M&A Leadership Council

AUGUST 1, 2023

These columns cover one or more likely CMAS ® exam question and will help you accelerate completion of this important career credential. Why would a newly combined company want to have different pay plans for its units? Incentive pay targets vary by type of company. Because the units may have very different pay environments.

Total Shareholder Return 52

Total Shareholder Return Mergers & Acquisitions Start-ups Equity 52

Equilest

DECEMBER 19, 2023

Defining ESOP An ESOP, or Employee Stock Ownership Plan, is a unique structure that enables employees to become partial owners of the company they work for. The process involves a thorough examination of various factors, including the company's financial health, market conditions, and growth prospects.

Discounted Cash Flow 52

Discounted Cash Flow Fair Market Value Comparable Company Analysis Compliance 52

Audit Board

DECEMBER 7, 2022

Prioritization — What ESG topics are most important for your organization to focus on? It’s helpful to begin by filtering ESG topics through a lens of stakeholder engagement, industry trends, and benchmarking. How are you thinking through potential ESG risk impacts? And how does that overlap with your most significant impacts?

Compliance 52

Compliance Marketability 52

Reynolds Holding

DECEMBER 10, 2023

Capital Allocation Decisions to Create Total Shareholder Return It has been well argued that some of the best value creating capital allocations decisions that a company can make are to buy back their own shares at very cheap share prices, assuming the company is healthy and well financed of course.

Dividends 45

Dividends Total Shareholder Return Corporate Finance Finance 45

Reynolds Holding

FEBRUARY 8, 2023

Practitioners and academics alike debate best practices in corporate governance, but rarely do companies reveal how they determine what governance practices work best for them. In a new paper , we report the results of interviews on this topic with 29 chief audit executives (CAEs) from U.S. publicly traded companies.

Compliance 124

Compliance Technology 124

ThomsonReuters

JULY 6, 2023

Throughout your marketing campaigns , it’s important to establish your firm as an authority and thought leader on tax and accounting topics that resonate with your target audience. Capitalizing on tax and accounting “hot topics” will draw your audience in and solidify you as leader in your field.

Accounting Firms 98

Accounting Firms Compliance Start-ups Marketability 98

Audit Board

AUGUST 10, 2023

ESG reporting is currently voluntary, however there are regulatory reporting requirements in flight, including the European Commission’s Corporate Sustainability Reporting Directive (CSRD), which could affect companies as soon as FY2024. To publish reports on ESG topics, an organization must first be prepared to collect relevant ESG data.

Compliance 52

Compliance Start-ups Data Analysis Equity 52

Brian DeChesare

JANUARY 24, 2024

They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms). Pretend we’re conducting due diligence on Company Y, and you’re calling their top 5 customers. Walk us through your thought process. multiple and 30% IRR?

Equity 104

Equity Private Equity Firm Start-ups Comps 104

Brian DeChesare

MAY 4, 2022

This specific deal generates endless discussion topics: “Free speech” vs. “content moderation,” AKA censorship. These two companies are now linked financially. These are all interesting topics, but since I am a depressing person, I will ignore them and focus on the numbers. Possible legal/regulatory hurdles. Subscriptions?

EBITDA 105

EBITDA Start-ups Finance Equity 105

RNC

JULY 13, 2023

In the dynamic world of business, valuation plays a pivotal role in understanding the worth and potential of a company. This approach provides a solid foundation for valuing companies with substantial tangible assets or those undergoing liquidation. It is a financial metric commonly used in business valuation.

Business Valuation 52

Business Valuation Intangible Assets Fair Market Value EBITDA 52

Equidam

FEBRUARY 15, 2023

The valuation of early stage companies is a one of the more complex and contentious topic in the startup world. One topic which allows us to peer deeper into the logic behind early stage valuation is the role of financial projections. It’s too easy to get lost in the nuts and bolts. It’s all optimistic guesswork!

Intangible Assets 77

Intangible Assets Start-ups Marketability EBITDA 77

Audit Board

MAY 5, 2023

With SEC reporting requirements looming on the horizon, companies are getting more serious about formalizing their Environmental, Social, and Governance (ESG) programs. They’re looking to companies to really set that best practice and shape ESG practices for themselves.”

Start-ups 52

Start-ups Compliance Technology Marketability 52

ThomsonReuters

JANUARY 12, 2023

Governance risks include financial reporting, fraud prevention, executive pay transparency, and overall business dealings of the company. . An ESG audit is an assessment of the risks related to ESG and can verify the accuracy of the ESG-related data that a company discloses to its employees, stakeholders, and regulatory bodies. .

Compliance 52

Compliance Technology Accounting Firms Equity 52

Reynolds Holding

JANUARY 11, 2023

In a new study, we examine how companies decide what information to disclose about the audit committee and whether these disclosures mee investors’ needs. These participants represent diverse views across company size, industry, age, and governance. companies to “thoughtfully reassess” their audit committee reporting.

Accounting Firms 59

Accounting Firms Marketability 59

Audit Board

JUNE 14, 2023

After all, businesses seeking to do the right thing isn’t new — many companies have chosen to incorporate sustainability, diversity, equity, human rights, and environmental initiatives into their day-to-day operations. million in 2022. million in 2022.

Compliance 52

Compliance Start-ups Marketability Equity 52

Equilest

NOVEMBER 6, 2023

For further insights on valuing a landscaping company and to dive deeper into the intricacies of the process, feel free to explore our extended guide on the topic. Unlike standard businesses, landscaping companies possess unique assets and attributes that require a specific approach to valuation.

