Harvard Corporate Governance
JUNE 18, 2025
Posted by Danielle Fugere, As You Sow , on Wednesday, June 18, 2025 Editor's Note: Danielle Fugere is the President and Chief Counsel at As You Sow. This post was prepared for the Forum by Ms. Fugere. As the 2025 proxy season passes its high point, several patterns have emerged in the engagement, filing, and voting outcomes of shareholder proposals.
Machen McChesney
JUNE 17, 2025
The treatment of research and experimental (R&E) expenses is a high-stakes topic for U.S. businesses, especially small to midsize companies focused on innovation. As the tax code currently stands, the deductibility of these expenses is limited, leading to financial strain for companies that used to be able to expense them immediately. However, proposed legislation dubbed The One, Big, Beautiful Bill could drastically change that.
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Harvard Corporate Governance
JUNE 13, 2025
Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Friday, June 13, 2025 Editor's Note: Martin Lipton is a Founding Partner at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Kevin S. Schwartz , and David M. Adlerstein. The imperative to adapt to changing technological landscapes is a permanent fact of business life.
JPAbusiness
JUNE 17, 2025
Succession planning is the process of identifying and developing internal staff who have the potential to fill key business leadership positions sh ould existing leaders – including yourself – leave the business. It’s about creating a back-up system for your people resource and it should start the minute you take on a business’ ownership, whether you buy it or start it from scratch.
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.
BV Specialists
JUNE 16, 2025
Business appraisers typically value "for-profit" enterprises that are driven by revenue and bottom-line income. But what happens when the entity in question is a nonprofit organization, one with no shareholders, no dividends, and no motive to generate profit? Can a nonprofit be valued? The answer is yes, though the methodology and purpose behind such an appraisal are quite different.
Appraisers Blog
JUNE 13, 2025
Ken, I really admire how you’ve leveraged AI to push back against bureaucratic overreach. Your persistence, especially in navigating FOIA & citing federal statutes, sets an important example for other appraisers facing similar pressures. That said, one caution I’d offer, from one peer to another: if you’re using 3rd-party AI tools like ChatGPT to process appraisal content, just be cautious about what’s being shared.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Equidam
JUNE 13, 2025
Financial projections form the backbone of startup valuation. While qualitative methods like our Scorecard and Checklist approaches provide valuable insights by comparing startups against peer averages, they can only take you so far. Venture capital is fundamentally about identifying and funding outliers—companies that will vastly outperform the average.
NYT M&A
JUNE 18, 2025
The anti-establishment magazine, which was taken over by a private equity firm in 2017, was purchased this week by an avid fan and reader for $3.5 million.
Peak Business Valuation
JUNE 20, 2025
Gift and estate planning is essential to secure your assets with minimal tax burden. Proper gift and estate planning also ensures the efficient transfer of assets to any beneficiaries. One of the most important steps during this process is conducting a business valuation for gift and estate planning. Understanding the value of your business allows you to make more informed decisions for the future.
Harvard Corporate Governance
JUNE 17, 2025
Posted by Joyce Chen, Equilar, Inc., on Tuesday, June 17, 2025 Editor's Note: Joyce Chen is an Associate Editor at Equilar, Inc. This post was prepared for the Forum by Ms. Chen. The 2025 proxy season has officially concluded, and companies have finished submitting their proxy statements (DEF 14A) to the Securities and Exchange Commission (SEC). These filings provide comprehensive insights into executive compensation practices and corporate governance structures.
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
Musings on Markets
JUNE 17, 2025
It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).
Equidam
JUNE 20, 2025
The recent IPO performances of companies like Chime and Circle have reignited conversations about market timing and the significance of first-day “pops” in public offerings. As venture capitalists and founders debate whether these dramatic opening-day gains signal a favorable IPO window, the underlying data tells a more complex and counterintuitive story.
