Peak Business Valuation

MAY 13, 2023

It is important to know the documents needed for an SBA Loan before starting the application process. When applying for an SBA loan, it is crucial to ensure that you have the necessary documentation. Below we highlight several documents needed for an SBA loan. In the following paragraphs, we review a few of these documents.

Business Valuation 52

Business Valuation Finance Start-ups Appraisal 52

Benzinga

JUNE 10, 2024

AUSTIN, Texas, June 10, 2024 (GLOBE NEWSWIRE) -- Mitratech, a global compliance technology leader for legal, risk, and HR teams, is excited to announce its strategic acquisition of HotDocs, the market-leading provider of automated document creation and management. As part of. Full story available on Benzinga.com

Compliance 40

Compliance Marketability Technology 40

RNC

MAY 26, 2025

Valuers are required to estimate: Fair value is the anticipated amount an asset would fetch in a well-structured deal between informed and willing parties in the market. Their reports serve as critical documents for: Evaluating resolution plans Calculating haircut percentages Supporting litigation or appeals, if any Rakesh Narula & Co.

Liquidation Value 52

Liquidation Value Compliance Marketability Banking 52

Sun Acquisitions

JANUARY 8, 2025

Sellers should also streamline all operations and document standard operating procedures. If you have proprietary technologies, an especially strong client base or any other differentiating factor, this should be highlighted as you prepare to market your business. Skilled negotiators ensure you get the best possible terms.

Private Equity Firm 105

Private Equity Firm Marketability Technology Equity 105

Peak Business Valuation

JANUARY 9, 2025

Having this information is vital for financial reporting and compliance. The main purpose of a PPA valuation is to ensure compliance with accounting standards like GAAP and IFRS. Fair value is the price someone would pay for an asset or the amount someone would accept to take on a liability on the open market.

Business Valuation 52

Business Valuation Intangible Assets Appraisal Compliance 52

Sun Acquisitions

JUNE 9, 2025

The same is true for your market position if you dominate in any industry niche. Sales breakdowns by service category or product line, a precise inventory, lease agreements, and other documents should all be carefully kept. These are your competitors or businesses in related markets, such as printing firms. Who Will I Sell To?

Start-ups 59

Start-ups Compliance Marketability EBITDA 59

RNC

FEBRUARY 19, 2025

Proper goodwill valuation ensures that companies recognize their true market worth while maintaining transparency in financial transactions. For small businesses and large corporations alike, goodwill valuation is essential for investment decisions, regulatory compliance, and strategic growth planning.

Intangible Assets 52

Intangible Assets Business Valuation Compliance Marketability 52

Equidam

MARCH 23, 2023

It should include a clear overview of your team, the scale of the problem you are tackling, your solution, your traction and the market opportunity. It should also include a detailed analysis of your competition, target market, and marketing plan. Pitch Deck A well-crafted pitch deck is crucial to securing investment.

Compliance 105

Compliance Equity Marketability 105

ThomsonReuters

JULY 13, 2023

By incorporating the latest technology, accounting firms can manage their tax compliance obligations more efficiently, while also providing staff with the tools and resources they need to stay informed and maintain a work-life balance. By driving efficiency through automation, accountants can optimize the 1040 process. Sounds great, right?

Accounting Firms 97

Accounting Firms Start-ups Compliance Technology 97

RNC

MARCH 13, 2025

Accurate reporting ensures transparency, accountability, and compliance with industry regulations, which is essential for sustainable growth. Regulators and auditors analyze financial reports to ensure compliance and prevent fraud. Regular audits and adherence to accounting standards help maintain transparency and legal compliance.

Business Valuation 52

Business Valuation Compliance Finance Equity 52

IVSC

OCTOBER 21, 2023

Nygard oversees a staff of appraisers and real estate analysts who review and perform Market Value Appraisals worldwide as well as conduct various analyses including Lease – Purchase, Lease vs. Buy and Fair Market Rent Analyses. The resultant facilities often differ quite a bit physically from market norms.

Appraisal 246

Appraisal Marketability Technology Start-ups 246

Peak Business Valuation

JANUARY 2, 2025

This ensures compliance with accounting standards and offers a clearer understanding of a businesss value. The purchase price allocation is important for regulatory compliance and providing transparency to stakeholders. The Market Approach The market approach is a common method for PPA valuations.

