M&A Leadership Council

OCTOBER 31, 2023

Participants will learn to navigate transition services agreements, tackle personnel challenges, and unravel IT and shared services agreements. Developing and Managing Transition Services Agreements: Gain insights into creating effective TSAs, crucial for post-divestiture support, and learn best practices for their management.

Start-ups 52

Start-ups 52

ThomsonReuters

SEPTEMBER 17, 2021

Strategic partnerships, not referrals. Chris Papin and his firm have mastered the art of having a big service level for a firm that is not that big. With the key stakeholders, I want to guide the path, which fits nice into the advisory services world, because that is where a lot of planning and conversations come from. “If

Accounting Firms 52

Accounting Firms Start-ups 52

ThomsonReuters

OCTOBER 6, 2023

They want to do a better job at using technology to streamline data collection, automate data entry, enhance the review process, and improve service delivery. That’s why we’ve created this simple guide outlining how firms can complete the planning phase of a digital 1040 tax transformation.

Technology 64

Technology Start-ups Accounting Firms 64

Peak Business Valuation

APRIL 22, 2024

To understand veterinary equipment’s fair value, enlist the services of an equipment appraiser. Strategic decisions depend on accurate and precise information. Estate Planning, Divorce, and Partnership Dissolutions Veterinary equipment appraisals also are useful in the distribution of business assets.

Appraisal 52

Appraisal Business Valuation 52

Internal Audit 360

APRIL 14, 2022

This requires strategic thinking, especially in this rapidly changing business environment. The matter is if internal audit is considered as a credible partner to opine on matters like change governance, which is not typically in most audit plans. When should internal audit plan for a change governance audit?

Start-ups 98

Start-ups 98

ThomsonReuters

FEBRUARY 8, 2022

With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you. One significant trend sweeping the tax profession is the rise of value-added services. 3) Boost your firm’s reputation.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

Peak Business Valuation

MAY 11, 2024

The demand for these services is steadily rising as the population ages. However, navigating the complexities of this industry requires careful planning and informed decision-making. If you plan to buy a nursing home or assisted living facility, a business valuation is essential. Schedule a Free Consultation!

Business Valuation 52

Business Valuation Appraisal Intangible Assets Start-ups 52

ThomsonReuters

NOVEMBER 8, 2022

With strong documentation, you can formulate a plan, gain approval, and implement/augment technology to streamline your accounting processes. . You can also automate cryptocurrency related collaboration and compliance while easily uncovering new planning and advisory opportunities. . Shift to an advisory services model .

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105

Sun Acquisitions

DECEMBER 5, 2023

A business broker can facilitate communication between all parties involved, helping expedite the closing process and reducing the risk of unforeseen complications. A business broker’s involvement doesn’t end with the deal; they can help facilitate a seamless transition and ensure both parties are satisfied with the outcome.

Asset-based Approach 52

Asset-based Approach Marketability Business Valuation Compliance 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

Sun Acquisitions

NOVEMBER 30, 2023

Listing your business for sale is a significant milestone that requires strategic planning and execution. Engage the Services of a Business Broker Enlisting the expertise of a reputable business broker can significantly improve your chances of attracting potential buyers.

Intangible Assets 59

Intangible Assets Marketability Business Valuation 59

Peak Business Valuation

JANUARY 18, 2024

Some of our clients request one for strategic management of their business assets. Here are several of the primary reasons clients seek Peak’s services. An equipment appraisal can facilitate a smoother loan approval process. This value provides the foundation for sound strategic planning, reporting, and transactions.

Appraisal 52

Appraisal Fair Market Value Business Valuation Liquidation Value 52

M&A Leadership Council

FEBRUARY 8, 2023

Want to get involved by contributing to a panel discussion, mini-case study (Spotlight on Success) or helping to facilitate a small-group working session? But this mandate might leave you and other corporate development and integration leaders wondering . Exactly how can I do this? And much, much more! We're so glad you asked!

Banking 52

Banking Technology 52

Benzinga

MARCH 1, 2024

The industry's first SaaS-, services- and marketplace-based, AI-powered, performance advertising and data platform for media and brands. The companies plan to integrate BeOp's platform into Collective Audience's product offering to scale the BeOp's U.S.

