ThomsonReuters

MARCH 22, 2022

5 tips for accountants to improve client communication. This is important, especially for strategic reasons. Letting them know ahead of time can give them a chance to strategically invest some of the money they’re saving. How they plan to scale the business — up or down — if the right circumstances arise. That’s great.

Accounting Firms 98

Accounting Firms Start-ups Technology 98

M&A Leadership Council

FEBRUARY 13, 2024

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

Peak Business Valuation

MARCH 19, 2024

If you are a business owner and want to reward your employees, implementing an employee stock ownership plan (ESOP) is a great option. This provides employees with a robust retirement plan and boosts employee engagement and satisfaction. The valuation report is also pivotal for financial planning and informed decision-making.

Fair Market Value 52

Fair Market Value Marketability Business Valuation Appraisal 52

Audit Board

OCTOBER 16, 2022

But this is no time to dwell on what happened this past year. How can you use that knowledge to help your organization get ahead of risk and set the right priorities for next year? . This article offers a preview; register for the virtual event to watch my full keynote presentation and earn up to 5 CPE credits during the conference.

Compliance 52

Compliance Start-ups 52

Audit Board

AUGUST 8, 2023

Enterprise risk management is a methodology of risk management, taking a top-down approach to the risk management process, and taking into account the organization and senior management’s business objectives and strategic objectives. The need for a centralized and enterprise-wide approach to risk management gradually became clear.

Compliance 52

Compliance Start-ups Technology Marketability 52

Lighter Capital

OCTOBER 15, 2023

For many young SaaS businesses, strategic investments in marketing, sales, and customer support can drive scaled growth in annual recurring revenue (ARR) that propels the business to its next big milestone. This 2x2 matrix offers a simple yet effective framework for planning and implementing growth strategies that’s still widely used today.

Marketability 52

Marketability Finance Compliance Start-ups 52

Reynolds Holding

NOVEMBER 13, 2023

1] The Climate Principles discuss the following six areas: (i) governance; (ii) policies, procedures, and limits; (iii) strategic planning; (iv) risk management; (v) data, risk measurement, and reporting; and (vii) scenario analysis. 3, 2023) [4] See Federal Reserve Board, Statement by Chair Jerome H. last visited Nov.

Banking 40

Banking Specific Risk Compliance Technology 40

Audit Board

JUNE 27, 2022

” In this article, I outline the need for change and suggest seven ways to help us focus on delivering value instead of simply delivering the plan. We have talked about agile auditing for at least ten years but have yet to fully embrace it. Strategic alignment. Rolling plan, live audits. How do we gauge success?

Technology 52

Technology 52

Sun Acquisitions

JULY 6, 2022

A broker may indeed have an impressive number of years of experience on paper but they lack know-how about selling businesses because they only have a handful of transactions under their belt. They’ll work with you to help you strategically position your business, maximize exposure, and negotiate a favorable price.

Start-ups 98

Start-ups Marketability Business Valuation Technology 98

Audit Board

FEBRUARY 26, 2023

Scenario planning and horizon scanning are the keys to preparing for geopolitical risk. A key output from this process would be a shortlist of risk scenarios captured in an emerging risk register, which is used to stress test the business planning cycle and development of future strategy. Take a long-term view of geopolitics.

52

52

Audit Board

JANUARY 2, 2023

My tradition for the past several years has been to embrace my first blog of the year as an opportunity to set out timely, issues-focused New Year’s resolutions for our profession. For example, if a lack of bandwidth or specific expertise is impacting your audit plan, make sure the audit committee is cognizant of that.

Compliance 88

Compliance Technology 88

Andrew Stolz

FEBRUARY 1, 2022

Strategic divestments to drive future profitability. Throughout the past year, Volume RSI has mainly stayed below the 50%-line. Strategic divestments to focus on growth segments. With strategic M&As, TTM could get further exposure to the resilient industry, driving stable revenue growth. P&L – TTM Technologies.

Technology 52

Technology Net Debt Marketability Equity 52

Benzinga

MARCH 5, 2024

An assessment of the pipeline is planned, including program prioritization, updated timelines, near-term value creation opportunities, and other considerations. The program was licensed from Bayer Healthcare and is a 5 th generation neutrophil elastase inhibitor (NEI) targeting the inflammatory aspects of AATD, a rare condition.

