ThomsonReuters

JULY 8, 2021

Multinational enterprises (MNEs) began using centralized shared services centers three decades ago to standardize and improve efficiency in back-office functions such as finance & accounting, human resources, and IT. TMF Group uses the ONESOURCE Statutory Reporting solution from Thomson Reuters in its tax software suite.).

Technology 98

Technology Finance Compliance Corporate Finance 98

ThomsonReuters

DECEMBER 13, 2021

On one hand, tax automation saves time, minimizes the risk of human error, and can help elevate indirect tax from a back-office compliance function to a more valuable strategic advisory role. The common denominator here is that something had to go wrong, or a problem had to be addressed, before management would pay attention.

Technology 52

Technology Compliance Finance 52

ThomsonReuters

NOVEMBER 23, 2022

As a result, understanding how to manage the transition to a more automated, technologically sophisticated department is a top priority for many tax leaders. Other business-related reasons can also play a role, such as: A management push for greater efficiency and higher profit margins.

Technology 59

Technology Start-ups Compliance 59

Audit Board

AUGUST 10, 2023

ESG disclosures have taken the spotlight in recent years as part of a trend of increased scrutiny around risk, compliance, and cybersecurity. The SEC’s announcement suggested that these reporting processes take a risk management-based approach. What Are Current and Future ESG Requirements?

Compliance 52

Compliance Start-ups Data Analysis Equity 52

ThomsonReuters

JANUARY 20, 2022

.” Against this backdrop, a reliable, intuitive, modern tax research platform will reduce the risk of “getting it wrong,” be a fit for new ways of working and for digital natives’ technology expectations, reduce the time required for staff development, and balance the need for quick answers and authoritative research.

Compliance 52

Compliance Technology Start-ups 52

Lighter Capital

DECEMBER 28, 2021

R3 Business Solutions. Bloomz is the creator of the mobile and web app connecting teachers and school administrators with parents and students, in a secure, private, easy to use environment. Sitemate builds smart and easy-to-use technology for industrial companies, so they can instantly improve how they work. MyTelemedicine.

Technology 52

Technology Start-ups Finance Equity 52

Equilest

FEBRUARY 10, 2024

Introduction When a business owner decides to sell their enterprise, they often seek professional assistance to navigate the intricate steps involved in the process. Methods Used for Business Valuation CPAs employ several methods for valuing a business, including the income approach, market approach, and asset-based approach.

Business Valuation 40

Business Valuation Fair Market Value Marketability Asset-based Approach 40

Lighter Capital

DECEMBER 22, 2023

Prominent SaaS financing solutions feature a straightforward application process, fast funding, flexible repayment terms, and, most important, zero equity dilution. How do you know whether a short-term business loan can help your SaaS business grow without adding unnecessary risk and costs? QUESTION 1: What am I using the loan for?

Finance 59

Finance Start-ups Debt Financing B2B 59

M&A Leadership Council

AUGUST 31, 2022

Each day’s session provides an overview of essential learning, processes, and best practices necessary for key business leaders and the integration program management team. If you have taken our former training program The Art of M&A® Program Management, this course will be a refresh of that. The course is a total of 10.5

Start-ups 52

Start-ups 52

Equilest

MAY 27, 2023

To delve deeper into the topic of evaluating inventory's impact on business valuation and to gain valuable insights into efficient inventory management strategies - keep reading this blog post. Impact of Inventory on Business Valuation Optimal inventory management can have a positive impact on business valuation.

Business Valuation 40

Business Valuation Intangible Assets Technology Data Analysis 40

Equilest

NOVEMBER 25, 2023

Use in DCF Financial Modeling: FCFF plays a pivotal role in DCF models. Regular dividend-paying companies, such as those in the consumer goods or utility sectors, are often evaluated using this model. Difference between Enterprise Value and Equity Value? Common Multiples Used in Valuation?

Discounted Cash Flow 52

Discounted Cash Flow Dividends Enterprise Value Terminal Value 52

Musings on Markets

OCTOBER 12, 2023

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. As concerns about climate change have risen, the money invested in alternative energy companies has expanded, with $5.4

Market Capitalization 82

Market Capitalization Enterprise Value Start-ups Marketability 82

M&A Leadership Council

JUNE 12, 2023

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Mark Herndon (MH): IT M&A leaders often talk about adding more strategic value throughout the M&A lifecycle for both corporate development and the enterprise integration lead.

