Tue.Jun 24, 2025

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Top 10 Corporate Sustainability Priorities for 2025

Harvard Corporate Governance

Posted by Matteo Tonello, The Conference Board, on Tuesday, June 24, 2025 Editor's Note: Andrew Jones is a principal researcher at The Conference Board Governance & Sustainability Center. This post is based on his Conference Board memorandum. In 2025, corporate sustainability leaders are adapting to shifting policy environments and stakeholder demands while broadening their focus to emerging priorities like biodiversity, water availability, AI, and business integration.

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How due diligence can save you millions when buying a business

JPAbusiness

It’s common practice to make an offer ‘subject to due diligence’ when buying a business. The due diligence process involves cross-referencing and verifying the information you’ve been provided by the vendor , to confirm it’s accurate. Due diligence is also a way of identifying risks and issues that may be going on in the background that were not shared by the vendor ­– issues that might hit you in the back of the head if they came out after you purchased the business!

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Finding an Alternative Disclosure Path: IPO Business Model Targets

Harvard Corporate Governance

Posted by Badryah Alhusaini (Arizona State University), Elizabeth Blankespoor (University of Washington), Bradley E. Hendricks (University of North Carolina at Chapel Hill), and Gregory Miller (University of Michigan), on Tuesday, June 24, 2025 Editor's Note: Badryah Alhusaini is an Assistant Professor of Accounting at Arizona State University, Elizabeth Blankespoor is a Professor of Accounting at the University of Washington, Bradley Hendricks is an Associate Professor of Accounting at the Un

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The Future of Business: Dynamic Risk and Hyper-Efficiency with AI

Gergory Caruso

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 and Hyper-Efficiency with AI by Greg Caruso | Jun 24, 2025 | ESOP Business Valuation AI can be a powerful co-pilot in navigating risk and boosting

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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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An Early Look at the 2025 Proxy Season

Harvard Corporate Governance

Posted by Rajeev Kumar, David Farkas, and Amanda Buthe, Georgeson, on Tuesday, June 24, 2025 Editor's Note: Rajeev Kumar is a senior managing director, David Farkas is the Head of Shareholder Intelligence, and Amanda Buthe is a managing director at Georgeson. This post is based on a Georgeson piece by Mr. Kumar, Mr. Farkas, Ms. Buthe, and Martin Wong.

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Wholesale Trade Valuation Multiples

Peak Business Valuation

When looking to understand the value of a wholesale trade, business owners often lean on valuation multiples. Multiples are useful tools; however, determining reliable wholesale trade valuation multiples requires a thorough analysis of various factors. To ensure an accurate estimate of a wholesale trade’s value, it is best to obtain a professional business valuation.

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How to Sell Your Family Business

Auto Dealer Valuation Insights

Selling a business is a three-step process. In reality, each of the phases overlaps to some degree, making the process more of a continuum than a finite set of procedures. A turnkey, orderly process typically requires four to six months. Ultimately, the collective team goal as a family business is to win the race, whether it be at the pace of the hare or the tortoise.

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Sustainability in packaging 2025: Inside the minds of global consumers

Mckinsey and Company

Despite some common global themes, consumer priorities and perceptions toward packaging materials vary by country, requiring a granular understanding and nuanced planning from packaging stakeholders.

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Dos and Don'ts to Help Protect Your Business Expense Deductions

Machen McChesney

If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases , taxpayers have incomplete documentation or try to create records months (or years) later. In doing so, they fail to meet the strict substantiation requirements set forth under tax law. Tax auditors are adept at rooting out inconsistencies, omissions, and errors in taxpayers’ records, as illustrated by one recent U.S.

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Mukesh Ambani’s bold ambitions: Building businesses of the future

Mckinsey and Company

Mukesh Ambani, chairman of Reliance Industries, one of India’s largest and most profitable private sector companies, discusses how clarity of goal and purpose, accompanied by the right people, can drive innovation, unlock extraordinary talent, and create impact.

