ThomsonReuters

JULY 6, 2023

Business advisory services capitalize on the unique insight of accounting firms to make a profitable shift from serving clients as a once-a-year tax compliance processor to a year-round strategic business advisor. In the end, it’s all about transforming your firm from a tax compliance processor into a trusted, strategic advisor.

Accounting Firms 98

Accounting Firms Start-ups Compliance Mergers & Acquisitions 98

ThomsonReuters

DECEMBER 1, 2021

Corporate indirect tax professionals have been told for years that they can garner more influence and respect within their organizations by transitioning the indirect tax function from a purely compliance-oriented activity to a strategic advisory role. Understanding the strategic relationship between departments.

Compliance 52

Compliance Start-ups Technology Data Analysis 52

Startup Valuation Blog

JUNE 3, 2023

They provide not only financial support but also mentorship, industry connections, and strategic guidance. Beyond financial support, angel investors often act as mentors, providing valuable insights and networks. They often seek to lead funding rounds and take a seat on the board of directors.

Business Valuation 100

Business Valuation Discounted Cash Flow Comparable Company Analysis Start-ups 100

Audit Board

OCTOBER 12, 2023

Increase Executive- and Board-Level Involvement Recent trends reflect the reality that increased executive-level involvement and sponsorship is central to the success of any TPRM initiative. Providing third-party relationship insight that can be utilized during contract negotiation/renewal (e.g.,

Technology 52

Technology Compliance Banking 52

Internal Audit 360

SEPTEMBER 1, 2022

With the constantly changing times—due to socio-economic factors, the pandemic, supply chain disruptions, changing employee preferences and behaviors, and other relevant trends that affect the company’s work patterns—internal audit needs to be as strategic and risk-based as ever. 2) Current Business Strategy and Day-to-Day Operations.

Marketability 98

Marketability 98

IVSC

FEBRUARY 25, 2022

The voice of the CBV community was especially valuable to me this past year as we worked through the comprehensive process of creating the Institute’s 2022-2025 Strategic Plan. The work that is being done – the businesses, business interests, and assets involved, and the contexts in which valuations are being done – is increasingly complex.

Business Valuation 130

Business Valuation Intangible Assets Corporate Finance Marketability 130

Audit Board

SEPTEMBER 28, 2023

Internal auditors are strengthening collaboration throughout the business to help boards stay ahead of an escalating cyber-risk landscape. Human capital risk cuts across every strategic and operational area of a business. For example, internal audit asks, “How is management measuring the stickiness of the product?

Marketability 52

Marketability Market Risk Technology 52

M&A Leadership Council

FEBRUARY 8, 2023

Participants of this event will discuss, validate and identify applicable skills, experiences and insights to apply in current and future deals, including: Solve for the most challenging failure factors and root cause issues responsible for approximately 70% of deals that underachieve their intended business case. And much, much more!

Banking 52

Banking Technology 52

Audit Board

OCTOBER 16, 2023

Moreover, while boards determine the organization’s risk appetite, this message often does not reach the front lines — those actually responsible for managing those risks — ultimately causing further disconnect between ERM and the business. Such resource limitations can lead to inefficiencies and gaps in assurance.

Start-ups 52

Start-ups Banking Technology Compliance 52

M&A Leadership Council

FEBRUARY 13, 2024

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. What is an Integration Strategy Framework? Concept of Integration.

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

Reynolds Holding

APRIL 27, 2022

A central challenge facing researchers is that it is very difficult for outside observers to determine whether the board in fact terminated the CEO. Rarely does a board explicitly state that the CEO was fired. Boards might be more willing to terminate a CEO than researchers have historically recognized. This is unexpected.

Marketability 69

Marketability 69

M&A Leadership Council

FEBRUARY 15, 2023

From Strategy Plan to Strategic Execution Processes Let’s begin with the fundamental premise that M&A is an end-to-end business process for growth. Our theory on why? Most of them commonly devolve into a siloed collection of independent or loosely coupled actions more closely resembling a Rorschach test than a finely tuned ecosystem.

