Brian DeChesare

SEPTEMBER 20, 2023

In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research. You can also link this back to tech or healthcare companies you’ve advised or earlier-stage businesses where your work made a difference.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

ThomsonReuters

APRIL 25, 2024

In this post, we’ll explore some hot topics on state-specific retirement income taxes, including 401(k) withdrawals, states that do not tax retirement income, states that exempt military retirement income, and the best tax-friendly states for retirees.

Dividends 52

Dividends 52

Viking Mergers

FEBRUARY 27, 2023

Self-Employed Retirement Plans There is a tax deduction for contributions to a traditional IRA or SEP IRA. These are best suited for self-employed people or business owners with up to a few employees. Your business should claim any contributions over that amount on next year’s tax return.

Start-ups 130

Start-ups Banking Marketability Technology 130

Audit Board

AUGUST 10, 2023

The “S” in ESG covers civil rights; diversity, equity, and inclusion (DEI); human rights; human capital, and even healthcare-related topics. 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

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? Do you need to know DBC or Monte Carlo simulations or other, more advanced topics? The Greeks?

Finance 65

Finance Banking Equity Marketability 65

Reynolds Holding

FEBRUARY 26, 2023

The pace and breadth of these proposals has expanded in the ensuing years, with a significant number of shareholder proposals focused on two topics—political contributions and lobbying expenditures. But some demands may impose significant burdens on the corporation.

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Appraiser Newsroom

JULY 5, 2022

He has also written on ESOP-related topics for publications in the furniture and behavioral health industries, most notably including co-authoring Making Sense of Your New ESOP: A Leader’s Guide.‍ Mr. Saari is a frequent author and speaker on valuation, litigation advisory, business management and other financial topics.

Business Valuation 40

Business Valuation Intangible Assets Appraisal Finance 40

IVSC

JANUARY 26, 2022

This interaction is like a compass that helps guide me and our organization on the topics and issues that are important and where the profession is heading. I also connect on a regular basis with my counterparts at compeer organizations often regarding common interests and opportunities for joint partnerships to further the profession.

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Appraisal Business Valuation Technology Intangible Assets 246

Reynolds Holding

MAY 6, 2022

Common perks in this category include the cost of life insurance premia and healthcare related benefits; personal security; club membership fees; the personal use of corporate-owned facilities and assets, such as real estate, cars and planes; as well as corporate contributions to 401(k) accounts.

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ThomsonReuters

FEBRUARY 6, 2024

These taxes are typically aimed at influencing behaviors that have negative effects on people’s health and the taxes collected are applied toward the healthcare and support programs affected by these behaviors. Fuel excise tax (gas taxes) Fuel excise tax, or gas taxes, are collected by sellers at the point of purchase and included in the price.

Compliance 52

Compliance Accounting Firms Marketability 52

Reynolds Holding

OCTOBER 19, 2023

2] In various forms, gamification has spread to economic sectors as diverse as manufacturing, education, advertising, and healthcare. Thus far, however, little has been written about the gamification of banking – the topic of our recent article. [3]

Banking 72

Banking B2B Finance Technology 72

Reynolds Holding

JANUARY 19, 2023

public health preparedness are an appropriate, and pressing, topic to be addressed by the recently dormant corporate social voice. The preparedness question is made worse by the precarious position of the public healthcare system. The frightening deficiencies in U.S.

Marketability 72

Marketability 72

Appraiser Newsroom

OCTOBER 4, 2022

Commissioner (and other topics) by Theresa Melchiorre ; Geopolitics and the Jewelry Industry presented by Avi Krawitz ; and Big Data Valuation Tools and Current Market Trends with Mitch Helman and Matt Sterup.

Appraisal 52

Appraisal Business Valuation Start-ups Marketability 52

Brian DeChesare

MARCH 9, 2022

Ask tech and healthcare bankers and many entrepreneurs what they really want, and they’ll often cite venture capital as their long-term goal. These industries have been around for decades, so they’re not the most exciting topics for you. Or, more specifically, they want to become Venture Capital Partners.

