Financial Times M&A

MARCH 29, 2024

Accounting firm recently agreed to sell a majority stake to New Mountain Capital

Accounting Firms 93

Accounting Firms Equity 93

Benchmark Report

JUNE 10, 2024

According to a recent webinar hosted by accounting firm PWC, the amount of cash presently held by and committed to private equity funds is at an all-time high.

Equity 59

Equity Accounting Firms Private Equity Firm 59

Financial Times M&A

JUNE 11, 2024

Plus, private equity circles even more accounting firms and Citi’s new top hires spur succession speculation

Accounting Firms 83

Accounting Firms Equity 83

ThomsonReuters

MARCH 13, 2023

These investments marked a notable transformation in the profession, with the realization among private equity firms that investing in large accounting firms can yield great returns. For firms looking to attract private equity investors, there are several factors to consider and ways to help draw appeal.

Equity 59

Equity Accounting Firms Private Equity Firm Technology 59

Financial Times M&A

NOVEMBER 20, 2024

Accounting firm agrees to sell stake to buyout group Cinven

Accounting Firms 52

Accounting Firms Equity 52

ThomsonReuters

FEBRUARY 14, 2022

Every tax and accounting firm is unique, so there’s really no one-size-fits-all approach to hiring. Understanding your company culture is a useful step in finding a new accountant who is the right fit for your firm. Knowledge of finance and accounting is, of course, vital when hiring for a tax and accounting firm.

Accounting Firms 92

Accounting Firms Finance Equity 92

ThomsonReuters

JUNE 28, 2023

If you’re a tax firm leader looking to differentiate yourself from the competition, providing your clients with insight into their ESG data is a great way to set your firm apart. Let’s take a look at some best practices accounting firms can use to help clients overcome the challenges of ESG data collection and management.

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

Farrel Fritz

JUNE 6, 2022

Disputes over capital accounts and equity percentages are frequent fodder for business divorce litigation — especially in LLCs without operating agreements. Later in 2016, Moskowitz received the LLC’s 2015 K-1 showing an approximate $1 million increase in his capital account. Moskowitz v Fischer.

Equity 52

Equity Accounting Firms Appraisal 52

ThomsonReuters

JUNE 9, 2023

Perceived lack of support driving exodus of LGBTQ+ accountants Firms are seeing a higher attrition rate among LGBTQ+ accountants, with the research indicating that as high as 20 percent of departing professionals left the industry due to a lack of DEI.

Accounting Firms 98

Accounting Firms Data Analysis Compliance Finance 98

ThomsonReuters

MARCH 20, 2023

For tax and accounting firms, therein lies an opportunity. Forward-looking firms are increasingly moving beyond compliance by telling a compelling ESG story that sets their firm apart from the competition. It is most effective when it tells a compelling story and fits into the firm’s vision.

Accounting Firms 59

Accounting Firms Compliance Start-ups Equity 59

Trout CPA

JUNE 20, 2022

LANCASTER, Pennsylvania (June 17, 2022) – Trout CPA a top-ranked regional accounting firm specializing in accounting, tax, and advisory services is pleased to announce that Andrew Rice, CPA, CVA has joined the firm as Managing Director of Transaction Advisory Services.

Private Equity Firm 52

Private Equity Firm Accounting Firms Equity 52

Reynolds Holding

DECEMBER 21, 2022

Moreover, the association between ESG disclosure and ESG disagreement is more pronounced when firms obtain third-party attestations on their ESG reports, especially from accounting firms. Journal of Accounting and Public Policy, 31 (6), 610–640. [14] The Accounting Review, 86 (1), 59–100. 14] Dhaliwal, D.

Accounting Firms 119

Accounting Firms Marketability Equity 119

ThomsonReuters

FEBRUARY 18, 2022

Welcome candidates from a variety of backgrounds, experiences, and skillsets as a diverse accounting team can lead to more creative solutions and comprehensive problem-solving. Download our free special report, A roadmap for accounting firms to expand inclusion of diverse accountants , for more on diversity and inclusion.

Accounting Firms 98

Accounting Firms Start-ups Equity 98

Law 360 M&A

NOVEMBER 29, 2023

Big Four accounting firm Deloitte on Wednesday issued a report anticipating that women's elite sports will generate more than $1 billion in revenues for the first time next year — a prediction that comes as private equity firms are increasingly nabbing stakes in female professional sports clubs.

Private Equity Firm 40

Private Equity Firm Accounting Firms Equity 40

Law 360 M&A

SEPTEMBER 1, 2022

Securities and Exchange Commission's top accounting official has warned accounting firms that enforcement actions could result if they don't maintain auditing independence when selling parts of their businesses to private equity firms, showing that the agency is closely eyeing a wave of deals that could transform the industry.

Private Equity Firm 40

Private Equity Firm Accounting Firms Equity 40

Reynolds Holding

SEPTEMBER 8, 2022

4] Recently, we have observed instances of foreign issuers—especially foreign issuers located in the People’s Republic of China (“China”) or in Hong Kong—changing their lead auditor from a local registered public accounting firm to a registered public accounting firm located either in the U.S.

Accounting Firms 45

Accounting Firms Compliance Finance Marketability 45

Benzinga

MAY 2, 2024

Mr. Hisey began his career at Ernst & Young, considered one of the Big Four accounting firms globally, as a. His experiences run the gamut from initial start-ups to Fortune 100 Companies. Full story available on Benzinga.com

Technology 45

Technology Corporate Finance Start-ups Accounting Firms 45

Harvard Corporate Governance

NOVEMBER 23, 2022

This can be contrasted with the view that Scope 3 disclosures are being made by some entities already (see Private Equity Stakeholder Project ). The International Energy Credit Association also referred to the need “to acquire and disclose information from third parties and make public data and business plans that are proprietary.”