Start-ups 45

Start-ups EBITDA Technology Marketability 45

M&A Leadership Council

AUGUST 31, 2022

Based on and adapted from our premier three-day in-person workshops, this Live-Online training session will help you and your organization lead, plan, launch and execute a successful sell-side divestiture or buy-side carve-out acquisition (D/CO). The Art of M&A® Integration: Essentials for Success in a Virtual Environment. -->.

Mergers & Acquisitions 52

Mergers & Acquisitions 52

Peak Business Valuation

JANUARY 24, 2024

With this more accurate value, you are better suited to making strategic decisions. In the event of damage or loss, an equipment appraisal facilitates insurance claims. Estate Planning, Divorce, and Partnership Dissolutions The importance of an equipment appraisal extends to allocating the value of entertainment equipment.

Appraisal 52

Appraisal Business Valuation Fair Market Value Liquidation Value 52

Equilest

MAY 18, 2023

It serves as a vital tool in strategic decision-making processes. Whether it's increasing revenue, expanding market share, or improving profitability, well-defined goals provide a roadmap for strategic decision-making. This information helps owners identify areas of improvement and set realistic growth goals.

Business Valuation 40

Business Valuation Asset-based Approach Marketability Technology 40

Peak Business Valuation

DECEMBER 24, 2023

It is key for making strategic decisions for the future of your dental practice. At Peak Business Valuation , we have expertise in providing dental equipment valuation services. It also instills confidence in the lender, thereby facilitating a smoother loan approval process. These cause damage to dental equipment and machinery.

Appraisal 52

Appraisal Business Valuation Fair Market Value Finance 52

Audit Board

AUGUST 16, 2023

Effective risk management takes a proactive and preventative stance to risk, aiming to identify and then determine the appropriate response to the business and facilitate better decision-making. Common types of risks include: strategic, compliance, financial, operational, reputational, security, and quality risks.

Start-ups 52

Start-ups Compliance Technology Specific Risk 52

Peak Business Valuation

MARCH 15, 2024

Estate Planning, Divorce, and Partnership Dissolutions Furthermore, concrete equipment appraisals are valuable for the allocation of business assets. This can include estate planning, divorce proceedings, and partnership dissolutions. It can streamline negotiations and facilitate mutually beneficial resolutions.

Appraisal 52

Appraisal Business Valuation Fair Market Value Start-ups 52

Reynolds Holding

MAY 10, 2023

What that demonstrates is that boards, officers, stockholders and other stakeholders, as well as potential investors and acquirers, should regard Chapter 11 as a strategic option to rehabilitate a potentially distressed de-SPACed company. A number of others are considering their strategic options, which could include bankruptcy protection.

Going Concern Value 49

Going Concern Value Finance Equity Technology 49

Reynolds Holding

MARCH 28, 2024

In a speech on March 7, Deputy Attorney General (DAG) Lisa Monaco introduced plans for a new incentive program intended to strengthen corporate enforcement efforts through monetary rewards. Among all the strategic and tactical challenges facing a company, the importance attributed to corporate responsibility is a constant.

Compliance 59

Compliance Technology Marketability 59

Audit Board

JUNE 13, 2022

Integrated risk management (IRM) is a strategic and collaborative way for organizations to manage risk across their entire group. The result is a company-wide understanding of risk and risk mitigation that positions them to be better prepared for handling risk and builds up proactive defenses through advanced scenario planning.

Compliance 52

Compliance Technology Start-ups Marketability 52

Sun Acquisitions

FEBRUARY 10, 2023

Do you need to work on customer service or perhaps revise your marketing strategies? Demonstrate to prospective buyers that your hotel has a loyal clientele that is happy with the service. Will it be a lump sum or a payment plan will be established? Ramp up performance: What can you do to increase and improve performance?

Business Valuation 52

Business Valuation Marketability Equity 52

Reynolds Holding

SEPTEMBER 26, 2022

On August 25, 2022, the Securities and Exchange Commission (SEC) published a draft Strategic Plan (the Plan) for fiscal years 2022–2026. The Plan is open for public comment until September 29, 2022. The goals of the Plan are: Protecting Retail Investors Against Fraud, Manipulation, and Misconduct.