Finance 83

Finance Start-ups Equity Marketability 83

Harvard Corporate Governance

AUGUST 21, 2023

The potential benefits of AI will vary by industry, but might include automating various business processes, such as customer service, content creation, product design, and marketing plan development, as well as improvements to healthcare, the creation of new drugs, etc. of social proposals received greater than majority support.

Compliance 189

Compliance Technology Start-ups Specific Risk 189

ThomsonReuters

FEBRUARY 8, 2022

Whether you’re at the one-to-one stage of your relationship or casting a wider net to the masses, share your insights and knowledge on a variety of tax, accounting and business hot topics to gain their attention and earn their respect. That’s the first step to winning new business. 2) Stand out from the competition.

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Accounting Firms Technology Marketability Start-ups 105

Appraiser Newsroom

JULY 9, 2023

He is also a nationally recognized presenter and author on these topics. Mr. Johnson is a board member of the Corporate Finance Certificate Program at Texas A&M University and has been published on a wide range of valuation topics in several accounting, business, finance and valuation publications and bar journals.

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Intangible Assets Business Valuation Appraisal Finance 40

Appraiser Newsroom

JULY 9, 2023

Mr. Beckwith began his appraisal career by opening EAGI in 1996 specializing in healthcare acquisitions after selling Mission Medical in 1996 with offices in Texas and Mexico. He lectures and teaches business valuation topics all over the country for various organizations. Gregory is an ASA and a CVA.

Appraisal 40

Appraisal Business Valuation Intangible Assets Compliance 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. Recruiting and whether you can break in without “donating” your kidney to Xi Jinping.

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Equity Banking Start-ups Private Equity Firm 70

Cooley M&A

JANUARY 23, 2024

Sponsor-led take-private transactions – and hostile takeovers – come to life sciences So-called take-private transactions led by a private equity sponsor have become a hot topic in healthcare. billion, while EQT acquired Dechra Pharma, a veterinary products business, in an all-cash acquisition for $6.1 billion.

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Marketability Equity Private Equity Firm Finance 52

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. Tech / healthcare?

Banking 89

Banking Start-ups Finance Marketability 89

Cooley M&A

DECEMBER 3, 2019

Such reports include quality of earnings reports, open source code scans, security audits and any reports regarding applicable regulatory compliance matters (especially for financial services or healthcare IT companies). For more on R&W insurance, view our recent Dealology video on the topic. Contributors. Barbara Borden.

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Marketability Compliance Enterprise Value Technology 40

ThomsonReuters

JANUARY 24, 2022

However, it ruled in favor of the Centers for Medicare and Medicaid Services (CMS) emergency regulations for COVID-19 vaccine requirements for certain healthcare workers. . The Pennsylvania Office of Unemployment Compensation addresses the topic through its FAQs. Pennsylvania.

Compliance 119

Compliance 119

Brian DeChesare

APRIL 6, 2022

If you want examples, take a look at a few from Goldman Sachs and Centerview : The differences lie in the metrics and the increased importance of certain topics, such as lease accounting. For example, if you recruit for VC , you’ll be at a slight disadvantage next to someone who worked in the tech, healthcare, or TMT groups.

Banking 96

Banking Start-ups Equity Marketability 96

Reynolds Holding

JULY 26, 2023

Today’s rule, by contrast, reads like a test run for future overly prescriptive, overly costly disclosure rules covering a never-ending list of hot topics. ENDNOTES [1] Release at 5 (citing CF Disclosure Guidance: Topic No. At least one commenter suggested a two-year compliance period, but we are requiring same-year compliance. [45]

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Compliance Corporate Finance Finance Marketability 40

Audit Board

JUNE 15, 2023

Organizations in IT, utilities, and healthcare have proven to be attractive targets for attackers due to the high impact that malicious actors can have. More importantly, when conducting a risk assessment, the organization should ensure that they’re covering topics that are relevant and pose a true risk to the company.

