Harvard Corporate Governance
JULY 11, 2025
Posted by F. Dario de Martino, Clare O’Brien, and Mara Goodman, A&O Shearman, on Friday, July 11, 2025 Editor's Note: F. Dario de Martino and Clare O’Brien are Partners, and Mara Goodman is an Associate at A&O Shearman. This post is based on an A&O Shearman memorandum by Mr. Martino, Ms. O’Brien, Ms. Goodman, Steph Ference , and Olivia Zinzi.
Equidam
JULY 11, 2025
When Warby Parker launched in 2010, their website crashed just after their official launch, their top 15 most popular styles sold out within four weeks, and they collected a staggering 20,000 customer waitlist during that time. This wasn’t just about selling eyeglasses—it was about a brand so compelling that customers were willing to wait months for a product they’d never physically tried.
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GCF Value
JULY 9, 2025
Why Valuation in This Industry Isn’t One-Size-Fits-All Whether you’re selling a sandwich shop, buying a pizza franchise, or considering an investment in a fast-casual chain, understanding the value of a limited-service restaurant (LSR) isn’t as simple as applying a “rule of thumb.” While lesser-experienced appraisers may toss out generic multiples, the appraisers at GCF Valuation know better: each restaurant’s value depends on its earnings, structure, and story.
Peak Business Valuation
JULY 7, 2025
The value of a grocery store or supermarket is often influenced by variables such as consumer preferences and supplier prices. These shifting factors can make it difficult to calculate a grocery store’s worth. If you need a quick, general estimate, grocery store valuation multiples are useful tools. Applying the right multiples can help you understand the value of a grocery store or supermarket based on current market trends.
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.
IT Valuations
JULY 11, 2025
By Dr. Aaron Mahl, EVP Business Development, iTValuations Ask any business owner what keeps them up at night, and chances are “finding and keeping good people” is near the top of the list. At iTValuations, we’ve seen firsthand how employee satisfaction and retention aren’t just cultural priorities—they’re value drivers that materially impact the outcome of a business sale or acquisition.
Equidam
JULY 8, 2025
When Y Combinator’s demo day showcases 250 promising startups to a room of eager investors, there’s an uncomfortable truth lurking beneath the pitch decks and growth projections: half of these companies will fail , with 1 in 5 shutting down within the first 12 months. Outside of Y Combinator, the rate is higher. Yet most valuation models treat survival as a binary outcome—either the company succeeds spectacularly or it disappears entirely.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Peak Business Valuation
JULY 8, 2025
Going through a divorce can present complex financial challenges, especially when one or both spouses own a business. Determining the value of the business is essential to ensure a fair and equitable distribution of marital assets. In these situations, it is critical to obtain a divorce business valuation from a qualified professional. This article outlines the importance of business valuation in divorce proceedings.
IT Valuations
JULY 9, 2025
July 29, 2025 2:00 PM – 2:45 PM CST For many owners of IT companies, selling their business is a once-in-a-lifetime experience. Join us for an insightful webinar as we pull back the curtain on the recent acquisition of NetEffect, a leading IT company owned by David Rounds. This session will provide a unique, inside look at the entire transaction, from initial contact to the final handshake.
Equidam
JULY 9, 2025
When WeTransfer raised €25 million at a €100 million valuation in 2015, industry observers noted that a comparable US startup would likely have commanded 50% higher terms. Nearly a decade later, this valuation gap persists—though it’s narrowing and the reasons behind it are evolving. Recent data from the State of European Tech 2024 shows that average valuations in Europe continue to be 29% to 52% lower than the US across all stages.
IVSC
JULY 9, 2025
Mind the Gap: Exploring the Divergence in Public and Private Real Estate Markets IVSC Perspectives Paper – July 2025 Why do valuations for public and private real estate assets often diverge—even when they’re underpinned by the same underlying properties? And what does this mean for investors, regulators, and valuation professionals? In this IVSC Perspectives Paper, we explore the persistent valuation gap between publicly traded real estate vehicles (like REITs) and privately held real estate po
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
Peak Business Valuation
JULY 5, 2025
Medical spas are one of the fastest-growing segments in the health and wellness industry. With the rising demand for non-surgical cosmetic treatments, more investors are turning to medical spas. A valuation for buying a medical spa helps buyers understand its fair market value and future potential. Whether you are a first-time buyer or an experienced entrepreneur, knowing the value of a medical spa can lead to better decisions and long-term success.
