IVSC

JUNE 12, 2023

She has been involved in multiple valuation assignments for a wide range of industries, including pharma, biotech, healthcare, vitamin retail, specialty chemicals, industrial manufacturing, and gaming and hospitality. She is a co-author of the Kroll Valuation Handbook series, now available exclusively online in the Cost of Capital Navigator.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Reynolds Holding

NOVEMBER 28, 2022

Policy discourse on this topic has centered around which – rather than whether – financial regulators should be in charge of crypto trading. In advancing this view, Congress and the regulators appear to be following a path laid out by crypto companies seeking legitimacy through inclusion (on their own terms), in regulated finance.

Finance 145

Finance Banking Marketability Treasury 145

Lighter Capital

MAY 8, 2024

Whatever stage in the game you’re at, here’s some wisdom you can take to the bank: don’t get tunnel vision when raising money. Why product-market fit matters Tap into any startup community discussion and you’ll quickly discover that product-market fit is one of the hottest topics.

Marketability 100

Marketability Start-ups Banking 100

Brian DeChesare

DECEMBER 21, 2022

But let’s start with my favorite topic: “ranking” banks, schools, and maybe a TV series or three. Many PE firms bought companies at inflated valuations in 2020 – 2021, which will come back to haunt them over the next few years. But Microsoft’s claim that it’s “#3” in games after Sony and Nintendo is also deceptive.

Banking 80

Banking Start-ups Finance EBITDA 80

Musings on Markets

JANUARY 28, 2024

In particular, there are wide variations in how risk is measured, and once measured, across companies and countries, and those variations can lead to differences in expected returns and hurdle rates, central to both corporate finance and investing judgments. Analysts often try to bring company-specific components, i.e, What is risk?

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

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. I describe myself as a dabbler, and it does get in the way of my best laid plans.

Risk Premium 76

Risk Premium Start-ups Equity Marketability 76

Musings on Markets

DECEMBER 15, 2021

If you are wondering why I have been so specific about my accessories, it is not because I receive sponsorship payments from any of these companies, but because it may help you replicate my set up, other than the view of the Pacific, if you are teaching or working from home. The place to start is with accounting.

Corporate Finance 56

Corporate Finance Finance Start-ups Technology 56

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

Internal Audit 360

DECEMBER 21, 2023

From supply chain disruptions to cybercrime; from environmental concerns to labor shortages, the list of challenges confronting most companies has evolved quickly and dramatically over the past few years and even months. These are important questions, and the internal audit functions that find good answers to them will be ahead of the game.

Start-ups 116

Start-ups Technology 116

Musings on Markets

JANUARY 29, 2021

but in the process, driven some of the hedge funds that have sold short on these companies to edge of oblivion. In the last ten years, the game has changed, for a number of reasons that I will talk about later in this post, but the company where this changed dynamic has played out most effectively has been Tesla.

Start-ups 52

Start-ups Marketability Banking Finance 52

M&A Leadership Council

DECEMBER 24, 2021

Building on the fundamentals of The Art of M&A® – Executing Integration for Maximum Results, this topical deep dive training provides executives and integration leaders the awareness, insight, and confidence to lead effectively and get essential integration decisions right. Course Summary. Alumni (past participant).

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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. firms in emerging markets or private businesses.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

Musings on Markets

JUNE 9, 2021

For decades, the process that companies in the United States have used to go public has followed a familiar script. The company files a prospectus, providing prospective investors with information about its business model and financials, and hires an investment banker or bankers to manage the issuance process.

Start-ups 52

Start-ups Marketability Banking Corporate Finance 52

Audit Board

AUGUST 29, 2022

Leveraging AuditBoard’s connected risk platform as a “game-changer” that saved the team thousands of hours. How does John Deere’s internal audit function ensure that it’s identifying and monitoring the kinds of risks that could be disruptive to the company going forward? Integrated Risk Technology as a Game-Changer.

Start-ups 52

Start-ups Finance Technology Marketability 52

ThomsonReuters

NOVEMBER 25, 2020

In April, I published a post, The Coronavirus pandemic: Executive pay cuts a sign of the times , highlighting companies across multiple industries that were making downward adjustments to the compensation of their executives and board members to help stay afloat in response to the crisis. 2) Nature of cuts. 1) Suspension of bonus payouts.

Equity 98

Equity Banking 98

Equidam

MAY 2, 2022

That might be the most efficient, equity wise, but you waste a lot of time and energy which should be invested into building your company and generating revenue. On the other hand, hardware companies need a lot more up-front capital to cover setting up production. Why not raise small amounts regularly, as you need them?

Start-ups 84

Start-ups Equity B2C Technology 84

Audit Board

MAY 9, 2023

A zero-sum game between energy prices and green investments? Businesses also recognise that if the developing countries do not have enough funds for climate-related solutions, it would become a global problem, which would sit on the balance sheets of companies through the value chain, and through the investment platforms. “If

Start-ups 52

Start-ups Finance Marketability 52

Musings on Markets

SEPTEMBER 14, 2021

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to companies, investors and society.

Start-ups 99

Start-ups Marketability Firm Value 99

Harvard Corporate Governance

AUGUST 21, 2023

Indeed, generative AI is being discussed in most boardrooms, as companies and their boards are seeking to understand its associated opportunities and risks—a challenge given the pace of the technology’s evolution. Lee, KPMG LLP, on Monday, August 21, 2023 Editor's Note: John Rodi is a Leader and Patrick A. Lee is a Senior Advisor at KPMG LLP.