Technology 52

Technology Compliance Start-ups Finance 52

Audit Board

JUNE 1, 2023

As the internal audit leader at one of the top research universities in the United States, my organization is no different — our operations span many different industries: higher education, agriculture, veterinary research, medical research, utilities, real estate, food safety, healthcare, entertainment/performing arts, and venue operations.

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Compliance Start-ups Technology 52

Brian DeChesare

FEBRUARY 22, 2023

With other topics – such as “ target schools ” or “ elite boutiques ” – few people use the terms in-person. The best example of a sell-side firm is an investment bank across most industry and product groups , such as healthcare , technology , and M&A.

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Finance Marketability Banking Corporate Finance 125

Audit Board

JUNE 8, 2023

Compliance audits are a broad topic that can affect many organizations across different parts of an organization. Healthcare providers and other covered entities, for example, must comply with HIPAA’s regulatory compliance requirements, while publicly traded companies must comply with Sarbanes-Oxley (SOX).

Compliance 52

Compliance Start-ups Technology Accounting Firms 52

ThomsonReuters

FEBRUARY 9, 2022

A colleague of mine recently posted a Thomson Reuters tax blog on the topic of COVID-19 vaccine mandates in all 50 states – more specifically, the vaccine mandates (if any), worker refusal for the vaccine, and unemployment benefits. Employers can additionally have COVID-19 vaccine requirements as a condition of employment.

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Start-ups 110

Brian DeChesare

NOVEMBER 30, 2022

Your first thoughts reading this article might be, “Wait a minute, why are ‘private equity exit opportunities’ a topic? You’ll also focus on technology, healthcare, and other growth industries. Who would ever leave this industry? And what could be better?”. Good questions.

Equity 84

Equity Banking Start-ups Marketability 84

Brian DeChesare

JULY 19, 2023

For example, some consultants get into AM via MBA programs, and some firms like to make “industry hires” in areas like healthcare (e.g., So, if you’re thinking about this topic, you should probably reframe your questions: Is there any reason to target long-only hedge funds rather than long/short equity or other strategies?

Equity 52

Equity Beta Banking Start-ups 52

Reynolds Holding

FEBRUARY 1, 2023

Healthcare M&A Although the pace of healthcare M&A was down in 2022, a steady stream of healthcare deals were signed over the course of the year as large pharmaceutical, health insurance and other industry participants turned to acquisitions to drive growth. billion acquisition of Abiomed and Amgen’s $27.8

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Finance Equity Technology Banking 45

ThomsonReuters

AUGUST 16, 2021

In the Garden State, there is a requirement for employers in covered healthcare and high-risk congregate settings that mandates vaccination or weekly testing for workers. The mandate does not look to specify if athletic activities include exercise at a fitness room in an employer’s business location if the facility has such an amenity.

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Reynolds Holding

SEPTEMBER 1, 2022

According to the Company, many consumers and healthcare professionals report that certain individuals who experience issues drinking conventional cows’ milk may experience benefits when they switch to a2 Milk. Investigations of this topic by German prosecutors (and also the SEC ) are ongoing.

Treasury 45

Treasury Marketability Market Capitalization Compliance 45

Brian DeChesare

APRIL 19, 2023

You don’t need to be a technical mining expert to pass your interviews, as all the standard topics will still come up, but you should know the following: The main categories of metals and the factors that drive their prices, production, and supply (see below). If you really like mining and want to specialize in it, sure, go ahead.

Banking 52

Banking Start-ups Private Equity Firm Equity 52

Reynolds Holding

MARCH 27, 2023

June 15, 2022): In at least one action, investors challenged corporate commitments on ESG- related topics. Clair Shores Police and Fire Retirement System v. Unilever PLC , No. 22-cv-05011 (S.D.N.Y. at 1095–96.

Technology 59

Technology Start-ups Compliance Finance 59