Appraiser Newsroom

MAY 1, 2024

Whether it’s for tax planning, regulatory compliance, mergers and acquisitions, or financial reporting purposes, understanding the nuances of legal entity valuations is essential. He also serves as the Industrial Products Industry Leader and Co-Head of U.S. Tax Valuation Services.

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

Viking Mergers

FEBRUARY 23, 2023

Mergers and acquisitions are generally most common in the technology, healthcare, financial services, and retail sectors. But some industries — including manufacturing and finance — saw more M&A action in 2022 than others. Finance M&A activity in the financial services industry is now back to pre-pandemic levels.

Technology 130

Technology Finance B2B Start-ups 130

Harvard Corporate Governance

MAY 30, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Monday, May 30, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services. Financial institutions are increasingly expected to report transparently on their climate change-related governance practices.

Finance 310

Finance Marketability Technology 310

Appraiser Newsroom

APRIL 24, 2024

Piece by piece, reach new heights with your business valuation career alongside industry professionals. His practice includes business valuation, economic analysis, and financial opinion services. Marsac holds the designations of both chartered financial analyst (CFA) and accredited senior appraiser (ASA).

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

Harvard Corporate Governance

AUGUST 15, 2022

Diversity has become a key focus for every industry in recent years, and private equity, like many other parts of the financial sector, still has significant progress to make in terms of diversity and inclusion.

Equity 237

Equity Finance Marketability 237

Appraiser Newsroom

MARCH 20, 2024

Dive into the latest developments and trends in fair value alongside industry leaders. He is a managing director and North American Valuation Services Leader and part of the firm’s Valuation Advisory Services practice. Myron is also the firm’s Consumer Products and Retail industry leader.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

IVSC

MARCH 28, 2024

Peter has worked extensively across various industries and purposes, including financial reporting, tax, and dispute resolution under major arbitral rules and in courts across Australia, the Cayman Islands, and Singapore. Expert reports (that have details similar to those required in valuation reports) and the use of experts.

Intangible Assets 130

Intangible Assets Start-ups Business Valuation Marketability 130

ThomsonReuters

AUGUST 3, 2023

As a result of the explosion of new tools and software available, accounting firms have a significant opportunity to improve their reputational status through enhanced advisory service offerings. Capturing the application of this knowledge, and charging for it, is a key focus of advisory services and value-based pricing.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

APRIL 30, 2024

Jump to: The role of emotional intelligence (EQ) in client relationships The evolution of client service in accounting firms Leveraging technology for enhanced client service Forward-looking accountants are increasingly realizing the importance of harmonizing technical tax expertise with interpersonal relationship skills.

Accounting Firms 52

Accounting Firms Compliance Technology Data Analysis 52

Harvard Corporate Governance

JULY 10, 2022

In September 2020, the German anti-money laundering authority launched an investigation into the German financial services provider Grenke. Fueled by fears of a new Wirecard-style scandal, the authorities were looking into suspicious money laundering reports, alleged investment fraud, insider trading, and market manipulation.

Marketability 247

Marketability 247

IVSC

JUNE 6, 2023

Mary Barth IVSC Trustee and Vice Chair of the Financial Accounting Foundation Mary is the Joan E. Mary is a prolific researcher focusing on financial accounting and reporting issues and her research has received several prestigious awards. She is a member of the Accounting Hall of Fame. Institutional Investor practice.

Equity 130

Equity Mergers & Acquisitions Marketability 130

IVSC

JUNE 12, 2023

In her OPP role, she provides firm-wide technical guidance on a variety of valuation, financial reporting and tax issues. Download Carla's slides Srividya Gopal Managing Director and Southeast Asia Valuation Leader, Kroll Srividya is Managing Director & Southeast Asia Leader, Valuation Advisory Services at Kroll.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Appraiser Newsroom

MAY 16, 2024

Burk & Associates, CPAs, PC Karen Lascelle, CPA, CVA, CFE, is a Managing Director at John Burk & Associates CPAs, PC, with over 25 years of expertise in business valuation, financial forensics, litigation support, corporate taxation, and mergers and acquisitions. a Software as a Service company.