Start-ups 52

Start-ups Technology Compliance Banking 52

Audit Board

JUNE 14, 2023

ESG reporting is the new frontier for enterprise disclosures, becoming another avenue through which investors and stakeholders make critical decisions. With regulation on the horizon, internal audit, risk, and compliance professionals are well positioned to help their organizations get ahead.

Compliance 52

Compliance Start-ups Marketability Equity 52

Reynolds Holding

JANUARY 23, 2024

In this ISS Insights post, ISS Securities Class Action Services, an industry pioneer and expert in global claims filing, portfolio monitoring, and research solutions, will highlight the largest settlements achieved during the year 2023. billion [2] specifically secured in securities-related class actions in the U.S. was also up 18% from 2022.

Banking 59

Banking Private Equity Firm Alpha Compliance 59

ThomsonReuters

NOVEMBER 11, 2021

Multinational corporations often use transfer pricing to allocate earnings among subsidiary and affiliate companies that are part of the parent organization. This can provide tax savings for the larger enterprise, as the companies are able to divide earnings among subsidiaries and affiliates. Is transfer pricing illegal?

Technology 52

Technology Compliance Marketability 52

ThomsonReuters

OCTOBER 20, 2021

Denied party screening software and supply chain compliance software are two critical components of risk mitigation that can help you avoid doing business with bad actors. million cargo containers at 328 US ports of entry in 2020 – introduces an unacceptable level of risk. Allows US companies to compete on a level playing field.

Compliance 52

Compliance Technology Treasury 52

M&A Leadership Council

DECEMBER 24, 2021

Each day’s session provides an overview of essential learning, processes, and best practices necessary for key business leaders and the integration program management team. If you have taken our former training program The Art of M&A® Program Management, this course will be a refresh of that. The course is a total of 10.5

Start-ups 52

Start-ups 52

Reynolds Holding

OCTOBER 4, 2023

5] Principle 2 : Financial institutions should consider transition finance, managed phaseout, and climate solutions practices when deciding how to realize their commitments. 12] The release states that the climate solutions practice can promote technological innovation, production innovation, and at-scale adoption. [13]

Treasury 40

Treasury Finance Technology Marketability 40

M&A Leadership Council

SEPTEMBER 9, 2021

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. MH: IT M&A leaders often talk about adding more strategic value throughout the M&A lifecycle for both corporate development and the enterprise integration lead.

Start-ups 52

Start-ups Technology Compliance Banking 52

Reynolds Holding

AUGUST 17, 2022

Individually and collectively, these actions demonstrate the CFPB’s continued focus on the potential risks to consumers presented by certain financial technology-related advancements, including specifically algorithmic decision-making and digital advertising. Password management.

Finance 45

Finance Marketability Technology Banking 45

FE International

MARCH 23, 2022

Most small businesses valued at under $5,000,000 are valued using a multiple of seller discretionary earnings (SDE or sometimes also called seller discretionary cash flow ) particularly if they are relatively slow growing and do not have a management team in place. EBITDA vs. Revenue. Are revenues growing less than 50%+ YoY?

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Appraiser Newsroom

JULY 9, 2023

This paramount event provides an experience unlike other appraisal conferences, offering timely content for all appraisal professionals spanning Business Valuation, Personal Property, Machinery & Equipment, Real Property, Gems & Jewelry as well as Appraisal Review & Management. In addition, Ms. Pratt and Roger J.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Startup Valuation Blog

OCTOBER 6, 2022

The Enterprise Model. Startups using this model will generate almost all of their revenue through selling advertisements. Startups using this model will either manufacture or source products which they then sell to consumers. The Enterprise Model. And so, the emphasis of the enterprise model is on complex sales.

eCommerce 100

eCommerce Business Valuation B2B Marketability 100

Audit Board

AUGUST 17, 2023

In our case, our company was deploying a large ERP system implementation that included moving from on-premise to the cloud, expanding use to include new modules and functionality, and revising longstanding business processes. What other committees or teams will be established to manage the project? Our approach was balanced.