Business Valuation 52

Business Valuation Intangible Assets Fair Market Value Appraisal 52

ThomsonReuters

JUNE 15, 2023

Many countries have adopted Free Trade Agreements (FTAs) which provide preferential access to certain markets for goods originating from those countries or regions that signed on to the agreement – an attractive prospect for businesses looking to stay competitive in an increasingly global market.

Compliance 102

Compliance Technology Marketability 102

Audit Board

AUGUST 15, 2023

Benefits of a Risk-Based Approach to Compliance According to a recent Gartner survey , risk considerations drive leadership decisions, as risk appetite statements are linked to business outcomes. Getting Started: Know the Business Taking a risk-based approach to compliance starts with knowing the business. Look for existing documents.

Compliance 52

Compliance Start-ups Technology Marketability 52

Peak Business Valuation

APRIL 12, 2025

This involves reviewing financial statements and considering key value determinants such as market trends, success factors, and risks. Your tax liabilities, deductions, and compliance with IRS regulations depend on having a clear understanding of your businesss value. Schedule a Free Consultation!

Fair Market Value 52

Fair Market Value Business Valuation Appraisal Marketability 52

Audit Board

APRIL 4, 2023

Continuous compliance begins with leadership and strategy — after which the responsibility must be passed off between compliance teams and their stakeholders. AuditBoard’s InfoSec Survival Guide: Achieving Continuous Compliance explores why stakeholders are as essential to compliance as branches are to a tree.

Compliance 52

Compliance Start-ups Technology Marketability 52

Appraisers Blog

MARCH 28, 2024

CU scored loans they couldn’t sell in 6% and 7% markets. Non-USPAP-compliant, spurious appraisal reviews that violate most aspects of USPAP compliance. FNMA LQC and CURE Underwriter Team reviewers are located in Texas.

Appraisal 98

Appraisal Compliance Marketability 98

A Neumann & Associates

AUGUST 3, 2023

Financial Analysis and Seller Due Diligence: Your CPA can provide a thorough financial analysis of your business, including reviewing financial statements, examining financial records, tax compliance, contracts, liabilities, and other relevant financial information.

Fair Market Value 95

Fair Market Value Business Valuation Compliance Mergers & Acquisitions 95

RNC

MAY 18, 2025

It also enables startups to gauge their market worth, plan for scalability, and decide when and how to raise funds or dilute equity. Legal & Compliance: Important for issuing stock options, taxation, or regulatory filings. Founders must ensure their business model and financial forecasts align with realistic market conditions.

Discounted Cash Flow 52

Discounted Cash Flow Comparable Company Analysis Equity Intangible Assets 52

ThomsonReuters

MAY 21, 2025

This is part of a broader trend where regions like Latin America and emerging markets are mandating businesses to send and receive e-invoices that meet evolving legal standards. Non-compliance is not an option, as it can lead to non-payment of invoices and significant penalties. Major advantages include: 1.

Compliance 52

Compliance B2B Technology Marketability 52

Audit Board

FEBRUARY 2, 2023

Compliance needs are mission critical in 2023. As Forbes reported a few months ago, compliance is a top business priority. Companies that don’t take data privacy and other compliance laws into account face significant fines and potential damage to their reputation and bottom line.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

NOVEMBER 28, 2023

To understand how your firm stacks up in terms of the need for automation , ask yourself: What is your process for gathering client documents? What is your process for creating supporting documentation/workpapers? With cloud-based technology, you and your staff have the ability to share data and documents directly and securely.

Start-ups 112

Start-ups Technology Accounting Firms Compliance 112

Value Scope

JANUARY 13, 2021

But the real issue has to do with a lack of clarity in the text of royalty and lease documents. It would be even better if lease and royalty documents were drafted more carefully! What is the market “at the well” valuation? What does it mean to make oil or natural gas “marketable”? This is often when litigation picks up.

Fair Market Value 130

Fair Market Value Discounted Cash Flow Marketability Treasury 130

Global Finance

JUNE 9, 2025

Another innovation is CashPro Capital Markets Insights, which is the first integrated capital markets experience available in a treasury mobile app, offering access to investment-grade secondary bond pricing alongside treasury information.

Banking 59

Banking Treasury Finance Compliance 59

ISA

MAY 13, 2025

5/22/2025 12:00:00 AM Fair market value (FMV) is foundational in Canadian personal property appraisals prepared for charitable donations, estate administration, and cultural property certification applications. This means a consistently achieved market price, not an unusually high one-off sale. The Income Tax Act (Canada), s.