Alpha 40

Alpha Equity Technology Marketability 40

Benzinga

MARCH 5, 2024

An assessment of the pipeline is planned, including program prioritization, updated timelines, near-term value creation opportunities, and other considerations. The program was licensed from Bayer Healthcare and is a 5 th generation neutrophil elastase inhibitor (NEI) targeting the inflammatory aspects of AATD, a rare condition.

Alpha 40

Alpha Equity Technology Marketability 40

Andrew Stolz

JANUARY 19, 2022

Highlights: Strategic M&A acquisitions to drive top-line growth. Over the past year, Crane has seen a strong bullish rally. Strategic M&A acquisitions to drive top-line growth. Over the past 10 years, Crane completed 13 significant acquisitions. vs. total company’s margin of 15.6% (5-yr avg.).

Intangible Assets 52

Intangible Assets EBIT Market Risk Technology 52

Peak Business Valuation

DECEMBER 18, 2023

Understanding the value of equipment can help in strategic planning and risk management. Our goal is to help you optimize equipment usage and make strategic decisions to grow your business. Clarity on the timeframe also allows for efficient planning for the equipment appraisal. Start today with a free consultation !

Appraisal 52

Appraisal Business Valuation Fair Market Value Marketability 52

ThomsonReuters

JANUARY 28, 2022

Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year.

Accounting Firms 102

Accounting Firms Start-ups Finance Marketability 102

M&A Leadership Council

JUNE 8, 2023

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

Technology 59

Technology Marketability 59

M&A Leadership Council

OCTOBER 16, 2023

Lack of this key executive involvement means strategic ownership and direction are missing and will result in an underinvestment of resources, and an absence of overall corporate commitment. Set Strategic Context before Tactical Execution What is the end-state vision of the combined business? My simple response is….

Start-ups 59

Start-ups Technology Marketability 59

ThomsonReuters

NOVEMBER 10, 2022

Freeing tax teams to focus on more strategic, high-value activities. Overall, the study found that for a company with $5 billion in revenue and 28,000 employees, ONESOURCE delivered $2.1 million in net-positive benefits over three years, representing a return on investment of 120%. Improving IT system up-time and reliability.

Compliance 59

Compliance Technology Marketability 59

Reynolds Holding

JULY 4, 2023

In all, the NPRM estimates that an HSR filing will be nearly four times more burdensome to file than under the current scheme, 3 though some media commentators have stated that the agency’s estimate of impact “in all likelihood, is a severe underestimation.” No similar requirement exists under the current rules.

Equity 45

Equity Marketability 45

Reynolds Holding

OCTOBER 9, 2023

2] A corporate-funded think tank reported that “[r]obo-voting enhances the influence of proxy advisory firms, undermines the fiduciary duty owed to investors, and poses significant threats to both the day-to-day management and long-term strategic planning of public companies.” [3]Robo-voting 3] Doyle, Timothy M.,

Marketability 52

Marketability 52

RNC

NOVEMBER 21, 2022

A company will have to draw up a business valuation in case of litigation to prepare an exit strategy in case of a buying or sale, acquisition, merger or strategic planning. We have been conducting business valuations over the years, making us a leader in the industry. It may be done so for different purposes.

Business Valuation 52

Business Valuation Fair Market Value Marketability 52

Audit Board

DECEMBER 14, 2022

Assessments are vital tools for planning and scoping throughout every stage of maturity in your compliance program. If your business plans to expand into new markets. If your business works or plans to work with government entities. Common Reasons for Performing a Gap or Readiness Assessment. Customer/contractual commitments.

Compliance 52

Compliance Technology Marketability 52

Sun Acquisitions

DECEMBER 5, 2023

It represents the culmination of years of hard work, dedication, and passion poured into building and nurturing a successful enterprise. Step 3: Marketing and Confidentiality Marketing your business discreetly and effectively is crucial to attract serious and qualified buyers.