Compliance 189

Compliance Technology Start-ups Specific Risk 189

ThomsonReuters

JULY 10, 2023

This is especially true as companies grow and increasingly reach consumers outside of their geographic borders. According to the state, if you buy furniture for your Massachusetts business or home from an out-of-state company, you don’t pay sales tax, but you still have to pay the use tax.

Compliance 98

Compliance Marketability 98

ThomsonReuters

NOVEMBER 25, 2020

In April, I published a post, The Coronavirus pandemic: Executive pay cuts a sign of the times , highlighting companies across multiple industries that were making downward adjustments to the compensation of their executives and board members to help stay afloat in response to the crisis. 2) Nature of cuts. 1) Suspension of bonus payouts.

Equity 52

Equity Banking 52

M&A Leadership Council

JUNE 12, 2023

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Anna Sherony (AS): Start by searching publicly available information on the target company before launching formal due diligence. AS: Yes, Marriott is a perfect example.

Start-ups 52

Start-ups Technology Compliance Banking 52

Musings on Markets

DECEMBER 10, 2021

In the process, I will also look at the thorny issue of what happens when there is a mismatch between a company and its CEO, either because the board picks the wrong candidate for the job or because the company has changed over time, and the CEO has not.

Start-ups 83

Start-ups Marketability Technology Market Capitalization 83

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year. What I teach.

Corporate Finance 52

Corporate Finance Start-ups Finance Marketability 52

Internal Audit 360

DECEMBER 21, 2021

There were some developments that built on themes from prior years, such as the continuing challenge for internal audit to up its technology game. Internal audit has a role to play in how companies conduct such measures. While 2021 was far from an ordinary year , it wasn’t all coronavirus all the time.

Start-ups 52

Start-ups Technology 52

Equilest

SEPTEMBER 16, 2022

But it doesn’t have to be a zero-sum game. When compared with other companies, it is vital for every business owner to understand their unique selling proposition (USP). You may want to target specific industries, such as medical practices or manufacturing companies. Take On More Projects And Increase Your Hourly Rate.

Accounting Firms 40

Accounting Firms Business Valuation Start-ups Marketability 40

Equilest

SEPTEMBER 16, 2022

But it doesn’t have to be a zero-sum game. When compared with other companies, it is vital for every business owner to understand their unique selling proposition (USP). You may want to target specific industries, such as medical practices or manufacturing companies. Take On More Projects And Increase Your Hourly Rate.

Accounting Firms 40

Accounting Firms Business Valuation Start-ups Marketability 40

Audit Board

MARCH 31, 2023

Even if it’s not immediate, even if it takes years, you’re level of change and your movement with change has to depend on the company culture and how you can help move change along while still being within the bounds of that culture. I do think sometimes we need to take a step back though to say, we are transforming and we are making change.

Start-ups 52

Start-ups 52

M&A Leadership Council

SEPTEMBER 9, 2021

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Anna Sherony (AS): Start by searching publicly available information on the target company before launching formal due diligence. AS: Yes, Marriott is a perfect example.

Start-ups 52

Start-ups Technology Compliance Banking 52

Reynolds Holding

APRIL 28, 2022

And, one of those areas is Special Purpose Acquisition Companies, or SPACs. So today’s topic is particularly apt. In 2020, 165 operating companies went public via a traditional initial public offering (IPO). [1] SPACs involve sophisticated sponsors, underwriters, shareholders, PIPE investors, and private operating companies.

Marketability 56

Marketability Equity Alpha Capital Structure 56

Audit Board

OCTOBER 10, 2023

The move towards consolidation is both timely and necessary in order to give companies, investors, and stakeholders a common set of criteria and expectations when analyzing sustainability information, social, and governance management reporting — and to simplify a complex alphabet soup of standards and frameworks. What Are the Basics of CSRD?

Finance 52

Finance Technology Compliance Banking 52

Musings on Markets

NOVEMBER 4, 2022

As we get deeper into earnings season for the third quarter of 2022, the biggest negative surprises are coming from technology companies, with the tech giants leading the way. The Market Journey Facebook is a young company, at least in chronological time, having been public for just over a decade.

Start-ups 98

Start-ups Market Capitalization Marketability Dividends 98

Musings on Markets

SEPTEMBER 11, 2023

On August 31, Disney pulled its television channels from Spectrum (owned by Charter, the second largest cable company in the US, after Comcast) after a dispute about payments for carrying these channels. In the twentieth century, the music business followed a well-honed script.

Start-ups 77

Start-ups Market Capitalization Marketability Technology 77

Audit Board

FEBRUARY 14, 2023

Environmental, Social, and Governance (ESG) disclosures in public company financial reports have been a constant topic of conversation for over a year. As with any new topic, people are speculating about this requirement, and several myths have been perpetuated that must be addressed.

Specific Risk 52

Specific Risk Marketability 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.

Intangible Assets 104

Intangible Assets Book Value Equity Start-ups 104

Appraisers Blog

MAY 5, 2023

These appraisal management companies whom are the size of corporations, often controlled by parent corporations, do not have to hire but one single licensed appraiser to satisfy the entire companies licensing requirement. These companies send more vendor fulfillment requests to non appraisers than they do appraisers.

Appraisal 57

Appraisal 57

Brian DeChesare

JUNE 22, 2022

I published an article on this topic of investment banking in New York vs. Chicago vs. San Francisco vs. Los Angeles vs. Houston vs. other cities a long time ago – but a fair amount has changed since then: Remote / hybrid work means that some of the advantages and disadvantages of different cities are more nebulous. Houston – Oil & gas.

Banking 89

Banking Start-ups Finance Marketability 89