Exit Strategy
JUNE 16, 2025
You’ve built a solid business. It’s profitable, growing, and respected in your industry. But here’s the hard truth: if your company can’t run and scale without you—it’s not as valuable as you think. Overdependence on the founder is one of the most common value-killers in lower middle market companies. Buyers and investors spot it quickly, […] The post Why Founders Must Strengthen Leadership to Maximize Exit Value appeared first on Exit Strategies Group, Inc.
Peak Business Valuation
JUNE 17, 2025
If you need to understand the value of your machine shop, valuation multiples are pivotal tools. There are many complex factors to consider when determining accurate machine shop valuation multiples. As such, working with a professional business appraiser is the best way to ensure reliable results. In addition to applying multiples, business appraisers assess a company’s strengths, weaknesses, risks, growth opportunities, and more.
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
JUNE 17, 2025
Posted by Hillary Holmes, Gerry Spedale, and Jason Ferrari, Gibson Dunn, on Tuesday, June 17, 2025 Editor's Note: Hillary Holmes and Gerry Spedale are partners, and Jason Ferrari is an associate at Gibson Dunn. This post was prepared for the Forum by Ms. Holmes, Mr. Spedale, and Mr. Ferrari. I. INTRODUCTION Texas, a state known for its independence and innovation, has recently taken steps to make the state an even more attractive home for American corporations.
Mckinsey and Company
JUNE 16, 2025
Marketing has slid to the back seat at many companies, resulting in a loss of customer focus. Bringing the chief marketing officer up front and aligning with the CEO and CFO can reignite sustainable growth.
Law 360 M&A
JUNE 16, 2025
Elon Musk should be held personally liable for workers' unpaid severance benefits claims, the former X Corp. employees told a Delaware federal court, saying he retained so much control over the social media company that the company alone cannot be at fault.
Auto Dealer Valuation Insights
JUNE 20, 2025
A frequent question among RIA owners is whether internal buyers, such as employees or partners, pay less for their equity stakes compared to external buyers, and if so, why pursue internal succession? The answer is straightforward: internal buyers typically pay less, sometimes significantly less, due to unique industry dynamics and the structure of internal deals.
Peak Business Valuation
JUNE 18, 2025
Mergers and acquisitions have become increasingly common in the accounting world. Smaller firms aim to grow, while larger ones rely on them for niche expertise. With demand on the rise, now is an ideal time to sell. Using a business valuation for selling an accounting firm allows owners to take advantage of this time and walk away from a great sale.
Harvard Corporate Governance
JUNE 20, 2025
Posted by Christine Mazor and Doug Rand, Deloitte LLP, on Friday, June 20, 2025 Editor's Note: Christine Mazor is a partner, and Doug Rand is a managing director at Deloitte LLP. This post is based on a Deloitte memorandum by Ms. Mazor, Mr. Rand, Megan D’Alessandro, Cody Yettaw, and Sam Paolini. Background The global business environment continues to undergo rapid transformation.
Trout CPA
JUNE 19, 2025
Written by Karen R. Shenk, CPA, CVA, CCIFP, CEPA, CFE Valuing a trucking or logistics business is a complex task that can yield varying results depending on the context of the underlying transaction, highlighting the importance of defining the purpose of the valuation. Whether you are selling your trucking company, seeking outside investment, transitioning to the next generation, or planning internal growth, each goal requires a tailored approach to estimate the business's worth accurately.
Equilest
JUNE 18, 2025
To Learn more about Machine Shop Valuation Multiples: How Much Is Your Shop Worth - Keep Reading What Are Machine Shop Valuation Multiples? Machine shop valuation multiples are financial ratios used to estimate the market value of a machining business. These multiples are derived from actual sales of comparable businesses and are applied to financial metrics like earnings or revenue.
Machen McChesney
JUNE 16, 2025
In today’s volatile economic climate, organizations face mounting pressures that can increase the risk of fraudulent activities. Auditors play a pivotal role in identifying and mitigating these risks through comprehensive fraud risk assessments and tailored audit procedures.
