Law 360 M&A

MAY 24, 2024

From “The Giving Tree” to “Where the Wild Things Are,” most children’s books are easy to remember because they use simple words and numbers to tell stories with a human impact — a formula law firms should emulate in their marketing content to stay front of mind for potential clients, says Seema Desai Maglio at The Found Word.

Marketability 98

Marketability 98

Law 360 M&A

MARCH 28, 2024

shareholder Blackwells Capital on Thursday asked Delaware's Court of the Chancery to force Disney to open its books and records as the investor looks into potential wrongdoing and mismanagement stemming from the entertainment giant's dealings with ValueAct Capital. An affiliate of Walt Disney Co.

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Mckinsey and Company

AUGUST 20, 2024

Sharpen your problem-solving skills the McKinsey way, with our weekly crossword. Each puzzle is created with the McKinsey audience in mind, and includes a subtle (and sometimes not-so-subtle) business theme for you to find. Answers that are directionally correct may not cut it if you’re looking for a quick win.

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Musings on Markets

DECEMBER 11, 2024

My Book (and Written) Content Let me begin by emphasizing that you do not need any of my books to take my classes. At almost 1000 pages, it is overkill but it is also the most comprehensive of the books in terms of coverage. In fact, I don't even require them, when I teach my MBA and undergraduate classes at NYU.

Corporate Finance 125

Corporate Finance Finance Start-ups Appraisal 125

Harvard Corporate Governance

JUNE 9, 2025

Notably, the amendments: limit controlling stockholder liability by excluding any stockholder or group that owns less than a third of a company’s voting power and by establishing that, other than in going-private or squeeze-out transactions, courts will not review a controlling stockholder transaction approved either by a committee of independent directors (..)

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BVR

MARCH 28, 2022

Now in its 31st year, the book contains the latest industry-related information including pricing tips, benchmarking information with comparison data, industry resources, and general industry data on over 600 types of businesses, including franchises.

Business Valuation 246

Business Valuation 246

Harvard Corporate Governance

JULY 9, 2024

The S&P 500 currently trades at a price to book value of 4.2, suggesting that book value accounts for less than 20% of the S&P 500’s market value. The remaining 80%, appears nowhere in these firms’ balance sheets—it is invisible to contemporary accounting techniques and constitutes “dark accounting matter.” more…)

Intangible Assets 202

Intangible Assets Book Value Price to Book Marketability 202

Harvard Corporate Governance

FEBRUARY 19, 2025

The legislation and initiatives address critical topics, including director independence, controlling stockholders, stockholders books and records inspection rights, and plaintiffs attorney fee awards.

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Harvard Corporate Governance

APRIL 25, 2023

This post is based on the authors’ book. Our new book, A History of Securities Law in the Supreme Court , explores how the Supreme Court has made (and remade) securities law. Thompson is Peter P. Weidenbruch, Jr. Professor of Business Law at Georgetown University Law Center.

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Law 360 M&A

JULY 3, 2024

The Walt Disney Co. does not have to give activist shareholder Blackwells Capital more information about an agreement that Disney made with ValueAct Capital, a Delaware Chancery Court judge ruled Wednesday, finding that Blackwells had "failed to meet its burden to prove a credible basis to suspect wrongdoing."

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Global Finance

JANUARY 2, 2025

Global Finance: Why did you write this book now? I know its boringdefinitely for the CEO and maybe even the CFObut a good analysis of the targets books is essential. In the case of Hewlett-Packards buying of Autonomy, a forensic accountant has shown that you could have seen easily that their books were manipulated for 10 years prior.

Finance 124

Finance Start-ups Technology Corporate Finance 124

Harvard Corporate Governance

APRIL 12, 2022

This post is based on his recent book. My new book, The Capitalist and the Activist , explores this complicated new reality of contemporary corporate social activism—its driving forces, promises and perils, and implications for our laws, public policies, and businesses.

Equity 228

Equity Technology Marketability 228

Machen McChesney

DECEMBER 24, 2024

How often do you reconcile your companys internal financial records against your bank statements? Bank reconciliations are an essential internal control procedure that busy owners and managers sometimes overlook or neglect. Heres why it pays to perform them regularly.

Banking 105

Banking 105

Harvard Corporate Governance

OCTOBER 25, 2023

This post is based on his book. Posted by Jordi Canals (IESE Business School), on Wednesday, October 25, 2023 Editor's Note: Jordi Canals is Professor of Strategic Management and the holder of Fundación IESE Chair in Corporate Governance at IESE Business School. Disney’s board of directors fired CEO Bob Chapek on November 20, 2022.

Compliance 300

Compliance Technology Equity Marketability 300

BV Specialists

JANUARY 13, 2025

Ensure the Company's Books are Current and In Order It will be crucial that accurate financial records are available for the appraiser and that the most recent statements have been prepared. Engaging a certified appraiser with experience in divorce cases ensures an unbiased and thorough assessment.

Appraisal 94

Appraisal Asset-based Approach Business Valuation Marketability 94

Mckinsey and Company

NOVEMBER 20, 2023

In her new book, Lisa Sun shares the playbook for unlocking your strengths and explains why confidence isn’t “one size fits all.”

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Harvard Corporate Governance

JULY 18, 2022

This post is based on his recent paper , forthcoming in the Journal of Law, Finance, and Accounting , and also draws from his recent book, Missing the Target: Why Stock Market Short-Termism Is Not the Problem (Oxford University Press, 2022). Roe is David Berg Professor of Business Law at Harvard Law School.