Start-ups 52

Start-ups Technology Compliance 52

FE International

DECEMBER 31, 2021

Stepping back and reflecting on the issue, the main challenges to deriving a fair business valuation seem to be 1) misunderstanding or bad use of valuation techniques, 2) gathering or using the wrong information for inclusion in the analysis and 3) oversight of extraneous factors or ‘the bigger picture’ as it were. Earnings-Multiple.

Weighted Average Cost of Capital 52

Weighted Average Cost of Capital Business Valuation Precedent Transaction Analysis Start-ups 52

Audit Board

SEPTEMBER 19, 2022

As a leading research institution and the Virginia Commonwealth’s most comprehensive university, Virginia Tech serves more than 37,000 undergraduate, graduate, and professional students and manages a research portfolio of more than $556 million. Providing management with insights that support risk-informed decision-making.

Compliance 98

Compliance Technology 98

Audit Board

MAY 2, 2023

Staying ahead of risk in today’s uncertain risk climate requires business leaders to rethink their approach to risk management. Most CEOs are ready to take a more strategic view on risk that moves beyond heat maps and simple questions of compliance. How can we use risk management to drive the business forward?

Compliance 52

Compliance Technology Specific Risk 52

Audit Board

SEPTEMBER 16, 2022

Third-party risk management (TPRM) has become a major concern for business leaders. There is an increased reliance on products and services offered by third-party vendors, which in turn expands the surface for security incidents, data breaches, and other risk exposure caused by those vendors.

Compliance 52

Compliance Technology 52

Audit Board

MAY 18, 2022

These are useful capabilities that are good for business. The strength of your organization’s privacy program will determine how well you are able to manage sensitive customer data. . Aspects of a successful program include support from senior management, ongoing team training, and a culture of solid privacy protection.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

DECEMBER 13, 2021

While many states adopted the economic nexus threshold that the Supreme Court considered in the Wayfair case — $100,000 in gross receipts or 200 transactions in the state — some states have imposed a higher standard, while some don’t use a transaction threshold. Streamline sales tax exemption certificate management.

Compliance 52

Compliance Finance Technology Marketability 52

M&A Leadership Council

JUNE 22, 2023

Yet, the due diligence process is fraught with just as much – or possibly more significant – time pressure, risk, and chaos that a solid case can be made for adding this critical diligence management office (DMO) role in most acquisitions. This practice is common.

Start-ups 52

Start-ups Finance Marketability 52

Reynolds Holding

MAY 7, 2024

From innovations in chips to the capacity to construct ships, our technological and manufacturing leadership risks being eclipsed, with ramifications for our economic strength and our national security in the increasingly volatile landscape being shaped by China, Russia, North Korea, Iran, and others.

Treasury 45

Treasury Business Enterprise Finance Technology 45

Audit Board

MARCH 17, 2022

In this episode of AuditTalk , Steve Wang, Managing Director at Protiviti , explores ESG internal controls and what organizations can do to address this changing landscape, including: The role of internal controls in ESG , and why ESG internal controls are important. Relevant (meets stakeholder needs, useful).

Start-ups 98

Start-ups Technology Accounting Firms Compliance 98

Audit Board

JUNE 1, 2023

This diversity of activity means IT risk is not always centrally managed — and siloed risk management efforts can be further exacerbated by the rapid digital transformation and development many organizations experienced during and after the global pandemic. Tips for Using a Framework to Guide an IT Security Review 1.

Compliance 52

Compliance Start-ups Technology 52

Audit Board

NOVEMBER 8, 2022

In our Spotlight on Success series, MDA’s Scott Page (Director, Internal Audit), Melissa Cass (Director, Business Operations), and Uriah McCann (Director, Cybersecurity) share their gains in efficiency, visibility, and collaboration from centralizing audit, risk, and compliance activities and documentation in AuditBoard’s connected risk platform.

Compliance 52

Compliance Technology 52

Simply Treasury

JULY 12, 2021

Although the large IT vendors are necessary to properly serve large MNCs, we must accept that they cannot solve every single problem and that fintech’s may be solutions to problems often faced. There is a bias consisting of over-sizing solutions, perceived as sort of kitchen robots by treasurers and CFOs. No one can explain it.

Treasury 52

Treasury Finance Marketability Technology 52