Sat.Mar 25, 2023 - Fri.Mar 31, 2023

article thumbnail

3 Tips to Maximize Your Business Valuation

Trout CPA

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority. But how can you ensure that you're maximizing your business's value in the eyes of potential buyers?

article thumbnail

How to use business valuation to grow business value [video]

JPAbusiness

Our clients often seek a business valuation in response to a 'significant event’, for example retirement or restructuring, a financing requirement, purchase offer and so on. We continue to offer these event-based valuation services, and always will. But as I explain in this video , clients are increasingly treating their businesses as an investment and seeking our valuation services to ensure they are receiving the optimum return for that investment , both while running the business and also pot

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Space: The missing element of your strategy

Mckinsey and Company

The space sector is at an inflection point similar to what commercial air travel experienced after World War II and the internet saw in the 1990s. Is your company ready to capture the opportunity?

113
113
article thumbnail

Emerging trends in ESG governance for 2023

Harvard Corporate Governance

Posted by Maureen Bujno and Kristen Sullivan, Deloitte & Touche LLP, on Sunday, March 26, 2023 Editor's Note: Maureen Bujno is a Managing Director, and Kristen Sullivan is a Partner and leads Sustainability and ESG at Deloitte & Touche LLP. This post is based on their Deloitte memorandum. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by Lucian A.

361
361
article thumbnail

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.

article thumbnail

Dear Representative, FNMA Has Gone Rogue!

Appraisers Blog

Dear representative, waiving/eliminating property appraisal for lending purposes is wanton recklessness. Fannie Mae’s decision to waive/eliminate property appraisal for lending purposes is nothing more than wanton recklessness that could have serious repercussions in the future. The truth of the matter is that appraisals are an essential part of any mortgage transaction and should not be taken lightly or eliminated without due consideration.

Appraisal 143
article thumbnail

Elon Musk Values Twitter at $20 Billion

NYT M&A

The billionaire bought the social media company for $44 billion in October and took it private.

More Trending

article thumbnail

The Credit Suisse Collapse and the Regulation of Banking

Harvard Corporate Governance

Posted by Lucian A. Bebchuk (Harvard Law School) , on Monday, March 27, 2023 Editor's Note: Lucian Bebchuk is the James Barr Ames Professor of Law, Economics, and Finance and Director of the Program on Corporate Governance at Harvard Law School. Related research from the Program on Corporate Governance includes Self-Fulfilling Credit Market Freezes by Lucian Bebchuk and Itay Goldstein.

Banking 279
article thumbnail

What is a Virtual Data Room (VDR)?

Benchmark Report

In M&A transactions, many sellers often think the hard work is over as soon as they have found the right buyer and gotten the offer of their dreams. Experienced dealmakers recognize this as the start of the hard work in the process rather than the finish line. After an agreed-upon offer, there is a full due diligence process wherein the purchaser will review the entire historical performance, tracking, and operations of the business to be bought, which in and of itself can be a monumental ta

article thumbnail

TikTok Founder Meets Walmart Chief Privately, Fuels Speculation Over Possible Deal To Avert Ban

Benzinga

Last week, while the U.S. pummeled TikTok CEO Shou Zi Chew over its ties to China , ByteDance founder Zhang Yiming quietly flew to Arkansas to meet with the CEO of Walmart Inc (NYSE: WMT ). However, the topic of discussion between Yimimg and Walmart CEO Doug McMillon remains undisclosed, New York Post reports. Two years ago , Walmart had been in talks to partner with Oracle Corp (NYSE: ORCL ) to buy TikTok’s U.S. operations under pressure.

98
article thumbnail

Taking fear out of innovation

Mckinsey and Company

The risk and ambiguity inherent in innovation can make employees shy away from it. Creating an innovation culture where risk-taking is embraced must start at the top.

article thumbnail

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

article thumbnail

5 Common Shareholder Proposal Mistakes in an Uncommon Year

Harvard Corporate Governance

Posted by Pat Tucker and Garrett Muzikowski, FTI Consulting, on Saturday, March 25, 2023 Editor's Note: Pat Tucker is a Senior Managing Director and Garrett Muzikowski is a Director at FTI Consulting. This post is based on their FTI Consulting piece. Related research from the Program on Corporate Governance includes Social Responsibility Resolutions (discussed on the Forum here ) by Scott Hirst.

266
266
article thumbnail

Bigfoot? Motörhead? Sources of Learning for Internal Audit Are Everywhere

Internal Audit 360

GUEST BLOG POST O ver recent years, I have found myself watching various specials on TV about the mythical Bigfoot creature. Blurry, distant images of ‘blob squatches’ collected in almost every state can fascinate even the biggest skeptic. We all want to see the evidence, the proof that the big guy is out there lurking in the woods. Indeed, Bigfoot is so popular sometimes I think I have seen him in our local Walmart!

