Tue.Feb 08, 2022

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7 ways to attract and win new tax clients

ThomsonReuters

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you.

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Five agility myths in energy and heavy industries

Mckinsey and Company

Agile working practices in energy heavy industries can make them faster, more efficient, and more resilient. Here are five myths and their realities.

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Deal Structures in a Post Covid World

Benchmark Report

First off, I’m using the term “post-covid” gingerly, since, as I am writing this article, we are going through a surge of the Omicron variant. This article is intended to shed light on deal structures that we saw in 2021 and compare them to pre-covid years, as well as surmise future structures.

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The rise of the inclusive consumer

Mckinsey and Company

Social values are shaping purchase decisions more than ever—and retailers that act now stand to attract consumers’ loyalty and spending.

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Sample SBA 7(a) Business Valuation / SBA Business Appraisal Report

Gergory Caruso

Sample SBA 7(a) Business Valuation / SBA Business Appraisal Report is provided below. Our reports are completely compliant, reasonably priced, easy to order and have a quick delivery time. Business valuations that are compliant with the SBA SOP (Small Business Administration, Statement of Policy) are quite technical. In SBA business valuations it is generally agreed that the “Fair Market Value” standard of value is to be used.

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Turning on the revenue tap: How US airports could make the most of additional liquidity

Mckinsey and Company

Facing a still uncertain future, airports could consider new ways to diversify their revenue streams and sustain their operations for the long term.

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Sample SBA 7(a) Business Valuation / SBA Business Appraisal Report

Gergory Caruso

Sample SBA 7(a) Business Valuation / SBA Business Appraisal Report is provided below. Our reports are completely compliant, reasonably priced, easy to order and have a quick delivery time. Business valuations that are compliant with the SBA SOP (Small Business Administration, Statement of Policy) are quite technical. In SBA business valuations it is generally agreed that the “Fair Market Value” standard of value is to be used.

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Sunny With Clear Skies, But a Chance of Turbulence on the Horizon: Private Credit Restructuring Year in Review

National Law Review M&A

Peter J. Antoszyk Charles A Dale David M. Hillman Vincent Indelicato Jurisdiction: All Federal Megan R.

Banking 60
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The platforms opening up access to wealth managers and their clients

Private Funds CFO

Private wealth: How technology platforms are bridging the divide; Gen II Fund Services promotes six to principal.

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The Impact of COVID-19 on Valuations

Valutico

The Impact of COVID-19 on Valuations. Monthly Blogpost – Valutico | January 2022. The Covid-19 pandemic has affected the financial world in many ways. We have received many questions from our clients and partners on this topic in recent months. This area is clearly one with many challenges for management teams, investors, regulators and other users of valuations.

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Statement of Cash Flows vs. Cash Flow Statement

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

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Weil adds private equity partner in NY

Private Funds CFO

Robert Rizzo joins the firm’s private equity practice after nearly a decade at Willkie Farr & Gallagher.

Equity 52
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7 things first-time founders should avoid

Vested

Are you thinking of launching a business? There are a few things you should know first.

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Recapitalization: Pros and Cons

Quantive

Key Takeaways: A recapitalization (or recap) can be an effective way for […]

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Data Update 4 for 2022: Risk = Danger + Opportunity!

Musings on Markets

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there. Investors all talk about risk, but there seems to be little consensus on what it is, how it should be measured, and how it plays out in the short and long term.

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Mastering Intent Data: Understanding its Importance & Best Practices

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

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Can Philippine’s Largest Telco Company Globe Deliver on Its High Growth Prospects?

Andrew Stolz

Highlights: Home broadband expansion offers solid top-line driver. New entrant Dito challenges previous Filipino duopoly. Investment in mobile payments could pay off big. Download the full report as a PDF. Globe Telecom’s revenue breakdown 2021. Share price rally could come to an end based on technical signals. In August 2021, Globe saw a massive 50%+ share price increase.