IVSC

FEBRUARY 14, 2022

IVSC launches survey exploring the evolution of ESG considerations in the valuation process. ESG comprises three pillars; environmental, social and governance, all of which collectively contribute to effective performance, with p. Alexander Aronsohn IVSC Technical Standards Director (Tangible Assets). Environmental, Social, and Governance (ESG) are the criteria that together establish the framework for assessing the collective conscientiousness of businesses for social and environmental factors

Business Valuation 246

Business Valuation Marketability 246

Viking Mergers

FEBRUARY 28, 2022

Selling a business is a complex process. There’s far more to it than most business owners realize. These ten proactive tips will help a first-time seller prepare to sell their business for the highest value. . 1. Use a Professional Advisor . A professional, experienced and qualified sell-side advisor will provide an accurate assessment and valuation of the business, market it effectively, solicit offers, qualify buyers, protect confidentiality, assist in negotiations and facilitate the closing

Marketability 237

Marketability 237

Mckinsey and Company

FEBRUARY 1, 2022

A detailed study of machine intelligence in industrial and manufacturing operations reveals the surprisingly different paths companies can take. But a group of leaders shares similar characteristics.

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ThomsonReuters

FEBRUARY 8, 2022

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.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

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.

Marketability

Appraisers Blog

FEBRUARY 22, 2022

SEE the differences between the THREE versions of the 1004 reports, what I euphemistically call “flavors.” Appraisers, recent watercooler discussions by appraisers focus on the new ‘desktop’ appraisals many will be requested to do. Now that the GSE’s have “formally” approved non-appraiser-inspected reports for first mortgage lending (or will very soon – not sure of the exact effective date), you may want to actually SEE the differences between the THREE versions of the 1004 reports, what I euphe

Appraisal 98

Appraisal 98

Internal Audit 360

FEBRUARY 17, 2022

GUEST BLOG: Imagine a world where internal audits were conducted by robots and auditees were also robots. A factual statement by the robot auditor is well received by the robot auditee in a complete, rational, and objective manner. There are no emotions, no ifs, and no buts, no tension. Unfortunately, or fortunately, we are stuck with human internal auditors and auditees.

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Viking Mergers

FEBRUARY 28, 2022

Running personal expenses through your business may not seem like a big deal, but this practice can cause problems you may not have considered. Here are a few reasons why you should keep your personal and business expenses separate. 3 Important Reasons to Stop Running Personal Expenses Through Your Business. 1. Rules are rules, and you may be audited.

Business Valuation 237

Business Valuation 237

Mckinsey and Company

FEBRUARY 14, 2022

As opportunities in women’s health accelerate, FemTech is helping to match capital and talent to unmet needs—with promising early results.

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142

ThomsonReuters

FEBRUARY 28, 2022

Highlight: The IRS Form 941 is one of the most important payroll-related tax returns used by businesses to report employment taxes, including federal income tax withholding, Social Security tax, Medicare tax, and Additional Medicare tax. What is the IRS Form 941? On January 1, 1950, a new plan took effect to collect taxes due under the Federal Insurance Contributions Act (FICA) and under the federal income tax withholding provisions of the Internal Revenue Code (IRC).

Start-ups 98

Start-ups 98

Appraisers Blog

FEBRUARY 21, 2022

As Real Estate Appraisers, we are encountering an assault on our profession from the GSE’s with the hybrid appraisal reports, the rollout of the new desktop product and with appraisal waivers. These junk reports and the waivers continue to undermine the public trust in our industry and leave the appraisers exposed to great risk and the consumers left holding the bag if their mortgage goes south.

Appraisal 98

Appraisal Banking 98

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

Corporate Finance

The Guardian M&A

FEBRUARY 1, 2022

Judicial review hearing could overturn Centene takeover branded by opponents as ‘NHS privatisation by stealth’ A dispute about the takeover of one of the UK’s biggest GP practice operators by the US healthcare giant Centene Corporation has reached the high court, in a case that could overturn approval for a deal condemned by campaigners as “privatisation by stealth” of the NHS.

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Musings on Markets

FEBRUARY 12, 2022

It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the midst of all the action, to no one's surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft or FANGAM) that have largely driven US equities for the last decade, roiling the market with their most recent earnings reports.