Marketability 198

Marketability Finance 198

Harvard Corporate Governance

JULY 18, 2023

The case involved a books-and-records demand from a stockholder asserting a potential breach of fiduciary duty by Disney’s directors and officers in their determination to publicly oppose Florida’s so-called “Don’t Say Gay” bill. The Walt Disney Company.

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Harvard Corporate Governance

NOVEMBER 28, 2023

This post is based on her book, Law and Political Economy in China. In my newly released book, “Law and Political Economy in China: the Role of Law in Corporate Governance and Market Growth” (Cambridge University Press, 2023), I call to reevaluate this approach.

Marketability 177

Marketability 177

Mckinsey and Company

SEPTEMBER 12, 2024

The authors of a new book on the journey of leadership explain why this era of unprecedented global change demands a new style of leadership—one that reflects the inner world of the CEO along with the needs of organizations and employees.

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Harvard Corporate Governance

JULY 17, 2024

The history of finance is a field fertile with research, papers, books, and conferences. Two books resulted: Origins of Shareholder Advocacy , edited by Jonathan Koppell, and Shareholder Rights at 400 : Commemorating Isaac Le Maire and the First Recorded Expression of Investor Advocacy.

Finance 141

Finance 141

Harvard Corporate Governance

MAY 27, 2023

Below, we summarize the key provisions of HB 3 and offer a comparison against some of the anti-ESG laws on the books in other states. [3] 3] (more…)

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231

Harvard Corporate Governance

JULY 25, 2022

They have also increasingly turned to books-and-records demands, seeking company documents and other information. Despite recent dismissals of securities claims challenging ESG-related disclosures, plaintiffs remain undeterred, filing amended complaints alleging fraud and breach of fiduciary duty claims.

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Harvard Corporate Governance

SEPTEMBER 24, 2023

The New Rules also add books and records requirements to document compliance. The Mandatory Audits provision for private funds and the Written Annual Review requirement to document annual compliance reviews under Rule 206(4)-7. more…)

Compliance 206

Compliance 206

Gergory Caruso

JUNE 24, 2025

609-664-7955 Home About Us Senior Team Completed Business Valuations Valuation Services ESOP Business Valuations SBA Business Valuations for SBA 7(a) Loans Exit Planning Small Business Valuations Estate and Gift Tax Business Valuations Blog The Book About the Book Reviews About the Author Book Resources Select Page The Future of Business: Dynamic Risk (..)

Business Valuation 52

Business Valuation Appraisal Market Risk Marketability 52

Financial Times M&A

APRIL 30, 2025

Japans Seven & i gives Canadian rival access to financial information long requested for due diligence work

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76

Mckinsey and Company

MAY 22, 2025

With countless wellness apps, gadgets, and books promising to prevent memory loss and disease, how do you know whats truly worth your time? A cognitive scientist breaks it downhelping you retrain your brain and reclaim your health.

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74

Mckinsey and Company

MARCH 15, 2024

Three McKinsey senior partners—and, now, international best-selling authors—reflect on the far-reaching impact of their book, CEO Excellence, two years after its release.

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Viking Mergers

MARCH 12, 2023

Good Books & Records One of the most important things you can do to increase the value of your business is to maintain good books and records and operate on an accrual (versus cash) accounting basis to match revenue with expenses. You could add intellectual property, patents, etc.,

EBITDA 130

EBITDA Business Valuation Marketability 130

Harvard Corporate Governance

JULY 16, 2022

This reminder is especially important when a sale of the company or other material determination by the board may be in the company’s future.

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189

NYT M&A

NOVEMBER 18, 2024

Flights will still take off and travelers can keep booking tickets, the low-cost carrier said, as the company enters Chapter 11 bankruptcy.

Mergers & Acquisitions 106

Mergers & Acquisitions 106

Mckinsey and Company

APRIL 4, 2024

In this final retrospective, McKinsey senior partners and best-selling authors share insights from their book, discuss the “life cycle of a CEO,” and talk about developments in their ongoing research.

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103

Harvard Corporate Governance

JANUARY 15, 2023

Well-drafted board minutes can help contain the scope of stockholders’ books and records requests and make it easier to win early dismissal of lawsuits. To protect against claims that a company’s disclosures were misleading, a company’s public statements and filings should be consistent with the board minutes.

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220

Mckinsey and Company

SEPTEMBER 17, 2024

How can the travel industry make it easier to discover and book the magical experiences that travelers crave? Travelers increasingly plan trips around activities.

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101

Norman Marks

MARCH 1, 2023

I am pleased to announce that my latest book is now available on Amazon (see below). The intent is to help business leaders and information security practitioners discuss cyber risk in business rather than technical language, enabling executives and the board to make informed and intelligent business decisions.

Compliance 119

Compliance 119

Appraisers Blog

MAY 13, 2024

AI editing and blurring books on shelves? Like appraisers are zooming in on photos of book shelves; Dammit, they are not allowed to have that book. Bifurcated appraisals are harmful to home owners, as the appraiser knows far less about the home than having been there in person. Guilty until proven innocent; Lawyers win again.

Appraisal 98

Appraisal 98

BVR

SEPTEMBER 23, 2024

Get a look at some of the futuristic concepts discussed in the book Superconvergence and look at how AI factors into all of it.

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