Business Valuation 40

Business Valuation Discounted Cash Flow Data Analysis Appraisal 40

Equilest

MAY 18, 2023

To delve deeper into the topic of using business valuation to grow business value and discover the full potential of business valuation software, read on. Introduction In today's competitive business landscape, maximizing the value of your company is crucial for long-term success.

Business Valuation 40

Business Valuation Asset-based Approach Marketability Technology 40

Valutico

SEPTEMBER 19, 2022

Our valuation experts came together to discuss what they believe are the most useful sense-checks to help ensure accurate company valuations. That is the year that represents all future years extending out into perpetuity (all theoretical future years of the company). 1. Is your forecast shaped like a hockey stick?

Business Valuation 78

Business Valuation EBITDA EBIT Discounted Cash Flow 78

Equilest

MAY 24, 2023

To delve deeper into the topic of financial projections in business valuation and gain a comprehensive understanding of their significance, benefits, and challenges, continue reading this informative article. Financial projections play a crucial role in the valuation of businesses.

Business Valuation 40

Business Valuation Discounted Cash Flow Comparable Company Analysis Net Present Value 40

Audit Board

SEPTEMBER 7, 2023

What does “good” ESG governance and strategy look like, and how are companies integrating it with existing risk and compliance governance structures? As stakeholder interest in ESG continues to rise and disclosure requirements are written into law worldwide, forward-looking companies are working to answer these questions and others.

Compliance 52

Compliance Start-ups Specific Risk Marketability 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. Introduction Business valuation refers to the process of determining the economic worth of a company.

Business Valuation 40

Business Valuation Intangible Assets Technology Data Analysis 40

Reynolds Holding

JUNE 21, 2022

The guidance also lays out disclosure requirements for using ESG ratings, scores, indices, or benchmarks in sales communications. MAS is looking for evidence of environmental risk integration into asset managers’ investment decisions, focusing on climate change and biodiversity, among other topics.

Marketability 83

Marketability Treasury Finance Compliance 83

ThomsonReuters

JULY 6, 2023

It was life-changing for our firm and for me.” – Glenn Harper, CPA, Owner/Partner, Harper & Company CPAs LLC Why work in advisory? Advisory Roundtables are virtual peer-to-peer events to connect and share with peers about best practices, challenges, and hot topics.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

FE International

MARCH 23, 2022

The reality is that different SaaS companies can represent entirely different investment propositions. In bigger companies, there are more employees and more management personnel. A new benchmark of earnings before interest, taxes, depreciation and amortization ( EBITDA ) is employed.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Audit Board

MARCH 17, 2022

Environmental, Social and Governance (ESG) issues have been a growing priority for both public and private companies across all industries. With evolving SEC regulations and investor pressure, companies need to quickly adapt to these changes — including assessing and improving their internal control environment. Protected and secure.

Start-ups 98

Start-ups Technology Accounting Firms Compliance 98

M&A Leadership Council

OCTOBER 30, 2023

Sometimes Complete Integration Isn't the Right Answer By Jeffrey Cartwright, M&A Leadership Council Alum and Managing Partner of Shoreview Advisors If you’ve ever dived into M&A strategy, you’ve undoubtedly read about “Newellization,” the acquisition strategy named for a once-tiny household goods company in Freeport, Illinois.

Marketability 52

Marketability Start-ups Finance 52

Audit Board

JANUARY 24, 2023

Hear how EPAM’s team leverages the power of AuditBoard’s integrated data collection, analysis, and benchmarking capabilities to gain a global view of risk across the organization, including: Leveraging AuditBoard’s ESG , SOXHUB , and OpsAudit solutions together to centralize ESG, audit, and SOX documentation in a single source of truth.

Technology 52

Technology 52

Reynolds Holding

MARCH 5, 2023

The 15 new Compliance & Disclosure Interpretations (C&DIs) are the first published guidance from the staff on the PVP rules and cover a broad range of topics. This supports the view that PVP disclosure is not required in a Form 10 because, when such a form is filed, no public trading of the spin-off company has yet occurred.

Equity 45

Equity Dividends Total Shareholder Return Corporate Finance 45

Reynolds Holding

MAY 11, 2022

Our economy benefits from a well-functioning swaps market, as it’s essential that companies have the ability to manage their risks. For instance, in light of Russia’s invasion of Ukraine, many market participants are closely watching the credit default swaps related to Russian companies and sovereign debt. Other Topics.

Marketability 45

Marketability Banking Compliance Treasury 45

Reynolds Holding

FEBRUARY 23, 2023

Which brings me to my next topic: the Fraud Section’s enforcement results over the past year. People over the world participate in America’s markets because they expect that they are free and fair, that prices accurately reflect market forces of supply and demand, and that public companies speak the truth.

Compliance 45

Compliance Marketability Start-ups Banking 45

FE International

MARCH 14, 2018

The company launched their app store in 2013 and strongly encouraged third-party participation from developers to build apps that enable invoicing, expense management, marketing, collaboration, bug tracking, and more. Salesforce is the most valuable dedicated SaaS company in the world, with a recent valuation of over $10 billion.

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Reynolds Holding

FEBRUARY 13, 2024

It is also worth benchmarking both the SEC’s rulemaking and the extent and nature of litigation challenging its rules to assess how changes in legal doctrine and court personnel are affecting the agency. Chamber of Commerce, for example, has claimed that under Chair Gary Gensler the SEC launched an “unprecedented” “barrage of rulemaking.” [1]

Treasury 59

Treasury Corporate Finance Marketability Compliance 59

Reynolds Holding

FEBRUARY 9, 2023

Following another year of increasing focus on environmental, social and governance (ESG) considerations by companies, investors and regulators alike, ESG appears to have cemented its position in the corporate landscape. and Europe. In December 2022, the U.K.

Finance 49

Finance Marketability Start-ups Equity 49