Business Valuation 52

Business Valuation Appraisal Intangible Assets Finance 52

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. The average EV/EBITDA transaction multiple for health care services steeply declined to 7.0x

Equity 130

Equity EBITDA Marketability Enterprise Value 130

ThomsonReuters

OCTOBER 4, 2023

This article explores how different accounting firms use AI in their operations to drive efficiency and excellence in their services. The adoption of AI in the accounting industry in recent years has been on the rise. This includes forecasting financial trends, identifying potential risks, and optimizing strategies for growth.

Accounting Firms 111

Accounting Firms Technology Compliance Data Analysis 111

RNC

APRIL 9, 2024

The valuation assets and liabilities are necessary for various financial dealings that demand trust, transparency, and accountability. Whether it’s about investment opportunities, financial reporting, or strategic planning, having reliable asset valuations allows stakeholders to make choices based on solid information.

Compliance 52

Compliance Technology Mergers & Acquisitions Marketability 52

Reynolds Holding

APRIL 7, 2024

For companies in some industries, Scope 1 and 2 emissions – covering, respectively, emissions from direct fuel use and from acquired energy – will cover most relevant emissions caused by their activities, and these are relatively simple to calculate and disclose. Some jurisdictions—e.g., In 2024, the U.S.

Finance 59

Finance Banking Marketability Start-ups 59

Appraiser Newsroom

OCTOBER 17, 2023

Smith | AICPA Mark is the Director of Valuation Services with the AICPA’s Forensic and Valuation Services (FVS) section where he oversees the Certified in Entity and Intangible Valuations credential (CEIV), Accredited in Business Valuation credential (ABV), and Certified in the Valuation of Financial Instruments credential (CVFI).

Business Valuation 59

Business Valuation Accounting Firms Technology Marketability 59

Reynolds Holding

MAY 12, 2024

An increasing number of states have enacted or are considering enacting legislation requiring financial institutions to provide customers “fair access” to financial services. Among other requirements, [1] FL HB 3 imposes fair access requirements on certain financial institutions. In-Scope Financial Institutions.

Banking 45

Banking Compliance Finance 45

Value Scope

SEPTEMBER 4, 2020

Only 31 transactions were reported in Q2 2020, bringing the total reported transactions in 2020 to 113. In the first two quarters of 2020, transaction multiples for the media & telecom industry rose almost 30% to its highest level over the past five years. Industry Analysis. Executive Summary. Size Premium.

Equity 130

Equity EBITDA Marketability Enterprise Value 130

RNC

MAY 14, 2024

Goodwill is frequently encountered in financial statements, particularly on the balance sheet. Understanding goodwill is essential for investors as it represents an intangible asset that can significantly impact a company’s valuation and financial health. What is Goodwill?

Intangible Assets 52

Intangible Assets Fair Market Value Marketability Technology 52

ThomsonReuters

DECEMBER 8, 2023

No previous advancement, however, has had the potential to alter accounting (and many other industries) quite like generative artificial intelligence. This enables a shift toward higher-value activities that are built on meaningful interpersonal relationships – like advisory services. Audit automation. Compliance.

Accounting Firms 108

Accounting Firms Compliance Technology Marketability 108

ThomsonReuters

JANUARY 8, 2024

This not only enhances the efficiency of tax and accounting processes but also improves the overall quality of financial reporting. AI-powered analytic tools can analyze financial data from multiple sources, including bank statements, invoices, and expense reports. It’s all about the data.

Data Analysis 101

Data Analysis Compliance Technology Banking 101

Audit Board

OCTOBER 31, 2022

LOS ANGELES, CA — October 31, 2022 — Deloitte & Touche LLP and AuditBoard today announced an extension of their strategic business alliance that will help companies simplify environmental, social, and governance (ESG) reporting, unify their ESG data, streamline evidence collection, and automate ESG activities to enable greater visibility.

Compliance 98

Compliance Equity 98

Equidam

SEPTEMBER 13, 2023

The lack of knowledge on how founders see the future stems out of the little data about startups financial projections. Equidam, through its valuation platform, took into account the financial projections for a sample of more than 25,000 early stage ventures across the globe. The large group tells a different story.

