ThomsonReuters

FEBRUARY 6, 2024

As noted earlier, there are various types of direct tax, which is where things can start to get complex. C corporations, S corporations , sole proprietorships, LLCs, and partnerships). Those factors are: one’s income level and how long the asset was held. The estate pays the tax before the assets are distributed to the heirs.

Compliance 52

Compliance Finance 52

Peak Business Valuation

NOVEMBER 5, 2023

Roofing companies primarily install roofing and skylights for residential and commercial clients. Whether you are buying, growing, or selling a roofing company, it is important to learn how to value a roofing company. Obtaining a business valuation is the best way to learn how to value a roofing company.

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Fair Market Value Appraisal 52

Peak Business Valuation

JANUARY 6, 2023

One of the largest hurdles of buying a business is knowing how to finance it. Purchasing commercial real estate. With an SBA loan, this means you could buy a business for $650,000 or more depending on how you structure the transaction. Buying a business is an exciting and daunting process, but we are here to help!

Business Valuation 52

Business Valuation Finance Appraisal 52

Brian DeChesare

JANUARY 19, 2022

FSG Investment Banking: What the Financial Sponsors Group Does The Financial Sponsors Group vs. the Financial Institutions Group The Financial Sponsors Group vs. Leveraged Finance vs. Debt Capital Markets Recruiting: Who Gets Into the Financial Sponsors Group? What Do You Do as an Analyst or Associate in the Financial Sponsors Group?

Private Equity Firm 77

Private Equity Firm Banking Equity Finance 77

Brian DeChesare

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. But outside of those, its status is murkier.

Dividends 64

Dividends Terminal Value Enterprise Value Equity 64

Musings on Markets

MAY 5, 2023

The overarching questions for us all are whether this crisis will spread to the rest of the economy and market, as it did in 2008, and how banking as a business, at least in the US, will be reshaped by this crisis, and while I am more a dabbler than an expert in banking, I am going to try answering those questions.

Banking 76

Banking Equity Start-ups Treasury 76

IBG Business

NOVEMBER 30, 2022

The oil-and-gas industry is getting hammered by politicians who just don’t seem to get it. Business Sales in the Oil-and-Gas Industry: Insights from M&A Specialist Gary Papay. The oil-and-gas industry is certainly no exception. National buyers are showing relatively little interest. Industry Roots.

Start-ups 52

Start-ups Marketability Banking Equity 52

IBG Business

FEBRUARY 25, 2022

How big is the industry? How big is the company’s market share? The best time to put your company on the market is when the business is good, the business is running profitably, and many of the following value-added qualities are in place. Build a solid management team. Grow in scope. Is it headed up or down? Who is the competition?

Private Equity Firm 40

Private Equity Firm Start-ups Marketability EBITDA 40

IVSC

MARCH 23, 2023

Could you share some insights on how the valuation industry has evolved? Engaging with board directors on the valuation drivers in their businesses, as well as the opportunities and risks they faced, allowed me to understand how to develop a robust view on value, which was then often “tested” live in a transaction or negotiation.

Intangible Assets 48

Intangible Assets Start-ups Marketability Business Valuation 48

Peak Business Valuation

OCTOBER 18, 2023

The SBA allows flexibility in how the SBA 7(a) loan is used. Businesses in the manufacturing industry are responsible for turning raw materials into products. This can involve assembling parts or creating products through chemical processes. Manufacturing businesses can work with virtually every industry.

Business Valuation 52

Business Valuation Start-ups Finance Appraisal 52

Peak Business Valuation

JUNE 11, 2023

Knowing how to finance an insurance agency can be difficult. Schedule a free consultation today to get started. Owning an insurance agency can be a lucrative adventure. This is due to the industry being very steady and resilient. Demand for insurance is expected to steadily grow in the coming years. Schedule a Free Consultation!

Finance 52

Finance Business Valuation Start-ups Appraisal 52

Peak Business Valuation

MAY 18, 2023

To get started with either, schedule a consultation by clicking the link below. A financial advisory firm may use the loan to acquire commercial real estate, hire extra personnel, and expand marketing activities. Financial advisory firms are thriving right now. However, obtaining the financing to do so can be difficult.

