Sun Acquisitions

OCTOBER 4, 2023

Whether you’re retiring, pursuing new opportunities, or simply seeking a change, exiting your business is a significant decision that requires careful planning and execution. Consider the reasons behind your decision and what you hope to achieve beyond your current business.

Compliance 59

Compliance 59

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. However, mastering the art of business acquisition involves more than just signing a deal; it requires careful planning, tailored strategies, and astute financing choices.

Finance 59

Finance Debt Financing Equity Financing Equity 59

Internal Audit 360

APRIL 27, 2022

While there is very little debate that the head of internal audit, usually the chief audit executive (CAE), should report functionally to the board (usually the audit committee of the board), there are some strong opinions on where it should report for administrative purposes. Approving the remuneration of the chief audit executive.

Start-ups 98

Start-ups 98

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 ? The most critical elements of an ISF are intended to provide meaningful “directional guidance” from the deal-team and executive team on critical pending decisions for the IMO and work-streams.

Technology 59

Technology Marketability 59

M&A Leadership Council

OCTOBER 16, 2023

Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important. Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important.

Start-ups 59

Start-ups Technology Marketability 59

ThomsonReuters

AUGUST 3, 2023

Despite the availability of tools and software that have commoditized certain aspects of the process side of accounting, clients must still rely on the knowledge and wisdom of best practices, implementation, strategy, and execution that only real-world experience can provide. What are the benefits of moving to value-based pricing?

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

DECEMBER 15, 2022

What is sustainability auditing ? D ue to increased demand from investors and other stakeholders, and the benefits to be gained from becoming more environmentally responsible, a growing number of companies are incorporating sustainability into their business strategies. . So, what is sustainability auditing ?

Equity 59

Equity 59

Sun Acquisitions

MARCH 22, 2024

In this blog post, we will delve into the world of M&A due diligence , shedding light on the best practices for conducting a comprehensive evaluation of potential targets. A well-executed due diligence process can significantly reduce the chances of costly post-transaction surprises.

Technology 59

Technology Start-ups Market Risk Marketability 59

Audit Board

MARCH 22, 2023

Enterprise risk encompasses regulations, finance, operations, technology, reputation, strategy, and many more — and losing control over any one of these risk areas could mean disaster. This article will share insights on three holistic risk management strategies organizations use to meet modern governance expectations. 1.

Compliance 52

Compliance Treasury Technology Finance 52

Audit Board

JULY 18, 2023

In our Spotlight on Success series, Terri-Anne “TA” Wallen, VP of Enterprise Risk & Assurance Services at Teradata , shares how she leveraged AuditBoard’s connected risk platform to centralize documentation and develop a mature risk management strategy. How has AuditBoard helped you demonstrate your team’s value to the executive team? “[The

Start-ups 52

Start-ups Technology 52

Internal Audit 360

FEBRUARY 16, 2023

This change outlines for the first time important board responsibilities in support of effective internal auditing and addresses how the chief audit executive (CAE) can support the board in carrying out its responsibilities. ” Most practitioners refer to them simply as “the Standards.”

98

98

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. When identifying strategies to help you increase internal audit’s impact in 2023, where better to begin? Any good strategy is predicated on a vision.

Compliance 88

Compliance Technology 88

ThomsonReuters

JULY 6, 2023

What career can an accountant switch to? Accounting advisory services include a variety of engagements—from tax planning and strategy to counsel on tax-related legislation—and centers on your unique knowledge and experience. But where do you start? According to The Wall Street Journal , more than 300,000 U.S.

Finance 98

Finance Accounting Firms Start-ups Technology 98

ThomsonReuters

MARCH 20, 2023

Let’s start with the basics. What is ESG? ESG opportunities for accounting firms With a heightened focus on ESG factors, the success and reputation of an organization is intrinsically linked to its ESG strategy. What is an ESG narrative? Today, ESG factors sit at the forefront of many investment decisions.

Accounting Firms 59

Accounting Firms Compliance Start-ups Equity 59

ThomsonReuters

DECEMBER 6, 2022

The spotlight on environmental, social, and governance (ESG) continues to intensify as businesses are increasingly being called upon to disclose more about their ESG performance and strategies. Given the increased focused on ESG, this blog marks the first in a series dedicated to ESG and its impacts on the accounting profession.

Accounting Firms 59

Accounting Firms Finance 59

Internal Audit 360

SEPTEMBER 1, 2022

What was important last year has changed. Sure, a solid risk assessment will help focus internal audit on what matters. I mentioned that a good risk assessment is the best starting point for focusing on what matters. 2) Current Business Strategy and Day-to-Day Operations.

Marketability 98

Marketability 98

ThomsonReuters

JULY 6, 2023

With technology that automates traditionally manual tasks related to core tax compliance work, more and more firms are capitalizing on the opportunity to hone in on and better execute long-term strategy by offering value-added accounting advisory services. Let’s take a look at the basics. What is accounting advisory?

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

Sun Acquisitions

DECEMBER 14, 2023

In this blog post, we’ll explore the key steps you need to take to prepare your business for sale, covering essential aspects such as financial documentation, operational improvements, and positioning your company as an attractive investment opportunity.

Compliance 59

Compliance Technology Marketability 59

Internal Audit 360

JULY 20, 2022

GUEST BLOG: O ne of the challenges when it comes to so-called “cybersecurity risk” is in accepting and then applying the idea that cyber is not an “IT risk.” So, what is the potential effect of a breach on the achievement of the enterprise’s objectives? It’s a business risk. That is easy to say, and it makes all the sense in the world.

