Harvard Corporate Governance

JUNE 30, 2023

Carper, Skadden, Arps, Slate, Meagher & Flom LLP, on Sunday, June 25, 2023 Tags: Controlling shareholders , Corporate fraud , Delaware articles , Delaware cases , Delaware Court of Chancery , Delaware law , standard of review Dynamic CEO-Board Cultural Proximity Posted by Philip G.

Corporate Finance 228

Corporate Finance Compliance Banking Finance 228

Harvard Corporate Governance

JULY 17, 2022

Investors, lawmakers, regulators, employees, and customers are all focused on sustainability, and often wonder if the board is doing enough to set up the company for long-term success in an increasingly sustainability-minded environment. How often does your full board review…” N=956. more…).

312

312

Harvard Corporate Governance

SEPTEMBER 2, 2022

This post is based on their recent paper , forthcoming in the American Economic Review. The insider can respond by a strategic (cheap talk) recommendation to the outside shareholders, who ultimately decide on the success of the takeover by their tendering decisions. more…).

Marketability 188

Marketability 188

A Neumann & Associates

MARCH 4, 2024

A broker with 10 or even 20 years has a longer history of demonstrated success for their clients. A broker who invests their time building their network or advancing their skill set often translates to a higher success rate for your transaction. Market Documentation: Review a sample marketing document called a Confidential Memorandum.

Start-ups 71

Start-ups Marketability Business Valuation Banking 71

Auto Dealer Valuation Insights

MARCH 13, 2024

After reviewing earnings calls from executives of the six publicly traded auto dealers, the market for new vehicles appears resilient. As a result, transaction prices have been falling, and consumers have been able to find the models they are looking for with more success. Meanwhile… Source

Marketability 52

Marketability 52

Viking Mergers

APRIL 3, 2023

After reviewing your finances, a financial advisor can tell you if your finances are sufficient and the timing is right for buying a business. However, buying a business can take time and effort to navigate, especially for first-time entrepreneurs new to the world of mergers and acquisitions (M&A). Which skills will I need to hire in?

Start-ups 244

Start-ups Finance Marketability 244

Appraisers Blog

FEBRUARY 1, 2024

The information wanted is present in complete loan package data, held by the CU system, for every successful loan processed through that systems since the CU system went live.

Appraisal 75

Appraisal 75

Sun Acquisitions

MARCH 8, 2024

In business acquisitions , the right equity partner can be the key to unlocking growth, innovation, and success opportunities. Misalignment in these fundamental areas can lead to conflicts and hinder the acquisition’s success. What is their history of successful acquisitions?

Equity 59

Equity 59

Sun Acquisitions

MARCH 22, 2024

However, the road to a successful merger is often fraught with challenges and uncertainties. It involves meticulously reviewing the target company’s financial, operational, legal, and strategic aspects. It is the process that separates successful mergers from costly mistakes.

Technology 59

Technology Start-ups Market Risk Marketability 59

Harvard Corporate Governance

AUGUST 26, 2022

Better Succession Planning Starts with Knowing Your CEO. 2022 Proxy Season Review: Rule 14a-8 Shareholder Proposals. Tags: CFOs , Diversity , Executive turnover , Human capital , Management , Succession. Posted by Richard Holt, Alvarez & Marsal, and Amerino Gatti, Helix Energy, on Friday, August 19, 2022.

229

229

Harvard Corporate Governance

JUNE 21, 2023

This post is based on his recent paper , forthcoming in the American Law and Economics Review. The activist conducts an adversarial campaign against the incumbent board and management, with success meaning the activist serves on a board still controlled by the incumbents. What is the point of these ubiquitous “short slate” contests?

140

140

Brian DeChesare

MAY 31, 2023

Succession just ended a few days ago. In this case, it is Succession that has done so. Succession ran for 4 excellent seasons, but no more. But unlike Connor Roy at Lester’s funeral , I can write a real eulogy via my final review of this show. And… the only one in the same league as Succession is Mad Men.

