M&A Leadership Council

APRIL 4, 2023

Complex Transactions, Third-Party Vendor Relationships and IT Management All Call for Thorough TSAs By William Blandford, Managing Director at Blandford Associates and Member of the Board of M&A Standards Why do so many divestitures fail to live up to their potential value? Sponsored by M&A Partners, WTW and Devensoft.

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Appraisers Blog

JUNE 12, 2023

The appraisal industry has been frozen in time due to consistent application of excess regulation as lenders time and time again over many decades successfully passed blame for their behaviors, down to the independent appraiser vendor.

Appraisal 71

Appraisal Marketability 71

Audit Board

SEPTEMBER 9, 2022

Vendor vulnerabilities continue to plague many industries and teams are struggling to manage the associated risk volatility. A strong third-party risk management (TPRM) program can help alleviate the impact of related risks. Experts from Deloitte, Teck Resources Ltd., That’s just something to be aware of.

Start-ups 52

Start-ups Compliance Banking 52

ThomsonReuters

SEPTEMBER 22, 2023

This first-of-its-kind settlement comes just months after the EEOC released a new resource regarding artificial intelligence (A.I.) Consider having an outside vendor help audit the tool before and after implementation, to monitor for and correct for any potential disparate impact on protected groups. Litchfield: The utility of A.I.

Compliance 52

Compliance Technology 52

Audit Board

JULY 26, 2022

Yet most cannabis businesses lack risk management maturity and resources, and the door is open for internal audit to move the industry forward. The Big Four are very involved in Canada, but not in the US — and some large technology vendors Oracle and SAP still hesitate to engage. Need for Controls Around Vendors and People.

Technology 52

Technology Banking Compliance 52

Audit Board

JUNE 2, 2022

Whether an organization works with 10, 1,000, or 10,000 third parties, any third-party risk management (TPRM) program faces the same challenges: organization, visibility, and limited resources. One helpful resource is our guide to Effective Third-Party Risk Management: Key Tactics and Success Factors.

Technology 52

Technology Compliance 52

Audit Board

DECEMBER 14, 2022

For example, a business that plans to expand into the European market will benefit from complying with ISO 27001 , the leading international standard for information security management systems, in addition to the EU’s GDPR standard. . You might save yourself valuable time and resources sooner than you think. . Internal initiatives.

Compliance 52

Compliance Technology Marketability 52

Viking Mergers

MAY 13, 2022

You may also be familiar with failed examples of mergers like AOL and TimeWarner or Daimler Benz and Chrysler, neither of which managed to go the distance together. The Buyer was also able to utilize his human capital from the 11 dealerships by offering employees advancement and management opportunities. Caterer Acquires Venue.

Mergers & Acquisitions 130

Mergers & Acquisitions Marketability Business Valuation Technology 130

ThomsonReuters

OCTOBER 24, 2023

Jump to: Automation, AI Technology: A Time and Resource Saver Outsourcing: Scale your business and reduce your costs A flexible work model: Expand your talent pool and gain a competitive edge How to handle the shortage of staff in your accounting department Recent trends have only amplified this challenge.

Technology 52

Technology Marketability 52

Audit Board

OCTOBER 3, 2023

For one, if your organization has an IT risk management or InfoSec function, it is likely already taking steps to comply with security frameworks like ISO 27005 , PCI DSS , NIST SP 800-53 , COBIT 5 , or OCTAVE. Identify the departments and specific roles that manage your information assets.

Technology 52

Technology Compliance 52

Audit Board

JULY 26, 2023

We live in the era of technological transformation, where business-owned digital assets brim with an abundance of sensitive employee, customer, and vendor data, while a formidable burden rests upon the shoulders of the information security teams tasked with safeguarding these assets through robust and resilient IT risk management programs.

Start-ups 52

Start-ups Technology 52

Audit Board

DECEMBER 18, 2022

Life before the cloud limited access to certain devices and networks, incorporated defensive layers to protect internal applications and data, and relied on a known and manageable security perimeter to prevent unauthorized access. What checks and balances do you use to manage the type of information users can access?

Compliance 52

Compliance 52

ThomsonReuters

AUGUST 26, 2022

Using a risk-based approach grounded in comprehensive data, companies can better manage supply chains in an unpredictable world. Companies are also increasingly attuned to issues which are affecting how they approach their suppliers and vendors. CBP issued its guidance for exceptions on June 13, a week before the law went into effect.

