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 18, 2025
A bill in Congress — dubbed The One, Big, Beautiful Bill — could significantly reshape several federal business tax breaks. While the proposed legislation is still under debate, it’s already sparking attention across business communities.
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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.
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.
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.
Sun Acquisitions
JUNE 20, 2025
Chicago, IL – May 15, 2025—Sun Acquisitions, a leading mergers and acquisitions firm, is pleased to announce the successful completion of the sale of Kitchen & Baths Unlimited, a full-service kitchen and bath remodeling company, to a Private Investor, KBU, Inc. Kitchen & Baths Unlimited History Established in 1986 by Richard Nanberg, Kitchens & Baths Unlimited is a full-service kitchen and bath remodeling firm with over 38 years of experience serving the Northshore and Chicagoland ar
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
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 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.
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.
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.
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
IT Valuations
JUNE 22, 2025
By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to company valuation, many MSP owners fixate on one thing: the multiple. But at ITValuations, we know that multiple is not the starting point—it’s the output of a complex equation, driven by dozens of factors that shape how a business is perceived and priced. In our latest session of the Value Driver Series, we explored one of the most overlooked contributors to enterprise value: marketing.
Machen McChesney
JUNE 20, 2025
If your company’s financial statements are audited , chances are your auditor will send out external confirmations. These information requests may be sent directly to your customers, vendors, banks, attorneys, and benefit plan administrators.
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.
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).
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 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.
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 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.
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.
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.
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.
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.
Peak Business Valuation
JUNE 16, 2025
Do you need to value your business for a divorce? Navigating a divorce is challenging, and managing a business at the same time only adds to the complexity. A professional business valuation can help clarify your next steps and support an equitable division of assets. During a divorce business valuation , a business appraiser determines a company’s market value and financial health.
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.
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.
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.
Mckinsey and Company
JUNE 18, 2025
While your strategic goals may be the right ones, is the organization built to achieve them? New research reveals a dynamic system that creates value in the face of volatility.
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.
Business Wire M&A
JUNE 18, 2025
ST. LOUIS--(BUSINESS WIRE)--Thompson Street Capital Partners (TSCP), a private equity firm based in St. Louis, announced today it has acquired Bubbakoo’s Burritos (Bubbakoo’s), a New Jersey-based franchisor of fast-casual Mexican-fusion restaurants. Terms of the transaction were not disclosed. Founded in 2008 in Wall Township, New Jersey by restaurant industry veterans Bill Hart and Paul Altero, Bubbakoo’s delivers a bold twist on traditional Mexican fare.
Harvard Corporate Governance
JUNE 18, 2025
Posted by Ele Klein, Brandon Gold, and Samuel Dayan, Schulte Roth & Zabel LLP, on Wednesday, June 18, 2025 Editor's Note: Ele Klein and Brandon Gold are partners, and Samuel Dayan is an associate at Schulte Roth & Zabel LLP. This post was prepared for the Forum by Mr. Klein, Mr. Gold, and Mr. Dayan. Despite global economic uncertainty, a challenging M&A environment and an evolving regulatory landscape, shareholder activists remained relatively busy during the first half of 2025.
Law 360 M&A
JUNE 18, 2025
Growth-oriented mortgage company Guild Holdings Company, advised by Sullivan & Cromwell LLP, on Wednesday said that it has agreed to be bought by a fund managed by Simpson Thacher & Bartlett LLP-led investment firm Bayview Asset Management LLC for $1.3 billion.
ThomsonReuters
JUNE 18, 2025
The state and local tax (SALT) deduction has been a fixture of the U.S. tax code for many years, providing significant financial benefits to a large number of taxpayers. However, the cap enacted in the Tax Cuts and Jobs Act (TCJA) of 2017 has significantly impacted taxpayers who itemize their deductions, particularly those living in high-tax states like California, New York, and New Jersey.
Appraisers Blog
JUNE 20, 2025
Building a Defense: 10 Things Every Appraiser Should Do if Investigated By Kenneth J. Mullinix In today’s regulatory climate, appraisers can no longer assume they’re safe from scrutiny just because they did nothing wrong. With the political pressures of HUD’s PAVE initiative (now winding down but still active with cases) and heightened sensitivity around appraisal bias, even a routine assignment can spiral into an administrative nightmare.
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).
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