Finance 52

Finance Business Valuation Start-ups Appraisal 52

Brian DeChesare

FEBRUARY 16, 2022

We previously covered public finance in a 2-part interview series, but those articles glossed over some nuances and did not get all the explanations correct. The experience you get varies widely – which is why it’s difficult to generalize the work, lifestyle/hours, and exit opportunities.

Finance 65

Finance Banking Equity Marketability 65

Brian DeChesare

DECEMBER 7, 2022

Industrial & Commercial Bank of China (ICBC) (Strongest in DCM ). The first thing to understand about investment banking in Hong Kong is that it’s unlikely you’ll ever be able to work in investment banking in Hong Kong. If you are from China and want to earn a lot, HK is the place to be. Huatai Securities. Bank of China (mostly DCM ).

Banking 52

Banking Equity Start-ups Finance 52

Brian DeChesare

JANUARY 18, 2023

Finance” could refer to dozens of careers: corporate finance at normal companies , credit analysis , commercial or corporate banking , private wealth management , investment banking , private equity , equity research , hedge funds , venture capital , and even roles like commercial real estate and risk management in the middle office.

Finance 119

Finance Start-ups Banking Corporate Finance 119

Brian DeChesare

JUNE 22, 2022

But there are valid reasons to care about other cities: Multiple Offers – What if you want to work in NY, but you get offers for groups in Chicago and LA and nothing in NY? How Should You Think About Investment Banking in New York vs. Chicago vs. Los Angeles vs. Others? And… you’d be correct on all counts. Tech / healthcare?

Banking 93

Banking Start-ups Finance Marketability 93

Shephard Mullin M&A

JUNE 8, 2023

Instead, it sells substantially all of its business assets to the buyer, including inventory, parts, contracts (including leases), WIP, owned real property, FF&E and goodwill, but excluding cash and other specifically negotiated assets. Despite larger U.S. Asset Sale: In an asset sale, the dealership entity is not sold.

Finance 52

Finance Going Concern Value Book Value Marketability 52

ThomsonReuters

FEBRUARY 6, 2024

You’ve likely heard these terms but understanding what they are and how they differ is important in helping companies better understand the costs they may face and how much they may owe going forward. Direct tax may sound straightforward but it can get complex, so it can be beneficial to get direct tax software.

Compliance 52

Compliance 52

Harvard Corporate Governance

NOVEMBER 21, 2022

Anderson, Scott Levi , Amanda Maki and Danielle Herrick. I. Ten Key Developments to Consider when Updating Annual Report Risk Factor Disclosures. Such conditions could impact a company’s plans for growth and ability to access the capital markets to raise funds for general corporate purposes or as consideration for mergers and acquisitions.

Technology 251

Technology Marketability Compliance Finance 251

Musings on Markets

JULY 17, 2023

Inflation dominated the headlines and there was widespread consensus among economists that a recession was imminent, with the only questions being about how severe it would be and when it would start. Markets, as is their wont, live to surprise, and the first six months of 2023 has wrong-footed the experts (again).

Marketability 95

Marketability Risk Premium Start-ups Treasury 95

Brian DeChesare

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people.

Banking 83

Banking Private Equity Firm Start-ups Equity 83

Appraisers Blog

JULY 27, 2023

Additionally I mentioned how regulatory structure never actually encompassed the amc industry properly, the amc industry coming in after all other regulatory structure development. I also included Joans spaghetti map of appraisal related regulatory authority as a reference to this complicated topic matter.

Appraisal 72

Appraisal Compliance Marketability Equity 72

Appraisers Blog

SEPTEMBER 27, 2023

Enter the late night lawyer commercials for yet another example. In reply to hammering hank. The TDR and vitriol is strong with many covidian cult followers. FYI, conservatives and libertarians typically have a slightly different world view that the government should not be in charge of their lives. aka a classical Christian world view.

Appraisal 59

Appraisal Finance Technology Marketability 59