Brian DeChesare

JANUARY 24, 2024

They over-complicated the financial model (e.g., minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. How would you screen the market and use your network to find potential investments? Walk us through your thought process.

Equity 102

Equity Private Equity Firm Start-ups Comps 102

Harvard Corporate Governance

NOVEMBER 21, 2022

25] US Customs & Border Protection may therefore detain, exclude, or seize goods and assess monetary penalties, unless “clear and convincing evidence” shows that no forced labor, situated anywhere in the supply chain, produced any part of the goods (and importers comply with other requirements specified in published agency guidance).

Technology 243

Technology Marketability Compliance Finance 243

Reynolds Holding

APRIL 22, 2024

We investigate the informativeness of audit partner disclosures by using them in combination with accounting restatements, which correct errors in previously issued financial statements. In a new study, we revisit Form AP disclosure and examine whether investors find these disclosures informative.

Marketability 59

Marketability 59

ThomsonReuters

JANUARY 8, 2024

This not only enhances the efficiency of tax and accounting processes but also improves the overall quality of financial reporting. Enhanced data analysis AI has brought about a paradigm shift in data analysis within the tax and accounting profession. It’s all about the data. It’s all about the data.

Data Analysis 101

Data Analysis Compliance Technology Banking 101

Reynolds Holding

SEPTEMBER 21, 2022

How comparable are the financial statements of M&A bidders and acquirers in the same industry? And does financial statement comparability affect the outcome of a deal? In a recent paper, available here , we investigate these questions, using a sample of deals between U.S.-listed 2011; Barth et al.,

Finance 105

Finance Marketability 105

Benzinga

FEBRUARY 26, 2024

Assuming both APA and Callon shareholder approvals are obtained, the closing of the acquisition is expected to occur on or about April 1, 2024. This transaction is expected to be accretive on all financial metrics and offers significant cost synergies. HOUSTON, Feb. Christmann IV, APA's chief executive officer.

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40

Harvard Corporate Governance

OCTOBER 5, 2022

On March 21, 2022, the SEC issued for public comment a new climate-related rule proposal [1] that, if adopted, would require registrants to provide certain climate-related information in their registration statements and annual reports filed with the SEC. This memorandum addresses potential causes of action that could arise under U.S.

Marketability 197

Marketability 197

Internal Audit 360

APRIL 25, 2024

GUEST BLOG POST I believe just about every internal audit executive would agree with me that our independence from management is critical. It also means that managers cannot stop us from performing an audit, and they cannot change its scope. We want to know: Their concerns about risks and controls. How they see us adding value.

Banking 52

Banking 52

Benzinga

FEBRUARY 20, 2024

" "We are excited about this strategic investment, which underscores the confidence in our business model and growth prospects," said Esteban Saldarriaga, CEO of LLP. "This About LatAm Logistic Properties LatAm Logistic Properties, S.A. million square feet) of gross leasable area. For more information, visit twoaspac.com.

Equity 40

Equity Marketability 40

Reynolds Holding

APRIL 18, 2024

One of the hallmarks of PCCE is that it brings together academics, regulators, and industry professionals, and allows us to have candid conversations about corporate misconduct and the ways in which we can all work together to improve compliance. And that’s precisely what I’d like to do this afternoon. I’ll simply note they exist. [5]

Compliance 45

Compliance Technology Start-ups Marketability 45

Peak Business Valuation

MAY 13, 2023

Items to include in your business plan for an SBA loan: Company Goals Structure Market Analysis Financial Projections Use of Funding Repayment Ability A business plan for an SBA loan helps lenders verify that you have a functional business. A personal financial statement provides a detailed overview of your financial status.

Business Valuation 52

Business Valuation Finance Appraisal Start-ups 52

Reynolds Holding

AUGUST 3, 2023

Financial statement fraud has many negative effects, including a reduction in people’s willingness to participate in the stock market. It may also cast accountants in a negative light because they prepare and audit financial statements – sometimes even fraudulent ones.

Marketability 52

Marketability Finance 52

Reynolds Holding

JANUARY 15, 2024

As to the first question, about the landscape and evolution of ESG assurance, we highlight six of our many findings. While the market for ESG assurance is relatively fragmented compared with the financial statement audit market, it shows increased concentration among non-financial assurers (i.e., management, board).