Banking 196

Banking Finance Corporate Finance Accounting Firms 196

Shuster & Co.

FEBRUARY 27, 2021

The partnership agreement’s weighting could be amended to allow one party to assume a majority share in the decisions, finances, and liabilities of the business without having to buy out all of the other partner’s equity. Consequently, a buyout is necessary for the partnership to end.

Business Valuation 52

Business Valuation Accounting Firms Start-ups Finance 52

Reynolds Holding

DECEMBER 10, 2024

The unpaid balances become a liability against the equity value of their homes. If the equity partnership that owns the solar system goes bankrupt, the financial burden of removing the system shifts back to the homeowner. Securitization and Tax Equity Partnerships. External Audit Firms and Valuation Appraisers.

Fair Market Value 45

Fair Market Value Equity Finance Appraisal 45

Audit Board

MARCH 17, 2022

Social is the people aspect: human capital management, employee safety, human rights, diversity, equity, inclusion. . If assurance over data and metrics are required, then the regulators as well as the public accounting firms will all be focused on looking at controls.”.

Start-ups 98

Start-ups Technology Accounting Firms Compliance 98

Reynolds Holding

MAY 15, 2024

These are core tenets of the accounting profession. [4] 4] Why Does Tone at the Top Matter for Public Accounting Firms? 5] But a healthy tone at the top is of paramount importance at public accounting firms as well. Finally, how firm leadership plans to structure their future business reflects the tone at the top.

Accounting Firms 45

Accounting Firms Compliance Private Equity Firm Marketability 45

Shuster & Co.

APRIL 1, 2020

Sale of a marital home should be considered early in the divorce proceedings, as the equitable division of this property may become extremely complex, particularly if there is substantial equity in it.

Accounting Firms 52

Accounting Firms Business Valuation Equity 52

Shuster & Co.

DECEMBER 15, 2021

In this instance, the formula accounts for the business’ total equity by calculating asset value minus total liabilities. A full-service Certified Public Accounting Firm located in Denver,Shuster &Company,P.C. The liquidation value method assumes that the business will cease operations and liquidate any assets.

Discounted Cash Flow 52

Discounted Cash Flow Book Value Liquidation Value Weighted Average Cost of Capital 52

ThomsonReuters

JULY 6, 2023

In this blog we’ll cover the key elements needed to understand M&A advisory services, including the differences between investment bankers and M&A advisors, why accountants should consider getting into mergers and acquisitions advisory, and more. What are M&A advisory services?

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

ThomsonReuters

JANUARY 12, 2023

Social risks include impacts to all stakeholders and global citizens, including the well-being, reputation, or privacy of customers, employees, or suppliers, as well as issues related to diversity, equity, and inclusion (DEI). . Investors and stakeholders are increasingly seeking transparency in ESG initiatives.

Compliance 52

Compliance Technology Accounting Firms Equity 52

Appraiser Newsroom

JULY 9, 2023

Marina advises clients on valuation of complex securities for tax, financial reporting and risk management, including fixed income, commodity, and equity derivatives, contingent assets/liabilities, earnouts, and intellectual property. Josh Schaeffer, Ph.D , is Managing Director at Equity Methods.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Equity 40

Reynolds Holding

NOVEMBER 6, 2022

While the CDD Rule focuses exclusively on the “equity interests” of legal entities, the final rule — thanks to the addition of a catch-all provision to the already expansive definition included in the proposed rule — covers virtually all instruments, contracts, arrangements, or mechanisms used to establish ownership of a legal entity.

Compliance 45

Compliance Treasury Finance Banking 45

Brian DeChesare

APRIL 10, 2024

Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Even as deal activity, fundraising, and exits have slowed everywhere, billionaires and PE firms backed by billionaires continue to acquire and invest in sports teams. only a handful a decade ago).

Equity 103

Equity Private Equity Firm Start-ups Accounting Firms 103

Reynolds Holding

NOVEMBER 29, 2023

7] The Commission’s case against SBF, filed in December 2022, alleged that SBF defrauded equity investors and the users of the now bankrupt FTX crypto asset trading platform. The press release highlighted actions against several audit and accounting firms, including Prager Metis and Crowe U.K. LLP (“Crowe”).

Banking 49

Banking Compliance Marketability Start-ups 49

Reynolds Holding

NOVEMBER 14, 2023

Actions against investment professionals in fiscal year 2023 included: Charges against private equity firm Prime Group Holdings LLC for failing to adequately disclose millions of dollars of real estate brokerage fees that were paid to a firm that was owned by its CEO. Prime Group agreed to pay a $6.5

Marketability 45

Marketability Finance Private Equity Firm Compliance 45

Farrel Fritz

APRIL 18, 2022

The post highlighted an apparent first-of-its-kind decision in a judicial dissolution case brought by certified public accountant Diane Straka, a minority shareholder of an accounting firm. Straka by a senior employee at the firm and other discriminatory conduct concerning her profit-sharing and management role.

Dividends 52

Dividends Accounting Firms Finance Equity 52

Reynolds Holding

APRIL 21, 2022

These metrics would then be subject to audit by an independent registered public accounting firm and come within the scope of the institution’s internal control over financial reporting. Department of Labor Proposes ESG-Related Updates to the ERISA Investment Duties Regulation (Oct. 19, 2021), available at [link]. [17] 19] Id.

Finance 45

Finance Banking Compliance Equity 45

Farrel Fritz

JANUARY 6, 2025

The court rejected the accounting firm’s argument that it merely was hired to prepare tax returns and other financial statements that documented the allegedly fraudulent loans, and thus investigating and reporting the manager’s alleged fraud were beyond its duties. 1650 Broadway Associates, Inc.

Accounting Firms 52

Accounting Firms Appraisal Marketability Equity 52