IT Valuations
JULY 11, 2025
By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to selling your IT firm or MSP, taxes aren’t just a footnote—they’re a fundamental part of the transaction. Yet, most business owners only go through one major transaction in their lifetime, and few feel prepared for the tax implications that come with it. That’s why I sat down with Greg Northrop, Managing Partner at IT Tax Advisors, to break down the financial, structural, and strategic tax decisions that can make or break
Law 360 M&A
JULY 7, 2025
Delaware's chancellor has rejected calls to dismiss a derivative suit accusing insiders of mobile gaming company Skillz Inc. of misleading investors about weak prospects ahead of a secondary public offering in 2021, instead ordering a summary judgment proceeding to drill down on the issue of director independence.
Auto Dealer Valuation Insights
JULY 8, 2025
If private equity and family business had a relationship status on social media, it would undoubtedly be “It’s Complicated.” At the level of facile stereotypes, the “barbarians at the gate” are the antithesis of thoughtful family business leaders, who focus on the long-term stewardship of their businesses. The reality, however, is more complex.
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.
Peak Business Valuation
JULY 11, 2025
In recent years, demand for quality moving services has increased as families and businesses relocate for new opportunities, lifestyle preferences, and a variety of other factors. As such, pursuing business opportunities in the moving industry can be lucrative. Whether you are buying, growing, or selling a moving company, understanding its worth on the current market is essential.
Machen McChesney
JULY 10, 2025
The president signed into law a sweeping reconciliation tax bill in a July 4 signing ceremony, capping a furious sprint to finish the legislation before the self-imposed holiday deadline. The Senate approved the bill in a 51-50 vote on July 1 after making a number of last-minute changes following intense bicameral negotiations. The House voted 218- 214 on July 3 to send the bill to the president’s desk.
Law 360 M&A
JULY 8, 2025
Linqto, a platform that connected investors with pre-IPO startups and other privately held firms, has filed for bankruptcy in Texas amid an investigation by the U.S. Securities and Exchange Commission and internal concerns over its compliance with securities laws.
Sun Acquisitions
JULY 7, 2025
Mergers and acquisitions (M&A) often bring to mind financial gains, market expansion, or operational efficiencies. While these are undeniable benefits, the transformative potential of M&A extends beyond balance sheets and boardrooms. When approached thoughtfully, mergers and acquisitions can be a powerful force for good, driving meaningful social impact and creating value for communities, employees, and the planet.
Peak Business Valuation
JULY 10, 2025
Lumber and building material stores are essential suppliers for residential, commercial, and infrastructure construction projects. These businesses offer everything from framing lumber and drywall to hardware, fasteners, and tools. As the housing market continues to rebound and homeowners invest in renovations, many store owners see this as a prime time to exit and cash in on their years of hard work.
Business Wire M&A
JULY 9, 2025
NEW YORK--(BUSINESS WIRE)--Aspen Standard Wealth, LLC (“Aspen”), a long-term partner and permanent home for successful independent advisory firms, today announced its acquisition of SKY Investment Group, LLC (“SKY”), a Hartford, Connecticut-based RIA with $880 million in assets under management (AUM).
John Jenkins
JULY 8, 2025
Will the new safe harbors for transactions with insiders enacted as part of SB 21 prompt more plaintiffs to pursue appraisal claims in lieu of other challenges to deals?
Harvard Corporate Governance
JULY 7, 2025
Posted by Ali Saribas and Andrew Brady, SquareWell Partners, on Monday, July 7, 2025 Editor's Note: Ali Saribas is a Partner, and Andrew Brady is a Director at SquareWell Partners. This post is based on their SquareWell survey. SquareWell Partners (“SquareWell”) conducted a survey of over 30 institutional investors collectively responsible for more than $35 trillion in AUM from North America, Europe, and Asia.
