Sat.Jun 21, 2025 - Fri.Jun 27, 2025

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Italy Is Awash With M&As

Global Finance

UniCredit’s hostile offer for Banco BPM is the most talked about, valued at $16.35 billion, almost $1 billion below BPM’s market value. The bid followed Unicredit’s unsuccessful negotiations with the Italian government to take over Banca Monte dei Paschi di Siena three years ago. Unicredit launched the new tender on BPM despite restrictions imposed by the government.

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Top 10 Corporate Sustainability Priorities for 2025

Harvard Corporate Governance

Posted by Matteo Tonello, The Conference Board, on Tuesday, June 24, 2025 Editor's Note: Andrew Jones is a principal researcher at The Conference Board Governance & Sustainability Center. This post is based on his Conference Board memorandum. In 2025, corporate sustainability leaders are adapting to shifting policy environments and stakeholder demands while broadening their focus to emerging priorities like biodiversity, water availability, AI, and business integration.

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Trending Sources

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Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Businesses can make informed decisions and mitigate risks by conducting thorough due diligence and accurately valuing a target company. Due Diligence: A Deep Dive Due diligence is a comprehensive investigation of a target company’s financial, operational, and legal aspects.

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How the GENIUS Act impacts stablecoin tax and accounting reporting standards

ThomsonReuters

Jump to ↓ What is a stablecoin? Key regulatory requirements under the GENIUS Act Tax implications for stablecoin holders and issuers What to watch: State vs. Federal oversight Action steps for tax and accounting professionals Preparing for the future of digital assets The digital asset landscape is evolving rapidly — and with it, the regulatory frameworks that govern how these assets are issued, used, and reported.

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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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How due diligence can save you millions when buying a business

JPAbusiness

It’s common practice to make an offer ‘subject to due diligence’ when buying a business. The due diligence process involves cross-referencing and verifying the information you’ve been provided by the vendor , to confirm it’s accurate. Due diligence is also a way of identifying risks and issues that may be going on in the background that were not shared by the vendor ­– issues that might hit you in the back of the head if they came out after you purchased the business!

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Beyond the Pendulum: Lessons from SEC’s Implementation of Staff Legal Bulletin 14M

Harvard Corporate Governance

Posted by Sanford Lewis and Khadija Foda, Shareholder Rights Group, on Thursday, June 26, 2025 Editor's Note: Sanford Lewis is Director and General Counsel and Khadija Foda is a Legal Consultant at the Shareholder Rights Group. This post is based on their Shareholder Rights Group memorandum. On February 12, 2025, the Staff of the Division of Corporation Finance (the “Staff”) of the U.S.

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Q2 2025 Economic and M&A Middle Market Update

Butcher Joseph & Co.

Jeff Buettner unpacks the current state of dealmaking for $2M to $10M EBITDA businesses. The post Q2 2025 Economic and M&A Middle Market Update appeared first on ButcherJoseph & Co.

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Valuation for Selling an eCommerce Business

Peak Business Valuation

The eCommerce industry has seen immense growth over the past decade, with more online shoppers than ever before. As a result, owning an eCommerce store can be a highly profitable venture. If you are looking to sell your eCommerce store, now may be a great time to do so. One of the most important steps in the sales process is obtaining a valuation for selling an eCommerce business.

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AI Can Draft Board Minutes—But Should It? Considerations for Public Companies

Harvard Corporate Governance

Posted by Charu A. Chandrasekhar, Avi Gesser, and Eric T. Juergens, Debevoise & Plimpton LLP, on Monday, June 23, 2025 Editor's Note: Charu A. Chandrasekhar , Avi Gesser , and Eric T. Juergens are partners at Debevoise & Plimpton LLP. This post is based on a Debevoise & Plimpton memorandum by Ms. Chandrasekhar, Mr. Gesser, Mr. Juergens, Matthew E.

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Lessons Learned from Successful M&A Deals

Sun Acquisitions

Mergers and acquisitions (M&A) can be powerful tools for driving growth and creating value. However, M&A deals are complex and risky, and many fail to achieve their intended objectives. By learning from successful M&A deals, companies can increase their chances of success. Critical Lessons from Successful M&A Deals 1. Clear Strategic Rationale: Alignment with Corporate Strategy: Ensure the M&A deal aligns with the company’s strategic goals.

