ThomsonReuters

APRIL 17, 2024

Jump to: Perceptions of GenAI How are tax professionals using GenAI ? T raining and policies The future of work New Report: 2024 Generative AI in Professional Services Explore all the latest comprehensive insights into how GenAI is shaping professional services. Will AI replace tax professionals?

Technology 98

Technology Data Analysis Compliance 98

BV Specialists

APRIL 10, 2023

Staying current on topics such as ethics, report writing requirements, industry/market developments, tax laws, and economic fluctuations is important so that appraisers can continually be aware of developments in these areas in order to provide ongoing credible valuation work.

Appraisal 85

Appraisal Finance Marketability Business Valuation 85

Audit Board

AUGUST 29, 2023

LOS ANGELES, CA - August 29, 2023 – AuditBoard , the leading cloud-based platform transforming audit, risk, ESG, and compliance management, today announced the release of their 2023 ESG Maturity Benchmarking Report: Accelerating ESG Transformation. Wheeler, former Gartner IRM Analyst and Senior Advisor, Risk and Technology at AuditBoard.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

JANUARY 3, 2022

The SEC warned in CF Disclosure Guidance: Topic No. To put these regulatory concerns into context, let’s say that a company reports a large improvement in cash flows that may not be sustainable on account of its use or overuse of supply-chain finance. In the Topic 9A Guidance, for example, SEC Staff noted that?many

Finance 98

Finance Compliance Banking 98

Benzinga

MAY 24, 2022

adults own desktop or laptop computers, furthermore, the launch of technologically advanced smartphones and wearable devices will consequently aid the mHealth market share, sates our lead analysts at Fortune Business Insights. Get Request a Sample Copy of the MHealth Report: [link]. While roughly three-quarters of U.S. billion in 2018.

Marketability 40

Marketability Technology 40

IVSC

MAY 12, 2023

please provide details) Academic Advisor Analyst (please specify, eg, data analyst) Asset Manager Banker Consultant Data Provider Fund Manager Government Employee Investor Rating Agency Regulator Researcher Service Provider Specialist Valuer Other Please provide any further, relevant details (optional): What areas of valuation do you focus on?

Compliance 100

Compliance Intangible Assets Business Valuation Marketability 100

Reynolds Holding

FEBRUARY 8, 2023

In a new paper , we report the results of interviews on this topic with 29 chief audit executives (CAEs) from U.S. CAEs are in a unique position to evaluate corporate governance, most often reporting administratively to the CEO or CFO and functionally to the audit committee. publicly traded companies.

Compliance 124

Compliance Technology 124

Reynolds Holding

JULY 23, 2023

Equity shareholders, buy-side and sell-side analysts, debtholders, and other capital market participants view the calls as informative beyond the contemporaneous earnings announcements. Thus, conference call disclosures primarily serve as a reference point during SEC reviews of periodic reports.

Compliance 52

Compliance Corporate Finance Marketability Finance 52

Appraiser Newsroom

JULY 5, 2022

He provides analysis and expert testimony in complex disputes as well as performing valuations for purposes of transactions, capital raises, corporate planning, financial reporting, disputes, and litigation. and international courts. Mr. Callanan first joined ASA in 1995 and is on the Valuation Advisory Committee of The ESOP Association.

Business Valuation 40

Business Valuation Intangible Assets Appraisal Finance 40

Appraiser Newsroom

JULY 5, 2022

Jeff Rauland is Chief Appraiser at Consolidated Analytics, overseeing all property appraisal and valuation performance initiatives, including management of the company’s property valuation appraisers, analysts, review staff, and third-party appraisers. litigation purposes such as transaction advisory, financial reporting, and tax.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Value Scope

JULY 21, 2020

It was a hot topic before the COVID pandemic, in discussions to measure and value how companies engaged in sustainable and societally beneficial activities. It will return as a topic across the business, regulatory, and investment communities again soon. Our framework is objective and designed to serve all constituents.

Intangible Assets 130

Intangible Assets Beta Alpha Unlevered Beta 130

ThomsonReuters

NOVEMBER 11, 2020

Financial Reporting in the COVID-19 Era: Technology Can Help Accounting Professionals Ask—and Answer—the Right Questions. The first and most important topic to address is going concern and liquidity. When reporting credit losses, ask yourself which accounting method is being used (e.g., Going concern and liquidity.