Peak Business Valuation
JULY 9, 2025
Valuation multiples are an important tool when estimating the value of a jewelry and watch wholesale business. However, identifying accurate jewelry and watch wholesale valuation multiples requires careful analysis and precise financial data. For the best results, consider receiving a professional business valuation. During the valuation process, business appraisers assess the company’s financials, market position, risks, and opportunities.
Business Wire M&A
JULY 9, 2025
PHOENIX--(BUSINESS WIRE)--Orion Properties Inc. (NYSE: ONL) (“Orion” or the “Company”) today announced that the Company’s Board of Directors unanimously concluded that the acquisition proposal to acquire all of the outstanding shares of Orion for $2.50 per share in cash submitted by Kawa Capital Management on June 20, 2025, is not in the best interests of Orion’s stockholders.
Gross Mendelsohn
JULY 8, 2025
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, bringing significant changes to the tax landscape for both businesses and individuals. Whether you’re a business owner, investor or simply preparing for the upcoming tax year, here’s what you need to know about the bill’s key provisions — and how they might impact you.
Law 360 M&A
JULY 11, 2025
Artificial intelligence systems' integration into business operations creates new considerations for intellectual property due diligence in mergers and acquisitions and financing transactions, and implementing a practical approach to identifying AI assets can help avoid litigation and losses, say Armin Ghiam and Senna Hahn at Hunton.
Trout CPA
JULY 9, 2025
Written by Robin Bodine, CPA The final version of the 2025 tax reform bill, signed into law on July 4, 2025, marks the culmination of extensive negotiations between the House and Senate. In this blog post, we break down and compare the most impactful individual, business, and energy-related tax provisions and what they mean for taxpayers, businesses, and investors.
Business Wire M&A
JULY 11, 2025
DALLAS--(BUSINESS WIRE)--Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of L & I Refrigeration, Inc. to a Private Family Fund. The acquisition closed July 3, 2025. Based in Middlefield, Connecticut, L & I Refrigeration, Inc. is a family-owned commercial refrigeration company founded in 1964.
Norman Marks
JULY 7, 2025
Politicians in the US (at least on one side of the aisle) love to talk about “waste, fraud, and abuse”. How big is it? Google AI tells us: Estimates of the financial impact of waste, fraud, and abuse within the United States government and in specific sectors like healthcare reveal a significant drain on resources.
Law 360 M&A
JULY 7, 2025
In part two of this M&A market review, industry attorneys dig into how regulatory shifts are impacting the M&A landscape, from increased paperwork to continued scrutiny of tech transactions. They also outline how and why private equity has emerged as a bright spot in the market, playing an outsize role in dealmaking.
Harvard Corporate Governance
JULY 10, 2025
Posted by Olivier Lebleu, FCLTGlobal, on Thursday, July 10, 2025 Editor's Note: Olivier Lebleu is a Managing Director at FCLTGlobal. This post is based on his FCLTGlobal memorandum. The global proxy system is at a crossroads. Frustrations from investors and issuers in the proxy process are leading to frequent headlines from both camps calling for reform, but solutions have been elusive.
Business Wire M&A
JULY 10, 2025
BOSTON--(BUSINESS WIRE)--WilliamsMarston LLC, a national leader in accounting, tax, valuation and transaction advisory services, today announced its acquisition of AIT Consulting Services (“AIT”), a premier OneStream Software consulting firm based in Houston, Texas. This strategic acquisition significantly enhances the firm’s service offerings for the Office of the CFO.
JPAbusiness
JULY 8, 2025
There are two golden rules when bringing an additional partner or shareholder into an existing business. Golden rule 1: Understand what value the partner or shareholder is bringing to the business. Is it specialist expertise, an entry point into a new business line, strategic opportunities, funding… or all of these? Golden rule 2: Understand the motivations and intentions of the new partner or shareholder – now and moving forward.
Law 360 M&A
JULY 11, 2025
Life sciences parties should utilize due diligence strategically to review and draft deal documents, address issues identified during the diligence, and craft solutions to achieve the party's transactional goals, says Anna Zhao at Gunner Cooke.
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