Harvard Corporate Governance

MAY 6, 2024

Hedge fund activists have also pushed for governance changes as they court proxy advisory services and governance-oriented investors, particularly as they seek board representation, often through one or a few board seats or, in certain cases, control of the board. more…)

Equity 120

Equity 120

ThomsonReuters

SEPTEMBER 9, 2022

But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride. That means there’s more time to focus on higher-value services and long-term strategies. Redefine client relationships.

Compliance 98

Compliance Accounting Firms Technology 98

ThomsonReuters

APRIL 25, 2024

Jump to: Unravel tax law complexity with AI-powered tax research Alleviate workload pressures with AI-powered workflows Prioritize well-being and renewal Strengthen client relationships by shifting to an advisory model Has a stressful tax season left you reeling? So how do you educate your clients on the value of advisory services?

Technology 52

Technology Compliance 52

ThomsonReuters

SEPTEMBER 7, 2023

Prepare for the future of accounting with Thomson Reuters Practice Forward® How to turn transactions into connections In today’s economic landscape, roles are constantly shifting and evolving to meet the demands of compliance frameworks, changes in tax laws , and the expectation of more data on demand.

Accounting Firms 59

Accounting Firms Compliance Technology Marketability 59

Benchmark Report

OCTOBER 13, 2022

Benchmark International is pleased to congratulate Ernst and Young Advisory Services (Pty) Ltd (“EY”) on their acquisition of Parity Software (Pty) Ltd (“Parity”).

52

52

ThomsonReuters

JULY 6, 2023

Are you an accountant looking to break into the exciting world of mergers and acquisitions (M&A) advisory services? M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions.

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Sun Acquisitions

APRIL 2, 2024

Specializing in precision metal services and medical manufacturing, Grace has earned a stellar reputation for delivering custom metal parts utilizing various cutting-edge processes. with advisory services throughout the diligence period. We appreciated the opportunity to work with both parties throughout this transaction.”

Marketability 59

Marketability 59

IVSC

JUNE 6, 2023

He was Chairman of the Board of Trustees of Fundação Estudar and a member of the Advisory Board of Columbia Global Centers Latin America (Rio de Janeiro) and of the Committee for Acquisitions and Mergers (CAF), as well as a Fiscal Advisor to the Lemann Foundation. He has more than 37 years of transaction and accounting experience.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Benzinga

APRIL 29, 2024

CLEVELAND, April 29, 2024 (GLOBE NEWSWIRE) -- The Riverside Company announced that its affiliate has signed a definitive agreement to acquire The Townsend Group ("Townsend") from Aon plc (NYSE: AON ) a leading global professional services firm. We are grateful for the continued support of our clients globally and.

45

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Trout CPA

MARCH 24, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When structuring an M&A transaction, deciding between an asset or stock sale can be an obstacle between buyers and sellers.

Equity 52

Equity 52

Harvard Corporate Governance

OCTOBER 21, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Remark by Commissioner Uyeda to the Small Business Capital Formation Advisory Committee. Considerations for Dual-Class Companies Contemplating M&A Transactions. ESG Reporting: Asset Managers Express Divergent View. on Monday, October 17, 2022. Uyeda, U.S.

Capital Structure 201

Capital Structure Equity Compliance Banking 201

IVSC

APRIL 24, 2024

The new board members come from a diverse range of backgrounds, including academia, standards setting organisations, professional bodies, investment, and professional services. This process underscores the IVSC’s commitment to a transparent and inclusive standard-setting process, aligning with best practices globally.

Intangible Assets 130

Intangible Assets Business Valuation Appraisal Marketability 130

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

Accounting Firms 52

Accounting Firms Start-ups 52

Scott Mashuda

MARCH 6, 2024

Among the highlights of the evening will be the recognition of these distinguished honorees: Women in Transaction Award : Jaclyn Ring of REAG will be honored with the Women in Transaction Award, acknowledging her outstanding achievements and leadership in the M&A industry.

Equity 52

Equity Mergers & Acquisitions Business Valuation Marketability 52

ThomsonReuters

JULY 25, 2023

This change also requires a shift in mindset, one that focuses less on traditional compliance work and more on strategic advisory services. The survey also indicated that advisory practices are continuing to use technology to innovate and embrace new business models to maximize value for their staff and clients.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

JUNE 22, 2022

A cry for advisory help unanswered. When she asked her accountant at the time for advisory help, she was turned down. It was then that Majaliwa began her search for an accountant who could answer her call for a trusted advisory relationship—and she found one in Jessica Smith, CPA. They started in May. Consider these questions.

Start-ups 98

Start-ups Accounting Firms Banking Marketability 98

Trout CPA

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Business Valuation 73

Business Valuation 73

M&A Leadership Council

JANUARY 17, 2023

Alicia Ruckman Transaction Advisory Services Director, BDO Alicia has over twelve years of experience working with the Transaction Advisory and Assurance practices at BDO. Alicia focuses on providing buy-side and sell-side financial due diligence to public and private strategic investors and private equity clients.

Equity 52

Equity 52

Benzinga

JULY 10, 2023

NYSE: HLI ) has agreed to acquire 7 Mile Advisors (7MA), an independent advisory. 7 Mile Advisors provides investment banking services to clients across the IT services sector. The transaction will enhance Houlihan Lokey's IT services coverage capabilities and expands its geographic footprint.

