1. Use a Professional Advisor . A professional, experienced and qualified sell-side advisor will provide an accurate assessment and valuation of the business, market it effectively, solicit offers, qualify buyers, protect confidentiality, assist in negotiations and facilitate the closing

Marketability 237

Marketability 237

Mckinsey and Company

MARCH 4, 2022

Insurance executives are recognizing the power of innovation to accelerate the pace of company change. Yet for innovation to deliver long-term value, it must become embedded in a carrier’s DNA.

132

132

ThomsonReuters

MARCH 3, 2022

QUESTION: Several of our employees were hospitalized over the past year with COVID-19 and incurred large medical expenses, which our self-insured health plan was obligated to cover. We later discovered that these employees were not vaccinated against COVID-19. Given the financial impact of COVID-19 on our health plan, can we require employees going forward to show proof of COVID-19 vaccination as a condition of eligibility?

105

105

Mogin Rubin M&A

MARCH 4, 2022

Intentionally or not, the federal government may have landed on an issue that can bring the Right and Left together: the price of beer, wine, and spirits. The Department of Justice and Federal Trade Commission are following up on concerns and recommendations shared last month by the Treasury Department that the industry is too concentrated. Treasury’s report says beer drinkers alone may be paying as much as $487 million more a year than they should.

Treasury 97

Treasury Marketability 97

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Viking Mergers

FEBRUARY 28, 2022

Running personal expenses through your business may not seem like a big deal, but this practice can cause problems you may not have considered. Here are a few reasons why you should keep your personal and business expenses separate. 3 Important Reasons to Stop Running Personal Expenses Through Your Business. 1. Rules are rules, and you may be audited.

Business Valuation 237

Business Valuation 237

Mckinsey and Company

MARCH 2, 2022

To capitalize on analytics, consumer packaged goods organizations—especially in Asia—can build an integrated system with the power to oversee and control the entire supply chain from end to end.

129

129

Benchmark Report

MARCH 4, 2022

The seller, Poly Pharmaceuitcals, Inc., is a development and distribution company focusing on generic and OTC pharmaceutical products such as cold, cough, allergy, and pain relief. Over the years, they have developed a portfolio of innovative, safe, and cost-effective medications for patients and caregivers. CEO, Chase Williams, had this to say: “Poly Pharmaceuticals would like to thank Benchmark International and, in particular, Tyler Gonska and Matthew Kekelis for their professional nature in

95

95

Viking Mergers

MARCH 4, 2022

We receive many questions about various aspects of selling a business, from valuation methods to taxes on selling a business to when to tell employees you are selling. Another important consideration: “What happens to cash when selling a business?”. Normally, cash is not included as an asset when selling a business. This means the business owner (Seller) keeps all cash when selling a business, including petty cash, money in bank accounts, and cash equivalents.

Banking 130

Banking 130

Mckinsey and Company

MARCH 1, 2022

Human resources is playing a critical role in helping organizations respond to the COVID-19 pandemic. Chief human resources officers expect that influence to persist.

131

131

ThomsonReuters

FEBRUARY 28, 2022

Highlight: The IRS Form 941 is one of the most important payroll-related tax returns used by businesses to report employment taxes, including federal income tax withholding, Social Security tax, Medicare tax, and Additional Medicare tax. What is the IRS Form 941? On January 1, 1950, a new plan took effect to collect taxes due under the Federal Insurance Contributions Act (FICA) and under the federal income tax withholding provisions of the Internal Revenue Code (IRC).

Start-ups 98

Start-ups 98

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Rhythm Systems

FEBRUARY 28, 2022

Many companies I work with have an Annual Plan and some foundational strategic elements, like Core Values, Core Purpose and Mission/Vision/ BHAG ( Big Hairy Audacious Goal. ). However, these companies often don’t take time to define goals on the 3 year time horizon. This is an important step, because these 3 year strategic plans form your base camps on the way to achieving your longer-term strategy.

94

94

Benchmark Report

FEBRUARY 28, 2022

As the owner of a business, you face a slew of tough decisions nearly every day. One question you may have asked yourself is whether you should sell your company. Several factors can influence your decision to sell, some of which you may not have even thought about. Here you will find a comprehensive list of possible reasons to help you decide if and when selling your business is right for you.

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92

Mckinsey and Company

MARCH 1, 2022

Women in technical roles are less likely than men to win promotions early in their careers, and many are exiting the field. Companies can strengthen workforces and boost performance by reversing this trend.

121

121

National Law Review M&A

MARCH 3, 2022

Mintz Jurisdiction: All Federal Type of Law: Corporate & Business Organizations Financial Institutions & Banking Mergers & Acquisitions Labor & Employment

Banking 84

Banking 84

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Rhythm Systems

MARCH 1, 2022

We are thrilled to host our Annual Breakthrough Conference once again in Charlotte, NC, May 4th-5th 2022, at the Charlotte Marriott City Center. Charlotte is Rhythm Systems' home base, and we want you to enjoy it as much as we do. Here are some recommendations to enhance your stay once the conference is wrapped! Food : Dine at Church & Union , in walking distance of the Charlotte Marriott City Center, for sophisticated southern cuisine.