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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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Perspectives on M&A: A Conversation Between REAG’s Jaclyn Ring and Aaron Stremick

Scott Mashuda

As REAG expands its national presence, Director Jaclyn Ring and new Vice President Aaron Stremick sit down to discuss how their complementary perspectives — shaped by decades of diverse experience—are driving smarter, more strategic M&A outcomes. Jaclyn Ring: Aaron, we’re so glad to have you at REAG. You bring an impressive range of experience — from architecture and law to software and real estate.

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Chancery Won't Let Nielsen Spinoff Block Access To Data

Law 360 M&A

Nielsen Holdings Ltd. won a temporary restraining order in Delaware's Court of Chancery Tuesday blocking a spun-off consumer intelligence venture from denying access to data used by Nielsen and another company that it intends to sell to the dissenting spinoff's competitor.

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CleanCapital Broadens Solar and Energy Storage Portfolio with 27 MW Project Acquisition

Business Wire M&A

NEW YORK--(BUSINESS WIRE)--CleanCapital has acquired a 6-project portfolio, totaling over 27 MW of solar and 25 MWh of battery storage assets in MA and CA.

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The corporate tax GenAI evolution: Five key tensions your department should address

ThomsonReuters

Highlights: Corporate tax leaders express strong enthusiasm for generative AI but face significant challenges in its effective adoption. A substantial gap exists between corporate tax professionals’ belief in GenAI’s utility and its actual widespread implementation. Departments rarely measure GenAI’s return on investment and often lack essential governance policies for its use.

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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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Amundsen Davis Guiding First Financial On Westfield Buy

Law 360 M&A

Amundsen Davis LLC is advising First Financial Bancorp on a new agreement to purchase Westfield Bancorp for $325 million, while SquirePatton Boggs (US) LLP is representing the seller, Westfield parent Ohio Farmers Insurance Co.

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Reincorporation Considerations for Late-Stage Private and Pre-IPO Companies

Cooley M&A

Companies thinking about, preparing for or going through the initial public offering (IPO) process have many things to do and many decisions to make (to put it mildly!). A relatively recent addition to this list of considerations for Delaware-incorporated companies is whether to reincorporate in a different state, with Nevada and Texas emerging as the front-runners.

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V&E Adds Investment, Finance Trio In NY, Texas

Law 360 M&A

Vinson & Elkins LLP has brought on three new partners to strengthen its investment management and finance practices.

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How purpose and flywheel synergies create high and sustainable returns

Mckinsey and Company

Our latest research reveals that long-term investors use purpose and portfolio synergies to drive high returns. How can they sustain superior performance in a new era?

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The Presidio Group Exclusively Advises Patriot Automotive Group on the Sale of a New Hampshire Nissan Dealership

Business Wire M&A

SALEM, N.H.--(BUSINESS WIRE)--The Presidio Group LLC (“Presidio”), an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, exclusively advised Patriot Automotive Group owner Adam Arens on the sale of a New Hampshire Nissan dealership to brothers James and Erik Kirste.

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D&O Insurer Must Cover Investor In Merger Dispute

Law 360 M&A

A directors and officers liability insurer had a duty to defend and indemnify a venture capital investor in a now-resolved lawsuit over the sale of a company immediately after a merger, a California federal court ruled, finding a dilution-of-shares exception in an exclusion applicable.

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The corporate tax GenAI evolution: Five key tensions your department should address

ThomsonReuters

Highlights: Corporate tax leaders express strong enthusiasm for generative AI but face significant challenges in its effective adoption. A substantial gap exists between corporate tax professionals’ belief in GenAI’s utility and its actual widespread implementation. Departments rarely measure GenAI’s return on investment and often lack essential governance policies for its use.

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FTI Consulting Survey: Majority of Private Equity Leaders Say M&A Is Not a Top Priority for 2025

Benzinga

WASHINGTON, June 24, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN ) today released the 2025 Private Equity Value Creation Index , which found that M&A ranked last among 10 value creation levers, with only 9% of global private equity leaders naming it their top priority for 2025. The survey of more than 500 global private equity decision makers highlights ways in which firms continue to over index on conventional cost levers — such as cost structure optimization, supply chain and

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Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM

Business Wire M&A

WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Iron Horse Wealth Management (“Iron Horse”), a registered investment adviser (“RIA”), has joined the firm. This partnership establishes Apella’s presence in Johnston, IA, and extends the firm’s financial planning and investment management services into the Midwest region.

