ThomsonReuters

APRIL 18, 2023

The accounting profession has faced a profound shift in recent years: from significant regulatory changes to an influx of innovative technologies, to reimagined business models, to an increase in client expectations. but there are several common hurdles that often run industry wide. The accounting profession is no exception.

Technology 52

Technology Compliance Start-ups Finance 52

ThomsonReuters

DECEMBER 29, 2022

Helping companies ensure compliance by outsourcing for business processes represents a growth opportunity for today’s tax and accounting firms. . “ Helping companies ensure compliance by outsourcing for business processes represents a growth opportunity for today’s tax and accounting firms. . “

Compliance 59

Compliance Accounting Firms Technology Marketability 59

Audit Board

SEPTEMBER 14, 2023

The importance of robust vendor risk management, or “VRM”, practices has been illustrated by a number of cyberattacks and data breaches that have originated from vendors and gone on to significantly impact the organizations using their services. Operational risks encompass employee conduct and errors and system failures.

Compliance 52

Compliance Start-ups Accounting Firms Technology 52

Peak Business Valuation

AUGUST 26, 2023

Whether you are entering or exiting the insurance industry, it is important to understand how to value an insurance brokerage. If you are selling an insurance brokerage, this can help you determine a fair listing price without scaring off buyers or leaving money on the table. This industry also retains healthy profit margins.

Business Valuation 52

Business Valuation Fair Market Value Appraisal EBITDA 52

IVSC

MARCH 23, 2023

Could you share some insights on how the valuation industry has evolved? From the beginning of my career in valuation, I was attracted to this field because it has always been at the heart of a client’s strategic agenda. the variety of assets we value has also evolved.

Intangible Assets 48

Intangible Assets Start-ups Marketability Business Valuation 48

M&A Leadership Council

JUNE 12, 2023

We had a chance to discuss cybersecurity and IT due diligence with M&A Leadership Council’s presenters at our various events, and we are pleased to share portions of this discussion with you below. We also believe it is vital to engage third parties to obtain a security risk assessment. One other word of caution on this.

Start-ups 52

Start-ups Technology Compliance Banking 52

Scott Mashuda

DECEMBER 22, 2021

Here’s an overview of the three main types of M&A buyers in lower middle market transactions—and a few tips on how to best position your company for sale to each of them. They aim to strengthen their current position in the market or vertically integrate operations to create economies of scale. . The Strategic Buyer.

Private Equity Firm 52

Private Equity Firm Marketability EBITDA Technology 52

ISA

MARCH 30, 2022

So, when thinking about a name, think about what the client will be typing into Google when they are trying to find an appraiser like you. About six or seven jobs into my new business, I had a client exclaim upon my arrival, “Well, Minerva!! However, the course was helpful and got me started. That’s a heathen name!”

Appraisal 75

Appraisal Start-ups Marketability 75

A Neumann & Associates

MAY 5, 2022

Sellers tell us how emotional the process can become. The other two important services you will need are a reliable transaction attorney to expedite the deal closing, and a good tax specialist to keep Uncle Sam from taking too large a chunk of the transaction. A good M&A Advisor knows how to preserve confidentiality.

Fair Market Value 52

Fair Market Value Start-ups Business Valuation Marketability 52

IT Valuations

MARCH 1, 2021

First big client. I realized this as I helped navigate more than 60 merger and acquisition (M&A) transactions, over the last 20 years. Just how long of a process will depend on the size of the companies involved, but there are always many moving parts. The journey of building a tech firm is filled with milestones.

Technology 40

Technology Start-ups Marketability 40

M&A Leadership Council

SEPTEMBER 9, 2021

We recently had a chance to discuss cybersecurity and IT due diligence with M&A Leadership Council’s presenters at our various events, and we are pleased to share portions of this discussion with you below. We also believe it is vital to engage third parties to obtain a security risk assessment.

Start-ups 52

Start-ups Technology Compliance Banking 52

Audit Board

AUGUST 8, 2023

And so, the methodology of enterprise risk management (ERM) was born, representing a progression in how stakeholders, senior management, and even the federal government thinks about an organization’s risk. Read on to learn about the essentials of enterprise risk management , and how to implement ERM processes at your organization.

Compliance 52

Compliance Start-ups Technology Marketability 52

Reynolds Holding

MAY 18, 2022

We were in the midst of the Great Depression. In other words, in those two key years, one could say we replaced one gold standard with another gold standard: the securities laws. We are blessed with the largest and most innovative capital markets in the world. We can’t take our leadership in capital markets for granted, though.

Marketability 59

Marketability Finance Corporate Finance Technology 59

IVSC

OCTOBER 21, 2023

Nygard, MAI, FRICS is the Division Chief for the Evaluations Division (“EV”) within the Bureau of Overseas Buildings Operations of the U.S. The Bureau of Overseas Buildings Operations (OBO) is the real estate section of the U.S. The ten most difficult countries scored from 40 to 20 – most of them are locations where we work.

Appraisal 246

Appraisal Marketability Technology Start-ups 246

Reynolds Holding

JULY 18, 2023

The Postal Service has been using it to predict addresses from human handwriting. We also are living in an era of exponential data growth. This growing capability facilitates being able to differentially communicate to each of us—and do so efficiently at scale. How might we respond to individualized communications?

Technology 40

Technology Finance Marketability Compliance 40

ThomsonReuters

JANUARY 21, 2022

For many accounting firms, this could lead to new services being delivered or access to alternative market segments — both vital at a time when average revenue growth has slowed to 5.7% — the lowest in eight years according to the latest Rosenberg Survey. How do strategic partnerships drive new business for tax and accounting firms?