Technology 93

Technology Marketability 93

Internal Audit 360

NOVEMBER 22, 2023

GUEST BLOG POST A s internal auditors, we provide assurance, advice, and insight on the system of internal controls over the more significant risks to enterprise objectives. Internal controls provide the basis, the foundation, on which management and the board rely as they manage and direct the organization to success.

Technology 52

Technology 52

Audit Board

MARCH 29, 2022

Snowflake’s journey to IPO via empowering the business with data-driven insights to improve processes and proactively identify risk. Are you finding that management and the board in your company are looking more to you and internal audit to help identify emerging trends and avoid surprises? Amrita Kapoor: Absolutely.

Technology 52

Technology Compliance 52

ThomsonReuters

JULY 6, 2023

Instead, they can shift their focus to more value-added activities like providing financial insights and helping clients navigate the complexities of tax law. By offering advisory services, your firm can become a strategic partner versus a compliance processer. Sometimes, the best business insights come directly from those you serve.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

Audit Board

MAY 5, 2023

Gartner research last year showed that there was 100% increase in boards that were prioritizing the category of ESG health and sustainability. Obviously it has board members’ attention, and it’s becoming increasingly embedded throughout the business.” When you look at fundamental , this is the very baseline.

Start-ups 52

Start-ups Compliance Technology Marketability 52

M&A Leadership Council

JUNE 8, 2023

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. What is an Integration Strategy Framework ? Concept of Integration.

Technology 59

Technology Marketability 59

Audit Board

AUGUST 16, 2023

Traveling often involves taking on some risks, like the chance that your plane will be delayed or your car runs out of gas and leave you stranded. Common types of risks include: strategic, compliance, financial, operational, reputational, security, and quality risks. with the plans and activities aimed at meeting those goals.

Start-ups 52

Start-ups Compliance Technology Specific Risk 52

Value Scout

AUGUST 29, 2022

Exit planning goes with planning the company’s other processes, preferably before an investor comes on board. The process entails a value creation plan which involves setting annual objectives and quarterly initiatives into the strategic plan that measure earnings, kickstart growth, and reduce risk.

Marketability 52

Marketability Finance 52

IBG Business

NOVEMBER 30, 2022

Business Sales in the Oil-and-Gas Industry: Insights from M&A Specialist Gary Papay. An expert in the marketing and sale of companies in the propane sector, Gary offered valuable insights in a November 2022 discussion about the state of the oil-and-gas market in the U.S. The oil-and-gas industry is certainly no exception.

Start-ups 52

Start-ups Marketability Banking Equity 52

Audit Board

SEPTEMBER 19, 2023

What are your top priorities when developing a strategic IT risk program? Whatever’s going on — generative AI, ERP implementations, whatever is coming next – if we as professionals in risk management and IT controls don’t get on board and get ahead of things, we’re going to be obsolete really fast and there’s going to be a lot of risks.

Compliance 52

Compliance Technology 52

Audit Board

OCTOBER 11, 2023

But networking is such a powerful tool that it’s worth overcoming our reluctance and adopting a strategic approach. Having previously provided a recommendation for his book, Agents of Change , I had a connection with Richard Chambers and considered the difference he could make as a member of the board. Identify opportunities.

Start-ups 52

Start-ups Dividends 52

Audit Board

AUGUST 8, 2023

Enterprise risk management is a methodology of risk management, taking a top-down approach to the risk management process, and taking into account the organization and senior management’s business objectives and strategic objectives. Strategic Risk: Strategic risks involve the company’s business strategy and objectives.

Compliance 52

Compliance Start-ups Technology Marketability 52

Appraiser Newsroom

JULY 9, 2023

Nunes is a Practitioner Director in the Board of FMA International. James provides technical support on client engagements involving cost of capital and business valuation matters. Dr. Schaeffer is frequently involved in valuations and consulting for management planning, financial reporting, tax, and litigation.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

IVSC

MARCH 23, 2023

Adrian is a member of the Royal Institution of Chartered Surveyors (RICS), a certified RICS business valuer, former Chair of RICS UK Business Valuation Board, member Global Valuation Board, and a former board member of the Valuations Special Interest Group at the Institute of Chartered Accountants in England and Wales.