Banking 98
article thumbnail

Distribution Solutions Broadens Its Industrial Technologies' Focus Via Hisco Deal

Benzinga

Specialty distribution company Distribution Solutions Group Inc (NASDAQ: DSGR ) has agreed to acquire HIS Company Inc (Hisco), a specialty products distributor. Hisco, an employee-owned company, operates in 38 locations across North America. DSG has agreed to pay $269.1 million at closing, with a potential additional earn-out payment of up to $12.6 million, subject to Hisco achieving certain performance targets.

article thumbnail

DiamondHead Holdings Corp. and Great Southern Homes Announce Closing of Business Combination to Form United Homes Group, Inc.

Business Wire M&A

COLUMBIA, S.C. & NEW YORK--(BUSINESS WIRE)--DiamondHead Holdings Corp. (“DiamondHead”)(NASDAQ: DHHC), a special purpose acquisition company, and Great Southern Homes, Inc. (“Great Southern Homes”), one of the largest homebuilders in the Southeast, jointly announced today that they have closed their previously announced business combination. With the closing, DiamondHead Holdings Corp. has been renamed “United Homes Group, Inc.

98
article thumbnail

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.

article thumbnail

A Theory of Fair CEO Pay

Harvard Corporate Governance

Posted by Pierre Chaigneau (Queens University), Alex Edmans (London Business School), and Daniel Gottlieb (London School of Economics and Political Science) , on Wednesday, March 29, 2023 Editor's Note: Pierre Chaigneau is Associate Professor & Commerce ’77 Fellow of Finance at Queen’s University, Alex Edmans is a Professor of Finance, Academic Director, Centre for Corporate Governance at London Business School, and Daniel Gottlieb is a Professor of Managerial Economics and Strat

Finance 257
article thumbnail

Eroding Consumer Protection

Appraisers Blog

Waiving appraisal requirements on residential homes could erode consumer protection, stall attempts to create diversity in the profession… The recent announcement from Fannie Mae that they will waive the requirement for residential home appraisals has caused quite a stir in the industry. Fannie Mae’s decision to waive appraisals during this time of soon to come recession and bank liquidity issues is both surprising and concerning, and could have serious implications for both consumers and finan

article thumbnail

No, Amazon, You Don't Need 10,000 AMC Screens, This Movie Theater Chain A Better Buy: Analyst

Benzinga

AMC Entertainment Holdings Inc (NYSE: AMC ) is reportedly in the crosshairs of Amazon.com Inc (NASDAQ: AMZN ), as the e-commerce giant has long-coveted a theater chain to bolster the prestige of its movies. According to one analyst, it's looking at the wrong company. "Amazon does not need 10,000 screens to enter the theater business," Wedbush analyst Alicia Reese says.

98
article thumbnail

The BizEquity Experience

Biz Equity

The BizEquity Experience: It is with great excitement that the BizEquity Valuation Team would like to announce that we are working on a wide range of improvements and additions to our current base online business valuation offering which will be rolled out over the next few months or so. 1) New Owner Compensation Calculation Worksheet (easy access within the tool) to ensure proper and complete entries 2) New Presentation Option which will allow advisors to pick and choose which pages of the repo

article thumbnail

The Evolving Battlefronts of Shareholder Activism

Harvard Corporate Governance

Posted by Brian Tayan (Stanford University), on Tuesday, March 28, 2023 Editor's Note: Brian Tayan is a researcher with the Corporate Governance Research Initiative at Stanford Graduate School of Business. This post is based on a recent paper by Mr. Tayan, Andrew Baker, David Larcker , and Derek Zaba. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Lucian Bebchuk, Alon Brav, and Wei Jiang; Dancing w

Dividends 251
article thumbnail

Holly Sharp Named as a MoneyMakers Honoree

LaPorte

Holly Sharp, CPA, CFE, CFF, Director of Consulting Services and shareholder at LaPorte CPAs & Business Advisors (LaPorte), has been selected as one of the… The post Holly Sharp Named as a MoneyMakers Honoree first appeared on LaPorte.

98
article thumbnail

Major Mergers And Acquisitions Will Have A Direct Impact On The Crypto Market In 2023

Benzinga

Mergers and acquisitions (M&A) are a classic means of scaling and restructuring businesses. The result of such moves is often a dramatic shift in the overall market situation and the amounts involved in such deals are often truly astronomical. Vodafone Group plc (LON:VOD) paid more than $180 billion for its archrival Mannesmann AG in 1999, American Online (NYSE: AOL ) acquired Time Warner for $165 billion in 2000, and Dow Inc.

article thumbnail

Mosaic Dental Collective, LLC Forms Strategic Partnership With Audax Private Equity

Business Wire M&A

VANCOUVER, Wash.--(BUSINESS WIRE)--Mosaic Dental Collective, LLC (“Mosaic”) announced a partnership with Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner for North American middle market companies. Mosaic is a leading dental services organization (DSO) supporting 49 affiliated dental offices in California and Washington, with a differentiated dentist-led DSO model.

