Value Scope
SEPTEMBER 24, 2020
Click to Download: ESG A Valuation Framework. Overview. It started sometime last year, during the fourth quarter. The morning business show Squawk Box began to mention “ESG” on a daily basis. Sometimes it was one of the hosts, sometimes it was a guest. Then. there were two inflection points that marked a higher level of discourse.
ThomsonReuters
DECEMBER 20, 2020
What is the difference between sales tax and value-added tax (VAT)? Both sales tax and VAT are types of indirect tax – a tax collected by the seller who charges the buyer at the time of purchase and then pays or remits the tax to the government on behalf of the buyer. Sales tax and VAT are a common cause of confusion within the corporate tax community.
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Mckinsey and Company
FEBRUARY 21, 2020
Updated annually, our Private Markets Review offers the best of our research and insight into private equity, private real estate, and other private markets. Explore the findings from our most recent report and scroll for past years’ reports.
Shuster & Co.
DECEMBER 29, 2020
Many business owners know their long-term goals and growth plans and recognize why these elements are crucial to success. However, far fewer know how a valuation can help them achieve those goals. A business valuation is used to estimate the economic value of a business, or a stake in the interest, at a certain point in time. A professionally conducted business valuation may benefit the owner(s) in multiple types of business transactions.
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.
Appraisal Rights
DECEMBER 29, 2020
Chancellor Andre G. Bouchard of the Delaware Chancery Court will retire effective April 30, 2021. Chancellor Bouchard handed down a number of major appraisal decisions during his time on the bench, including Solera , DFC Global , Cirillo Family Trust , and Farmers & Merchants. We covered his appointment in 2014, and his first appraisal opinion back in 2015.
Simply Treasury
DECEMBER 16, 2020
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Robert Berry
DECEMBER 4, 2020
Reading Time: 2 minutes VIDEO TRANSCRIPT BELOW What would you say if I told you I called my girlfriend fat? This is how I started off a recent presentation on active listening. The response was overwhelming. 100% of the … Why you must use context to control your triggers – Active Listening for Auditors and Everyone Read More ».
Musings on Markets
DECEMBER 2, 2020
On Monday, November 16, Airbnb filed it’s preliminary prospectus with the SEC, starting the clock on its long awaited initial public offering. On the same day, rising COVID cases caused more shut downs and restrictions around the world, creating a clear disconnect. Why would a company that derives its value from short term rentals by people who travel want to go public, when a out-of-control virus is causing its business to shut down?
GCF Value
DECEMBER 1, 2020
Business Valuation Process Varies By Need. Darren Mize, ASA December 1, 202 0. What’s driving the request for a business valuation? Different circumstances call for a more – or less – comprehensive business valuation. Your specific need will determine both the timeline for a final report and the actual process a business valuation professional will follow.
Quantive
NOVEMBER 17, 2020
Last Call! Register Here… I’ll just go ahead and skip all the trite pleasantries about how we are in the “new normal” and get right to it: are you curious what is going on with M&A deals? I mean… it’s been quite a year, right?
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
Value Scope
SEPTEMBER 4, 2020
Click to Download: Middle Market Private Equity M&A Activity – Q2 2020. Executive Summary. Transaction Volume Shrinks. Only 31 transactions were reported in Q2 2020, bringing the total reported transactions in 2020 to 113. Size Premium. Size became an even greater pricing consideration for the middle market as transaction multiple variances widened for acquisition targets above and below $50 million.
ThomsonReuters
DECEMBER 19, 2020
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act, PL 116-136) made substantial changes to the Code Sec. 163(j) business interest expense deduction limitation. With all the changes made to the Code in 2020 due to COVID-19, it is worthwhile to review Code Sec. 163(j) both pre- and post-CARES Act changes. What is the 163(j) limitation?
Lighter Capital
OCTOBER 23, 2020
Previously, we discussed the importance of knowing how much of your customer base is churning each month. But knowing the customer churn rate (CCR) doesn’t give you the entire picture. It is equally important to know how much of your monthly recurring revenue (MRR) is associated with that churned customer base. Despite this metric’s importance, the SaaS startup world is still debating exactly how to calculate it.
Shuster & Co.
