ThomsonReuters

APRIL 21, 2024

Underpaying duties results in penalties and interest on the difference while claiming refunds for overpayment is often an uphill battle. A slight nuance in a product description can lead to a different classification and, consequently, different tax rates. The stakes are high. To illustrate the scale of the challenge, in the U.S.

Compliance 52

Compliance Technology 52

Lighter Capital

AUGUST 3, 2022

Interest rates. Interest rates What fueled all this record activity and returns? Many argue that record-low interest rates created low-cost capital, which in turn gave investors the incentive to pursue equity. Pitchbook. ) (The Fed's four hikes so far in 2022 have increased rates by a combined 2.25

Finance 52

Finance Equity Marketability Business Valuation 52

Lighter Capital

SEPTEMBER 26, 2023

3 Ways Debt Can Sink Your Startup 1. Though they would get lower rates and pay less overall with a 15-year mortgage, many people opt for a 30-year mortgage, because it’ll leave them with more available cash each month. Startup leaders have to look at debt capital the same way and ask: How will repayments affect my cash balance?

Debt Financing 52

Debt Financing Finance Start-ups Equity 52

Musings on Markets

FEBRUARY 11, 2023

I describe myself as a dabbler, and it does get in the way of my best laid plans. In the month since, I have added two more data updates, one on US equities and one on interest rates , but my attention was drawn away by other interesting stories.

Risk Premium 76

Risk Premium Start-ups Equity Marketability 76

ThomsonReuters

NOVEMBER 10, 2022

In any large company, the idea of achieving greater “efficiency” is really an ongoing effort to increase profitability by finding ways to modify various systems, processes, and workflows in order to save time and money. Reducing error rates on invoices. Automatically updating tax rate and code changes. The perfect tax tool.

Compliance 59

Compliance Technology Marketability 59

Peak Business Valuation

JANUARY 5, 2024

Machine shops use a variety of equipment and machinery to cut and shape raw materials like metal and plastic. The best way to learn how to value a machine shop is to receive a business valuation. An industry report on IBIS World notes that there are over 17,000 machine shops throughout the country. Schedule a Free Consultation!

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal Fair Market Value 52

ThomsonReuters

APRIL 25, 2024

As an accountant, advising your clients on retirement income taxes and related strategies can help them to optimize their financial planning in their golden years. Let’s take a look at some commonly asked questions on retirement income taxes and how your firm can best advise clients as they approach their retirement years. Convert to a Roth IRA.

Dividends 52

Dividends Start-ups Compliance 52

Reynolds Holding

MAY 15, 2024

Audit firms are private businesses with the same legitimate interest in making a profit that all private businesses have. [1] 1] But audit firms have also been entrusted to be essential gatekeepers in maintaining the integrity of our capital markets. The audit firm wins the audit engagement.

Accounting Firms 45

Accounting Firms Compliance Private Equity Firm Marketability 45

ThomsonReuters

NOVEMBER 21, 2023

Videos and online meetings can be a great way to explain more nuanced tax concepts. Year-end tax strategy #1: Set engagements and expectations for next year Review your scope and pricing. If you reset your pricing to 20% higher, for example, you might lose a handful of clients but gain the bandwidth to better serve the ones who remain.

Start-ups 52

Start-ups Accounting Firms 52

ThomsonReuters

FEBRUARY 1, 2023

4 ways how to save on global customs and duties for import shipments There are many ways to leverage your global supply chain to maximize your profits and establish an advantage over your competitors. However, compliance isn’t the only benchmark of value for global organizations today. Nor is this a trend on the decline.

Compliance 59

Compliance Technology Marketability 59

ThomsonReuters

MARCH 9, 2023

Breeze through tax season with ease It can be quite overwhelming thinking about navigating your way through all the possible deductions, exemptions, credits, and other important information related to filing taxes for individuals. And then having to decipher them into easy-to-understand nuggets that work for your clients? What’s new? •

EBIT 59

EBIT EBITDA Technology Compliance 59

Reynolds Holding

OCTOBER 9, 2022

The duty of loyalty requires that fiduciaries make business judgments in the honest and good faith belief that the judgments are in the best interests of the organization, without personal motivations. Retailers in the discretionary spending category have cut their forecasts as consumers tighten their belts.