Start-ups 97

Start-ups Data Analysis Compliance 97

ThomsonReuters

DECEMBER 29, 2022

It ’ s certainly no surprise that we ’ ve seen an acceleration of corporations outsourcing things like tax and accounting functions, ” said Corey Greene, Senior Outbound Product Marketing Manager, Tax and Accounting Professionals for Thomson Reuters. . Find the right corporate tax solution. Is your firm among them? . .

Compliance 59

Compliance Accounting Firms Technology Marketability 59

Audit Board

AUGUST 1, 2023

The SEC recently adopted their proposed rules, including those regarding Cybersecurity Risk Management on July 26, 2023. The stakes and expectations of an organization’s IT Risk Management capabilities have never been higher – and as we all know, the dollar impacts are real. Look Around - What’s in the news?

Technology 52

Technology Start-ups Compliance Marketability 52

Audit Board

JUNE 13, 2022

Integrated risk management (IRM) is a strategic and collaborative way for organizations to manage risk across their entire group. This strategy accepts risk as a part of doing business, and pulls it into a company’s culture so that the organization manages risk as a part of both daily operations and long-term strategy.

Compliance 52

Compliance Technology Start-ups Marketability 52

Audit Board

NOVEMBER 16, 2022

and John Kolich, IT Audit Director at Jushi, share how AuditBoard enabled their team to achieve first-year SOX compliance at a rapidly scaling company without having to add resources. In our Spotlight on Success series, Jason Meneses, Vice President, Internal Audit at Jushi Holdings Inc. , That’s where AuditBoard came in.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

JULY 8, 2021

Multinational enterprises (MNEs) began using centralized shared services centers three decades ago to standardize and improve efficiency in back-office functions such as finance & accounting, human resources, and IT. We were lucky to have very substantial leadership support to push that RFP process through,” he added.

Technology 98

Technology Finance Compliance Corporate Finance 98

ThomsonReuters

JANUARY 20, 2022

Manage risks of the unknown and minimize knowledge gaps. “This model (is how) we manage our current book of work, change management, business planning, our relationships, and do it in a forward-thinking, future-proof way,” he said. . We engage vendors; we engage technology solutions.

Compliance 52

Compliance Technology Start-ups 52

Benzinga

JULY 20, 2022

g/t and measured and indicated mineral resources of 2.56 g/t and inferred mineral resources of 577,000 ounces of gold at a grade of 1.89 A feasibility study prepared by the vendors (the "DRA Feasibility Study") indicates the potential for an open-pit gold mine producing an average of 168,000 ounces per year over a 10-year life of mine.

Finance 40

Finance Equity 40

Audit Board

NOVEMBER 8, 2023

Secure network configuration and management is key to CDE segmentation and protection. Even organizations that do not have to meet this mandate must perform quarterly vulnerability scans through an Approved Scanning Vendor (ASV) and conduct an annual PCI Self-Assessment Questionnaire (SAQ).

Compliance 52

Compliance Start-ups Banking Technology 52

Startup Valuation Blog

FEBRUARY 21, 2022

Customer resource management (CRM) is an example of Saas. These applications allow SaaS customers to manage customer information and track sales through their pipeline. . the vendor contract with that developer. A SaaS company is a company that hosts an application and makes it available to customers over the internet.

Technology 100

Technology Business Valuation 100

Audit Board

MAY 9, 2022

Accounts payable performance has a direct bearing on: Fraud risk management. Supplier/vendor master file. Log of vendor master file changes. With the exception of the payroll process, the accounts payable process accounts for the largest proportion of spend at most organizations. Working capital. Operating cost.

Technology 52

Technology Banking 52

ThomsonReuters

MAY 12, 2022

It is not only time-consuming, but also takes lots of resources as the process can take from a few weeks to several months. This sales tax audit guide can help indirect tax teams avoid common audit triggers and manage the sales tax audit as smoothly as possible. Download our free whitepaper on managing sales and use tax audits.

Compliance 105

Compliance Technology 105

Appraiser Newsroom

JULY 9, 2023

Celebrating its 86th year, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel, and more from all parts of the world. Casey Karlsen, ASA , is a manager in BerryDunn’s Valuation Services Group.