Start-ups 119

Start-ups Banking Marketability Technology 119

RNC

FEBRUARY 16, 2024

Whether it is for financial reporting following specific accounting standards, like IndAS and IFRS, or for things like merging with another company, dealing with taxes, or meeting regulatory compliance, it’s important to get the valuation right. Here are key points summarizing the importance of plant and machinery valuation: 1.

Compliance 52

Compliance Finance Marketability Appraisal 52

ThomsonReuters

MAY 9, 2024

The law aims to enhance transparency in entity structures and ownership by requiring reporting companies to disclose beneficial ownership information. At a congressional hearing, Roger Harris, president of Padgett Business Services, suggested several solutions to address the challenges posed by the CTA.

Treasury 52

Treasury Accounting Firms Technology Compliance 52

RNC

APRIL 22, 2024

Ensuring transparency and accuracy in financial reporting is paramount for maintaining trust and confidence among stakeholders. To achieve this, companies are required to adhere to stringent accounting standards that mandate the valuation for financial reporting of various assets and liabilities.

Compliance 52

Compliance Intangible Assets Fair Market Value Book Value 52

Harvard Corporate Governance

JANUARY 11, 2024

Introduction The reporting of “non-GAAP” (Generally Accepted Accounting Principles) financial metrics is a common practice among companies. The use of adjusted financial results for incentive plan purposes is generally intended to compensate management based on the financial results for which they are being held accountable.

Capital Structure 140

Capital Structure Finance 140

Peak Business Valuation

APRIL 23, 2024

Equipment fair value is the current financial value of the vehicle fleet. Does the equipment appraiser adhere to industry regulations? Peak Business Valuation offers you a free consultation to assess our service. Industry Experience: Next, assess the equipment appraiser’s level of experience.

Appraisal 52

Appraisal Business Valuation Marketability 52

ThomsonReuters

JANUARY 18, 2024

Accounting professionals are the financial backbone of a company and, in today’s complex environment, they are increasingly providing clients with strategic and forward-looking guidance. Recording expenses and preparing financial reports. GAAP and AICPA What issues should accountants be aware of in the profession?

Technology 59

Technology Compliance Finance Marketability 59

Peak Business Valuation

MARCH 29, 2024

Renowned for their performance, freightliner trucks stand as stalwarts in the industry. As industry dynamics evolve, the value of these assets becomes increasingly complex to determine. If you own or work with freightliner trucks, we can help you understand their financial value. To start, schedule a consultation.

Appraisal 52

Appraisal Business Valuation Finance Fair Market Value 52

ThomsonReuters

JUNE 15, 2023

However, the need to deliver reporting on ESG is becoming a very serious business as it can affect everything from supplier selection, grants, and funding to valuations. Reporting can be fragmented, difficult to decipher, and has been an issue where no standard has existed before. Comparisons can be hard to make.

Compliance 96

Compliance Technology Accounting Firms 96

Equilest

APRIL 12, 2023

Want to learn more about how to accurately value your service-based business using Equitest Business Valuation Software? Keep reading for a step-by-step guide! Valuing a service-based business can be a complex process, but with Equitest business valuation software, it can be made easier.

Business Valuation 40

Business Valuation Beta Risk Premium Marketability 40

Equilest

JANUARY 18, 2024

Discover actionable insights and expert tips to elevate your salon's value in the competitive beauty industry. Discussing the specific challenges and opportunities in the salon industry. Quality of services and customer satisfaction. Financial Statements Analysis Analyzing income statements and balance sheets.

Intangible Assets 52

Intangible Assets Business Valuation Compliance Technology 52

Reynolds Holding

MAY 15, 2024

Derivatives are financial instruments used to shift risks, such as fluctuations in interest rates or foreign exchange rates or changes in the value of assets such as stocks, bonds, metals, or agricultural or energy products. 1] All three offer clearing services, but some products are only cleared by one or two of the three. [2]

Banking 64

Banking Marketability Market Risk Finance 64

ThomsonReuters

FEBRUARY 8, 2024

Jump to: Unlocking the power of advisory tools Deliver advisory engagements with Checkpoint Edge Advisory Maps Grow your firm with Practice Forward Advisory tools have emerged as transformative forces in the tax and accounting profession, empowering firms of all sizes to deliver efficient and effective services to their clients.

Accounting Firms 52

Accounting Firms 52