Market Capitalization 98

Market Capitalization Equity Marketability Start-ups 98

Benchmark Report

FEBRUARY 14, 2022

The Labor Shortage Persists. The COVID-19 pandemic has impacted companies of all sizes, but small businesses have certainly been hit the hardest. First, there were total shutdowns, followed by financing problems due to slowed business, and now it is labor shortages that are the latest issue as the world works towards recovery. The slew of workers leaving the workforce altogether is fueling a growing labor shortage in what seems to be every industry.

Finance 97

Finance Technology Marketability 97

Mckinsey and Company

FEBRUARY 28, 2022

As offices consider how to reopen after two years of disruption from COVID-19, Hoskins sees an opportunity to create better, more human-centric workspaces.

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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.

Marketability

ThomsonReuters

FEBRUARY 24, 2022

Diagnostic Affiliates of N.E. Hou, LLC v. United Healthcare Servs., 2022 WL 214101 (S.D. Tex. 2022). A COVID-19 testing laboratory alleged that numerous health plans and TPAs violated the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) by failing to cover the laboratory’s diagnostic tests at a publicly disclosed price of $900 per test.

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Appraisers Blog

FEBRUARY 17, 2022

Why is the ASB proposing to remove the definition of Personal Inspection? Several days ago, an appraiser posted the following comment which we have decided to publish as a free-standing post because we believe it deserves attention: Amazingly, while these are horrible – everyone seems to miss the real issue that will hit us all in 2023. As of 2023, if the ASB gets its way in a few weeks, the word “inspection” or “personal inspection” will no longer be defined in USPAP.

Appraisal 98

Appraisal Compliance 98

Truelytics

FEBRUARY 3, 2022

Modern Financial Advisor Podcast ·. Episode 74 - How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition. We talk a lot about advisor transitions on the Modern Financial Advisor Podcast but in this episode , we are going to invest some time exploring how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions.

Marketability 95

Marketability 95

Rhythm Systems

FEBRUARY 28, 2022

Many companies I work with have an Annual Plan and some foundational strategic elements, like Core Values, Core Purpose and Mission/Vision/ BHAG ( Big Hairy Audacious Goal. ). However, these companies often don’t take time to define goals on the 3 year time horizon. This is an important step, because these 3 year strategic plans form your base camps on the way to achieving your longer-term strategy.

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94

Benchmark Report

FEBRUARY 25, 2022

There are strategies available for business owners who are in need of additional capital to grow their business. The partial sale transaction has gained popularity over the last couple of years. When business owners find themselves with limited operating liquidity, they are unable to create the type of growth they desire. A partial sale can bring additional resources into the business that can set into motion long-term growth strategies, increase operational stability and recruit new hires.

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Mckinsey and Company

FEBRUARY 24, 2022

Rising resignations. Hybrid work. The diversity imperative. Leaders are navigating a talent market in flux. Here’s how people analytics can help.

Marketability 131

Marketability 131

ThomsonReuters

FEBRUARY 17, 2022

N.R. v. Raytheon Co., 2022 WL 278537 (1st Cir. 2022). Available at [link]. The minor beneficiary of an employer-sponsored group health plan, with his parents, sued the employer, the plan administrator, and the claims administrator, alleging that the plan’s exclusion of non-restorative speech therapy for autism spectrum disorder (ASD) violated the Mental Health Parity and Addiction Equity Act (MHPAEA).

Compliance 98

Compliance Equity 98

Appraisers Blog

FEBRUARY 14, 2022

Hybrid Appraisals were tested and failed. So what does Fannie Mae do? Let’s call them Desktops with third party inspectors. Fannie Mae has announced they will soon start accepting Desktop Appraisals. The appraiser does not inspect the property; however an interior floor plan including walls is required. This in itself is over and above what most appraisers typically provide.

Appraisal 98

Appraisal Compliance 98

RC & Co.

FEBRUARY 6, 2022

By C. Brett Cooper , CPA•ABV, ASA•BV/IA, BVAL, CRFAC. In our valuation and advisory practice , we routinely need quality, timely information on publicly traded companies and on private transactions in the M&A marketplace. Our go-to source for such information is TagniFi. We recently received the TagniFi Quarterly M&A Update for Q4 2021. Here are some highlights: By all measures, the Q4 2021 was a spectacular quarter for M&A activity across the United States.