Discounted Cash Flow 52

Discounted Cash Flow Technology Dividends Market Capitalization 52

Appraiser Newsroom

JULY 9, 2023

She has over 25 years of experience in valuation, financial reporting and tax, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Brian DeChesare

AUGUST 16, 2023

I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms. Here’s a good summary from this BDA report on Private Equity in China : Tech still accounts for a huge percentage of deal volume in the U.S.,

Equity 70

Equity Banking Start-ups Private Equity Firm 70

Musings on Markets

FEBRUARY 11, 2023

A few weeks ago, I posted my first data update pulling together what I had learned from looking at the data in 2023, and promised many more on the topic. Thus, I took a detour to value Tesla , around the time of their most recent earnings report on January 26, and added a second post to respond to the pushback that I got.

Risk Premium 76

Risk Premium Start-ups Equity Marketability 76

Reynolds Holding

JANUARY 31, 2024

10] Courts will continue to assess short-seller reports underlying securities complaints. As 2023 confirmed, short-seller reports are increasingly being used by the plaintiffs bar to form the basis of securities complaints.[11] Two recent Ninth Circuit decisions have brought this topic into sharper view. In In re: Facebook Inc.

Start-ups 45

Start-ups Technology Marketability Banking 45

Musings on Markets

JULY 13, 2022

The picture below reports on Moody’s ratings, as of June 30, 2022: Source: Moody's Note that this picture has been updated to incorporate Russia’s rating reassessment ( downgraded to Ca in early April, before the rating was entirely withdrawn). lived under full democracy, in 2021, with large differences across regions.

Risk Premium 81

Risk Premium Risk-free Rate Start-ups Equity 81

Valutico

FEBRUARY 8, 2022

We have received many questions from our clients and partners on this topic in recent months. For estimates presented by analysts , there is a need for more disclosure and a clear disclaimer that estimates can change quickly over a relatively short period of time. Monthly Blogpost – Valutico | January 2022. online retail).

Business Valuation 40

Business Valuation Marketability 40

Musings on Markets

MAY 6, 2022

Since 2020, though, inflation has become a key story line in almost every post that I write about the overall market, and I have had multiple posts just on the topic.

Risk Premium 92

Risk Premium Treasury Start-ups Equity 92

Brian DeChesare

FEBRUARY 28, 2024

Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? An Example Fixed Income Research Report Recruiting: Who Gets into Fixed Income Research? What Do You Do as a Fixed Income Research Analyst or Associate? Due to the age and the fact that J.C. Treasury yield at?

Equity 59

Equity Banking Start-ups Finance 59

Musings on Markets

JULY 14, 2021

In the last few decades, as disclosure requirements for publicly traded firms have increased, annual reports and regulatory filings have become heftier. Driven by the belief that more disclosure is always better for investors, each market meltdown and corporate scandal has given rise to new reporting additions.

Start-ups 52

Start-ups Marketability 52

Reynolds Holding

APRIL 18, 2024

Every day, we see individuals, corporations, analysts, and others touting these developments. Take for example, the recent reporting around an airline’s chatbot offering a customer incorrect information about its refund policy. [16] 3-21895 (March 18, 2024) (settled order), available at [link]. [13] 14] See, e.g., Gurbir S.

Compliance 45

Compliance Technology Start-ups Marketability 45

Brian DeChesare

FEBRUARY 16, 2022

Also, there are still misconceptions about the financial modeling in the group, the hours, the exit opportunities, and other topics, so this updated article will address all of those: Definitions: What is Public Finance Investment Banking? What Do You Do as an Analyst or Associate in Public Finance Investment Banking? The Greeks?

Finance 65

Finance Banking Equity Marketability 65

Musings on Markets

DECEMBER 21, 2022

In a world where specialization is the norm, this does put me at a bit of a disadvantage, since there are many who know a great deal more about almost any topic that I choose to talk about, but I do think that it gives me a big-picture perspective that helps me find answers.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

Brian DeChesare

DECEMBER 14, 2022

One topic that I’ve never fully explained on this site is the investment banking target school. If a school is a target for one or two locations but not the “main hub,” it is more of a semi-target because these regional offices hire many fewer Analysts and Associates. names like HEC, ESSEC, ESCP, ICADE, ESADE, IE, Bocconi, St.