Finance 101

Finance Start-ups Corporate Finance Mergers & Acquisitions 101

BV Specialists

FEBRUARY 13, 2023

When business appraisers value small to mid-size companies, the most common documents that are reviewed will include financial statements going back 3-5 years that track the company’s performance over its most recent history.

Appraisal 76

Appraisal Marketability Business Valuation 76

Harvard Corporate Governance

JUNE 16, 2023

Kristina Littman, and Adam Aderton, Willkie Farr & Gallagher LLP, on Wednesday, June 14, 2023 Tags: Bankruptcy , Cryptocurrency , Financial institutions , Financial regulation , Monetary policy , SEC enforcement Market Power, Not Consumer Welfare: A Return to the Foundations of Merger Law Posted by Eric A.

Treasury 185

Treasury Marketability 185

Norman Marks

JANUARY 31, 2024

The auditors are not reviewing what the audit committee and executive leadership consider essential for the organization’s success, their methodology is subpar, and their relationships with their clients […] It described on Amazon as: John Taylor has been hired to transform the underperforming internal audit unit at InSports.

45

45

Rhythm Systems

MARCH 20, 2023

Performance management is an essential part of any successful business. Performance reviews offer an excellent opportunity for managers to give employees the recognition they deserve for their hard work and dedication. It helps to ensure that employees meet their goals and expectations while providing feedback on how they can improve.

52

52

Sun Acquisitions

MARCH 29, 2024

This involves reviewing their financial statements, cash flow, and creditworthiness. Evaluate the Terms of the Financing: Carefully review the terms and conditions of the seller financing agreement. Market conditions, competition, and future growth prospects can significantly impact the success of your investment.

Finance 64

Finance Business Valuation Compliance Marketability 64

Benzinga

APRIL 28, 2024

TSXV: BFM ) (the " Company " or " Bedford ") announces that following a successful diligence review, it has elected to enter into a definitive option agreement (the " Agreement "), with an arms-length party, to acquire the Ubiquity Lake Uranium Project located in the renowned Athabasca Basin, Canada.

40

40

Equilest

JANUARY 18, 2024

From leveraging social media for brand promotion to implementing customer loyalty programs, there are numerous tactics that can contribute to the overall success of your salon business. Customer Reviews and Reputation Impact of online reviews on the salon's reputation. Innovation in services and customer experience.

Intangible Assets 52

Intangible Assets Business Valuation Compliance Technology 52

Accountancy Today

JANUARY 12, 2024

With over 30 years of independent sourcing and reviewing, Foodfax has compiled over 30,000 assessments covering 450+ food and drink categories. Continuously updated with consumer reviews of emerging products, Foodfax is an indispensable resource for both brands and retailers, allowing benchmarking of new products against category norms.

Corporate Finance 71

Corporate Finance Finance Marketability 71

ThomsonReuters

JUNE 9, 2023

To ensure that your audit process meets professional standards and passes peer review, you must have a guided engagement process in place. Organizations can employ certain approaches to ensure a successful audit and stay ahead of their rivals. Ensuring compliance is essential to performing efficient, profitable, and compatible audits.

Compliance 98

Compliance Technology 98

Rhythm Systems

OCTOBER 30, 2023

At Rhythm Systems, we offer a game-changing software solution that can help you tackle these challenges and make your annual planning more productive and successful. The Three Pillars of Success: 1. By being agile and adjusting quarter by quarter, you can increase the likelihood of success.

Start-ups 52

Start-ups Marketability 52

Harvard Corporate Governance

SEPTEMBER 6, 2022

This post is based on their recent paper , forthcoming in the Emory Corporate Governance and Accountability Review. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by Lucian A. more…).

Compliance 214

Compliance Finance Marketability 214

IVSC

JANUARY 26, 2022

Watch again: IVSC Standards Review Board shares update on current work programme (October 2021). “As a leader I witnessed first-hand how important communication, setting expectations, and working together is for overall success.” I see this pattern occurring in other parts of the world too.