Marketability 45

Marketability Finance Compliance Equity 45

Peak Business Valuation

JANUARY 7, 2024

Machine shops cut raw materials such as aluminum and copper into certain shapes and sizes for downstream clients. Buying a Machine Shop with an SBA Loan Buying a machine shop is an effective way to establish a strong customer base and reputation. According to IBIS World , there are over 17,000 machine shops across the country.

Business Valuation 52

Business Valuation Start-ups Finance Appraisal 52

ThomsonReuters

OCTOBER 31, 2023

A growing interest in artificial intelligence is leading more firms to stake an investment in its potential. Although the adoption rate for AI remains relatively low, the growth potential is high. AI is reshaping the way the industry functions by allowing accounting professionals to work more efficiently and at a faster pace.

Technology 52

Technology Compliance 52

Audit Board

SEPTEMBER 28, 2023

Two risks dominate the risk landscape for North America in 2024 – cybersecurity and human capital, which cut across almost every aspect of an organization’s operations. Two risks dominate the risk landscape for North America in 2024 – cybersecurity and human capital, which cut across almost every aspect of an organization’s operations.

Marketability 52

Marketability Market Risk Technology 52

Equidam

MAY 18, 2023

In short, cut your burn to default alive, or die trying because there is little hope of fundraising picking up until next year. In short, cut your burn to default alive, or die trying because there is little hope of fundraising picking up until next year. We can also see that this bloat on the ask-side began developing in mid-2021.

Start-ups 80

Start-ups Marketability 80

Musings on Markets

DECEMBER 21, 2022

If you are prepared for your class, you are well on your way to being a good teacher. Be fair : I don't believe that students dislike or punish tough teachers, but I do believe that they dislike and punish teachers who are unfair, either in the way they test students or in the way they grade them.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

Lighter Capital

DECEMBER 22, 2023

If you plan to invest debt capital in ways that deliver immediate results for the business, then short-term financing can be a good fit. At some point you’ll either have to cut costs or raise additional money. How do you know whether a short-term business loan can help your SaaS business grow without adding unnecessary risk and costs?

Finance 59

Finance Start-ups Debt Financing B2B 59

Reynolds Holding

JUNE 19, 2023

To some extent, this is another collection of words about an acronym that collects words, in the largely passive and meaningless manner of a lint roller. Elizabeth Pollman recently developed a deft history of the acronym ESG, which stands for the “environmental, social.

Banking 59

Banking Compliance Finance Technology 59

ThomsonReuters

MARCH 1, 2024

The tax rate an owner/shareholder pays on S corp profits is determined by their individual income-tax rate, which can be anywhere from 10% to 37%, depending on the filer’s total taxable income. Jump to: How are S corporations taxed? How can S corporations reduce their taxes? How are S corporations taxed? How are S corporations taxed?

Start-ups 52

Start-ups Dividends Marketability 52

Brian DeChesare

AUGUST 16, 2023

Careers , including the lifestyle, salaries/bonuses/carried interest, exit opportunities, and differences at domestic vs. international firms. poor stock-market performance, slowing growth rates, and an aging population. Recruiting and whether you can break in without “donating” your kidney to Xi Jinping.

Equity 75

Equity Banking Start-ups Private Equity Firm 75

Gergory Caruso

JANUARY 30, 2022

The best a business valuator can do is issue an “Opinion” as to business value. As such there is always the possibility of mistakes or error in business valuations. These seven, “easy to miss errors” in business valuation can cause the business valuation opinion of value to be unsupportable or wrong. This is called a Standard of Value.

Business Valuation 52

Business Valuation Fair Market Value Marketability Start-ups 52

Musings on Markets

JULY 1, 2022

In 2022, as bond rates have risen, stock prices have fallen, and crypto has imploded, even true believers are questioning what the bottom for markets might be, and when we will get there. For some investors, this set aside will be the portion that they can afford to lose , without affecting their life styles in any material way.

Marketability 88

Marketability Risk Premium Start-ups Equity 88

Simply Treasury

MARCH 25, 2020

Low rates were a sham. Businesses borrowed at full throttle because rates were low, and spreads were favorable. A live exercise is always better than any test. Are we not experiencing a “live” stress test, never imagined or conceived by a human brain, of a major crisis? Will it pass this full-scale test? That is the question.

Banking 52

Banking Finance Start-ups Capital Structure 52

Musings on Markets

FEBRUARY 10, 2021

What is a hurdle rate for a business? In this post, I will start by looking at the role that hurdle rates play in running a business, with the consequences of setting them too high or too low, and then look at the fundamentals that should cause hurdle rates to vary across companies. What is a hurdle rate?