Marketability 59

Marketability 59

RNC

NOVEMBER 21, 2022

Business valuation refers to the process by which the financial value of a company is calculated. Financial Performance of the Company is Reviewed. A thorough understanding of the financial condition, its nature, and its history are gained from historical financial statements, income statements, and balance sheets.

Business Valuation 52

Business Valuation Fair Market Value Marketability 52

Benzinga

MAY 31, 2023

As part of Aegon's transformation and sharpened focus, the closing allows us to fully concentrate on the countries and business lines where we can add most value, while our former businesses will start their new chapter as part of VIG," says Lard Friese, CEO of Aegon. "I Readers are cautioned not to place undue reliance.

Marketability 40

Marketability 40

Valutico

FEBRUARY 6, 2024

Archer-Daniels-Midland Company Biweekly Valuation – Valutico | February 6, 2024 Link to the Valuation About the Company Founded in 1902, Archer-Daniels-Midland Company (ADM) is a US based global food processing and commodities trading corporation focusing on human and animal nutrition products. As per certain reports, the U.S.

Marketability 52

Marketability 52

Valutico

FEBRUARY 6, 2024

Archer-Daniels-Midland Company Biweekly Valuation – Valutico | February 6, 2024 Link to the Valuation About the Company Founded in 1902, Archer-Daniels-Midland Company (ADM) is a US based global food processing and commodities trading corporation focusing on human and animal nutrition products. As per certain reports, the U.S.

Marketability 52

Marketability 52

Audit Board

AUGUST 31, 2023

With the rise of each new question or headline about environmental, social, and governance (ESG) risks and regulatory requirements, your organization expects you to have answers. AuditBoard’s ESG Regulations Guide was developed to summarize existing and emerging ESG disclosure regulations and proposals from the US, UK, and EU.

Compliance 52

Compliance Start-ups Technology Banking 52

Harvard Corporate Governance

SEPTEMBER 17, 2023

The application of the CSRD will take place in four stages (for financial years starting on or after): Timing Non-EU EU 1 January 2024 Large non-EU companies with securities listed on a regulated market in the EU and with more than 500 employees. 1 January 2025 Large non-EU companies listed on a regulated market in the EU. How can we help?

Marketability 233

Marketability 233

Reynolds Holding

FEBRUARY 4, 2024

You can read more about the clawback rules in our client updates on the SEC clawback rule and the NYSE and Nasdaq listing standards. This is because under the clawback rules, recovery of compensation is only triggered by a financial restatement that the issuer is required to prepare due to the issuer’s (i.e., federal securities laws.

Total Shareholder Return 45

Total Shareholder Return Finance Marketability 45

Benzinga

APRIL 11, 2024

After a thorough review of strategic alternatives, we have decided to divest our Dental segment to allow us to focus on our Customers within our core markets in healthcare, pharma and MedTech who can most benefit from our full portfolio of products and services.

Marketability 40

Marketability Equity 40

Benzinga

AUGUST 18, 2023

RBC Capital Markets and Wells Fargo Securities acted as financial advisors and Wachtell, Lipton, Rosen & Katz has served as legal advisor to Regency Centers. Eastdil Secured and Deutsche Bank acted as financial advisors and Hogan Lovells US LLP has served as legal advisor to Urstadt Biddle.

Enterprise Value 40

Enterprise Value Market Capitalization Banking Marketability 40

Benzinga

MARCH 4, 2024

About Mediforum Mediforum Co., Norwich Capital Limited and American General Business Association & SME Overseas IPO Capital Group are acting as the Lead Advisor and Co-Advisor for Mediforum, Loeb & Loeb LLP is acting as the US Legal Counsel to Mediforum and Next Law LLP is acting as the Korean Legal Counsel to Mediforum.

Technology 45

Technology Marketability 45

IVSC

JANUARY 24, 2024

This substantial update includes new chapters on Data & Inputs, Documentation, and Financial Instruments , alongside a reordered General Standards section that more accurately reflects the modern valuation process. Key changes at a glance: Following extensive consultation, the IVS have been thoroughly revised.

Intangible Assets 279

Intangible Assets Compliance Marketability Banking 279

Viking Mergers

MARCH 12, 2023

Entrepreneurs commonly hear that a company will be worth 3-5x (or some other range of multiples) of the EBITDA or other financial indicators. Good books are clean books, which means keeping your personal expenses separate from your business expenses and ensuring that your financial records are up-to-date and accurate. Collaborative?

