Harvard Corporate Governance
JULY 11, 2025
Posted by F. Dario de Martino, Clare O’Brien, and Mara Goodman, A&O Shearman, on Friday, July 11, 2025 Editor's Note: F. Dario de Martino and Clare O’Brien are Partners, and Mara Goodman is an Associate at A&O Shearman. This post is based on an A&O Shearman memorandum by Mr. Martino, Ms. O’Brien, Ms. Goodman, Steph Ference , and Olivia Zinzi.
Machen McChesney
JULY 10, 2025
The president signed into law a sweeping reconciliation tax bill in a July 4 signing ceremony, capping a furious sprint to finish the legislation before the self-imposed holiday deadline. The Senate approved the bill in a 51-50 vote on July 1 after making a number of last-minute changes following intense bicameral negotiations. The House voted 218- 214 on July 3 to send the bill to the president’s desk.
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Equidam
JULY 11, 2025
When Warby Parker launched in 2010, their website crashed just after their official launch, their top 15 most popular styles sold out within four weeks, and they collected a staggering 20,000 customer waitlist during that time. This wasn’t just about selling eyeglasses—it was about a brand so compelling that customers were willing to wait months for a product they’d never physically tried.
Sun Acquisitions
JULY 7, 2025
Mergers and acquisitions (M&A) often bring to mind financial gains, market expansion, or operational efficiencies. While these are undeniable benefits, the transformative potential of M&A extends beyond balance sheets and boardrooms. When approached thoughtfully, mergers and acquisitions can be a powerful force for good, driving meaningful social impact and creating value for communities, employees, and the planet.
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.
GCF Value
JULY 9, 2025
Why Valuation in This Industry Isn’t One-Size-Fits-All Whether you’re selling a sandwich shop, buying a pizza franchise, or considering an investment in a fast-casual chain, understanding the value of a limited-service restaurant (LSR) isn’t as simple as applying a “rule of thumb.” While lesser-experienced appraisers may toss out generic multiples, the appraisers at GCF Valuation know better: each restaurant’s value depends on its earnings, structure, and story.
Harvard Corporate Governance
JULY 7, 2025
Posted by Ali Saribas and Andrew Brady, SquareWell Partners, on Monday, July 7, 2025 Editor's Note: Ali Saribas is a Partner, and Andrew Brady is a Director at SquareWell Partners. This post is based on their SquareWell survey. SquareWell Partners (“SquareWell”) conducted a survey of over 30 institutional investors collectively responsible for more than $35 trillion in AUM from North America, Europe, and Asia.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Equidam
JULY 8, 2025
When Y Combinator’s demo day showcases 250 promising startups to a room of eager investors, there’s an uncomfortable truth lurking beneath the pitch decks and growth projections: half of these companies will fail , with 1 in 5 shutting down within the first 12 months. Outside of Y Combinator, the rate is higher. Yet most valuation models treat survival as a binary outcome—either the company succeeds spectacularly or it disappears entirely.
Peak Business Valuation
JULY 8, 2025
Going through a divorce can present complex financial challenges, especially when one or both spouses own a business. Determining the value of the business is essential to ensure a fair and equitable distribution of marital assets. In these situations, it is critical to obtain a divorce business valuation from a qualified professional. This article outlines the importance of business valuation in divorce proceedings.
IT Valuations
JULY 9, 2025
July 29, 2025 2:00 PM – 2:45 PM CST For many owners of IT companies, selling their business is a once-in-a-lifetime experience. Join us for an insightful webinar as we pull back the curtain on the recent acquisition of NetEffect, a leading IT company owned by David Rounds. This session will provide a unique, inside look at the entire transaction, from initial contact to the final handshake.
Harvard Corporate Governance
JULY 7, 2025
Posted by Gary B. Gorton (Yale School of Management) and Jeffery Y. Zhang (University of Michigan Law School), on Monday, July 7, 2025 Editor's Note: Gary B. Gorton is Frederick Frank Class of 1954 Professor Emeritus of Management & Finance at the Yale School of Management, and Jeffery Y. Zhang is an Assistant Professor of Law at the University of Michigan Law School.