Fair Market Value 40

Fair Market Value Appraisal Marketability Compliance 40

ThomsonReuters

JULY 19, 2022

However, just 23% of businesses interviewed by Thomson Reuters for its annual global trade survey reported they had taken advantage of all available FTAs, which can open new markets and lead to significant cost savings. And of those that do, often these companies use manual processes to manage their compliance. Wider export markets.

Compliance 96

Compliance Marketability Technology 96

ThomsonReuters

NOVEMBER 15, 2023

However, certain rules and limitations apply to these deductions, which donors should be aware of to ensure compliance with the IRS regulations. Donors are responsible for maintaining proper documentation, such as bank records, receipts, or written acknowledgments from the recipient organization, to substantiate their contributions.

Compliance 98

Compliance Fair Market Value Appraisal Banking 98

RNC

MAY 12, 2025

This valuation ensures that in the event of a loss, the insurance payout accurately reflects the asset’s worth based on a standardized method like replacement cost or market value. Getting the valuation done by a qualified professional is critical—not just for accuracy, but also for regulatory compliance and insurer acceptance.

Marketability 52

Marketability Compliance 52

ThomsonReuters

NOVEMBER 16, 2023

In the second installment of our three-part series on e-invoicing, we will explore how e-invoicing and continuous transaction control (CTC) regulations impact tax compliance, and examine some of the challenges and considerations that corporate tax teams may encounter.

Compliance 59

Compliance Technology Finance Marketability 59

Sun Acquisitions

NOVEMBER 4, 2024

AI in Deal Sourcing Enhanced Market Insights AI algorithms can process vast amounts of data from various sources to identify potential acquisition targets that align with a company’s strategic goals. Actionable Insight: Implement AI-driven tools to monitor the market for potential targets continuously.

Compliance 59

Compliance Technology Data Analysis Marketability 59

ThomsonReuters

MAY 27, 2022

“The global, integrated nature of modern supply chains means that no region of the world is unaffected by these disruptions,” says Zoe Martinez, Thomson Reuters Global Trade Proposition Lead for Asia and Emerging Markets. Stay current with trade regulations and compliance requirements. Ensure supply chain compliance through automation.

Compliance 96

Compliance Technology Marketability 96

Peak Business Valuation

MARCH 8, 2025

Efficient and well-maintained food manufacturing equipment is critical for ensuring safety and compliance in any food production business. When collecting documentation, plan to share as much detail as possible about each piece of equipment. This will help appraisers calculate how much its fair market value has changed.

Appraisal 52

Appraisal Business Valuation Fair Market Value Start-ups 52

Audit Board

JANUARY 17, 2023

In our Spotlight on Success series, Ajay Kumar, Director of Internal Audit of Citizens Property Insurance , shares how his team is able to achieve more without adding resources by centralizing all of their audit, risk, and compliance data in a single source of truth. Tell us a little about Citizens Property Insurance. . “I

Compliance 52

Compliance Marketability 52

ThomsonReuters

JULY 8, 2021

Today, finance is the corporate function most commonly managed this way — but longstanding obstacles have prevented the model from being extended to statutory reporting and tax compliance. Tax & Tech Talks: How to Achieve Global Statutory Financial Compliance. Watch the entire episode.

Technology 98

Technology Compliance Finance Start-ups 98

IVSC

MAY 12, 2023

Do you agree that the new requirements for quality control are clear, complete and provide adequate clarity to ensure compliance with IVS? Do you agree that the requirements for data and inputs are clear, complete and provide adequate clarity to ensure compliance with IVS? IVS 106 Documentation and Reporting now includes section 106.20

Compliance 100

Compliance Intangible Assets Business Valuation Marketability 100

Global Finance

JUNE 6, 2024

Its new generative AI tool analyzes and summarizes the minutes and announcements from the Monetary Policy Committee of Brazil’s central bank and the Federal Open Market Committee of the US Federal Reserve. Not only can market risk be better monitored, but market costs can be saved for participants: about $30 million so far, estimates CCDC.

Banking 109

Banking Treasury Technology Compliance 109

ThomsonReuters

JANUARY 8, 2024

By analyzing historical data and market trends, AI algorithms can provide valuable insights into potential risks and opportunities. AI has significantly improved compliance and risk management by automating the monitoring and analysis of regulatory changes.

Data Analysis 101

Data Analysis Compliance Technology Banking 101