Banking 52

Banking Finance Start-ups Corporate Finance 52

IVSC

FEBRUARY 7, 2022

Jeremy Stuber is a global equity analyst at Newton Investment Management , leading on valuation and accounting issues across all sectors. Jeremy Stuber chairs the Corporate Reporting Users’ Forum (CRUF) UK and co-chairs the Capital Markets Advisory Committee (CMAC). Comment: The importance of (and challenges with) valuing intangibles.

Discounted Cash Flow 252

Discounted Cash Flow Intangible Assets Marketability Price to Book 252

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. This software streamlines the valuation process, reduces manual effort, and enhances the accuracy and reliability of the assessment.

Business Valuation 40

Business Valuation Intangible Assets Technology Data Analysis 40

Audit Board

JANUARY 24, 2023

Simplifying sustainability reporting by aligning topics against their current GRI framework, with plans to adopt TCFD and SASB in the future. We took an outside-in look and looked at how we’re reflected in analyst reports and the consumption of our ESG data and story by stakeholders who are external to EPAM.

Technology 52

Technology 52

Brian DeChesare

AUGUST 24, 2022

Meet Each Person for 15-20 Minutes – You can go into more depth on certain topics, ask more about their story or background, or ask for more specific advice about the challenges you’re facing. In general, you’ll get higher response rates from Analysts and Associates.

Banking 87

Banking Start-ups 87

ThomsonReuters

OCTOBER 21, 2022

On-demand pay has been a topic that has been creating some buzz around the payroll industry in recent years. Gallup’s State of the Workplace: 2022 Report , low engagement from employees at the workplace costs the global economy $7.8 On-demand pay. It is also referred to as earned or early wage access (EWA). In July 2022, a?

Compliance 52

Compliance Technology Start-ups Equity 52

Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies. Since Birkenstock generated revenues of $1.4

Intangible Assets 104

Intangible Assets Book Value Equity Start-ups 104

IVSC

OCTOBER 21, 2023

Nygard oversees a staff of appraisers and real estate analysts who review and perform Market Value Appraisals worldwide as well as conduct various analyses including Lease – Purchase, Lease vs. Buy and Fair Market Rent Analyses. The World Bank periodically issues a ‘Doing Business’ report in which they rank the ease of doing business.

Appraisal 246

Appraisal Marketability Technology Start-ups 246

Reynolds Holding

APRIL 28, 2022

So today’s topic is particularly apt. public markets provide many benefits, including disclosures and safeguards at the offering stage followed by periodic reporting, public trading venues that offer high degrees of liquidity, and an ecosystem of laws and regulations that provide investors with protections and remedies when needed.

Marketability 56

Marketability Equity Alpha Capital Structure 56

ThomsonReuters

OCTOBER 21, 2022

On-demand pay has been a topic that has been creating some buzz around the payroll industry in recent years. Gallup’s State of the Workplace: 2022 Report , low engagement from employees at the workplace costs the global economy $7.8 On-demand pay. It is also referred to as earned or early wage access (EWA). In July 2022, a?

Compliance 40

Compliance Technology Start-ups Equity 40

Brian DeChesare

AUGUST 10, 2022

You do not need to be an “expert” in the technical details of oil & gas, but you should know the following topics: The different verticals and how the business models, drivers, and risk factors differ. What Does an Analyst or Associate in Oil & Gas Investment Banking Do? Fairness Opinion from KPMG (“Independent Expert Report”).

Banking 82

Banking EBITDA Dividends Equity 82

Brian DeChesare

MAY 17, 2023

6: Tech Venture Capital Firms Venture capital is a whole separate topic, but I list it here because many traditional, early-stage firms have moved up-market over time and now have separate funds that do growth deals for later-stage companies.

Equity 64

Equity Technology Private Equity Firm Start-ups 64

Musings on Markets

JULY 22, 2021

As revenues have grown, the business model for the company has been slower to evolve, as the company has reported extensive losses along the way, as you will see in the next section. Notice that there are two assumptions that analysts often lose sleep over that I am ignoring.

Marketability 86

Marketability Start-ups Equity Price to Book 86