Compliance 94

Compliance Marketability Equity EBITDA 94

Sun Acquisitions

FEBRUARY 25, 2022

For many people, business acquisition is their main growth strategy. They plan for mergers and acquisitions with great diligence. However, most experience difficulty after closing because they don’t have a clear directive on how to efficiently carry out an integration growth strategy. In this post, M&A integration expert, Jennifer Goldman takes us through her post-merger integration expansion model – the ‘simmer pot’.

Start-ups 93

Start-ups Technology 93

Benchmark Report

FEBRUARY 9, 2022

The good news is that experts agree that 2022 will be in the clear from a recession for the US economy. But the next few years may tell a different story. An economic downturn could arrive as early as 2023. Federal Reserve policy is expected to change, which will result in more business cycles that many companies will not be ready to face. Even if the country is lucky enough to dodge a recession in 2023, we can expect the economic decline to be more detrimental in 2024 or 2025.

Start-ups 96

Start-ups Marketability 96

Mckinsey and Company

FEBRUARY 15, 2022

The insurance industry struggles to create economic profit. But amid COVID-19’s enduring changes, opportunities await.

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ThomsonReuters

FEBRUARY 17, 2022

QUESTION: We’ve heard there is a requirement to report prescription drug and health care spending to the government in 2022. What are the reporting requirements and when are the reports due? ANSWER: Year-end legislation passed in 2020 requires group health plans and insurers to annually report prescription drug and health care spending, premiums, and enrollment information to the government (see our Checkpoint article ).

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Appraisers Blog

FEBRUARY 10, 2022

Are desktop appraisals with third-party inspectors protecting the public, or are these products about to destroy the very profession I love so much. The Uniform Standards of Appraisal Practice (USPAP) are the key to maintaining public trust in real estate transactions. USPAP is pretty much the equivalent to the Bible, but it MUST be followed for appraisers.

Appraisal 98

Appraisal 98

The Guardian M&A

FEBRUARY 2, 2022

Theme park company to acquire operations and brand licences for £6m attraction in Bournville The owner of attractions including Alton Towers, Legoland and Madame Tussauds is to take over Cadbury World in a 50-year deal. Europe’s biggest theme park operator, Merlin Entertainments, which was taken private in a £6bn deal two years ago , is to acquire the operations and brand licences for the attraction at the chocolate-maker’s Bournville factory in the West Midlands.

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89

Sun Acquisitions

FEBRUARY 9, 2022

Sun Acquisitions announced today the successful acquisition by Recycle Track Systems (RTS) of Elytus, an Ohio-based third-party administrator of waste services. RTS, a New York-based waste and recycling service provider, engaged Sun Acquisitions in a nationwide search for certain specialty waste services related companies to acquire which would complement their existing operations.

Technology 92

Technology Marketability 92

Benchmark Report

FEBRUARY 18, 2022

So if you are a business owner considering selling your company, the good news is that right now, it's a seller's M&A market. By October of 2021, total M&A deal activity reached $4.4 trillion, which is an increase of 92% compared to a year ago and is the strongest opening period for M&A since 1980. In addition, merger activity resulted in deals totaling $1.52 trillion in the three months prior to September 27, 2021.

Marketability 93

Marketability 93

Mckinsey and Company

FEBRUARY 14, 2022

Ransomware has rapidly become one of the top cybersecurity nightmares. Strategies for prevention, preparation, response, and recovery can help.

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ThomsonReuters

FEBRUARY 9, 2022

Part 2 of this blogpost explains how prevalent payroll is in our daily lives with a focus on key issues in 2022, including unemployment, disaster relief, paid sick leave, and international. In part 1 of my blogpost on 2022 payroll trends , I was recalling a recent weekend getaway from Hoboken, New Jersey to Miami Beach, Florida and how prevalent payroll is in our day-to-day lives.

Start-ups 98

Start-ups Accounting Firms 98

Appraisers Blog

FEBRUARY 7, 2022

Scofflaw U.S. Agency Taps States For Its Backchannel Budget VENTURA, Calif. (February 4, 2022) – History is replete with cautionary tales about federal government enterprises with unchecked funding sources – that is, those outside the annual congressional appropriations process. One alternately funded enterprise was nicknamed “The Little Green House on ‘K’ Street.

Appraisal 98

Appraisal 98