Equilest

JANUARY 17, 2023

Learn the 7 essential questions to consider before making your decision. Here are the 7 questions that are typically considered when buying a small business: What is the current financial condition of the business? Each of these questions help to understand the current state of the business and its potential for growth.

Business Valuation 40

Business Valuation Technology Marketability Compliance 40

Reynolds Holding

JULY 19, 2022

One of the key unresolved questions surrounding crypto-custodian bankruptcy proceedings under the U.S. The Court specifically raised the question of whether the crypto assets on Voyager’s platform are property held in trust for the customers or property of the debtor’s estate.

Banking 49

Banking Marketability Finance 49

Harvard Corporate Governance

JANUARY 15, 2024

Related research from the Program on Corporate Governance includes The Perils and Questionable Promise of ESG-Based Compensation (discussed on the Forum here ) by Lucian A. Bebchuk and Roberto Tallarita; Paying for Long-Term Performance (discussed on the Forum here ) by Lucian A, Bebchuk and Jesse M. more…)

Equity 282

Equity 282

Harvard Corporate Governance

AUGUST 9, 2023

Investment policies, in particular, are key to corporate growth and aggregate fluctuations, with aggregate investment being the most volatile component of GDP. Using ChatGPT, we extract firm-level corporate expectations of future investment policies and answer these questions: Can ChatGPT help understand corporate policies?

Corporate Finance 214

Corporate Finance Finance Marketability 214

Harvard Corporate Governance

AUGUST 30, 2022

We focus on the governance of for-profit, publicly traded corporations and address two important questions. Under the agency view, a key concern is that directors and executives might use their discretion to advance their own interests at the expense of the constituencies they serve.

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269

Harvard Corporate Governance

JULY 16, 2022

public companies faces potentially dramatic changes, with the Securities and Exchange Commission (“SEC”) proposing rules that would mandate comprehensive climate change disclosures and integrate key aspects of sustainability reporting with annual reports. [1] The key trends and takeaways from our survey are discussed below.

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317

Harvard Corporate Governance

DECEMBER 5, 2022

To determine progress, ISS Corporate Solutions assessed data on the Governance Quality Scores (GQS) of companies against a series of 11 cyber security GQS questions, including: “How often does senior leadership brief the board on information security matters?” Key Takeaways. Data was analysed most recently as of Oct 2, 2022.

306

306

Merrimack Business Appraisers

MARCH 28, 2024

That is the key question to ask yourself. Why do you need a business valuation? Common reasons or triggers for needing a business valuation include: For any of the above triggers or needs, the business valuation needs to stand up to scrutiny.

Business Valuation 72

Business Valuation Appraisal 72

Harvard Corporate Governance

SEPTEMBER 19, 2023

Key Points To prepare for the possibility of a short seller attack, companies should assess their vulnerabilities, maintain open channels of communication with shareholders, monitor short positions and changes in their shareholder base, and formulate a communications strategy. Strine, Jr.

Dividends 238

Dividends 238

Harvard Corporate Governance

NOVEMBER 24, 2023

This post relates to Corporate Board Practices in the Russell 3000, S&P 500, and S&P MidCap 400: Live Dashboard, a live online dashboard published by The Conference Board and ESG data analytics firm ESGAUGE , in collaboration with Debevoise & Plimpton , the KPMG Board Leadership Center , Russell Reynolds Associates , and The John L.

Equity 317

Equity 317

JPAbusiness

FEBRUARY 13, 2024

Your business's value proposition is key to creating a point of difference in your market, but it can only be realised if it is underpinned by an effective business model. And in order for your business model to be effective, it requires a set of systems and processes that are well understood and followed by your team.

Marketability 88

Marketability 88

Harvard Corporate Governance

SEPTEMBER 16, 2023

This raises questions about the potential for corporates’ long-term value creation. We highlight a few of the key drivers in corporate and investor investment horizon changes below. Furthermore, the increasing horizons can be attributed more to changes in portfolio composition than to a fundamental shift in investment behavior.

