Brian DeChesare

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. They over-complicated the financial model (e.g., minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.

Equity 102

Equity Private Equity Firm Start-ups Comps 102

IVSC

JANUARY 24, 2024

Latest edition of the International Valuation Standards (IVS) published The International Valuation Standards (IVS) are globally recognised, principles-based standards that form the foundation of valuation for all assets and liabilities. Developed by the International Valuation Standards Council (IVSC) and utilised by professionals in over 100 countries, IVS play a crucial role in enhancing the quality, comparability, and transparency of valuations.

Intangible Assets 279

Intangible Assets Compliance Marketability Banking 279

Harvard Corporate Governance

JANUARY 24, 2024

Posted by Matt Orsagh, RISE Sustainable Investment Consultancy, on Wednesday, January 24, 2024 Editor's Note: Matt Orsagh is Co-Founder and Head of Americas at RISE Sustainable Investment Consultancy and Chief Content Officer at ED4S Academy. This post is based on his RISE memorandum. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by Lucian A.

Marketability 261

Marketability 261

NYT M&A

JANUARY 20, 2024

The news that David D. Smith, the executive chairman of the conservative Sinclair Broadcast Group, had bought The Sun has generated alarm inside and outside the newsroom.

Mergers & Acquisitions 142

Mergers & Acquisitions 142

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

Mckinsey and Company

JANUARY 22, 2024

2024 looks uncertain: inflation has come down but long-term interest rates remain high; retail sales are relatively stable; manufacturing continues to contract; geopolitical concerns are on the rise.

Corporate Finance 121

Corporate Finance Finance 121

Redpath

JANUARY 25, 2024

January 25, 2024 - Canada is in the process of implementing a new client portal that will allow companies to interact and share data with Canada Border Services Agency (CBSA). This portal, developed as part of the CBSA Assessment and Revenue Management (CARM) digital initiative, will be used to facilitate all taxes and duties with CBSA, along with providing additional accounting functions and payment processing.

105

105

NYT M&A

JANUARY 23, 2024

The aircraft company is paying the price for a shift in its corporate culture made decades ago.

Mergers & Acquisitions 145

Mergers & Acquisitions 145

Mckinsey and Company

JANUARY 26, 2024

Today’s changing world calls for bold leadership. Moshik Temkin explores the traits of dynamic leaders in history and how they worked with power—or in opposition to it—to meet the moment.

105

105

ThomsonReuters

JANUARY 22, 2024

Jump to: Enhanced Child Tax Credit Business tax relief Support for small business Employee Retention Tax Credit (ERTC) Adjustments to 1099-MISC and 1099-NEC filing thresholds Support for affordable housing Empowering American families and businesses: The Tax Relief for a stronger future On January 19, 2024, the Ways and Means Committee made a significant bipartisan move by approving the Tax Relief for American Families and Workers Act of 2024.

Start-ups 105

Start-ups Finance Technology 105

Harvard Corporate Governance

JANUARY 26, 2024

Posted by Lawrence A. Cunningham and Carlos Juarez, Mayer Brown LLP, on Friday, January 26, 2024 Editor's Note: Lawrence A. Cunningham is Special Counsel in Mayer Brown’s New York office, and Carlos Juarez is a Project Administrator at Mayer Brown LLP and J.D. Candidate at Villanova University Charles Widger School of Law. This post is based on their Mayer Brown memorandum.

169

169

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

Redpath

JANUARY 24, 2024

January 24, 2024 - The House Ways and Means Committee, by a vote of 40-3, recently approved the Tax Relief for Working Families and Workers Act of 2024. The tax framework would restore certain 2017 tax reform business provisions, as well as boost the child tax credit. Surprisingly, the bill overwhelmingly passed through the committee in a show of bipartisan support rarely seen in a tax-focused bill.

104

104

Mckinsey and Company

JANUARY 26, 2024

Capital-intensive, sustainable businesses offer growth on a scale achieved by technology juggernauts of recent decades. But they face a different set of challenges. Here’s how they can overcome them.

Technology 104

Technology Corporate Finance Finance 104

LaPorte

JANUARY 25, 2024

(authored by RSM US LLP) As businesses increase the use of remote workforces, nexus and withholding determinations can greatly complicate state tax compliance. The post Remote workforces are complicating state tax nexus and withholding first appeared on LaPorte.

Compliance 98

Compliance 98

Harvard Corporate Governance

JANUARY 25, 2024

Posted by Dave Bell and Ron Llewellyn, Fenwick & West LLP, on Thursday, January 25, 2024 Editor's Note: David A. Bell is Partner and Co-Chair of Corporate Governance, and Ron C. Llewellyn is Corporate Governance Counsel at Fenwick & West LLP. This post is based on portions of their Fenwick publication. Corporate governance practices vary significantly among public companies.

Technology 150

Technology 150

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

Law 360 M&A

JANUARY 25, 2024

A Manhattan federal judge on Thursday backed a joint motion to dismiss a Davis Polk & Wardwell LLP partner as a defendant from an ongoing trial on claims that the BigLaw firm fired a Black attorney in retaliation for airing diversity concerns.

98

98

Mckinsey and Company

JANUARY 23, 2024

Expedia Group powers many other companies’ travel interfaces and inventories. Ariane Gorin, president of Expedia for Business, outlines the elements of a great corporate partnership.

B2B 99

B2B 99

Appraisers Blog

JANUARY 26, 2024

I have been through the mill in the last 3 years. A racial claim from a “serial financer” Then when it came to mine where I was honest and did not hit the value he thought his home was worth, he brought forth all hell. Complained to the VA and HUD with racist claims against me. Your turn will come, it is just a matter of time. This is horrible!!!