Business Valuation 40

Business Valuation Appraisal Banking Start-ups 40

A Neumann & Associates

FEBRUARY 9, 2022

Vendor relationships are built and nurtured over many years. There are few things that can wipe out those many years of goodwill faster than a vendor catching wind that that a company is for sale. Having your advisor/intermediary manage the process will help to insulate you. What can be done to maintain confidentiality?

Marketability 52

Marketability 52

Value Scout

NOVEMBER 25, 2022

Effectively managing a firm’s working capital can increase the seller’s exit price. Buyers are usually attracted to companies that tightly manage their working capital. How Does Managing Working Capital Helps the Selling Company Maximize Value? Management should also keep monthly records of working capital.

Discounted Cash Flow 52

Discounted Cash Flow Finance Marketability Business Valuation 52

Audit Board

APRIL 25, 2022

From firewalls to strong password management tools to multi-factor authentication, security practices you implement are designed to prevent hackers and other threats from impacting your organization’s daily functioning and bottom line. Authentication. Authentication includes any tools that provide assurance over a user’s identity.

Compliance 90

Compliance Technology 90

ThomsonReuters

JUNE 16, 2023

Speaking on the importance of integration capabilities, Mark Bendele, Accounting CS® manager for Thomson Reuters, said, “One of the things we always look at is integration, like integration among products within the [Thomson Reuters] portfolio as well as integration with third-party vendors.

Technology 98

Technology Start-ups Accounting Firms Compliance 98

Audit Board

JANUARY 12, 2023

This is often by design, as the intent is to encourage organizations to build a risk management program that is unique to the type of business being conducted and the type(s) of data being processed. It includes: A process flow for building and manage a cybersecurity risk management program. .

Compliance 97

Compliance Start-ups Asset-based Approach Specific Risk 97

Appraiser Newsroom

JULY 5, 2022

Celebrating its 85th year, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel, and more from all parts of the world. Matt Sterup is Sales Manager of Construction and VIP for Sandhills Global. As time permits, David continues to work as a professional musician.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

ThomsonReuters

JANUARY 3, 2023

Disparate systems, remote work environments , and staffing constraints are among the issues they must navigate, and without the right tools and resources in place, it can be difficult. The Cloud Audit Suite — which comprises AdvanceFlow, Checkpoint Engage, and Confirmation — can manage the full spectrum of audit tasks in one place.

Technology 59

Technology Accounting Firms 59

Sun Acquisitions

JANUARY 17, 2023

While they manage the backend activities you can focus on the front end of the business, making sure that it looks good and will attract quality buyers. However, this can only work if the employees have the necessary skillset and resources to continue running the business. 2. Sell to a Strategic Buyer. Sell Through an Auction.

Private Equity Firm 52

Private Equity Firm Equity Marketability 52

Lighter Capital

SEPTEMBER 19, 2022

What’s wrong with the current state of finance automation As I mentioned in my , product recap last year, at Ramp we view finance automation as the software providing customers an unfair advantage: the ability to manage money faster, smarter, and with more peace of mind. They default to hiring an accountant to manage the paperwork.

Finance 52

Finance Start-ups Technology Marketability 52

Equilest

MARCH 5, 2023

Key people may manage key accounts, oversee vital projects or even develop and implement the company's strategic vision. Sales Manager: A sales manager who manages important customer relationships and maximizes revenue for the company can be considered as a key person. what is The Cost of Losing a Key Person?

Key Person Discount 40

Key Person Discount Business Valuation Start-ups Marketability 40

ThomsonReuters

APRIL 18, 2023

Some of the issues vary by firm — depending on the size of the firm, the resources a firm currently has in place, etc. — Solution: To stay on top of relevant news, accounting and tax professionals must have easy access to accurate, reliable resources and CPE classes that are available in formats for every learning style and schedule.

Technology 52

Technology Compliance Start-ups Finance 52

Reynolds Holding

OCTOBER 18, 2023

Securities and Exchange Commission (SEC) announced a US$19 million settlement with the investment adviser DWS Investment Management Americas Inc. The SEC focused on lack of: (1) training, (2) testing, (3) controls, (4) standards for management, (5) consistency in approach, and (6) remediation once it recognized the inconsistencies.

Compliance 40

Compliance Banking Marketability Equity 40