Intangible Assets 48

Intangible Assets Start-ups Marketability Business Valuation 48

Equilest

SEPTEMBER 1, 2023

Understanding these factors can provide property owners with insights into how their properties might be perceived by developers and investors in the en bloc market. These valuations provide crucial insights into the property's worth, considering both its current state and the potential value it could achieve through redevelopment.

Marketability 40

Marketability Business Valuation Compliance Banking 40

M&A Leadership Council

JANUARY 3, 2022

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. . Potential Strategic “Plus/Minus.” Concept of Integration.

Technology 52

Technology Marketability 52

Appraiser Newsroom

JANUARY 31, 2023

The event is tailored to personal property appraisers and allied professionals who’ll gain insights into key markets, benefit from scholarly sessions, connect with fellow experts—all while exploring the art, culture and beauty of the Central Coast. She currently serves on the Board of Directors of St. Frances Zeman , M.A.,

Appraisal 52

Appraisal Accounting Firms Fair Market Value Marketability 52

Reynolds Holding

MARCH 16, 2023

Given the importance of NBFI, the Financial Stability Board (FSB) – an international body composed of the world’s most important finance ministries, central banks and regulators – has made it a priority to analyze and propose policies related to the impact of NBFI activities on financial stability. 2022), available at [link]. [2]

Banking 59

Banking Treasury Marketability Finance 59

Reynolds Holding

APRIL 10, 2023

Now, leveraging insights gleaned from development of the most widely used internal control framework—the COSO Internal Control-Integrated Framework—COSO has developed the concept of “internal control over sustainability reporting” (ICSR). Key takeaways. The report also identifies a number of key takeaways.

Compliance 45

Compliance Going Concern Value Start-ups Finance 45

FE International

MARCH 23, 2022

In this post, we leverage our experience and insights from hundreds of our SaaS sales to take a deep dive into valuation and salability, providing the definitive resource on selling a SaaS business. Owner involvement: Part of the appeal of running a SaaS business is the potentially passive and predictable nature of the income it brings.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Internal Audit 360

DECEMBER 8, 2022

Well, I know of only one software package that turns qualitative risk registers into quantitative and utilize utility theory to properly quantify and compare financial and non-financial risks, Archer Insight. Institutional investors should be involved as well, since they often have a solid view on the audit priorities.

EBITDA 52

EBITDA Market Risk Marketability 52

Audit Board

SEPTEMBER 30, 2022

In decades gone by, decisions about internal audit’s resources were by and large made by the C-suite and the audit committee really wasn’t involved in that decision. Only 27% said that the functional line, the audit committee or the board, has a high degree of influence on internal audit’s budget. Diversity of Skills.

Start-ups 52

Start-ups Technology Compliance Data Analysis 52

Reynolds Holding

SEPTEMBER 20, 2022

Every meeting resulted in some idea or insight that was helpful and that we sought to incorporate into our work. Sometimes we see companies and counsel elect—for strategic reasons—to delay the disclosure of critical documents or information while they consider how to mitigate the damage or investigate on their own. Corporate Culture.

Compliance 56

Compliance Start-ups 56

Reynolds Holding

MAY 4, 2022

ESG appears to be high on the priority list for board secretaries, too. A recent survey [6] investigating the implication of climate change (a key theme in the “E” element of ESG) from a governance perspective shows that board secretaries are most often tasked with driving climate change initiatives. Corporate citizenship.

Compliance 58

Compliance Marketability 58

Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 6] Will strategic tech buyers return to the fray in 2024? billion, IBM’s acquisition of two businesses from Software AG for 2.3 billion leading the pack.

Equity 59

Equity Finance Marketability Start-ups 59

Audit Board

JULY 19, 2023

Whether from uncertainty about how to proceed, apprehension about what they’ll find, or a lack of understanding of culture’s connection with strategic business risks, most organizations and the internal auditors who serve them lack maturity in assessing culture risk. It plays a central role in setting the tone for the entire organization.

Start-ups 52

Start-ups Compliance 52