M&A Leadership Council

FEBRUARY 13, 2024

Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF). What is an Integration Strategy Framework? More importantly, though, your organization is NOT ready for the launch of integration until you have developed the necessary directional guidance for the Integration Management Office (IMO).

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

Chris Mercer

MAY 19, 2023

This post was originally written for Mercer Capital’s Family Business Director Blog and offered advice to family business directors based on my observations following the failure of Silicon Valley Bank on March 10, 2023. There are undoubtedly more lessons to be learned, but four is a manageable number.

Banking 98

Banking Treasury Start-ups Marketability 98

Audit Board

AUGUST 24, 2023

Yet, despite growing demand from investors and stakeholders for commitment to ESG, many organizations face obstacles when it comes to ensuring they are accurately capturing and reporting ESG data and developing effective ESG risk management practices. As a result, ESG maturity can vary widely from company to company.

Compliance 52

Compliance Finance Technology 52

Sun Acquisitions

APRIL 18, 2022

And Forbes and Bloomberg tell us that 8 out of 10 businesses will not find a buyer. In one of our previous posts, we looked at how to sell a business , but in this blog, you’re going to learn how to sell a business privately. It’s key to have an exit strategy in place. Selling a business is a complex affair.

Appraisal 98

Appraisal 98

Audit Board

JANUARY 25, 2023

We have once again witnessed wealth destruction on a massive scale because a company didn’t regard culture, governance, risk management, or internal controls as important. Ray III, the restructuring expert charged with managing Enron’s and several other high-profile liquidations, was appointed FTX’s CEO.

98

98

Audit Board

DECEMBER 12, 2022

With recessionary concerns impacting decision-making, economic uncertainty is creating massive risk for internal auditors and the organizations they serve — risk that will continue long into 2023. . Many markets hit peak inflation above 10%. Integrate systematic geopolitical/political risk management with existing processes. .

Compliance 52

Compliance Marketability Technology 52

Equilest

FEBRUARY 15, 2023

This blog post explores the pros and cons of using DRC and helps readers decide whether it's the right approach for their business or investment strategy. This blog post explores the pros and cons of using DRC and helps readers decide whether it's the right approach for their business or investment strategy.

Fair Market Value 40

Fair Market Value Business Valuation Liquidation Value Marketability 40

Audit Board

MARCH 7, 2023

financial condition, operating performance, risk profile). Task Force on Climate-Related Financial Disclosures ( TCFD ) Framework — Helps public companies and other organizations more effectively disclose climate-related risks and opportunities through their existing reporting processes. Mainly caters to investors.

Enterprise Value 52

Enterprise Value Start-ups Finance Marketability 52

ThomsonReuters

FEBRUARY 19, 2021

And if you among the rare who doesn’t shell out $10 – $18 monthly for a subscription to one of these businesses, but have photos and music on your phone that can also be accessed from a tablet or laptop, you too are in the cloud. Cloud Strategy, what comes first? Businesses must consider a cloud-first strategy. Yes and No.

Technology 64

Technology 64

Value Scope

JULY 21, 2020

The recent global pandemic and economic crisis has not slowed down the drive by companies to establish ESG programs and report ESG metrics, it has accelerated it, as companies seek ways to attract investment capital and demonstrate rigorous ESG risk management in their organizations. Adjustments to Beta can accomplish this.

Intangible Assets 130

Intangible Assets Beta Alpha Unlevered Beta 130

Audit Board

JULY 18, 2022

As we reach the midpoint of 2022, businesses continue to face unrelenting pressures in the face of new and emerging risks. It offers important insight from internal audit leaders into organizational risks in the second half of 2022 and into 2023, how the profession is adapting and evolving, and where improvements might be made.

Start-ups 52

Start-ups Technology Marketability 52

Audit Board

DECEMBER 15, 2022

Internal auditors become central to really driving an integration of ESG considerations into management systems and into the culture of the organization to provide meaningful information and insights for decision-making. What strategies are you using to attract new talent in ESG and retain the top performers?

Start-ups 52

Start-ups Technology Compliance Marketability 52

M&A Leadership Council

JUNE 8, 2023

Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF). What is an Integration Strategy Framework ? More importantly, though, your organization is NOT ready for the launch of integration until you have developed the necessary directional guidance for the Integration Management Office (IMO).

