Tue.Jan 25, 2022

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Financial Advisors Can Finally Embrace Client Testimonials

Truelytics

Modern Financial Advisor Podcast ·. Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. While seemingly every other business in the world can have 5-Star ratings and glowing recommendations plastered all over their websites, Yelp, Google, and their LinkedIn accounts. wealth managers have had to tell their clients and referral partners "Thanks

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Benchmark International Successfully Facilitated the Transaction of a Collection of Companies that Cater to the Automotive Space

Benchmark Report

Benchmark International successfully facilitated the transaction of a collection of companies, each offering products or services that cater to the automotive space. The group of companies provides auto collision repair, scrap metal recycling and shredding, auto impound, auto sales and rental, and towing services to the Houston market. The companies include Sterling Interest Investment DBA Elite Collision Center, McKaskle Industrial Complex DBA Fort Bend Recycling, Stor’N Texas DBA H-Town Scrap

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Nvidia preparing to abandon $40bn Arm takeover

The Guardian M&A

The largest ever semiconductor chip merger has been hit by regulatory hurdles and industry opposition Nvidia is becoming increasingly resigned to giving up on its $40bn takeover of Cambridge-based chip designer Arm , as regulatory hurdles and industry opposition mounts, making it almost certain that the two-year time frame the companies aimed to complete the deal in will expire.

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The rise of commerce media

Mckinsey and Company

Commerce media is transforming advertising by using data to close the transaction loop.

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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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More Jobs for Marylanders Tax Credit Benefits Manufacturers and Other Businesses

Gross Mendelsohn

Maryland manufacturers, as well as other businesses located in certain geographic areas, may be eligible for a potentially significant tax credit, but the application window closes soon. If you anticipate hiring employees in the first half of 2022 for your business, you can take advantage of the More Jobs for Marylanders Incentive Program. However, the program will close to new applicants on June 1, 2022, so you should get your application in now.

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Charting global shipping’s path to zero carbon

Mckinsey and Company

A knowledge partnership between the Maersk Mc-Kinney Møller Center for Zero Carbon Shipping and McKinsey explores what it will take for the maritime industry to decarbonize.

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How Sustainable Is PBF Energy’s Pure Play Refinery Business Model?

Andrew Stolz

Highlights: Scaling necessary to survive in thin-margin business. High oil price could offset gains from demand rebound. Growing environmental burden is a poison pill for margin. Download the full report as a PDF. PBF Energy’s revenue breakdown 2020. Volatile price, but volume provides support. Over the past year, the stock price has been highly volatile.

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Crypto’s gold standard claims are fading fast | Nils Pratley

The Guardian M&A

Bitcoin and its ilk have slipped deeper alongside the market appetite for risk. Just look at the Nasdaq The US-focused shakeout in financial markets has at least given us clarity on one point: bitcoin is not “digital gold” or a “store of value”, to mention two grand claims made about the cryptocurrency when its price was going up. At $37,000, the late-afternoon level on Tuesday, bitcoin has fallen by 22% since the start of January and by 45% since recording an all-time high in early November.

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Show Clients How Much Value You Bring

Accounting Web

Practice Excellence Show Clients How Much Value You Bring.

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Firms eyeing retail should note ‘constraints’ – Alter Domus

Private Funds CFO

This may not be a "breakout year" for retail growth, says Alter Domus's Tim Toska. While familiarity with the product is growing, it is not necessarily time to rush into the market.

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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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When Client Relationships Pose Professional Risk

Accounting Web

Clients When Client Relationships Pose Professional Risk.

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Alter Domus on retail growth

Private Funds CFO

Firms eyeing retail should note 'constraints,’ says group sector head of private equity Tim Toska.

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High coking coal prices provide glimpse into steelmaking’s future

Mckinsey and Company

Changes to coking coal and coke markets could lead to higher steel prices, an acceleration of the steel industry’s green transition, and wider price differentials for low-grade iron ore.

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Hart-Scott-Rodino Act Thresholds Jump in 2022

Cooley M&A

Basic ‘size-of-transaction’ threshold now $101 million. The Hart-Scott-Rodino Act thresholds, which govern when mergers and acquisitions must be reported to the US Department of Justice and Federal Trade Commission, will jump 9.8% in February 2022. The basic “size-of-transaction” threshold will increase from $92 million to $101 million. The FTC announced the annual revisions on January 21, 2022, based on the change in the US gross national product (GNP) in the government’s last fiscal year.

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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.