Sun Acquisitions

FEBRUARY 23, 2024

In this blog post, we’ll explore these professional advisors’ essential roles in guiding buyers’ and sellers’ financial choices. They review financial statements, tax records, and cash flows to assess the proper financial health of a business or property.

Fair Market Value 59

Fair Market Value Compliance Marketability 59

Sun Acquisitions

APRIL 17, 2024

The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal. The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal.

Compliance 59

Compliance Marketability 59

Sun Acquisitions

APRIL 24, 2024

The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal. The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal.

Compliance 52

Compliance Marketability 52

Sun Acquisitions

APRIL 10, 2024

The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal. The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal.

Compliance 59

Compliance Marketability 59

Sun Acquisitions

AUGUST 21, 2023

This blog post will explore the art of successful mergers and acquisitions for privately held businesses, from vision to reality. This blog post will explore the art of successful mergers and acquisitions for privately held businesses, from vision to reality.

Marketability 52

Marketability Technology 52

Audit Board

MARCH 1, 2023

As businesses begin their SOX planning, adopting a risk-first approach to SOX can help teams drive efficiency throughout their testing year. One of the best places to begin implementing this is during the SOX risk assessment. Refresh risk and control mappings to reflect the current control environment.

Compliance 52

Compliance 52

Audit Board

JUNE 13, 2022

Every audit is a project and successful projects require management, but internal audit managers are rarely trained in the principles of project management. When project management is done correctly, time invested in planning upfront enables every part of the audit to run more smoothly. Let’s go deeper into these five key practices. .

Start-ups 98

Start-ups Technology 98

Sun Acquisitions

FEBRUARY 28, 2024

However, mastering the art of business acquisition involves more than just signing a deal; it requires careful planning, tailored strategies, and astute financing choices. Strategies for Success in Business Acquisition Define Your Acquisition Strategy Before embarking on the acquisition journey, it is crucial to define your strategy.

Finance 59

Finance Debt Financing Equity Financing Equity 59

A Neumann & Associates

SEPTEMBER 7, 2023

Mergers and acquisitions ( M&A ) are complex transactions that require careful planning, analysis, and execution. Effective communication between the acquiring company and the target company is essential during the due diligence period to ensure a smooth and successful transaction.

Business Valuation 94

Business Valuation 94

Sun Acquisitions

DECEMBER 15, 2023

It’s a complex process that requires careful planning, strategic execution, and a keen awareness of potential pitfalls. While selling a business can be rewarding, many entrepreneurs fall into common traps that can hinder a successful sale and diminish the value of their hard-earned investment. Inadequate Preparation.

Compliance 59

Compliance Marketability Appraisal 59

Audit Board

FEBRUARY 8, 2023

Many risk and audit professionals are intimidated by continuous risk monitoring. In surveys, at conferences, and in casual conversation, the majority of internal auditors and risk managers will admit the truth: They feel like they don’t know how to do it, or even where to start. This is no time to keep our heads down.

Start-ups 59

Start-ups Technology Compliance 59

Audit Board

JUNE 2, 2022

Whether an organization works with 10, 1,000, or 10,000 third parties, any third-party risk management (TPRM) program faces the same challenges: organization, visibility, and limited resources. How an organization approaches these challenges from the beginning can set a third-party risk program up for success or failure.

Technology 52

Technology Compliance 52

Audit Board

JULY 27, 2022

This article and downloadable PDF will provide advice and a checklist the CAE can use as a participant in audit committee meetings to make sure they focus on areas of risk and governance involving internal audit that matter to the organization. Four Ways CAEs Can Promote a Risk-Based Audit Committee Meeting.

Compliance 89

Compliance Technology 89

Internal Audit 360

APRIL 14, 2022

T he recent evolution of the Three Lines model underscores the idea that internal audit must work to create and protect business value. Whilst change is a factor in every business, some organizations may be going through profound transformation, implying a major exposure to change risks.

Start-ups 98

Start-ups 98

Audit Board

APRIL 27, 2022

Digital risk has become one of the fastest-growing, most pervasive risks in any organization. Gartner defines “ digital risk ” as the set of risks inherent in digital products, services, and supporting processes. Meanwhile, only 18% of respondents place ownership of digital risk with business management.

Technology 105

Technology Compliance 105

Audit Board

JUNE 27, 2023

It is one of the most significant risks any organization faces. A healthy culture is critical to long-term, sustainable organizational success — and toxic cultures often serve as a common thread across organizational failures. KCRIs are specific indicators that can provide early warnings of culture weaknesses or failures.

52

52

Sun Acquisitions

JANUARY 22, 2024

Economic downturns, market disruptions, and unforeseen global events can all throw a wrench into even the most well-laid plans. However, with the right strategies in place, navigating the current economic landscape while selling your business is possible and can be successful.

Marketability 59

Marketability Technology 59

Internal Audit 360

SEPTEMBER 1, 2022

We approach the year with plans to revise last year’s internal audit plan, but in the end, we don’t change that much. We move to the comfort zone and put the audits we know how to do and the ones that seem important on the audit plan. Sure, a solid risk assessment will help focus internal audit on what matters.

Marketability 98

Marketability 98

Audit Board

JULY 26, 2023

We live in the era of technological transformation, where business-owned digital assets brim with an abundance of sensitive employee, customer, and vendor data, while a formidable burden rests upon the shoulders of the information security teams tasked with safeguarding these assets through robust and resilient IT risk management programs.

Start-ups 52

Start-ups Technology 52

Audit Board

DECEMBER 7, 2022

Would it surprise you that the IPPF does not require an annual audit plan? Actually, the words “annual” or “annually” appear only twice in the Standards — once related to confirmation of independence ( 1110 ) and once regarding a documented risk assessment ( 2010 ). What Does the IPPF Say About Audit Plans? .