Compliance 98

Compliance Start-ups Technology 98

ThomsonReuters

JULY 11, 2023

What are the paths to advisory services? They need help ensuring compliance and developing strategies to reduce their tax liabilities. Rather than meeting with clients at year-end to discuss traditional tax planning strategies, providing year-round, strategic advisory services enables firms to be more proactive in their approach.

Compliance 75

Compliance Marketability 75

ThomsonReuters

AUGUST 26, 2022

See how organizations are developing strategies to mitigate different forms of geopolitical risk in our free on-demand webinar, Impact of Sanctions and Export Controls on Global Supply Chains. Strategy #1 – Transparency through data. Strategy #2 – Be prepared against risk. The challenge of geopolitical change.

Start-ups 97

Start-ups Data Analysis Compliance 97

ThomsonReuters

JUNE 28, 2023

What are the challenges of ESG data collection? What are the best practices for ESG data management? Governance risks include financial reporting , fraud prevention, executive pay transparency, and overall business dealings of the company. However, ESG data can be a challenge to collect, manage, and report on.

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

Audit Board

OCTOBER 16, 2022

But this is no time to dwell on what happened this past year. Instead, it’s time to think about what you can do to start fresh in 2023. What have you learned? This is especially true when our perspectives contradict what executive management has said they want to do. Forge a Talent Management Strategy.

Compliance 52

Compliance Start-ups 52

Internal Audit 360

APRIL 14, 2022

We spoke to Michele Variale, chief audit executive at Telepass, as well as senior auditors Michela Michini and Antonio Za. Next, what tactics should internal audit take to approach a change governance audit? This requires strategic thinking, especially in this rapidly changing business environment.

Start-ups 98

Start-ups 98

Audit Board

APRIL 13, 2022

An important strategy in such a disruptive environment is to review your company’s third-party relationships. At the beginning of this year, I challenged internal auditors to get to know their third parties better – especially the culture, audit strategy, and risk management structure. .

Compliance 98

Compliance 98

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. Defining the Vision: Before embarking on an M&A journey, privately held businesses must have a clear vision of what they aim to achieve through the merger or acquisition.

Marketability 52

Marketability Technology 52

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 ? In advance of joint integration planning, the deal-strategy implications for integration should be scoped out to determine integration work-stream requirements.

Technology 52

Technology Marketability 52

ThomsonReuters

FEBRUARY 19, 2021

Whether your business has an IT person/department or not it is important to understand the cloud and what it means for your business – here are three considerations. Whether your business has an IT person/department or not it is important to understand the cloud and what it means for your business – here are three considerations.

Technology 64

Technology 64

Internal Audit 360

APRIL 13, 2023

GUEST BLOG Editor’s Note: The views expressed here are the opinions of the author. What the IIA has labelled an “evolution” is arguably an even more aggressive change than that. I come from a rather unique background to have a perspective on what we are looking at in the exposure draft of the Standards.

Start-ups 110

Start-ups 110

Sun Acquisitions

MARCH 8, 2024

This risk-sharing mechanism can provide peace of mind and allow you to focus on executing the acquisition strategy. What is their history of successful acquisitions? Exit Strategy Discuss and agree upon exit strategies upfront. Track Record Evaluate the track record of potential equity partners.

Equity 59

Equity 59

Audit Board

DECEMBER 7, 2022

As a part of this role, internal audit is responsible for advising the organization on its broader risk management capabilities, and in anticipating and aligning efforts to emerging ESG risks, strategies, and organizational objectives. The goal is to extend what you’re already doing to incorporate ESG. Where is it housed? The graphic.

Compliance 52

Compliance Marketability 52

ThomsonReuters

JUNE 9, 2023

What makes this development particularly concerning is that it comes at a time when accountants are playing an increasingly important role in ensuring information integrity for sustainable business practices and DEI data management.

Accounting Firms 98

Accounting Firms Data Analysis Compliance Finance 98

ThomsonReuters

MAY 6, 2022

Despite what all those sci-fi films promised us, robots haven’t replaced the human race just yet. Ask your employees, “What if you had zero data entry to do in payroll or bookkeeping and you had that 10 hours a week to do something else to help our customers? .’ Embracing technology as a means to reduce workload.

Technology 95

Technology Start-ups 95

ThomsonReuters

NOVEMBER 2, 2023

What companies are discovering, however, is that finding experienced talent with such a multifaceted range of abilities and experience isn’t easy. The first factor is the growing complexity and volatility of global trade. Generative AI is set to streamline trade compliance processes by automating tasks like generating trade documents.

Compliance 52

Compliance Technology Marketability 52

Audit Board

JUNE 3, 2022

ESG covers a wide range of issues, from environmental threats like climate change, to social issues related to diversity, equity, and inclusion, to social responsibility in investing and production, to governance issues related to executive pay and financial reporting. What Is an ESG Audit? . What Is an ESG Risk? .

Compliance 98

Compliance Start-ups Equity Finance 98

Audit Board

MARCH 1, 2023

When performing an in-depth analysis of financial and operational data, seek to understand management’s level of risk tolerance by asking questions such as: What will cause you to investigate a certain result or trend in company performance measures? What kinds of issues have you encountered, and what red flags have you looked for?

Compliance 52

Compliance 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? While a leader can set a vision and strategy, only a cross-functional team can deliver it. Who owns environmental, social, and governance (ESG) in your organization?

Compliance 52

Compliance Start-ups Specific Risk Marketability 52