EBITDA 130

EBITDA Business Valuation Marketability 130

Sun M&A

MARCH 14, 2024

Poorly-Organized Financials Your company may be in great shape, but you won’t get your desired sale price if your finances don’t show it. You need a minimum of three to five years of your financial documents, including income tax returns, bank statements, as well as profit and loss statements, when you sell your business.

Start-ups 52

Start-ups Compliance Banking Marketability 52

Reynolds Holding

JULY 25, 2022

Most notably, large-scale accounting scandals, including those at Enron, WorldCom, and Waste Management, have led to numerous regulatory changes and a public outcry for greater accountability and improvements in financial reporting. percent of CFOs agree with this statement. An early PCAOB regulation, Auditing Standard (AS) No.

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78

Reynolds Holding

NOVEMBER 9, 2022

On October 19, 2022, 19 Republican state attorneys general (the AGs) launched a coordinated investigation by issuing civil investigative demands (CIDs) to six major US banks. Notwithstanding such statements from the NZBA about member independence, the AGs are likely to pursue these investigations vigorously.

Banking 80

Banking Finance 80

Reynolds Holding

NOVEMBER 7, 2023

For example, data privacy generally and in particular open banking, in which financial data are shared with third parties like technology providers, are already regulated, and it would be logical to also regulate the use of AI in those contexts. Data Privacy AI also adds value by using data with unprecedented efficiency and speed.

Banking 116

Banking Technology Finance Marketability 116

Benzinga

MARCH 29, 2024

About Mediforum Mediforum Co., Norwich Capital Limited and American General Business Association & SME Overseas IPO Capital Group are acting as the Lead Advisor and Co-Advisor for Mediforum, Loeb & Loeb LLP is acting as the US Legal Counsel to Mediforum and Next Law LLP is acting as the Korean Legal Counsel to Mediforum.

Technology 45

Technology Marketability 45

RNC

FEBRUARY 21, 2024

Are you curious about how businesses nail down the exact value of their assets, particularly when juggling diverse stocks and inventory? Join us as we explore how this process can be more than just accurate – it can be a game-changer for your business. Why is Accurate Inventory Valuation Vital for Financial Position and Gross Profit?

Business Valuation 40

Business Valuation Mergers & Acquisitions Compliance 40

RNC

FEBRUARY 21, 2024

Are you curious about how businesses nail down the exact value of their assets, particularly when juggling diverse stocks and inventory? Join us as we explore how this process can be more than just accurate – it can be a game-changer for your business. Why is Accurate Inventory Valuation Vital for Financial Position and Gross Profit?

Business Valuation 40

Business Valuation Mergers & Acquisitions Compliance 40

Sun Acquisitions

MARCH 8, 2022

A checklist of the financial documents needed to sell a business. Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). UCC Financing Statements. Existing Vendor/Client Contracts.

Finance 98

Finance Marketability 98

Benzinga

JULY 24, 2023

GLAAM is expected to become a US publicly traded company in the third quarter of 2023. The Company submitted a securities registration statement for the approval of a domestic merger in South Korea to the Financial Supervisory Service, which became effective on July 21, 2023. To learn more about GLAAM, visit: www.glaam.co.kr/en.

Enterprise Value 40

Enterprise Value Marketability Technology 40

Benzinga

OCTOBER 19, 2023

In addition, on October 5, 2023, the California Department of Financial Protection and Innovation granted its approval of Banc of California acquiring control of Pacific Western Bank and of the merger of Banc of California, N.A. For more information about PacWest Bancorp or Pacific Western Bank, visit www.pacwest.com.

Banking 40

Banking Treasury Equity Technology 40

RNC

FEBRUARY 12, 2023

Inventory valuation is a crucial aspect of financial accounting that determines the cost of goods in stock. It plays an important role in financial reporting by providing information on the cost of goods sold and gross profit. Let us look at some of the reasons why inventory valuation is important.

Compliance 52

Compliance 52

ThomsonReuters

JUNE 16, 2023

When a person engages in accounting fraud, they are intentionally manipulating accounting records to make the company’s financial picture seem better than it actually is. Convicted felon Andy Fastow, the infamous chief financial officer of Enron Corp., a client) is facing financial difficulties (25 percent) A person (e.g.,

Banking 93

Banking Finance 93