Wed.Mar 16, 2022

article thumbnail

Benchmark International Successfully Facilitated the Transaction Between Action Computer Sales & Service Inc. And Alltech Computer Works

Benchmark Report

The seller, Action Computer, is a complete IT services provider that plans, designs, implements, and maintains a company’s IT system. Action has been servicing the Southeast region since 1981, keeping systems current and trouble-free. “Our interaction with Benchmark International was a pleasurable experience. They worked with us to develop a projected business valuation, helped us get our documentation in order, and created a sales sheet that they presented to prospective buyers, and they kept u

article thumbnail

The five zeros reshaping stores

Mckinsey and Company

Consumers now demand much more than value and convenience—and tolerate fewer shortfalls.

128
128
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

How to Get a New Risk or Compliance Officer Up to Speed

N Contracts

Training is important for anyone entering a new role at a bank, credit union, or mortgage company—but that’s not the only way to help a new employee get up to speed. When onboarding a new employee, especially in a specialized role such as risk or compliance management, it’s important to leverage every tool in your box to help that employee understand their new role and begin contributing to the institution.

article thumbnail

Pathway to distinctive performance: M&A options for European insurers

Mckinsey and Company

As European insurance players reassess their strategic options in light of the pandemic, M&A can strengthen competitiveness and enhance performance. Here’s what companies should consider.

80
article thumbnail

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.

article thumbnail

Establish a Tax-Favored Retirement Plan

Machen McChesney

If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions.

62
article thumbnail

Why Business Leaders Need IRM Right Now — and for Long-Term Success

Audit Board

In an era of unprecedented risk volatility, long-term business success requires getting in front of risk. As business leaders across the globe look to the future, they see an urgent need to streamline, automate and integrate their businesses in the face of great uncertainty. According to the Conference Board C-Suite Outlook 2022 , less than 40% of CEOs globally say they are “well prepared to meet the challenges posed by a major crisis related to inflation, cybersecurity, supply chain disruption

More Trending

article thumbnail

The St. Patrick’s Day Economic Stimulus

Quantive

Spring is finally here. Traditionally, spring symbolizes hope, renewal, and change. The warmer weather combined with the holidays of St. Patrick’s Day and Easter is a natural and recurring economic stimulant.

52
article thumbnail

Key considerations to stay ahead of ESG trends

Deal Law Wire

ESG continues to be a key driver in corporate decision making. According to the Global M&A Dealmakers 2022 North American M&A Outlook report, prepared in association with Mergermarket, “73% of North American dealmakers feel that ESG scrutiny will increase over the next three years.” But what will that scrutiny look like in a practical sense?

Banking 52
article thumbnail

65 day rule useful for trustees

Henry Horne

Trustees trying to manage the tax burden of a complex trust should be familiar with the 663(b) election, also known as the 65 day rule. Making this election can often help to lower the overall tax burden of the trust and its individual beneficiaries. Don’t miss: Prince estate settles with IRS Trusts pay tax at … Keep Reading. The post 65 day rule useful for trustees appeared first on Henry+Horne.

52
article thumbnail

How to Get More Clients in 2022: 8 Proven Tips

Financial Analyst Insider

You’ve launched your business and managed to build a small but loyal customer base. Now, you’re confident that your service or product deserves a larger. The post How to Get More Clients in 2022: 8 Proven Tips appeared first on Financial Analyst Insider.

52
article thumbnail

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

article thumbnail

Global M&A market defies gravity in 2021 second half

Mckinsey and Company

But what are the odds that M&A remains buoyant in the months ahead?

article thumbnail

Deal Lawyers Download Podcast: “Crypto References in Deal Agreements”

John Jenkins

Our new Deal Lawyers Download podcast features my interview with Bloomberg Law’s Grace Maral Burnett about her analysis of references to cryptocurrencies & other digital assets in 2021 acquisition agreements.

40
article thumbnail

SEC takes aim at fund auditor’s alleged part in fraud case

Private Funds CFO

The SEC is looking to take action against the auditor of a fund managed by Laurence Allen, who is appealing a ruling against him in a fraud case.

article thumbnail

March-April Issue: Deal Lawyers Newsletter

John Jenkins

The March-April issue of the Deal Lawyers newsletter was just posted and sent to the printer. Articles include: – Delaware Chancery Court Issues Highly Anticipated SPAC-Related Decision – Rule 145: 10 Frequently Asked Questions – Regulation M: Reminders for Public Company M&A Remember that, as a “thank you” to those that subscribe to both DealLawyers.

40
article thumbnail

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.

article thumbnail

SEC takes aim at private fund auditor’s part in fraud case

Private Funds CFO

The SEC is looking to take action against the auditor of a fund managed by Laurence Allen, who is appealing a ruling against him in a fraud case.

article thumbnail

Merger Arbitrage: The Best Strategy for Investment Bankers in Search of a Hedge Fund Exit?

Brian DeChesare

Ask any banker interested in hedge funds about the specific strategies they like, and merger arbitrage will usually come up. On paper, it makes sense: if you worked in M&A investment banking or an industry group that does a lot of M&A deals, you’ll know the process, timeline, and common problems that kill deals. You’ll even have an advantage over public markets professionals ( sales & trading , asset management , other hedge funds , etc.) who haven’t worked on mergers and acquisition

article thumbnail

Apex takes majority stake in distributed ledger company

Private Funds CFO

The fund administrator is expanding its digital assets capabilities with the FundAdminChain buy.

52
article thumbnail

Distributed ledger fund admin

Private Funds CFO

Apex takes majority stake in distributed ledger company.

52