Marketability 169

Marketability 169

IVSC

FEBRUARY 21, 2024

In our inaugural webinar, ValuAsia Connect: Environment, Social, and Governance, we will provide an update on our latest edition of the International Valuation Standards (IVS) and explore the key Environment, Social, and Governance (ESG) factors and the regulatory environment that ought to be considered when valuing a business, asset, or liability.

Business Valuation 246

Business Valuation Corporate Finance Intangible Assets Appraisal 246

Mckinsey and Company

AUGUST 2, 2023

Here are the key questions for those who want to lead the way. The market for battery energy storage systems is growing rapidly.

Marketability 98

Marketability 98

BVR

MARCH 28, 2022

What began years ago as a relatively simple question—if there is a control premium, what should it be?—now For years, the valuation profession has debated the definition of a control premium, including its distinction from an acquisition premium.

Equity 187

Equity Marketability Business Valuation 187

Machen McChesney

JANUARY 24, 2024

Here are some key tax-related deadlines affecting businesses and other employers during the first quarter of 2024. If you have questions about filing requirements, contact us. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you.

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72

Harvard Corporate Governance

JUNE 13, 2022

Related research from the Program on Corporate Governance includes The Perils and Questionable Promise of ESG-Based Compensation by Lucian A. Key Findings. Our analysis of three data points on board oversight of ESG issues, covered under the Shareholders and Governance stakeholder , has led to two key findings.

Equity 306

Equity 306

Harvard Corporate Governance

FEBRUARY 22, 2024

In several key jurisdictions, companies will be required to disclose climate-related information within the next few years. Accordingly, a key threshold question facing U.S Strine, Jr. Mandatory climate disclosure for U.S. companies is here. companies is whether or not they are within the scope of the CSRD. more…)

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117

Harvard Corporate Governance

NOVEMBER 9, 2023

From these meetings, we have learned a great deal about the key issues and dominant themes that are on the minds of board members and have prepared a summary of these items along with some commentary. This post is based on their Pay Governance memorandum.

Equity 226

Equity 226

Harvard Corporate Governance

OCTOBER 2, 2023

.” Proxy season offers shareholders essential vision into how companies are reacting to various risks and opportunities, which often results in issuers being confronted with tough questions from key stakeholders, an issue that has likely become more common, given the current unstable business environment.

Marketability 183

Marketability 183

Harvard Corporate Governance

AUGUST 5, 2023

in this post we have summarized key takeaways from recent cases. While certainly not exhaustive (we were serious – the courts have been busy!), No Corwin for post-closing claims for injunctive relief In In re Edgio, Inc. Stockholders Litigation (Del.

Marketability 186

Marketability 186

Harvard Corporate Governance

DECEMBER 6, 2022

This regulation must have a solid legal foundation, a key pillar of which is a workable framework to distinguish cryptoassets [1] that are securities from those that are not. This post is based on her Lightspark piece. FTX’s collapse reiterates the need for comprehensive U.S. regulation of crypto markets. federal securities laws.

Marketability 279

Marketability 279

Equidam

APRIL 18, 2024

Try it out yourself This GPT-powered chat interface is based on the same logic as the initial estimate in a valuation calculated on Equidam, through which we provide a quick calculation based on 10 questions. You can give the GPT some details about your startup, and progress so far, and ask it for some guidance and key points to consider.

Start-ups 72

Start-ups Data Analysis 72

Harvard Corporate Governance

APRIL 13, 2022

Key Points: The SEC has indicated that it will continue its focus on SPACs, including by proposing rules to further regulate SPACs this spring, which could lead to increased SEC enforcement activity involving SPACs and de-SPAC’ed public companies. This post is based on their Latham memorandum. Coates (discussed on the Forum here ).

Marketability 219

Marketability 219

Harvard Corporate Governance

APRIL 27, 2022

This post relates to The Perils and Questionable Promise of ESG-Based Compensation by Lucian A. Most executives and board members believe that their companies already do factor in the treatment of key stakeholders as stakeholder interests are baked into the business strategy essential to survival and success.