Equity 98
article thumbnail

Investment Stewardship Engagement Priorities

Harvard Corporate Governance

Posted by Victoria Gaytan and Hilary Novik-Sandberg, BlackRock, Inc., on Friday, March 31, 2023 Editor's Note: Victoria Gaytan and Hilary Novik-Sandberg are Vice Presidents at BlackRock Investment Stewardship. This post is based on their BlackRock memorandum. Our Engagement Priorities BlackRock Investment Stewardship’s (BIS) Engagement Priorities [1] reflect the five themes on which we most frequently engage [2] companies, where they are relevant, as these can be a source of material business ri

235
235
article thumbnail

Differences Between Interim, Part-Time, and Fractional CFOs

Redpath

It is essential to clearly understand your company’s financial status and outlook in order to operate efficiently and plan effectively. You can achieve that with the expertise a chief financial officer (CFO) brings to the table. However, many companies do not need a full-time CFO. That is especially true for start-ups and small-to-medium-sized companies.

article thumbnail

Apple Snaps AI Startup WaveOne Specializing In Compressing Videos

Benzinga

Apple Inc (NASDAQ: AAPL ) has quietly snapped U.S. startup WaveOne, which was developing AI algorithms for compressing video. WaveOne shut down its website around January, and several former employees, including one of WaveOne's co-founders, joined Apple's various machine learning groups, TechCrunch reports. The financial terms of the deal remain undisclosed.

98
article thumbnail

Making the shift to pervasive AI: Adopting an AI-first mindset

Avanade

Avanade’s Chief Technology Officer Florin Rotar explains why AI is going mainstream in 2023 and predicts the shifts in AI we can expect over the next four years.

article thumbnail

An Early Look at 2023 CEO & CFO Pay Actions

Harvard Corporate Governance

Posted by Ryan Colucci, Compensation Advisory Partners, on Tuesday, March 28, 2023 Editor's Note: Ryan Colucci is a Principal at Compensation Advisory Partners. This post is based on his CAP memorandum. Related research from the Program on Corporate Governance includes The Growth of Executive Pay by Lucian Bebchuk, and Yaniv Grinstein; Paying for Long-Term Performance (discussed on the Forum here ) by Lucian Bebchuk, and Jesse Fried; The CEO Pay Slice (discussed on the Forum here ) by Lucian Beb

Equity 221
article thumbnail

DOL Releases 2023 Annual Self-Insured Health Plans Report to Congress, Analyzing 2020 Data

ThomsonReuters

Report to Congress: Annual Report on Self-Insured Group Health Plans (Mar. 2023); Appendix A, Group Health Plans Report: Abstract of 2020 Form 5500 Annual Reports Reflecting Statistical Year Filings (Oct. 2022, v. 1.0); Appendix B, Self-Insured Health Benefit Plans 2023: Based on Filings Through 2020 (Sept. 30, 2022) Report Appendix A Appendix B The DOL has released its required annual report to Congress on self-insured health plans.

article thumbnail

Elon Musk-Led Neuralink Seeks Human Trial Collaborators, Credit Suisse May Face Disciplinary Action, First Citizens Takes Over Silicon Valley Bank: Today's Top Stories

Benzinga

Benzinga Elon Musk-Led Neuralink Seeks Collaborators For Human Trials Of Brain-Implanted Chips Despite concerns about potential animal-welfare violations, Elon Musk -led Neuralink is searching for a suitable partner to conduct human clinical trials of its brain-implanted chips. Neuralink, a brain implant firm, has reached out to Barrow Neurological Institute , one of the biggest neurosurgery centers in the U.S., to explore the possibility of partnering for clinical trials.

Banking 98
article thumbnail

Fulfilling the potential of US higher education

Mckinsey and Company

With bold, decisive action, the US higher education sector could expand its impact, deliver on its promise of more-equitable outcomes, and improve the nation’s economic competitiveness.

91
article thumbnail

Key updates to 2023 proxy voting guidelines

Harvard Corporate Governance

Posted by Caroline San Martin and Bram Houtenbos, Wellington Management, on Thursday, March 30, 2023 Editor's Note: Carolina San Martin is the Director of ESG Research, and Bram Houtenbos is a Governance Policy and Proxy Voting Manager at Wellington Management. This post is based on their Wellington memorandum. Following our annual review of Wellington’s Global Proxy Voting Guidelines, we have made a few notable changes.

220
220
article thumbnail

First Citizens to Acquire Failed Silicon Valley Bank From FDIC

NYT M&A

Banking regulators, which announced the deal late Sunday, had been looking for a buyer since seizing control of the failed bank.

Banking 98
article thumbnail

AMC Shares Pop On Amazon Takeover Rumors: The Details

Benzinga

AMC Entertainment Holdings Inc (NYSE: AMC ) shares are surging Tuesday afternoon following a report that Amazon.com Inc (NASDAQ: AMZN ) is considering a buyout of the theater chain. What To Know: According to an Intersect report , Amazon founder and former CEO Jeff Bezos has told his investment advisors to look into a potential acquisition of AMC. The report indicates that the e-commerce giant is looking into the possibility.

98
article thumbnail

Winning in China: Top priorities for global apparel and fashion brands

Mckinsey and Company

Despite a challenging landscape, China remains one of the most attractive markets in the world for multinational companies that can strike a balance between global and local.