Technology 59

Technology Marketability 59

Audit Board

MAY 11, 2022

Internal audit sits at the intersection of risks , gaining a powerful enterprise-level view ??it Maintaining relevance means guiding the organization in managing trends such as rising inflation and increasing fraud risk. Flexibility, Empathy, and Dialogue Are Keys To Deal With Unprecedented Level of Risk.

Technology 52

Technology Start-ups 52

Audit Board

NOVEMBER 4, 2022

Stepping outside internal audit’s traditional box to take a wider view of business risk and opportunity. Using Key Risk Indicators for Data-Driven Decision-Making. Kurt Weirich: At Kia we use a variety of risk indicators, and we’re including additional information from departments within Kia and also externally.

Technology 52

Technology Marketability 52

Audit Board

SEPTEMBER 28, 2022

Looking to three non-traditional sources for internal audit talent. ​​ Looking to three non-traditional sources for internal audit talent. ​​ Implementing technology such as risk assessment tools, AI, RPA, and data analytics to save time and stay nimble. Employing an Agile Mindset and Flexible Sourcing to Address Risk.

Technology 98

Technology Compliance Marketability 98

Audit Board

FEBRUARY 15, 2023

In the ones that you’ve served with, how have your board and management received the idea that internal audit can be change agents? Close Ties to ERM Helps Audit Keep Ahead of a Dynamic Risk Environment Richard Chambers: In the past three years, we’ve been in an incredibly disruptive era. Have they been supportive of that?

Start-ups 52

Start-ups Technology 52

Audit Board

NOVEMBER 21, 2022

In response to rising prompts from regulators and internal and external stakeholders alike, more organizations than ever are now focused on environmental, social, and corporate governance (ESG) risks. How internal audit and risk leaders can layer ESG components into their audit plans and ERM strategy. . Xpress, Inc.

Start-ups 52

Start-ups Compliance Marketability Equity 52

Internal Audit 360

APRIL 13, 2023

GUEST BLOG Editor’s Note: The views expressed here are the opinions of the author. Including content on the need for an audit function, led by the CAE, to have a strategy, and a strategic plan. Please rethink creating the risk of a checklist mentality. downplaying of the concept of “risk-based” plans and assessments.

Start-ups 110

Start-ups 110

ThomsonReuters

FEBRUARY 8, 2021

Traditional tax roles often include planning to decrease tax liability and increase cash flow, traditional reporting to ensure compliance with current laws and regulations, and analyzing risk to manage exposure appropriately. Process improvements and better time management come when manual burdens are reduced.

Technology 52

Technology Compliance 52

ThomsonReuters

JUNE 14, 2021

Geralyn Hurd, Tax Strategy & Transformation Leader at Crowe. In a large organization, managing hundreds of K-1s annually can be a full-time job for several people with tax expertise—leaving them little time for more substantive work, Hurd says. Data management software for corporate tax businesses. A Complex Undertaking.

Compliance 98

Compliance Dividends Start-ups Technology 98

M&A Leadership Council

JANUARY 3, 2022

Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF). . What is an Integration Strategy Framework ? More importantly, though, your organization is NOT ready for the launch of integration until you have developed the necessary directional guidance for the Integration Management Office (IMO).

Technology 52

Technology Marketability 52

Audit Board

MARCH 31, 2023

Amanda Pope of InComm Payments discusses how she's building relationships and providing visibility into risk across the business. How have you ensured that your internal audit function has stayed abreast of the risks that face your organization? And if so, what strategies have you relied on to recruit and retain the best?

Start-ups 52

Start-ups 52

Audit Board

AUGUST 29, 2022

Leveraging AuditBoard’s connected risk platform as a “game-changer” that saved the team thousands of hours. Gaining Alignment Across the Three Lines to Identify and Monitor Potentially Disruptive Risks. It’s part of the internal audit function, and I work very closely with our ERM leader to make sure I understand what those risks are.

Start-ups 52

Start-ups Finance Technology Marketability 52

Audit Board

MAY 24, 2022

Through both audits and best practice guidance, the Department of Labor (DOL) is encouraging businesses that sponsor retirement plans to pay attention to managing cybersecurity risk. Tools and strategies for implementing these cybersecurity guidelines. Conduct Prudent Annual Risk Assessments. Do we have a CISO?

