Equilest

FEBRUARY 10, 2024

In this article, we'll explore the crucial role that Certified Public Accountants (CPAs) play in facilitating successful business sales. CPAs are financial experts who provide a range of services, including financial analysis, tax planning, and valuation, all of which are essential in maximizing the value of a business sale.

Business Valuation 40

Business Valuation Fair Market Value Marketability Asset-based Approach 40

Valutico

SEPTEMBER 22, 2023

There are three primary approaches under which most valuation methods sit, which include the income approach, market approach, and asset-based approach. The asset-based approach evaluates net asset value by subtracting liabilities from total assets. But this is not applicable when it comes to valuing private businesses.

Intangible Assets 52

Intangible Assets Discounted Cash Flow Book Value EBITDA 52

Benzinga

APRIL 21, 2022

Wellbeing Digital Sciences inks MOU with Pathway Health for potential sale of some assets click here. Versus Systems gets fans going at San Antonio Stock Show and Rodeo for fourth consecutive year click here. Fobi AI launches Investor Pass, a first of its kind investor relations platform click here.

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Value Scope

APRIL 9, 2021

Not too many people frame stock certificates, or bank statements. That owner is usually the current owner and the value usually represents the value of the future cash flow, including the proceeds from a future sale. The fair value of public stock is normally the same as its FMV. increase on value. [5] the cost of capital). [6]

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Value Scope

APRIL 9, 2021

Not too many people frame stock certificates, or bank statements. That owner is usually the current owner and the value usually represents the value of the future cash flow, including the proceeds from a future sale. The fair value of public stock is normally the same as its FMV. increase on value. [5] the cost of capital). [6]

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Chris Mercer

APRIL 7, 2023

420) (emphasis added) A section of the chapter called “Liquidity and Marketability – Closely Related by Not the Same” introduces the discussion of marketability versus liquidity. (p. Liquidity — the ability to quickly or readily convert an asset, business or investment to cash at minimal cost. (P.

Marketability 52

Marketability Fair Market Value Appraisal EBITDA 52

Benzinga

APRIL 26, 2023

per Basic Common Share and Return on Average Assets of 0.79% or $0.60 Non-performing Assets were 0.14% of Total Assets at March 31, 2023 Common Equity Tier 1 and Tangible Common Equity Ratio of 12.16% and 7.63%, Respectively, at March 31, 2023 1 LAKEVILLE, Conn., Average earning assets of $1.5 million, or 1.8%

Dividends 40

Dividends Banking Equity Book Value 40

Class VI Partner

JULY 28, 2021

Adjusted Net Book Value Adjusted Net Book Value is the Book Value of a business that has been adjusted to reflect the current market value of the assets and liabilities of a company. In this case, an adjustment to the value of these assets is required to determine Adjusted Net Book Value.

Book Value 52

Book Value Equity Enterprise Value Fair Market Value 52

Value Scope

JANUARY 13, 2021

Do either or both determine the actual valuation point for a sale? What is the difference between a valuation point at a well and a valuation point at the moment of a sale? Intrinsic Value” is what equity research analysts use when they look at public stocks and bonds. The Asset-Based Approach. If not, why not?

Fair Market Value 130

Fair Market Value Discounted Cash Flow Treasury Marketability 130

Cooley M&A

JANUARY 25, 2023

For example, the sale of Horizon Therapeutics to Amgen for approximately $28 billion was the third-largest all-cash transaction in the pharmaceutical sector in history. From a buyer’s perspective, the challenges facing cash-poor and pre-clinical companies presented opportunities to acquire intellectual capital and assets at market troughs.

Marketability 40

Marketability Finance Equity Debt Financing 40

Benzinga

JANUARY 11, 2024

Such incentives, combined with up to 80% reduction in energy costs and up to 40% reduction in scheduled maintenance costs versus diesel, mean that Xos' vehicles can accelerate total cost of ownership (TCO) savings compared with diesel alternatives to within 12 months of purchase. million at the time of the closing of the transaction.

Marketability 40

Marketability 40

Benzinga

SEPTEMBER 21, 2023

In our Dissident Circular, we used what we thought was a very generous 5x EV/EBITDA multiple for Strathcona and the combined entity versus a conservative 3.5x All of them have processing assets and producing acreage near Pipestone and significantly more operational synergies and stronger balance sheets/low debt levels than Strathcona.

EBITDA 40

EBITDA Equity Marketability 40

Value Scope

JANUARY 13, 2021

Do either or both determine the actual valuation point for a sale? What is the difference between a valuation point at a well and a valuation point at the moment of a sale? Intrinsic Value” is what equity research analysts use when they look at public stocks and bonds. Is this the same as valuation point at a well?

Fair Market Value 100

Fair Market Value Discounted Cash Flow Treasury Marketability 100

Musings on Markets

JANUARY 27, 2021

As stock and bond markets went through these gyrations, it should come as no surprise that the same forces were playing out in other markets as well. Price versus Value The classification of investments is key to understanding a second divide, one that I have repeatedly returned to in my posts, between value and price.

Start-ups 52

Start-ups Marketability Equity Treasury 52

Reynolds Holding

APRIL 23, 2023

Rayburn was not new to the issues of stocks and bonds. In his first term in Congress, he sponsored a bill on railroad stocks and bonds that passed the House but failed in the Senate. [1] We engage with more than 40,000 registrants—asset managers, brokers, dealers, exchanges, fund complexes, public companies, and many more.