Appraisal 98

Appraisal Finance 98

Vested

JANUARY 24, 2024

Bayu Prihandito established Life Architekture to help people find their individual paths to success and happiness. We sat down with him to discuss why he felt drawn to life coaching in the first place and how to create a top-quality business culture.

96

96

Law 360 M&A

JANUARY 25, 2024

Amid continuing business uncertainty, law firms should consider adopting a holistic employee experience strategy — prioritizing consistency, targeting signature moments and leveraging measurement tools — to maximize productivity and profitability, says Haley Revel at Calibrate Consulting.

98

98

Mckinsey and Company

JANUARY 26, 2024

In this interview, the CIO and the director of infrastructure and user services group at the US Centers for Medicare & Medicaid Services (CMS) emphasize the need to place people—not only technology—at the center of cloud transformations.

Technology 97

Technology 97

NYT M&A

JANUARY 22, 2024

The retailer, which has struggled to increase its sales as shoppers cut back, acknowledged that it had received an unsolicited buyout offer, which it said ‘lacks compelling value.

Mergers & Acquisitions 92

Mergers & Acquisitions 92

Appraisers Blog

JANUARY 23, 2024

In reply to Angela. With CA capping property values (accessed / taxed values) at no more than 2% per year from the purchase price, accessed values are worthless in CA. Not unusual to see similar homes on the same street with like property values where one person pays $500 per year (old home), and another pays pays $20,000 per year (new purchase). Seek the truth.

Appraisal 98

Appraisal 98

Law 360 M&A

JANUARY 26, 2024

Water Gremlin Co. told a Delaware bankruptcy judge Friday that it is in talks with environmental regulators to close the sale of its lead battery terminal and fishing sinker plant while it tries to get a handle on what kind of tort liability the plant is leaving it with.

98

98

Mckinsey and Company

JANUARY 26, 2024

Global forces are pushing the world into a new period in which rules will have to change fundamentally. In these uncertain yet exciting times, Asia is poised to lead the way.

97

97

JPAbusiness

JANUARY 22, 2024

Staff professional development (PD) needs are best identified through a formal performance management and evaluation process. I recommend owners/managers sit down with their staff members once every 12 months , as part of their annual performance review process, and develop a PD plan jointly, with each individual. This review process will identify where already skilled employees need information to support their growth to gain more advanced knowledge, and further develop their own business and l

88

88

The Guardian M&A

JANUARY 26, 2024

Regulators’ reports on public interest risk now due on 11 March after late change in consortium’s structure prompts further review Telegraph CEO steps down A second investigation has been launched into the Barclay family’s deal to transfer control of the Telegraph newspaper group, pushing the deadline for regulators’ reports on the public interest threat it poses by more than six weeks.

Marketability 93

Marketability 93

Law 360 M&A

JANUARY 24, 2024

While practicing law and competing in long-distance triathlons can make work and life feel unbalanced at times, participating in the sport has revealed important lessons about versatility, self-care and perseverance that apply to the office as much as they do the racecourse, says Laura Heusel at Butler Snow.

98

98

Mckinsey and Company

JANUARY 26, 2024

Senior airline executive and inclusion advocate Michael Swiatek outlines the changes required to enhance travel experiences for those with disabilities.

99

99

Appraisers Blog

JANUARY 23, 2024

In reply to Frustrated Appraiser. Many lenders want the tax card included in the report, clearly showing the assessed value, which is factual information. Yet, the tax card also often includes incorrect information regarding the square footage, which we have to defend against, but never against the assessed value.

Appraisal 98

Appraisal 98

Benzinga

JANUARY 24, 2024

In a significant expansion of its cannabis beverage operations, Tilray Brands Inc (NASDAQ: TLRY ) has officially completed its acquisition of Truss Beverage Co. from Molson Coors Beverage Co (NYSE: TAP ). This strategic move, announced on Wednesday, cements Tilray’s dominant position in the Canadian cannabis beverage market, boosting its market share to approximately 40%.

Marketability 85

Marketability 85

Law 360 M&A

JANUARY 24, 2024

Seyfarth Shaw LLP announced Wednesday that three former Bryan Cave Leighton Paisner LLP partners have joined the firm, two of them to launch its restructuring and insolvency practice.

98

98

Machen McChesney

JANUARY 26, 2024

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act of 2019) and the SECURE 2.0 Act of 2022 (collectively, SECURE) enacted a new mandate that, starting in 2024, long-term, part-time (LTPT) employees must be allowed to make salary deferrals into their employer’s 401(k) plan.

Start-ups 84

Start-ups 84

Appraisers Blog

JANUARY 22, 2024

I blame this on the pervasive false narrative of the “racist appraiser.” Because of all those false media articles all appraisers are now assumed “racist” before they even accept an appraisal assignment. What’s ironic is if the homeowner had gotten the over market value they wanted, the appraiser would magically not be “racist.” The thing is a reviewer probably would have caught the over market value.

Appraisal 98

Appraisal Marketability 98

Gross Mendelsohn

JANUARY 23, 2024

Having proper accounting practices and technology in place is essential for success in your manufacturing business. Without the right accounting system in place, manufacturers face a plethora of challenges and gnarly consequences that can be avoided. Kevin Connelly, CPA, and Chris Haiss, CPA, are two of Gross Mendelsohn’s manufacturing industry experts.

Technology 85

Technology 85