199

199

Harvard Corporate Governance

MARCH 25, 2024

In our paper, Trading and Shareholder Democracy , published in the Journal of Finance , we question this argument. A key feature of the corporate setting is the existence of a market for shares, which allows investors to choose their ownership stakes based on their preferences and stock prices.

Finance 117

Finance Corporate Finance Marketability 117

Auto Dealer Valuation Insights

JANUARY 8, 2024

In last week’s post, Travis Harms opened the year by offering a few key questions that family business owners and directors should ask themselves in 2024. One of these questions suggests a thorough review of your family business’s M&A strategy.

Marketability 52

Marketability 52

Harvard Corporate Governance

JUNE 15, 2022

Related research from the Program on Corporate Governance includes The Perils and Questionable Promise of ESG-Based Compensation by Lucian A. Posted by John Galloway, Vanguard, Inc., on Wednesday, June 15, 2022 Editor's Note: John Galloway is Global Head of Investment Stewardship at Vanguard, Inc. Our compensation philosophy endures.

219

219

Harvard Corporate Governance

AUGUST 22, 2022

Related research from the Program on Corporate Governance includes Paying for Long-Term Performance (discussed on the Forum here ) by Lucian Bebchuk and Jesse Fried; and The Perils and Questionable Promise of ESG-Based Compensation (discussed on the Forum here ) by Lucian A. Key Takeaways. Bebchuk and Roberto Tallarita.

300

300

Harvard Corporate Governance

MARCH 29, 2022

Related research from the Program on Corporate Governance includes The Perils and Questionable Promise of ESG-Based Compensation by Lucian A. public companies by revenue—as of March 18, 2022, to offer a preview of how executive compensation was structured in 2021, as well as key trends to watch through the remainder of proxy season.

332

332

Harvard Corporate Governance

APRIL 5, 2022

Whether or not it is true, at this stage of the crisis the main role of the board is to exercise oversight by asking probing questions to ensure the company is planning for multiple scenarios, reducing uncertainty, and adapting its business strategy. The following are five key probing questions board members should consider posing.

Compliance 300

Compliance Banking Technology Marketability 300

Benchmark Report

FEBRUARY 2, 2024

Johann Haasbroek, Transaction director at Benchmark International South Africa, answers some of the key questions raised by seller clients. Essentially, FDD allows both parties to complete a transaction with their eyes open.

64

64

Harvard Corporate Governance

MAY 26, 2022

A key impetus for today’s rulemaking [1] is a legitimate concern about the practice of greenwashing by investment advisers and investment companies. This proposal touches on some of these questions, [4] but embodies a fundamentally different approach. The views expressed in this post are those of Ms. Thank you, Mr. Chair.

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207

Harvard Corporate Governance

APRIL 11, 2022

In this post, we look at whether the pandemic prompted lasting changes to key board meeting practices and processes. The actual number of responses for each question is provided. We present findings from a February 2022 survey of Society for Corporate Governance members representing more than 150 public and private companies.

266

266

Law 360 M&A

JULY 13, 2023

Supreme Court recently rolled back key aspects of its 2017 opinion in Daimler AG v. Bauman that limited personal jurisdiction, leaving as many questions for businesses as it answers, say John Cerreta and James Rotondo at Day Pitney. In Mallory v. Norfolk Southern Railway, a closely divided U.S.

75

75

Harvard Corporate Governance

MARCH 13, 2024

During the third year of Chair Gary Gensler’s and Director of Enforcement Gurbir Grewal’s leadership, several key enforcement priorities for the SEC impacted and will likely continue to impact businesses across a range of sectors for years to come. Carey, Lorin Reisner , Mr. Kessler, Kevin Madden , and Emily Sasso.

Marketability 190

Marketability 190

Harvard Corporate Governance

APRIL 4, 2022

Without question, successfully addressing these—already well understood—challenges will be key to building trust in this new financial ecosystem. more…).

Finance 274

Finance Technology Banking 274