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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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The Future of Business: Dynamic Risk and Hyper-Efficiency with AI

Gergory Caruso

609-664-7955 Home About Us Senior Team Completed Business Valuations Valuation Services ESOP Business Valuations SBA Business Valuations for SBA 7(a) Loans Exit Planning Small Business Valuations Estate and Gift Tax Business Valuations Blog The Book About the Book Reviews About the Author Book Resources Select Page The Future of Business: Dynamic Risk and Hyper-Efficiency with AI by Greg Caruso | Jun 24, 2025 | ESOP Business Valuation AI can be a powerful co-pilot in navigating risk and boosting

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Lumber Wholesale Valuation Multiples

Peak Business Valuation

Valuation multiples are fundamental in estimating the value of a lumber wholesale business. Identifying accurate lumber wholesale valuation multiples involves a thorough review of financial data and industry trends. For the most reliable results, business owners should consider receiving a professional lumber wholesale business valuation. As part of the valuation process, a business appraiser follows a detailed process to provide insight on the company’s fair market value, strengths, weaknesses,

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Board Effectiveness: A Survey of the C-Suite

Harvard Corporate Governance

Posted by Paul DeNicola, Arielle Berlin, and Carin Robinson, PricewaterhouseCoopers, on Monday, June 23, 2025 Editor's Note: Paul DeNicola is a Principal, and Arielle Berlin and Carin Robinson are Directors at PricewaterhouseCoopers (PwC). This post is based on a PwC and The Conference Board report by Mr. DeNicola, Ms. Berlin, Ms. Robinson, and Matteo Tonello.

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Valutico Acquires AI Innovator Paraloq Analytics to Revolutionize Private Company Analysis

Valutico

VIENNA, Austria – JUNE 24, 2025 – Valutico, a global leader in valuation and financial analysis software, today announced its strategic acquisition of Paraloq Analytics, a Vienna-based artificial intelligence (AI) specialist. This acquisition will integrate Paraloq Analytics’ advanced AI capabilities into Valutico’s renowned platform, empowering financial professionals with unprecedented data-driven insights and efficiency.

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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.

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Senate's 41% Litigation Finance Tax Would Hurt Legal System

Law 360 M&A

The Senate’s latest version of the Big Beautiful Bill Act would impose a 41% tax on the litigation finance industry, but the tax is totally disconnected from the concerns it purports to address, and it would set the country back to a time when small plaintiffs had little recourse against big defendants, says Anthony Sebok at Cardozo School of Law.

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Navigating Valuation Challenges in the Great Wealth Transfer

Auto Dealer Valuation Insights

Taking a break from our succession planning series, we’re turning our attention to the RIA valuation implications of the pending Great Wealth Transfer. Over the next two decades, an estimated $68 trillion is expected to transfer from Baby Boomers and Gen X to Millennials and Gen Z in what has been dubbed the “Great Wealth Transfer.

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Beyond the Corporate Culture Wars: How Companies Are Revolutionizing Decision-Making on Social Issues

Harvard Corporate Governance

Posted by Gadinis (University of California, Berkeley), on Wednesday, June 25, 2025 Editor's Note: Stavros Gadinis is the George R. Johnson Professor of Law at the University of California, Berkeley School of Law. This post is based on his working paper. While academics debate corporate purpose and politicians fight over “woke capitalism,” something remarkable is happening on the ground in corporate America.

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Navigating the 2025 M&A Landscape: Trends, Data, and Insights

IT Valuations

July 15, 2025 2:00 PM – 2:45 PM CST The first half of 2025 has brought significant shifts in the M&A and valuation landscape. As businesses continue to adapt to evolving economic conditions and market dynamics, understanding the latest trends and data is crucial for strategic decision-making. Join Reed Warren (CEO), Aaron Mahl (Executive Vice President for Business Development), and Corey Kerns (Vice President of M&A) from iTValuations for an insightful webinar that will delve into

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Printing Business Valuation Multiples

Peak Business Valuation

Determining reliable valuation multiples is critical if you want to understand your printing business’s value. However, this requires a thorough analysis of various factors. For applicable printing business valuation multiples , it is best to obtain a professional business valuation. Business appraisers can use multiples to determine a precise value estimate.

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The new rules for getting your operating model redesign right

Mckinsey and Company

The goal of a redesign is to increase value, but failure rates are high. New research updates classic rules of redesign to help leaders flip the odds of success.

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Investment Stewardship 2024 Annual Report

Harvard Corporate Governance

Posted by John Galloway, Vanguard, Inc., on Wednesday, June 25, 2025 Editor's Note: John Galloway is Global Head of Investment Stewardship at Vanguard, Inc. This post is based on a Vanguard report. Investment Stewardship program Vanguard’s Investment Stewardship program has a clear mandate to safeguard and promote long-term shareholder returns on behalf of the Vanguard-advised funds and their investors.

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Driving Value Through Growth and Marketing: Lessons from the Front Lines

IT Valuations

By Dr. Aaron Mahl, EVP Business Development, iTValuations When it comes to company valuation, many MSP owners fixate on one thing: the multiple. But at ITValuations, we know that multiple is not the starting point—it’s the output of a complex equation, driven by dozens of factors that shape how a business is perceived and priced. In our latest session of the Value Driver Series, we explored one of the most overlooked contributors to enterprise value: marketing.