Banking 52

Banking Equity Marketability 52

Sun Acquisitions

MAY 2, 2024

With a strategic focus on servicing independent garden centers and landscape contractors, the company has solidified its position as a top provider in the market, particularly within a central metropolitan area. This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process.

Marketability 59

Marketability 59

Benzinga

JANUARY 30, 2024

DiSalvo covers the Technology sector with a focus on Healthcare Technology (HCIT) and Technology Services. He brings 20 years of experience in investment banking, financial advisory, and valuation services, and is based in California. a boutique M&A advisory firm, where he led the firm's efforts within HCIT.

Banking 40

Banking Technology Marketability 40

Benzinga

JANUARY 18, 2024

18, 2024 (GLOBE NEWSWIRE) -- UPSTACK , the fastest-growing platform for digital infrastructure, announced today that it acquired Strategic Telecom Partners , a technology services advisory firm based in Overland Park, Kansas. The terms of the transaction were not disclosed. NEW YORK, Jan. "Brad Carrell is ahead of the curve.

Technology 40

Technology 40

A Neumann & Associates

MARCH 4, 2024

In addition to an attorney skilled in M&A transactions, a tax advisor, and your CPA, hiring the right business broker to sell your business is a critical decision that warrants proper scrutiny and preparation. Step 2: Transaction Advisory Process Understanding the broker’s advisory process will highlight and differentiate their services.

Start-ups 71

Start-ups Marketability Business Valuation Banking 71

Appraiser Newsroom

APRIL 24, 2024

Today, I run a mobile consulting firm that includes my valuation practice, a report review service, online education, and a coaching business … all of which I built by leveraging my professional network and social media and hiring virtual assistants to make the available technology work for me.

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

Benzinga

JANUARY 16, 2024

16, 2024 (GLOBE NEWSWIRE) -- USI Consulting Group ("USICG"), a national industry-leading, full-service retirement plan consulting and benefits administration firm, today announced the acquisition of Rochester, New York-based Burke Group ("Burke"). Terms of the transaction were not disclosed. GLASTONBURY, Conn.,

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40

Trout CPA

MAY 15, 2023

Aaron Fleitman, ABV, has joined us as a Senior Business Valuation Associate, bringing with him six years of experience in business advisory and valuation. Trout CPA is thrilled to announce the addition of two talented professionals to our team.

Business Valuation 52

Business Valuation Finance Technology 52

ThomsonReuters

AUGUST 1, 2022

Freeing up time for advisory services. Shifting your firm’s focus to becoming a more strategic partner does not mean compliance services are not important. With the right tax technology in place, you can boost your productivity and free up time to offer more value-added, advisory-based services to your clients.

Compliance 97

Compliance Start-ups Technology 97

Trout CPA

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

Business Valuation 52

Business Valuation 52

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

Peak Business Valuation

AUGUST 17, 2023

Financial advisories provide a range of services related to personal finance, investments, and financial planning. As such, the financial advisory industry plays a crucial role in the economy. This is ideal for those looking to buy , expand , or sell a financial advisory. Schedule a Free Consultation!

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal Fair Market Value 52

Benzinga

NOVEMBER 9, 2023

PCM), a technology services advisory firm based in Fort Lauderdale, Fla. The terms of the transactions were not disclosed. NEW YORK, Nov. 09, 2023 (GLOBE NEWSWIRE) -- UPSTACK , the fastest-growing platform for digital infrastructure, announced today that it acquired Progressive Communications Management Inc.

Technology 40

Technology 40

Benzinga

FEBRUARY 14, 2023

ARC Group is an international investment bank and financial services firm headquartered in Shanghai. Established in 2015, ARC Group is a global leader in SPAC and IPO advisory. The transaction enhances the global reach and service width for both ARC and Luminous. In 2022, the firm was ranked no.1 1 in De-SPAC in the U.S.

Equity 40

Equity Marketability Banking Finance 40

Appraiser Newsroom

MAY 1, 2024

These may include valuations for intercompany transactions, including movements of assets, shares or intangible property, business restructurings, mergers and acquisitions, transfer pricing compliance, among others. Transfer pricing valuations necessitate careful analysis of comparable transactions to ensure arm’s length pricing.

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

Appraiser Newsroom

MARCH 20, 2024

He is a managing director and North American Valuation Services Leader and part of the firm’s Valuation Advisory Services practice. He has more than 31 years of experience in providing valuation and financial advisory services. Martin is also the former chair of the firm’s Valuation Services Technical Committee.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

Sun Acquisitions

APRIL 11, 2024

With a blend of expertise and passion, the trio specialized in commercial product photography, video production, and related services, propelling Pacific Plus to the forefront of the industry. In addition to its core services, Pacific Plus diversified its offerings to meet varied client needs.

Marketability 59

Marketability 59

Trout CPA

OCTOBER 28, 2022

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services.

Marketability 52

Marketability 52

Sun Acquisitions

MARCH 1, 2024

A leading provider of commercial food-service furniture solutions initiates sell-side engagement managed by Sun Acquisitions. Sun Acquisitions will leverage its expertise in facilitating successful transactions to ensure their client receives optimal pricing and terms while maintaining confidentiality.

B2B 59

B2B Marketability 59