OCTOBER 30, 2020
Going through a divorce can be one of the most challenging times in a person’s life. Divorce accounting is often complicated and expensive, even if the divorce is not combative. A collaborative divorce is one in which the couple negotiates the terms of the divorce – usually through mediation – without a hostile and drawn-out court case. Some divorces are marked by both parties trying to hurt the other by contesting everything from splitting the finances to custody of children if any are in
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.
Appraisal Rights
DECEMBER 30, 2020
This industry round-up by Global X ETFs surveys the near-term challenges and longer-term prospects for cannabis companies. The piece examines several industry tailwinds, including “trends in new dispensary openings, a shift to e-commerce, and the introduction of new consumable forms of cannabis” fueling growth across North America, as well as further legalization efforts amid the COVID-19 crisis.
Simply Treasury
NOVEMBER 2, 2020
When we address the issue of the appropriate level of the USD/EUR currency pairs, it is difficult to assess the right level it should reach. However, at the moment, for COVID crisis reasons, we believe, USD is weaker. Does it help the European economies also facing tough times? I guess not…. A weak(er) Dollar strengthens abnormally a EUR that intrinsically seems weak as well.
Cooley M&A
DECEMBER 4, 2020
Eco-friendly, socially conscious and pro-governance investments have been hailed recently with a surge in focus on ESG initiatives, but sustainability and profitability don’t always go hand in hand. The Deal and a roster of senior corporate executives, institutional investors, and corporate advisers explored how companies are shifting their focus to more sustainable practices, stronger ESG initiatives and preparing for longer-term risks, all while managing customer and shareholder needs.
Robert Berry
OCTOBER 5, 2020
Reading Time: 3 minutes I’m pretty excited to bring you guys a video / article this week. Consume the content how feel most comfortable. The text is, for the most part, the video transcript. Let’s talk about active listening … The Power of Active Listening Read More ».
Shephard Mullin M&A
AUGUST 25, 2020
In Heinze v. Tesco Corp. , No. 19-20298, 2020 WL 4814094 (5th Cir. Aug. 19, 2020), the United States Court of Appeals for the Fifth Circuit affirmed the dismissal of a putative class action suit under Section 14(a) of the Securities Exchange Act of 1934 (“Exchange Act”), 15 U.S.C. § 78(b) alleging that defendant Tesco Corporation (“Tesco”), former members of Tesco’s board of directors and Nabors Industries, Ltd.
GCF Value
NOVEMBER 18, 2020
Business Valuations are critical for sale, transition, and business planning. Steve Mize, ASA, November 18, 2020. If you are an entrepreneur or business owner, understanding business valuation, why, and when you need one is essential. Here’s a quick rundown of what you need to know about valuation, and the process you might expect to encounter in order to get one.
Quantive
SEPTEMBER 28, 2020
As people have settled into (my new, least-favorite phrase) the “New Normal,” one of the trends that I’m seeing is companies and management setting things on cruise control. The reasons vary, ranging from “I’m just happy we survived” to focusing on new roles as home-schooling teachers. There’s also a sense that growth and new initiatives […].
Value Scope
AUGUST 31, 2020
Click to Download: How to Avoid Chapter 22 in Restructuring Work for Energy Companies. Executive Summary. Issue. It takes time and money to go through a Chapter 11 restructuring, so going through it twice in a couple of years is unwise and inefficient. Recently, it has been an issue with companies operating in the energy complex. The challenges and complexities of energy markets make reorganization plans hard to properly formulate.
ThomsonReuters
DECEMBER 23, 2020
IRS Notice 2021-02 (Dec. 22, 2020); IRS News Release IR-2020-279 (Dec. 22, 2020). Notice. News Release. The IRS has announced the 2021 standard mileage rates for business, medical, and other uses of an automobile, and the 2021 vehicle values that limit the application of certain rules for valuing an automobile’s use. For 2021, the business standard mileage rate is 56 cents per mile (a 1.5 cent decrease from the 57.5 cents rate for 2020), and the rate when an automobile is used to obtain medical
Andrew Stolz
AUGUST 9, 2020
Definition of Risk Assessment. Risk assessment is an evaluation method used to understand an investor’s risk rating, which helps them come up with a suitable investment strategy to achieve their financial goals. What Impacts Risk Assessment? Financial risk assessment evaluates where a client stands in regards to taking risks. This can be understood through three approaches, including the client’s attitude towards risk, the tolerance for risk, and the capacity for risk.