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Ensure Fairness with a Divorce Business Valuation

Peak Business Valuation

Dividing business assets during divorce can be one of the most complex parts of the settlement process. To ensure fairness with a divorce business valuation , it is important to start with accurate information. Participants can use a thorough business appraisal to understand a company’s true worth. This knowledge is essential to making fair negotiations throughout a divorce.

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Protecting Your Business from AI-Enabled Cyber Threats

Global Finance

The rapidly evolving nature of AI is a double-edged sword as far as cybersecurity goes. As user-friendly and beneficial as Generative AI (Gen AI) can be, it is also being misused ever more frequently in the form of trickery and manipulation, such as deepfaking the voice, face or name of a person or organisation to elicit payments. By 2027, for example, 17% of total cyberattacks will involve the use of Gen AI, according to Gartner 1.

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COSO and NACD Propose New Corporate Governance Framework

Harvard Corporate Governance

Posted by C. Michelle Chen, Robert W. Downes, and Marc Treviño, Sullivan & Cromwell LLP, on Thursday, June 26, 2025 Editor's Note: C. Michelle Chen , Robert W. Downes , and Marc Treviño are Partners at Sullivan & Cromwell LLP. This post is based on a Sullivan & Cromwell memorandum by Ms. Chen, Mr. Downes, Mr. Treviño, Julia Khomenko, Julia E.

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Noncompetes under pressure: Experts say tailored strategies are key in 2025

ThomsonReuters

Despite mounting legal and regulatory pressure, a significant majority of U.S. employers — 74% — continue to rely on noncompete agreements to safeguard their business interests, according to a 2023 U.S. Government Accountability Office (GAO) report. This enduring reliance persists even as the legal landscape surrounding noncompetes grows increasingly complex and uncertain.

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Wholesale Trade Valuation Multiples

Peak Business Valuation

When looking to understand the value of a wholesale trade, business owners often lean on valuation multiples. Multiples are useful tools; however, determining reliable wholesale trade valuation multiples requires a thorough analysis of various factors. To ensure an accurate estimate of a wholesale trade’s value, it is best to obtain a professional business valuation.

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Del. Dispatch: General Partner Discretion In Valuing Incentives

Law 360 M&A

In Walker v. FRP Investors, the Delaware Court of Chancery recently held that the general partner of a limited partnership breached its obligations when determining the threshold value of newly issued incentive units, highlighting the court's willingness to reconstruct what a reasonable determination of value by a general partner should have been, say attorneys at Fried Frank.

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Finding an Alternative Disclosure Path: IPO Business Model Targets

Harvard Corporate Governance

Posted by Badryah Alhusaini (Arizona State University), Elizabeth Blankespoor (University of Washington), Bradley E. Hendricks (University of North Carolina at Chapel Hill), and Gregory Miller (University of Michigan), on Tuesday, June 24, 2025 Editor's Note: Badryah Alhusaini is an Assistant Professor of Accounting at Arizona State University, Elizabeth Blankespoor is a Professor of Accounting at the University of Washington, Bradley Hendricks is an Associate Professor of Accounting at the Un

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Comment on FOIA, AI, & the Appraiser’s Defense: A Blueprint for Fighting Back by Baggins

Appraisers Blog

One appraiser, accused without due process, used FOIA to uncover the truth & expose a system masked as equity.

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Valuation for Buying a Food Distribution Business

Peak Business Valuation

Food is undoubtedly a n essential need. The food distribution industry plays a key role in ensuring restaurants, stores, and individuals gain access to the food they need. A valuation for buying a food distribution business is essential for those looking to enter this fast-moving industry. Many investors are attracted to this field because of its constant demand and potential for growth.

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How to Sell Your Family Business

Auto Dealer Valuation Insights

Selling a business is a three-step process. In reality, each of the phases overlaps to some degree, making the process more of a continuum than a finite set of procedures. A turnkey, orderly process typically requires four to six months. Ultimately, the collective team goal as a family business is to win the race, whether it be at the pace of the hare or the tortoise.

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An Early Look at the 2025 Proxy Season

Harvard Corporate Governance

Posted by Rajeev Kumar, David Farkas, and Amanda Buthe, Georgeson, on Tuesday, June 24, 2025 Editor's Note: Rajeev Kumar is a senior managing director, David Farkas is the Head of Shareholder Intelligence, and Amanda Buthe is a managing director at Georgeson. This post is based on a Georgeson piece by Mr. Kumar, Mr. Farkas, Ms. Buthe, and Martin Wong.

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What Buyers Want: Key Traits of a Profitable, Sellable Business

Hallmark Brokers

If you’re planning to sell your business, it’s important to understand this fundamental truth: buyers don’t just purchase a company; they invest in future opportunity. At Hallmark Business Brokers, we work with both sellers and qualified buyers across Venice, Sarasota, and Bradenton, and we’ve seen firsthand what makes a business attractive and what makes it […] The post What Buyers Want: Key Traits of a Profitable, Sellable Business appeared first on Hallmark Brokers.

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