Technology 52

Technology 52

ThomsonReuters

JULY 11, 2023

Gain a comprehensive understanding of your firm’s Advisory journey and discover actionable steps to help move your firm forward with the Thomson Reuters Advisory Progress report – take the assessment now and unlock your firm’s full potential! Is your firm among them? So how can firms elevate their advisory journey?

Compliance 75

Compliance Marketability 75

ThomsonReuters

JULY 6, 2023

A tax advisor helps clients minimize tax risk and optimize their financial decisions to reduce overall taxes paid. If you’re a tax and accounting professional, you’ve likely found yourself answering numerous questions related to your clients’ tax returns. That’s why many accountants are embracing the profitable shift to tax advisory services.

Accounting Firms 98

Accounting Firms Start-ups Finance Mergers & Acquisitions 98

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 practice of risk management has a long history, with origins dating back to the 1920s.

Compliance 52

Compliance Start-ups Technology Marketability 52

Audit Board

MARCH 24, 2022

Risk management is the process of identifying, assessing, response, and monitoring of threats to a company’s overall position in the marketplace and — ultimately — their total earnings. What Are the Biggest Challenges in Risk Management Today? Here are the top challenges to look for: 1: ESG Risks. 2: Supply Chain Issues.

Start-ups 75

Start-ups Compliance Technology 75

Audit Board

JUNE 15, 2023

In the field of cybersecurity, risk management, and compliance, there are a collection of acronyms that you’ll hear often enough. Each of these organizations plays a role in the shifting tectonics of security, compliance, and risk. This article will discuss NIST in detail, focusing on the NIST Cybersecurity Framework , or NIST CSF.

Technology 52

Technology Compliance Start-ups Finance 52

Audit Board

JUNE 13, 2022

Integrated risk management (IRM) is a strategic and collaborative way for organizations to manage risk across their entire group. This strategy accepts risk as a part of doing business, and pulls it into a company’s culture so that the organization manages risk as a part of both daily operations and long-term strategy.

Compliance 52

Compliance Technology Start-ups Marketability 52

Internal Audit 360

DECEMBER 22, 2022

At every turn, something always seemed to be there creating instability, whether it was the war in Ukraine, rising interest rates, or a bruising election that likely caused more rifts in the fabric of American life than repairs. I n many ways, 2022 was a year of instability. Yet, the dark days that COVID-19 brought failed to recede.

Start-ups 98

Start-ups Compliance 98

Audit Board

MARCH 28, 2023

The Financial Services (FinServ) sector constantly changes with expanding organizational risk profiles, tighter regulations, and rising stakeholder expectations, creating a demanding assurance landscape for internal audit teams. They revisit their risk assessment more frequently to incorporate new and changing regulations.

Technology 52

Technology Banking Compliance 52

Audit Board

DECEMBER 14, 2022

Assessments are vital tools for planning and scoping throughout every stage of maturity in your compliance program. Gap assessments and readiness assessments serve similar purposes, and you can utilize either, or both, to help you determine and prioritize your compliance needs as they evolve over time. .

Compliance 52

Compliance Technology Marketability 52

Audit Board

SEPTEMBER 7, 2023

What does “good” ESG governance and strategy look like, and how are companies integrating it with existing risk and compliance governance structures? Since ESG risk and responsibility span the organization, companies must find ways to improve collaboration and centralize governance. Who should own it?

Compliance 52

Compliance Start-ups Specific Risk Marketability 52

ThomsonReuters

JUNE 9, 2023

In this blog post, we’ll provide some tips on how to ensure your firm is audit compliant and up to date with the latest industry changes. Organizations can employ certain approaches to ensure a successful audit and stay ahead of their rivals.

Compliance 98

Compliance Technology 98

Internal Audit 360

APRIL 13, 2023

GUEST BLOG Editor’s Note: The views expressed here are the opinions of the author. I n March, the Institute of Internal Auditors released a draft version of an overhaul of its professional practice standards and framework that intend to guide the behavior and actions of internal auditors as they carry out their work.

Start-ups 110

Start-ups 110

Audit Board

JANUARY 9, 2023

The good news is that companies are well aware of these concerns and see the need to improve their risk management positions in the coming year. According to a recent report from Protiviti , companies of every size — from established blue chip businesses to small startups — plan to strengthen their risk management processes in 2023. .

Technology 52

Technology Compliance Marketability 52

Audit Board

SEPTEMBER 28, 2022

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. Richard Chambers: Heather, there’s so much we could talk about.

Technology 98

Technology Compliance Marketability 98

Audit Board

FEBRUARY 13, 2023

A successful transition to agile auditing aids in overcoming these challenges and prepares the audit function for the rapidly evolving risk landscape of the future. By adopting an agile mindset, internal auditors assume that changes are always coming, and the resulting audit plan embraces the dynamic nature of regulatory change.

Start-ups 52

Start-ups Technology Banking Compliance 52

Audit Board

APRIL 27, 2023

Objectively evaluating risks, analyzing and assessing processes and systems for efficiencies, doing spot-checks for as-yet-unknown issues, and keeping departments aligned and meeting business objectives are all important ways that auditors can bring value. The internal audit function is crucial to a company’s growth.

Compliance 52

Compliance Start-ups Technology Finance 52

Audit Board

AUGUST 29, 2023

But the 2020s are a different kind of chaos, with one risk-disruptive crisis after another, from COVID, supply chain woes, and war in Ukraine to inflation, waning confidence in banking and the capital markets, climate impacts, domestic political polarization, and more. The world has always known chaos. We should embrace it as an opportunity.

Technology 52

Technology Compliance Start-ups Banking 52