Mergers & Acquisitions 90

Mergers & Acquisitions 90

Musings on Markets

FEBRUARY 27, 2022

The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. In fact, questions about profitability seem to have taken center place again, not only because a market pull back is a reminder that growth, by itself, cannot deliver value, but also because there are still unresolved debates about how much damage the COV

Start-ups 80

Start-ups Equity Book Value Marketability 80

Mckinsey and Company

FEBRUARY 28, 2022

As offices consider how to reopen after two years of disruption from COVID-19, Hoskins sees an opportunity to create better, more human-centric workspaces.

129

129

N Contracts

MARCH 2, 2022

The directive came from on high, and there is no escaping it: You are responsible for your institution’s vendor management process.

Compliance 94

Compliance 94

Rhythm Systems

FEBRUARY 28, 2022

In my last blog, I talked about how most meetings suck. Now, I want to focus our energy on ways that we can fix them and have effective meetings. One of the biggest complaints that I hear about bad meetings is the lack of an agenda or getting it two minutes prior to the meeting. While having a meeting without an agenda is horrifying, I have attended several bad meetings that had a detailed agenda sent well ahead of time!

88

88

Butcher Joseph & Co.

MARCH 2, 2022

For companies considering M&A and other growth strategies, learn about different financing terms, structures, and capital sources available to help bu. The post Raising Capital for Growth appeared first on ButcherJoseph & Co.

Finance 70

Finance 70

Mckinsey and Company

MARCH 4, 2022

For Nextdoor CEO Sarah Friar, resilience requires diverse perspectives, local solutions, playbooks to help anticipate the unexpected, and a regard for unforeseen consequences.

107

107

Norman Marks

MARCH 3, 2022

What would you do as CAE if you were forbidden from writing a formal audit report? Let’s think about this challenge, as it may help us pinpoint the value of these documents. X Consider our customers in management first. What do they need to know and how can we best communicate (as the IIA Standards […].

75

75

Rhythm Systems

FEBRUARY 28, 2022

I really enjoy learning during client interactions. When I’m working onsite in planning sessions, coaching executives 1-to-1 , or working with teams virtually through Zoom web conferencing, I am often learning as much as helping. Working hand-in hand with smart people and fielding their questions give me the opportunity to guide participants while expanding my knowledge, understanding, and ability to communicate.

72

72

Butcher Joseph & Co.

MARCH 1, 2022

Carter Smith, Vice President, has been named a recipient of Small Business Monthly’s 2022 Best M&A Professionals. The post Carter Smith Honored as Recipient of Small Business Monthly’s 2022 Best M&A Professionals appeared first on ButcherJoseph & Co.

67

67

Mckinsey and Company

MARCH 1, 2022

Federal agencies are setting ambitious goals. What do agency leaders need to know about planning and directing successful transformations?

121

121

Machen McChesney

MARCH 2, 2022

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to eligible businesses. Claiming the credit involves complex calculations, which we can take care of for you.

65

65

N Contracts

FEBRUARY 28, 2022

The U.S. government has introduced sanctions against Russian banks, companies, oligarchs, and its elite in retaliation for its invasion of the Ukraine. That may seem a world away for financial institutions focused on their local communities, but the potential impact shouldn’t be ignored. Sanctions like these are part of the ever-evolving risk environment that banks, credit unions, mortgage companies, and fintechs operate in.

Banking 61

Banking Compliance 61

Global Finance

MARCH 1, 2022

Michel Combes, a graduate of the France’s elite Ecole Polytechnique, has three decades of experience in the telecom industry.

72

72

Mckinsey and Company

MARCH 3, 2022

US natural gas utilities and combined electric and gas utilities have an opportunity to convert their infrastructure into clean-fuels networks—a move that could help enable a decarbonized energy system.

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103

Machen McChesney

MARCH 4, 2022

As 2022 kicks off and tax legislation continues to be stalled in Congress, the amendment to Internal Revenue Code (IRC) Section 174 was originally introduced by the 2017 tax reform legislation, the Tax Cuts and Jobs Act (TCJA), is now in effect.

62

62

Brian DeChesare

MARCH 2, 2022

As investment banking recruitment has moved up earlier – especially in the U.S. – many students “miss” the process or start too late to have a good chance. And in other regions, timing differences for degrees and gap years mean that not everyone can complete internships in the traditional time frame. Finally, work experience expectations have risen over time, and you may not even be competitive in IB summer internship recruiting without other finance internships first.

Banking 59

Banking Start-ups Finance Equity 59

Benchmark Report

MARCH 2, 2022

Benchmark International successfully facilitated the transaction of Urban Insight, a leading Los Angeles-based digital agency providing web design and development services for businesses and organizations nationally across various sectors with a specialty in cultural arts, legal aid, urban planning, financial services, and higher education industries.

59

59

Mckinsey and Company

FEBRUARY 28, 2022

As nonfinancial companies move from enterprise risk management to a resilience-based approach, their experience in nonfinancial risk can provide a model for banks.

Banking 105

Banking 105

Rhythm Systems

FEBRUARY 28, 2022

Philip Kotler implores us to do a better job of understanding “who” our valuable customers are and then to deeply please them, rather than trying to please everyone. It is much better to serve your Core Customer completely and fully, than to try to be everything to everyone. It will create a core market that you can please and creates a loyal fan base.

Marketability 59

Marketability 59