Appraisal 246

Appraisal Business Valuation Technology Intangible Assets 246

Harvard Corporate Governance

MARCH 15, 2023

In preparing the Report, we reviewed publicly available documentation and websites published as of 31 August 2022. We also benchmarked the Report’s universe to what we considered the best proxies for the two aspects of “success” relevant to a financial institution: financial soundness and sustainability performance.

Banking 264

Banking 264

Audit Board

APRIL 13, 2022

An important strategy in such a disruptive environment is to review your company’s third-party relationships. Internal Audit should be reviewing relationships with these parties, which often involves assessing the risk associated with the third party’s technical capabilities, business competence, and ability to meet contractual obligations.

Compliance 98

Compliance 98

Benzinga

MAY 1, 2024

We have been carefully reviewing this opportunity for some time and believe we have the leadership in place for a successful transition into a new line of business. Full story available on Benzinga.com

40

40

Sun Acquisitions

DECEMBER 14, 2023

To ensure a successful and profitable sale, several crucial considerations must be addressed before listing your business on the market. Consider engaging a financial advisor or accountant to review and prepare your financial documentation for a smooth due diligence process.

Compliance 59

Compliance Technology Marketability 59

Harvard Corporate Governance

JUNE 25, 2023

1] The May 2023 ruling by Vice Chancellor Glasscock also commends the robust process employed by a “well-functioning” independent special committee with independent advisors. 1] The May 2023 ruling by Vice Chancellor Glasscock also commends the robust process employed by a “well-functioning” independent special committee with independent advisors.

145

145

ThomsonReuters

DECEMBER 28, 2023

Jump to: 2022 Tax season review: Turning challenges into opportunities Be the champion for change in your firm Practitioner Advice Series: Elevate your team for success 2022 Tax Season Review: Turning challenges into opportunities Tax season comes along faster every year — and with it, a new set of challenges.

Compliance 59

Compliance Accounting Firms 59

Audit Board

APRIL 13, 2023

Management review controls (MRCs) are critical to any organization’s internal control framework. This article will outline five strategies organizations can use to reduce variability and perform effective monitoring over management review controls.

Technology 52

Technology Compliance 52

Shephard Mullin M&A

OCTOBER 4, 2023

Legal Due Diligence Legal due diligence involves a comprehensive review of a target’s corporate history and contractual agreements. The process often begins with the buyer broad overview of the target by reviewing its corporate records.

Technology 59

Technology Compliance Finance Marketability 59

ThomsonReuters

MARCH 8, 2024

It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. For example, if you have a number of successful relationships with attorneys and financial advisors, consider expanding into legal practice management or wealth management. It’s been successful for us.”

Technology 96

Technology Accounting Firms Compliance 96

Harvard Corporate Governance

APRIL 26, 2024

Avi-Yonah and Ariel Siman (University of Michigan), on Monday, April 22, 2024 Tags: Controlling shareholders , Financial regulation , Financial reporting , IRS , SEC , Taxation Q1 2024 Review of Shareholder Activism Posted by Jim Rossman, Chris Ludwig, and Quinn Pitcher, Barclays, on Monday, April 22, 2024 Tags: Activists , campaigns , global activism (..)

Marketability 100

Marketability 100

ThomsonReuters

MARCH 22, 2023

That’s why it’s important to recognize common audit traps — it not only helps your team tackle these new challenges, but it also sets them up for success. Review notes are an important part of the audit process, as they provide guidance and instruction on what to focus on during the review.

Start-ups 59

Start-ups Technology 59

Harvard Corporate Governance

MAY 5, 2022

This post is based on a recent paper by Professor Molk, forthcoming in the Iowa Law Review. Its success in attracting other types of entities, however, is less understood but no less important. Delaware’s dominance in the race for publicly traded company incorporations is well known.

Marketability 214

Marketability 214

Harvard Corporate Governance

OCTOBER 20, 2022

See Figure 1 for a breakdown of the types of industries included in our review. Such awards are also essential when a company seeks to hire key talent who will be critical to the future success of the newly public company. Further, we analyzed the data for notable differences based on industry.

Equity 147

Equity Marketability 147