Start-ups 52

Start-ups Marketability 52

Audit Board

MAY 15, 2023

In today’s modern threat landscape, compliance risk, cybersecurity risk, fraud risk, and even climate change risk can have a significant impact on your company’s reputation and bottom line. While you’ll never be able to eliminate business risk entirely, prevention is the best insurance against loss.

Start-ups 98

Start-ups Compliance Technology 98

Audit Board

MAY 10, 2023

Every company should feel urgency about maturing cybersecurity risk management. It’s noteworthy that these mandatory disclosures will be made via 8-K, 10-Q, or 10-K filings, meaning that all information becomes public record. There are no requirements for the SEC to keep any information non-public.

Compliance 98

Compliance Technology Specific Risk Start-ups 98

Audit Board

MARCH 7, 2023

Supplemental Guidance, including Practice Guides, Global Technology Audit Guides (GTAGs), and Guide to the Assessment of IT General Controls Scope Based on Risk (GAIT). The 15 Principles mostly reflect the original 10 Core Principles with additions especially noticeable in the Managing Domain. There is also a Glossary.

Start-ups 52

Start-ups Technology 52

FE International

MARCH 23, 2022

Most small businesses valued at under $5,000,000 are valued using a multiple of seller discretionary earnings (SDE or sometimes also called seller discretionary cash flow ) particularly if they are relatively slow growing and do not have a management team in place. In bigger companies, there are more employees and more management personnel.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Audit Board

MARCH 31, 2022

Trent Russell of Greenskies Analytics discusses why it’s crucial for auditors to leverage data analytics to communicate stories about IA’s valuable work that make an impact on management. Analytics Success May Be Determined Not by the Quality of Work, but the Quality of Communication About It. . That’s a big thing.

Marketability 52

Marketability 52

Reynolds Holding

JULY 19, 2023

One bill would mandate that firms assess and disclose on an annual basis the financially related climate risks they face and how they are managing these risks. Academic readers of this blog should too! 20] SB 261 requires disclosure of companies’ “measures adopted to reduce and adapt to climate-related financial risk.”

Marketability 75

Marketability 75

ThomsonReuters

JANUARY 29, 2024

Jump to: The big picture Why this issue matters Understanding ESG auditing The big picture Climate change can be a tricky topic to discuss, but there’s no doubt that a great many businesses are having to discuss and account for climate risk. Why this issue matters Climate risk isn’t just a government policy issue.

Start-ups 52

Start-ups Treasury Technology Banking 52

Brian DeChesare

JULY 27, 2022

Credit Hedge Fund Definition: Credit hedge funds buy and sell fixed-income securities, such as high-yield bonds, distressed bonds, structured credit, and their derivatives; they profit by setting up trades that reduce one type of credit risk while betting on mispriced securities whose prices are likely to change in the future.

Equity 52

Equity Start-ups Private Equity Firm Beta 52

Cooley M&A

FEBRUARY 1, 2024

4] Further, there were only six announced acquisitions of US-listed public tech targets with an equity value greater than $500 million by strategic acquirers in 2023, compared to 15 in 2022 (a 60% decline) and only three tech mega-deals (more than $10 billion) in 2023, compared to five in 2022 and six in 2021. [5]

Equity 59

Equity Finance Marketability Start-ups 59

Audit Board

APRIL 12, 2022

That committee then requires company management to take steps to fix the controls and material weakness. Public companies have to work hard to prevent issues in internal controls, and for new companies or those in a rapid expansion phase, the risk that controls are not properly enabled is exponentially higher. .

Technology 52

Technology Start-ups Compliance Finance 52

ThomsonReuters

DECEMBER 13, 2021

Manual sales tax reporting processes raise the risk of regulatory non-compliance. The risks of non-compliance with corporate tax obligations include hefty penalties, interest charges, and tax audits. Streamline sales tax exemption certificate management. Minimize the risk of costly mistakes and audits.

Compliance 52

Compliance Finance Technology Marketability 52

FE International

JUNE 28, 2021

Blogs and content websites are popular among online business owners, and for good reason. In order to get visitors to click on the affiliate links in your articles, you need to have engaging content and a strategy that lures them there in the first place. Risk Factors. Risk Factors. click here. Owner Involvement .

Start-ups 59

Start-ups Marketability Technology 59