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Navigating the 2025 M&A Landscape: What’s Fueling (and Slowing) Deals in Today’s Market

IT Valuations

In our recent webinar, I sat down with CEO Reed Warren and VP of M&A Corey Kerns to unpack what’s driving deal flow—and what’s making business owners hit pause. Private equity infusion is up nearly 30% in Q1, and that momentum is continuing. Not having a strategy is starting to show up in lower valuations.

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How Employee Retention & Satisfaction Drive Business Value

IT Valuations

Aaron Mahl, EVP Business Development, iTValuations Ask any business owner what keeps them up at night, and chances are “finding and keeping good people” is near the top of the list. If you’re curious how your employee metrics stack up—and how they impact your valuation—we’d love to show you through our Valuation-as-a-Service platform.

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How to improve your tax research process

ThomsonReuters

While Google can be a good starting point for basic research, there are advantages to using an industry-specific tax research platform. Webinar Watch the on-demand webinar Accelerating Tax Research with Gen AI. Furthermore, the Checkpoint support team is available to answer questions or set up a training session.

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Navigating the M&A Storm: How Tariff Volatility is Reshaping the Lower Middle Market

Scott Mashuda

. “Coming into 2025, we were sitting there extremely bullish on what this year would look like in terms of M&A,” he explained during a recent Exit Planning Institute webinar. The Tariff Tsunami Starting January 26th, a cascade of tariff announcements began reshaping the economic landscape.

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Why AI and cloud are game changers for tax professionals in technology

ThomsonReuters

Unsurprisingly, most professional services organizations started exploring GenAI use cases to evaluate and test their capabilities for use in research and automation. Anomaly detection While a tax professional enters tax codes, any code that dont match the source library, requires verification in the form of a pop-up window or dashboard.

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The future accountant: Navigating AI, culture, and talent in tax firms

ThomsonReuters

During a recent webinar , Paula Vienneau , senior implementation consultant at Thomson Reuters, put it this way: “It’s no longer about knowing every nuance of the tax law. Successfully implementing AI starts with building internal momentum. Retaining talent isn’t any easier … 50% of firms list retention as a top concern.

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Keep pace with digital tax compliance: Handle big data and fast reporting

ThomsonReuters

The access and availability of tax information, and the ability to process and assess the volumes of data that is in those electronic filingsit saves time and frees up resources, Hussain saysresources that can be devoted to other important activities.