Risk-free Rate 52

Risk-free Rate Risk Premium Start-ups Equity 52

Reynolds Holding

OCTOBER 10, 2022

Bendig, Willmann, Strese, and Brettel (2018) show that stock repurchases are associated with cuts in marketing costs and more product recalls. McWilliams and Siegel (2001) define CSR as “actions that appear to further some social good, beyond the interests of the firm and that which is required by law” (p. Manconi et al.

Finance 72

Finance Marketability Dividends Corporate Finance 72

Peak Business Valuation

NOVEMBER 28, 2023

These parts are then used to manufacture other machines such as metal cutting tools, fabricating machines, coil handling equipment, etc… According to IBIS World , there are around 6,000 metalworking machinery manufacturing businesses across the United States. These businesses generate approximately $7.3 billion annually.

Business Valuation 52

Business Valuation Finance Appraisal Start-ups 52

Audit Board

SEPTEMBER 21, 2023

FRM best practices offer companies ways to handle the most common financial risks, and reduce or eliminate the likelihood or impact of those risks. Financial risk management is a function of enterprise risk management (ERM) that has to do with handling, identifying, and treating financial risks. What are Six Types of Financial Risks?

Market Risk 52

Market Risk Start-ups Marketability Compliance 52

Brian DeChesare

APRIL 5, 2023

But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways. And while the pay ceiling is lower, it’s not that big a difference until you reach the top levels – especially after factoring in the lower taxes. Some SWFs operate like long-only asset managers (i.e.,

Equity 59

Equity Start-ups Private Equity Firm Banking 59

Peak Business Valuation

NOVEMBER 11, 2023

Buying an Apparel Manufacturer with an SBA Loan Buying an apparel manufacturer is an effective way to establish a strong reputation and customer base. In addition, SBA loans generally have low down payments, low interest rates, and long repayment periods. These businesses generate at least $140 billion each year.

Business Valuation 52

Business Valuation Finance Start-ups Appraisal 52

Brian DeChesare

DECEMBER 21, 2022

We’re at the end of another year, and, in many ways, 2022 was quite disastrous. Just look at the financial markets, the crypto meltdown, deal volume at banks, inflation, energy prices, Russia/Ukraine, supply chains, and the hiring environment in tech and finance. Part of it is that I no longer obsess over the numbers like I used to.

Banking 85

Banking Start-ups Finance EBITDA 85

Brian DeChesare

SEPTEMBER 20, 2023

In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research. Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

ThomsonReuters

SEPTEMBER 8, 2023

Choosing the right business structure for entrepreneurs Business owners can structure their companies in several different ways , depending on the size of the business, its growth potential, how the business is managed, how the owners want to be taxed, and many other variables. Jump to: What are the main types of business ownership?

Start-ups 75

Start-ups Compliance Dividends Business Enterprise 75

Peak Business Valuation

APRIL 6, 2023

However, rising interest rates and high oil prices currently threaten the industry’s growth. However, rising interest rates and high oil prices currently threaten the industry’s growth. The moving services industry has remained a vital part of the U.S. economy for the past several years.

Business Valuation 52

Business Valuation Appraisal Fair Market Value EBITDA 52

Brian DeChesare

AUGUST 10, 2022

With the possible exception of FIG , oil & gas investment banking generates the highest number of panicked emails and questions. Historically, these panicked questions were usually variations of: “Will I get pigeonholed? I don’t want to be stuck in oil & gas forever. How do I move around? Will oil & gas still exist in 5 or 10 years?

Banking 87

Banking EBITDA Dividends Equity 87

Peak Business Valuation

NOVEMBER 17, 2023

For instance, buying an existing business is a quick way to establish a strong customer base and cash flow. These loans can cover supplies, inventory expenses, closing costs, equipment, etc… Additionally, SBA loans have lower interest rates and longer repayment periods.

Business Valuation 52

Business Valuation Finance Start-ups Appraisal 52

Brian DeChesare

FEBRUARY 16, 2022

You could argue this either way, but the short answer is yes , public finance still counts as investment banking. You could argue this either way, but the short answer is yes , public finance still counts as investment banking. One of the more controversial industry groups is public finance investment banking.

Finance 65

Finance Banking Equity Marketability 65