Peak Business Valuation
JUNE 19, 2025
Valuation multiples are key in estimating an automobile wholesale business’s worth. If you are looking for automobile wholesale valuation multiples , it is best to work with a professional business appraiser. These experts take thorough measures to ensure your multiples reflect precise market data. In addition, a professional business valuation provides insights into an automobile wholesaler’s financial health and growth potential.
Harvard Corporate Governance
JUNE 18, 2025
Posted by Will Goodwin, Tumelo, on Wednesday, June 18, 2025 Editor's Note: Will Goodwin is the Co-founder & Head of US Sales at Tumelo. This post is based on his opening statement at an SEC IAC panel. In June 2025, I participated in a panel hosted by the U.S. Securities and Exchange Commission’s Investor Advisory Committee to discuss the growing momentum behind pass-through voting and what it means for investor empowerment.
Sun Acquisitions
JUNE 16, 2025
Chicago, IL – June 13, 2025 – Sun Acquisitions, a prominent mergers and acquisitions firm, is pleased to announce the successful sale of Demco Products and 3B Filters Inc., a leading manufacturer and distributor of high-pressure filters. The business was acquired by strategic buyer Navistar Global. The story of Demco Products and 3B Filters Inc. began in the early 1930s on Chicago’s South Side.
Appraisers Blog
JUNE 13, 2025
One appraiser, accused without due process, used FOIA to uncover the truth & expose a system masked as equity.
Business Wire M&A
JUNE 16, 2025
NEW YORK & PARIS--(BUSINESS WIRE)--OpenGate Capital (“OpenGate”), a global private equity firm, announced today that it has entered into a binding agreement for the sale of ScioTeq, a global leader in ruggedized displays for the aviation and defense industries, to the aerospace and defense fund of global alternative asset manager Tikehau Capital (ISIN code: FR0013230612; Ticker: TKO.FP).
Peak Business Valuation
JUNE 14, 2025
Valuation multiples are commonly used to estimate the value of an auto parts wholesale business. When working with auto parts wholesale valuation multiples, it is vital to ensure your figures are accurate and applicable. This requires a comprehensive assessment of various factors. As such, it is beneficial to receive an auto parts wholesale business valuation.
Harvard Corporate Governance
JUNE 17, 2025
Posted by Kristofer O’Toole and Austin Vanbastelaer, Semler Brossy, on Tuesday, June 17, 2025 Editor's Note: Kristofer O’Toole and Austin Vanbastelaer are principals at Semler Brossy. This post was prepared for the Forum by Mr. O’Toole and Mr. Vanbastelaer. Introduction Companies are always managing through some level of uncertainty, but the first half of 2025 has introduced multiple, overlapping challenges for compensation committees.
Law 360 M&A
JUNE 20, 2025
The New York Court of Appeals in Behler v. Tao recently held that a merger clause contained in an amended limited liability company agreement superseded and extinguished an alleged oral agreement between the parties, highlighting the importance of determining early how and when an LLC agreement may be amended, says Kerrin Klein at Olshan Frome.
Mckinsey and Company
JUNE 13, 2025
Carrier Global Corporation Chair and CEO David Gitlin talks about how going through a spin-off, a pandemic, and a major repositioning in his first years at the helm have shaped him and his company.
Business Wire M&A
JUNE 16, 2025
NEW YORK--(BUSINESS WIRE)-- #ecls--Expert Institute, the legal industry’s leading provider of expert witness services, research, and data-driven intelligence, today announced its acquisition of ExpertConnect Litigation Support, LLC (ECLS), a national firm known for its elite network of expert witnesses in high-stakes regulatory, commercial, and intellectual property disputes.
Peak Business Valuation
JUNE 13, 2025
Financial advisory firms provide essential services, helping business owners manage money, plan for retirement, and invest wisely. As a principal resource for a variety of individuals, financial advising is growing in popularity. If you are looking to purchase a financial advisory firm, it is beneficial to obtain a business valuation first. By receiving a valuation for buying a financial advisory firm, you can learn how to succeed in this industry.
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