Shuster & Co.
OCTOBER 21, 2020
Marriages are a time of celebration and happiness. Sadly, between 40% and 50% of American marriages end in divorce or separation. This rate has held steady for decades. However, the current COVID-19 pandemic has presented a series of new, daunting challenges for families to face. During self-quarantining orders, most families in the US are facing increased stress, financial hardships, childcare issues, and uncertainty about the future.
Appraisal Rights
DECEMBER 23, 2020
With litigation over section 220 demands becoming more frequent and contentious, the Supreme of Court Delaware weighed in an en banc ruling and affirmed shareholders’ rights to inspect a company’s books and records. In this protracted dispute which we’ve previously blogged about, AmerisourceBergen Corporation took the Chancery Court’s ruling allowing shareholders the right to inspect the Company’s documents relating to opioid distribution compliance to the Delaware Supreme Court.
Simply Treasury
NOVEMBER 2, 2020
TMS’s have evolved over time and especially the last couple of years with a huge jump in technologies. Treasurers are wondering how TMS can help further modernizing the finance function in the coming years. How to best choose your IT treasury solution in a complex and competitive environment? What are the general trends we saw in the industry? These are the questions the article will try to answer to.
Cooley M&A
OCTOBER 29, 2020
On September 24, Cooley M&A partner, Garth Osterman, moderated a webinar on the current trend in going public: SPACs! Dave Peinsipp, co-chair of Cooley’s capital markets practice group and Rama Padmanabhan, a Cooley M&A partner participated in the webinar which focused on the current wave of SPAC activity and how it compares to prior iterations, in addition to discussing some of the key differences and similarities between SPACs and IPOs, as well as current trends in SPAC business combin
Robert Berry
SEPTEMBER 22, 2020
Reading Time: 6 minutes Would you be happy if your financial advisor found an error in your account activity that resulted in you gaining $30,000? I would imagine most of us would be happy about that. If you would … More Board Games – Why Honesty is a Long Term Strategy Read More ».
Biz Worth
JULY 27, 2020
This video provides an overview of the actual valuation report for a marketing and sales company. Regardless of the business you own or the industry you operate within, the fundamental valuation tools and techniques are the same, and all business certified reports are structured in the same way. We also take confidentiality very seriously here at BizWorth, so we're going to show you an actual report, but we've changed the company's name, the valuation dates and all specific underlying informatio
GCF Value
OCTOBER 16, 2020
Darren Mize, ASA, September 15, 2020. Let’s review the 3 approaches to value: Cost Approach Market Approach Income Approach. The Cost Approach. The Cost approach relies on the business’s balance sheet. So, unless the company is heavily invested in assets this approach is rarely used. The Market Approach. The Market approach relies on comparable business transactions within the same industry.
Quantive
AUGUST 27, 2020
August 2020 Update With the advent of a “small global pandemic” – and the near universal move to “Work From Home” environments- the impact of Cyber Security threats has dramatically increased. Think “Cyber” was a risk to value previously? A trend we’ve seen is that not only has the pace of due diligence slowed as […].
Value Scope
AUGUST 11, 2020
Click to Download: Oil and Natural Gas Prices-Are They Sustainable at These Levels? Executive Summary. Issue. There are three primary drivers that must be considered when looking at oil and gas prices. First, they are commodities, and move with the complex economics of global supply and demand. Second, they are very volatile. And third, they can be significantly influenced by global, geopolitical factors.
ThomsonReuters
DECEMBER 19, 2020
With many businesses experiencing losses due to COVID-19, now is a good time to review the CARES Act net operating loss (NOL) rules. The Tax Cuts and Jobs Act (TCJA) changed the rules for deducting net operating losses in 2017. Before 2017, NOLs were fully deductible and could be carried back two years and carried forward 20 years. In 2017, TCJA changed the NOL rules by: limiting NOL deductions to 80% of taxable income, disallowing NOL carrybacks, and. lifting the 20-year limit on NOL carryovers
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