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Profit to go: Seizing growth prospects in the away-from-home channel

Mckinsey and Company

Rising revenues, doubled margins: The away-from-home market is the new growth driver for the consumer goods industry. We explore leading companies’ recipe for success in this unique sales channel.

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How Ore. Law Puts New Confines On Corp. Health Ownership

Law 360 M&A

A newly enacted law in Oregon strengthens the state’s restrictions on corporate ownership of healthcare practices, with new limitations on overlapping control, permissible services, restrictive covenants and more making it necessary for practices to review decades-old physician practice arrangements, say attorneys at Ropes & Gray.

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How to Break Up with Your Vendor | Ncontracts

N Contracts

Ending a business relationship with a third-party service provider (TPSP) does not need to be difficult. However, it is often necessary. The longer the relationship and the higher the annual spend, the more uncomfortable it may be. The product or service may no longer meet your strategic goals, more advanced technology may be available, or the vendor’s performance may no longer meet expectations or contractual obligations.

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Move Beyond Surface-Level Edits To Master Legal Writing

Law 360 M&A

Recent instances in which attorneys filed briefs containing artificial intelligence hallucinations offer a stark reminder that effective revision isn’t just about superficial details like grammar — it requires attorneys to critically engage with their writing and analyze their rhetorical choices, says Ivy Grey at WordRake.

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PMGC Holdings Inc. Signs Non-Binding LOI to Acquire CNC Aerospace Manufacturer Generating $4.5 Million in Annual Revenue

Benzinga

Serves Multiple Tier-1 Aerospace Clients AS9100 and ISO 9001-Certified CNC Manufacturer NEWPORT BEACH, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (NASDAQ: ELAB ) (the "Company," "PMGC," "we," or "us"), a diversified public holding company, today announced that it has entered into a non-binding Letter of Intent ("LOI") to acquire a U.S.

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CMA Outlines Potential Fixes For Google Search In UK

Law 360 M&A

Britain's competition authority on Tuesday proposed applying the country's new digital markets regime to Google's search service and said it is considering potential interventions, including requiring choice screens and setting rules for search rankings.

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Practical Guide to Starting an Accounting Practice

Accounting Web

General practice Tags Automation Leadership and strategy Start up in practice

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Volvo In $836M Sale Of Construction Unit To Chinese Rival

Law 360 M&A

Swedish motor giant Volvo Group said Tuesday that its construction equipment subsidiary has agreed to sell its Chinese business to Lingong Group for 8 billion Swedish kronor ($841 million).

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Inszone Insurance Services Expands Presence in Texas with Acquisition of Osterts and Associates

Business Wire M&A

SACRAMENTO, Calif.--(BUSINESS WIRE)-- #agencyacquisition--Inszone Insurance Services, a leading national provider of personal, commercial, and benefits insurance, is pleased to announce its acquisition of Osterts and Associates, LLC, a respected insurance agency based in Plano, Texas. This acquisition enhances Inszone's capabilities and further expands its presence in Texas, allowing the company to further provide exceptional insurance solutions and personalized service in the region.

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Twitter Investors Seek Class Cert. In Suit Against Musk

Law 360 M&A

Shareholders of the social media company formerly known as Twitter have asked a New York federal judge to certify their proposed class in a suit accusing Elon Musk of failing to timely disclose his purchase of company stock back when it was publicly traded.

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Trout CPA Welcomes Matthias Wurster, CPA

Trout CPA

Search Paperless Invoicing Pay My Bill ShareFile 8879 Form Upload FAQs About Leadership Team Firm Memberships Offices Lancaster, PA Lancaster City, PA Mechanicsburg, PA Services Tax State & Local Tax (SALT) Sales & Use Tax Tax Planning & Preparation Tax Resolution Assurance Audits Reviews Compilations Agreed-Upon Procedures Employee Benefit Plan Audits Fraud Investigation & Forensic Accounting Advisory Business Valuation Concierge Personal Accounting Estate Planning Exit Planning