Technology 45

Technology Marketability Equity Compliance 45

ThomsonReuters

MARCH 28, 2023

France, Spain, Belgium, Poland and Japan) plan to introduce E-invoicing mandates, and each has their own version, which makes compliance that much more difficult. In the next two years, more than a dozen countries (e.g., PEPPOL), which can raise compatibility issues.

Compliance 59

Compliance Technology Marketability 59

Audit Board

JUNE 15, 2023

Broadly, a cybersecurity risk management strategy should incorporate details about the organization’s controls and processes as they relate to matters of Identity and Access Management, Vulnerability Management, Incident Response Planning, and Continuity and Response Planning, among others.

Technology 52

Technology Compliance Start-ups Finance 52

FE International

MARCH 23, 2022

Software as a Service (SaaS) is a unique and growing industry, and one that requires special considerations when it comes time to sell. To begin with, most SaaS businesses focus on servicing the needs of small to mid-sized businesses. Even if it slows growth, focusing on selling monthly plans is key to achieving higher valuations.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

ThomsonReuters

APRIL 18, 2023

According to Robert Half’s recent survey, 41 percent of finance and accounting professionals said they are looking or plan to look for a new job in the first half of 2023. Payroll errors For accounting professionals, payroll services have long been viewed as a time-consuming, high-risk loss leader. AI can help.

Technology 52

Technology Compliance Start-ups Finance 52

Erik A. Lopez

AUGUST 23, 2015

Core competencies include: strategic thinking, negotiation, multitasking, delegation, organization, complex drafting, attention to detail and. She may be an in-house attorney but is more often an M&A specialist practicing with an outside law firm. In many respects, an M&A lawyer is a legal jack of all trades.

Corporate Finance 52

Corporate Finance Finance 52

Reynolds Holding

FEBRUARY 15, 2024

The Postal Service has been using it to predict addresses. Speaking to an audience of lawyers in 1934, he said: “Service to the client has been the slogan of our profession. And it has been observed so religiously that service to the public has been sadly neglected.” [4] 5] The SEC oversees the $110 trillion capital markets.

Finance 45

Finance Start-ups Marketability Technology 45

Audit Board

NOVEMBER 8, 2023

If your company accepts credit cards or debit cards as payment for goods or services, you need to be compliant with Payment Card Industry Data Security Standards (PCI DSS). Don’t assume your organization is PCI compliant just because your partners or service providers are. What Happens If I Don’t Comply with PCI DSS?

Compliance 52

Compliance Start-ups Banking Technology 52

ThomsonReuters

FEBRUARY 15, 2024

Jump to: Enabling the growth opportunity Tax planning with AI AI presents no shortage of opportunities. For accounting professionals, there is a shift in the industry to providing more advisory services to clients. AI can help facilitate this transition through multiple internal and external efficiencies.

Accounting Firms 105

Accounting Firms Compliance Finance Marketability 105

Rhythm Systems

JULY 26, 2022

If we don't plan effectively together, they may work on what they think is important, not what is actually important to the organization's success." - Alan Gehringer. I have the privilege of coaching and facilitating planning with clients worldwide and have worked with many first-time CEOs. 3-5 Year Strategic Planning.

Start-ups 98

Start-ups 98

ThomsonReuters

FEBRUARY 15, 2024

Jump to: Enabling the growth opportunity Tax planning with AI AI presents no shortage of opportunities. For accounting professionals, there is a shift in the industry to providing more advisory services to clients. AI can help facilitate this transition through multiple internal and external efficiencies.

Accounting Firms 52

Accounting Firms Compliance Finance Marketability 52

Audit Board

APRIL 6, 2023

This transforms an operational challenge into a strategic one. Stress Testing Financial services organisations are used to doing stress testing — and now even reverse stress testing, because of the regulatory framework. Models are a major component of what financial services organisations use to perform some of their analysis.

Banking 52

Banking 52

ThomsonReuters

JUNE 15, 2021

Strategic Advisory Services: Many firms have ambitious growth plans to increase their focus on high-value advisory services. Given the complexity of today’s business environment, advisory services are in high demand. They are also an important driver of firm growth and client retention. How Can We Do This?

Compliance 52

Compliance Accounting Firms Technology 52