Treasury 45

Treasury Marketability Finance Technology 45

Reynolds Holding

SEPTEMBER 12, 2023

We engage with more than 40,000 registrants—asset managers, brokers, dealers, exchanges, fund complexes, public companies, and many more. In that context, we have put out to public comment proposals regarding securities lending, [6] short sale disclosures, [7] and large position reporting for securities-based swaps. [8]

Banking 40

Banking Treasury Marketability Equity 40

Reynolds Holding

SEPTEMBER 9, 2022

Offers and sales of these thousands of crypto security tokens are covered under the securities laws. Tailored disclosures exist elsewhere — for example, asset-backed securities disclosure [12] differs from that for equities. Instead, “every important stock exchange” in the U.S. Crypto Tokens. Howey Co. , 293, 299, 66 S.Ct.

Marketability 49

Marketability Compliance Start-ups Banking 49

Reynolds Holding

SEPTEMBER 27, 2023

These interpretations touch on various aspects, including the timing of trades for directors and officers, the treatment of arrangements matching participant contributions with employer stock, and the disclosure requirements for trading arrangements. Crypto Asset Disclosures. See our Advisory for additional detail. XBRL Disclosures.

Compliance 40

Compliance Start-ups Marketability Equity 40

Farrel Fritz

JANUARY 29, 2024

BCL § 909 (a) requires board and shareholder approval for a “sale, lease, exchange or other disposition of all or substantially all the assets of a corporation, if not made in the usual or regular course of the business” of the corporation. Earlier this month, in Haruvi v Hungerford (81 Misc 3d 1229[A] [Sup Ct, NY County Jan.

Appraisal 59

Appraisal Finance 59

Cooley M&A

OCTOBER 25, 2018

To the untrained eye, acquisition and sale agreements governed under either system may appear very similar, and differences are classified as “form over substance.” A “no leakage” pound-for-pound indemnity protects the buyer from cash/assets being transferred from the target company to the sellers or for their benefit (e.g.,

Compliance 40

Compliance Dividends Finance Equity 40

Benzinga

APRIL 27, 2023

million in pre-tax gain on sale of a Tennessee-based terminal property in the 2023 quarter. Despite these market headwinds, we are pleased with the resiliency in the first quarter's profitability of our asset-based segments, consisting of Expedited and Dedicated. per diluted share and non-GAAP adjusted earnings of $0.93

Marketability 40

Marketability Intangible Assets Enterprise Value EBITDA 40

Musings on Markets

DECEMBER 10, 2023

In businesses driven by selling, a master-salesperson or dealmaker can become a central driver of its value, bringing in a clientele that is more attached to the sales personnel than they are to the organization providing the product or service.

Key Person Discount 113

Key Person Discount Start-ups Price to Book Marketability 113

Cooley M&A

MARCH 1, 2019

Whether there’s a looming threat of a government shutdown or a sudden stock market sell-off, or the auction bids come in below expectations, the alternative track may present a superior exit option. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

Equity 52

Equity Marketability Specific Risk Finance 52

Cooley M&A

JANUARY 30, 2024

Notably, only 18% of these directors were activist employees (versus 27% over the trailing 5 year period), suggesting that companies are deploying effective strategies to keep activist principals out of the board room. [5] a sale, divestiture, change in strategy or management, return of capital to shareholders, etc.).

Market Capitalization 52

Market Capitalization Equity Marketability Total Shareholder Return 52

Benzinga

NOVEMBER 2, 2022

versus the same period in 2021. Tenant sales average over $1,100 per square foot with low occupancy costs. During the third quarter 2022, the Company closed on the previously announced sales of Mount Prospect Plaza in the Chicago market for $34.6 ASSETS. . . . from $1.01 Operational Highlights. occupied and 94.4%

Dividends 52

Dividends Equity Net Debt Finance 52

Reynolds Holding

SEPTEMBER 11, 2023

In a welcome change for the CLO industry, the SEC acknowledged that securitized asset funds, or “ SAFs ,” such as CLOs, are not subject to the transparency and other investor protection concerns that animate the Final Rules, and as a result SAFs are excluded from all requirements. ERAs and Offshore Advisers have Reason to Celebrate.

Compliance 40

Compliance Marketability Start-ups Banking 40

Reynolds Holding

AUGUST 30, 2023

Although poor economic or stock price performance can increase vulnerability, even companies that are respected industry leaders and have outperformed the market and their peers have been and are being attacked. Leveraging proxy advisory firms and their recommendations to amplify the activist’s influence.

Equity 40

Equity Dividends Total Shareholder Return Finance 40

Reynolds Holding

SEPTEMBER 7, 2022

Although asset managers and institutional investors will often act independently of activists, the relationship between activists and asset managers and investors in recent years has encouraged frequent and aggressive activist attacks. The Attack Devices Used by Activists.

Equity 45

Equity Dividends Total Shareholder Return Marketability 45

Reynolds Holding

AUGUST 9, 2023

The Capital Proposal would apply to any banking organization with $100 billion or more in assets, as well as others with significant trading activity, and would significantly increase the capital requirements for most institutions. Apply these revised capital requirements to all banking organizations with $100 billion or more in total assets.

Banking 52

Banking Market Risk Marketability Finance 52