Asset-based Approach 52

Asset-based Approach Marketability Business Valuation Compliance 52

Sun Acquisitions

OCTOBER 5, 2022

The United States Small Business Administration puts the timeline at 24 months (2 years). Step 2: Determine when you plan to sell. Furthermore, getting a business ready for sale is a process that in and of itself requires at least a year or two of preparation. Step 3: Get a business valuation done. Timing is everything.

Business Valuation 52

Business Valuation Earnings Multiplier Private Equity Firm Book Value 52

Reynolds Holding

MAY 10, 2023

Most de-SPACed companies that have filed for bankruptcy over the past year are early-stage technology or biotechnology companies strained by growing economic headwinds. 3 The SPAC IPO market began to wane in late 2021 and contracted further in 2022.

Going Concern Value 49

Going Concern Value Finance Equity Technology 49

M&A Leadership Council

SEPTEMBER 6, 2023

SaaS Executives Share 5 Lessons By John Christman, Former Corporate Development Global Head of M&A Integration, Cognizant Technology Solutions Digital transformation is increasingly driving the acquisition of new, different and non-traditional businesses that require a substantially different approach to integration.

Technology 52

Technology Finance Marketability 52

FE International

MARCH 23, 2022

Does the business generate <$2,000,000 revenue per year? Businesses that are 2 years old are the preferred entry point, and at 3+ years they start to receive more of a premium multiple. Enterprise companies, those with customers paying more than $250k per year are typically closer to 1%.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

ThomsonReuters

APRIL 13, 2023

Most likely, they’ll come back next tax season and perhaps from time to time throughout the year as they make key decisions. Here are the top 5 ways to help them make the transition, as well as the “why” and “how” of the retainer agreement system. Here are 5 steps to make it easier. What are your biggest financial pain points?

Accounting Firms 59

Accounting Firms Finance 59

M&A Leadership Council

MARCH 2, 2023

Those companies with both superior employee engagement and the ability to retain key talent financially outperform less effective companies in revenue growth (1-year change); gross margin, EBITDA margin and gross profit (both 1-year and 3-year change). ( Purpose and Vision. Our story is compelling. We are better together.

EBITDA 40

EBITDA 40

Equilest

SEPTEMBER 1, 2023

Proximity to popular districts and well-connected transportation networks often results in increased demand from developers looking to capitalize on the strategic advantages of the area. Infrastructure and Amenities Proximity to existing or planned infrastructure and amenities can influence en bloc value.

Marketability 40

Marketability Business Valuation Compliance Banking 40

ThomsonReuters

FEBRUARY 9, 2023

The answer lies in planning ahead, maximizing the tools available to you, and understanding your purpose. From carving out dedicated personal time to implementing time-saving tools and technology, let’s take a look at three ways you can shift out of survival mode and thrive not only during tax season but all year long. The result?

Start-ups 59

Start-ups Accounting Firms Technology Compliance 59

Value Scope

APRIL 9, 2021

This paper attempts to explain and distinguish between various valuation concepts, such as price, fair market value, fair value, liquidation value, intrinsic value, financial value versus strategic value, monetary versus economic value, emotional and psychic value, among others. increase on value. [5] the cost of capital). [6]

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Value Scope

APRIL 9, 2021

This paper attempts to explain and distinguish between various valuation concepts, such as price, fair market value, fair value, liquidation value, intrinsic value, financial value versus strategic value, monetary versus economic value, emotional and psychic value, among others. Liquidation, Monetary, Financial, and Strategic Value.

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Cooley M&A

FEBRUARY 7, 2023

That said, cross-border M&A remained largely resilient in 2022, with a return to healthy pre-pandemic levels, and while the types of deals we see in 2023 may evolve, many observers believe that deal volume will remain buoyant throughout the year. We continue to see and expect this “less is more” trend to mature in 2023.

Finance 59

Finance Start-ups Marketability Banking 59

ThomsonReuters

NOVEMBER 8, 2022

With strong documentation, you can formulate a plan, gain approval, and implement/augment technology to streamline your accounting processes. . You can also automate cryptocurrency related collaboration and compliance while easily uncovering new planning and advisory opportunities. . Assess your current processes and tech stack.

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105