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
Auto Dealer Valuation Insights
JULY 9, 2025
Kathryn Burke, CPA has earned the right to use the Accredited in Business Valuation (ABV) designation. This professional designation is awarded by the American Institute of Certified Public Accountants (AICPA). Professionals who earn the ABV credential demonstrate expertise in business valuation through their competency, experience, and adherence to professional standards.
Equidam
JULY 9, 2025
When WeTransfer raised €25 million at a €100 million valuation in 2015, industry observers noted that a comparable US startup would likely have commanded 50% higher terms. Nearly a decade later, this valuation gap persists—though it’s narrowing and the reasons behind it are evolving. Recent data from the State of European Tech 2024 shows that average valuations in Europe continue to be 29% to 52% lower than the US across all stages.
Peak Business Valuation
JULY 12, 2025
Preparing for succession for your business is an exciting time. While the outgoing owner prepares for the next phase, careful planning helps ensure the company’s continued success. This is where an equipment valuation comes in. Receiving a reliable valuation of machinery and equipment helps determine the business’s overall worth. In this article, we discuss equipment valuation for succession planning to promote fairness and strengthen legal and business documentation.
Gross Mendelsohn
JULY 8, 2025
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, bringing significant changes to the tax landscape for both businesses and individuals. Whether you’re a business owner, investor or simply preparing for the upcoming tax year, here’s what you need to know about the bill’s key provisions — and how they might impact you.
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.
Harvard Corporate Governance
JULY 8, 2025
Posted by Matteo Tonello, The Conference Board, Inc., on Tuesday, July 8, 2025 Editor's Note: Matteo Tonello is the Head of Benchmarking and Analytics at The Conference Board, Inc. This post is based on a Conference Board/ESGAUGE report by Ariane Marchis-Mouren , Senior Researcher, Governance & Sustainability Center, The Conference Board. This article explores how and why companies, proxy advisory firms, and large institutional investors have in recent years tightened their approach to over
ThomsonReuters
JULY 11, 2025
Jump to ↓ The promise of AI: More than just automation Building the ROI framework: What to measure and why Making ROI a habit in your firm From investment to insight Your firm just invested in cutting-edge AI tools. Three months later, partners are asking the inevitable question: “How do we know if this is actually working?” Sound familiar?
Law 360 M&A
JULY 7, 2025
Delaware's chancellor has rejected calls to dismiss a derivative suit accusing insiders of mobile gaming company Skillz Inc. of misleading investors about weak prospects ahead of a secondary public offering in 2021, instead ordering a summary judgment proceeding to drill down on the issue of director independence.
Peak Business Valuation
JULY 9, 2025
Valuation multiples are an important tool when estimating the value of a jewelry and watch wholesale business. However, identifying accurate jewelry and watch wholesale valuation multiples requires careful analysis and precise financial data. For the best results, consider receiving a professional business valuation. During the valuation process, business appraisers assess the company’s financials, market position, risks, and opportunities.
Auto Dealer Valuation Insights
JULY 8, 2025
If private equity and family business had a relationship status on social media, it would undoubtedly be “It’s Complicated.” At the level of facile stereotypes, the “barbarians at the gate” are the antithesis of thoughtful family business leaders, who focus on the long-term stewardship of their businesses. The reality, however, is more complex.
Harvard Corporate Governance
JULY 9, 2025
Posted by Ani Huang (HR Policy Association), and Anthony Nyberg (University of South Carolina), on Wednesday, July 9, 2025 Editor's Note: Ani Huang is the Senior Executive Vice President and Chief Content Officer at the HR Policy Association, and Anthony Nyberg is the J. Henry Fellers Professor of Management and Faculty Director of the Center for Executive Succession at the University of South Carolina.
ThomsonReuters
JULY 8, 2025
Highlights: Global product classification (HS codes) is a bottleneck due to its complexity (varying country-specific digits) and the time-consuming nature of manual processes. Disparate ERP systems and fragmented product data across organizations significantly hinder efficient and accurate classification, especially after acquisitions. Traditional, manual classification methods are inefficient, fail to learn from historical data, lack confidence indicators, and struggle to keep up with evolvin
Law 360 M&A
JULY 8, 2025
Linqto, a platform that connected investors with pre-IPO startups and other privately held firms, has filed for bankruptcy in Texas amid an investigation by the U.S. Securities and Exchange Commission and internal concerns over its compliance with securities laws.