Accounting Firms 95

Accounting Firms Business Valuation Marketability Technology 95

ThomsonReuters

APRIL 8, 2024

Jump to: The impact of AI on business protection Navigating the shifted focus on consulting Automating the traditional method It is a transformational time for businesses as artificial intelligence (AI) increasingly impacts how companies of all industries operate and serve their customers. The accounting profession is no exception.

Compliance 52

Compliance Accounting Firms Technology Marketability 52

Audit Board

AUGUST 29, 2023

It can feel overwhelming and often comes with a sense we are already late to the party. Other functions — HR, marketing, finance, customer services — have had their digital transformations. In Part 1 of this post , we explored internal auditing’s relationship with technology and debunked common misconceptions.

Technology 52

Technology Start-ups Compliance Finance 52

ThomsonReuters

NOVEMBER 15, 2023

How do charitable donations affect taxes? IRS rules for charitable contributions How much do charitable donations reduce taxes? How much can you donate to charity without itemizing? How do charitable donations affect taxes? Here’s a look at how charitable donations typically affect taxes: Tax deductions.

Fair Market Value 52

Fair Market Value Compliance Banking Marketability 52

FE International

APRIL 27, 2022

In mid-2021, we noted that the US could raise federal tax rates for wealthy investors to as much as 43.4%. While an increase is still likely to happen, offsetting measures like an increase in the SALT cap for US taxpayers in high income-tax states such as California and New York should help ease some of the burden. Key Statistics.

B2B 52

B2B Marketability Private Equity Firm Start-ups 52

Scott Mashuda

AUGUST 7, 2023

Here are the top concerns regarding manufacturing M&A as we head into the second half of 2023. Successful M&A deals can help businesses reduce expenses, which increases efficiency, optimize investment usage, and achieve greater ROI.

Technology 40

Technology Marketability Market Capitalization 40

Audit Board

FEBRUARY 23, 2023

In the latest installment in our Spotlight on Success series, Brittany McKinley, Internal Audit Manager at Elevations Credit Union , shares how she leverages AuditBoard’s simple platform to take an agile approach to maintaining compliance with complex financial services regulations. Primarily the fact that it’s all integrated.

Compliance 52

Compliance 52

Reynolds Holding

MARCH 28, 2023

The first requirement would be a plain English summary of the cybersecurity risks that could materially affect the entity’s business and operations, and how the entity assesses, prioritizes, and addresses those risks.

Marketability 45

Marketability Compliance 45

FE International

MARCH 14, 2018

How to Value an App. How to Sell an App. In recent years, we have noticed an increase in the number of online entrepreneurs entering the app space. Therefore, we have put together this guide to valuing an app business. How can you build an app business with the highest possible value? How much is your app worth?

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Reynolds Holding

OCTOBER 5, 2022

We have already seen many notable developments in securities law this year. 13, 2021), which we discussed in our 2021 Year-End Securities Litigation Update, the court declined to apply both the stringent review of Blasius Industries, Inc. Echoing the court’s recent decision in Rosenbaum v. CytoDyn Inc. 2021 WL 4775140, at *1 (Del.

Start-ups 72

Start-ups Marketability Equity Compliance 72

Reynolds Holding

FEBRUARY 1, 2023

Where we are today is a long way from where we began, when the federal securities laws first established true public markets with certain limited registration exceptions. 6] So, how did we get here? The Origins of Reg D We could begin this discussion in 1982, when Reg D was codified.

Marketability 58

Marketability Corporate Finance Compliance Equity 58

Reynolds Holding

MARCH 27, 2023

Although the number of securities lawsuits filed this year remained steady compared to 2021, we have seen many notable developments in securities law. We also provide an update on the status of mandatory federal forum provisions in the Ninth and Seventh Circuits and in the State of California.

Technology 59

Technology Start-ups Compliance Finance 59

ThomsonReuters

MARCH 18, 2021

How workflow engines increase the value of tax data. A workflow engine can help you overcome these challenges. How does a workflow engine work? Reduced vendor fees: Reduce the fees you pay to third parties for tax compliance outsourcing and co-sourcing services by 25% to 35% * while getting more value for your spend.

Start-ups 98

Start-ups Compliance Technology Marketability 98

Musings on Markets

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. My views on ESG are not a secret.

Start-ups 113

Start-ups Alpha Marketability Risk Premium 113

ThomsonReuters

FEBRUARY 24, 2021

We call this a “ kinetic data approach.”. A workflow engine and the kinetic data approach can help you overcome these challenges. How does a workflow engine work? An experienced partner can help you capture more value from tax data by implementing a scalable architecture with a standardized workflow engine.

Compliance 52

Compliance Technology Marketability 52

FE International

JANUARY 3, 2021

Whether you’re selling a Shopify business or any other kind of e-commerce store, this article will teach you how to obtain an accurate business valuation and how to complete an e-commerce business sale. So, how have we ended up here? How to Value an e-Commerce Business. Operations. Customer Service.

EBITDA 59

EBITDA Start-ups Finance eCommerce 59

Reynolds Holding

FEBRUARY 9, 2023

As set out in our 28 July 2022 client alert “ H1 2022 — ESG Trends and Expectations ”, although the invasion of the Ukraine highlighted the need to accelerate the green energy transition, the unforeseen event did not slow progress on a number of other key ESG themes. and Europe. and Europe.

Finance 49

Finance Marketability Start-ups Equity 49

Reynolds Holding

NOVEMBER 30, 2022

The long-running debate over whether the purpose of the corporation is to maximize short-term profits for shareholders or, alternatively, to operate in the interest of all stakeholders to promote long-term value, dates back to the 1932 law review exchange between Merrick Dodd (here) and Adolf Berle (here). shareholders’ investments.”.

Banking 85

Banking Compliance Marketability 85