Peak Business Valuation
JULY 7, 2025
The value of a grocery store or supermarket is often influenced by variables such as consumer preferences and supplier prices. These shifting factors can make it difficult to calculate a grocery store’s worth. If you need a quick, general estimate, grocery store valuation multiples are useful tools. Applying the right multiples can help you understand the value of a grocery store or supermarket based on current market trends.
Internal Audit 360
JULY 8, 2025
GUEST BLOG POST A rtificial Intelligence is no longer a futuristic concept. It’s here, embedded in everything from recruitment software and customer service chatbots to financial forecasting tools and fraud detection systems. But with this unprecedented power comes unprecedented risk. From biased decision-making to data-privacy violations, AI systems are capable of harm—sometimes without anyone even realizing it.
Harvard Corporate Governance
JULY 6, 2025
Posted by Blair Jones and Todd Sirras, Semler Brossy, on Sunday, July 6, 2025 Editor's Note: Blair Jones and Todd Sirras are Managing Directors at Semler Brossy LLC. This post is based on their Semler Brossy memorandum. Introduction Compensation committees have come a long way since their origin. Whereas they traditionally, and exclusively, discussed executive pay, many committees today are vital partners on a wide variety of talent, performance management, culture, leadership development, and o
Law 360 M&A
JULY 11, 2025
The U.S. Tax Court’s June 17 opinion in AbbVie v. Commissioner, finding that a $1.6 billion break fee was an ordinary and necessary business expense, marks a pivotal rejection of the Internal Revenue Service’s position on the tax treatment of termination fees related to failed mergers or acquisitions, say attorneys at Holland & Knight.
IT Valuations
JULY 11, 2025
By Dr. Aaron Mahl, EVP Business Development, iTValuations Ask any business owner what keeps them up at night, and chances are “finding and keeping good people” is near the top of the list. At iTValuations, we’ve seen firsthand how employee satisfaction and retention aren’t just cultural priorities—they’re value drivers that materially impact the outcome of a business sale or acquisition.
Peak Business Valuation
JULY 11, 2025
In recent years, demand for quality moving services has increased as families and businesses relocate for new opportunities, lifestyle preferences, and a variety of other factors. As such, pursuing business opportunities in the moving industry can be lucrative. Whether you are buying, growing, or selling a moving company, understanding its worth on the current market is essential.
Harvard Corporate Governance
JULY 9, 2025
Posted by Pamela Marcogliese, Elizabeth Bieber, and Shira Oyserman, Freshfields Bruckhaus Deringer LLP, on Wednesday, July 9, 2025 Editor's Note: Pamela Marcogliese is the Head of U.S. Transactions, Elizabeth Bieber is a Partner, and Shira Oyserman is Counsel at Freshfields Bruckhaus Deringer LLP. This post is based on a Freshfields memorandum by Ms.
Trout CPA
JULY 9, 2025
Written by Robin Bodine, CPA The final version of the 2025 tax reform bill, signed into law on July 4, 2025, marks the culmination of extensive negotiations between the House and Senate. In this blog post, we break down and compare the most impactful individual, business, and energy-related tax provisions and what they mean for taxpayers, businesses, and investors.
Law 360 M&A
JULY 11, 2025
Artificial intelligence systems' integration into business operations creates new considerations for intellectual property due diligence in mergers and acquisitions and financing transactions, and implementing a practical approach to identifying AI assets can help avoid litigation and losses, say Armin Ghiam and Senna Hahn at Hunton.
IT Valuations
JULY 11, 2025
By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to selling your IT firm or MSP, taxes aren’t just a footnote—they’re a fundamental part of the transaction. Yet, most business owners only go through one major transaction in their lifetime, and few feel prepared for the tax implications that come with it. That’s why I sat down with Greg Northrop, Managing Partner at IT Tax Advisors, to break down the financial, structural, and strategic tax decisions that can make or break
Mckinsey and Company
JULY 9, 2025
The rapid rise of gen AI highlights a workplace reality: Front lines often embrace new tech much faster than managers do. Here’s how to overcome organizational blocks to transformative ideas.
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