Shuster & Co.

APRIL 28, 2020

As the coronavirus pandemic (COVID-19) continues to spread across the globe, markets are marked by uncertainty and extreme volatility. For many business owners and shareholders, this uncertainty is causing high levels of concern related to business valuations – especially in light of the high number of transactions and deals that are currently stalled for the foreseeable future.

Business Valuation 52

Business Valuation Accounting Firms Marketability 52

Andrew Stolz

APRIL 24, 2020

Pornphen Chuleeprasert is an experienced Portfolio Manager with a demonstrated history of working in the financial services industry. She’s skilled in Research, Microsoft Excel, Customer Service, Management, and Microsoft Word. . Pornphen is also a strong finance professional with a Master of Architecture (M.Arch.) focused on MSc Finance from Imperial College Business School.

Finance 52

Finance Marketability 52

Appraisal Rights

APRIL 24, 2020

We’ve previously written about how appraisal rights are a factor considered by deal-makers during the merger process, as well as by in-house counsel and other professionals involved in mergers: but are appraisal rights part of the decision-process when deciding where to incorporate? Perhaps they should be, as one writer has compared the appraisal regimes in Delaware and Florida , comparing and contrasting the two regimes with an eye towards those deciding between Delaware and Florida as a place

Appraisal 52

Appraisal 52

Biz Worth

APRIL 22, 2020

Certified Business Valuators utilize three approaches when valuing your business. Here we do an in depth review of the Income Approach which provides a way of determining an indication of value of a business using one or more methods that convert anticipated economic benefits into a present single amount. Part 1 focuses on the Capitalization of Earnings method and provides an example of a business that was valued using this method.

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Business Valuation 52

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Shephard Mullin M&A

APRIL 21, 2020

The current COVID-19 pandemic is causing an unprecedented negative impact on businesses around the globe in nearly every sector of the economy. Both the US Government as well as Foreign Governments have and will continue to provide short- and long-term financial support to these businesses. However, this financial assistance will not be available to every business, nor will it be adequate in all instances to offset decreased revenue resulting directly and indirectly from the pandemic.

Capital Structure 52

Capital Structure Equity Banking Finance 52

Quantive

APRIL 7, 2020

It’s another day of the COVID-19 lockdown—day 11, 18, 43? You’ve lost count. You brew some coffee and pull out your phone, already wincing at what the day’s news might bring. But instead of headlines, the first thing you see is an email. It appears to be from Bank of America, offering you a $250,000 […].

Banking 52

Banking 52

Andrew Stolz

APRIL 20, 2020

Voragorn Sinlapamongkolkun is an experienced investor with a demonstrated history of working in the financial services industry. He is skilled in Portfolio Management, Corporate Finance, Derivatives, Financial Services, and Capital Markets. Voragorn is a strong marketing professional with a Bachelor of Business Administration (BBA) focused on Finance and Marketing from Thammasat University.

Finance 52

Finance Corporate Finance Marketability 52

Appraisal Rights

APRIL 23, 2020

As COVID-19 continues to cause uncertainty in M&A transactions, investors should have a heightened interest in pursuing the rights available to them, including appraisal and inspection rights. For instance, the Harvard Law Forum expects that buyers who agreed on transaction terms at pre-COVID-19 valuations might seek to terminate those transactions or renegotiate the price point prior to closing, and attempt to do so without incurring liability.

Appraisal 52

Appraisal 52

Biz Worth

APRIL 7, 2020

Certified Business Valuators utilize three approaches when valuing your business. Here we do an in depth review of the Asset Approach which provides a way of determining an indication of value of a business based on the value of the assets net of liabilities. The post How to Value Your Business – Asset Approach appeared first on BizWorth.

Business Valuation 52

Business Valuation 52

Simply Treasury

APRIL 8, 2020

Download the infographic here

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Treasury 52

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Quantive

APRIL 2, 2020

Does your business have enough to make it through the next month? How about the next six months? As the world grapples with the COVID-19 (coronavirus) pandemic, organizations are operating on a long and uncertain timeline—and facing significant cash flow issues. The virus has shut down cities, upended supply chains, forced teams to go remote, […].

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Appraisal Rights

APRIL 22, 2020

We previously posted about Domini Investment Trust’s proxy guidelines in favor of appraisal – the 2020 version reaffirms prior guidance , indicating Domini will “[v]ote for proposals to restore, or provide shareholders with, rights of appraisal.”.

Appraisal 52

Appraisal 52

Andrew Stolz

APRIL 17, 2020

This is a Valuation Master Class student essay by Kontee Siravongtanawadi from January 16, 2020. Kontee wrote this essay in Module 2 of the Valuation Master Class. Growth investing is an investment style that focuses on seeking investments in companies that have high growth potential in their size and position in their industry. Meanwhile, value investing is an investment strategy that seeks returns through the discovery of undervalued stocks as well as finding a margin of safety.

Dividends 52

Dividends Discounted Cash Flow Start-ups Marketability 52

Andrew Stolz

APRIL 10, 2020

This is a Valuation Master Class student essay by Teeradon Piyakiattisuk from May 9, 2019. Teeradon wrote this essay in Module 3 and has since completed all five modules of the Valuation Master Class. The yield curve is a line that plots the bond yields at a set point in time, of bonds having equal credit quality against their maturities. The curve shows the relation between the interest rate and the time to maturity.

Marketability 52

Marketability Banking 52

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Andrew Stolz

APRIL 8, 2020

Tanya Thourani is an accomplished Project Manager and an ex-Software Developer who excels at using agile methodologies, DevOps and cutting edge investment technologies for process improvement, data capabilities and service delivery. Some of the valuable insights Tanya shared: Start by developing interest. Then take a course to understand how finance works.

Finance 52

Finance Technology 52

Appraisal Rights

APRIL 9, 2020

In Illinois, a shareholder has the right to dissent from certain corporate actions such as a merger, sale of substantially all of the company’s assets or organizational changes that materially and adversely affect shareholder rights. 805 ILCS 5/11.65(a). A corporation that takes an action giving rise to the right to dissent must provide shareholders with a statement of value of the company’s shares in addition to certain corporate financial statements. 805 ILCS 5/11.70(a).

Appraisal 52

Appraisal Fair Market Value Book Value Dividends 52

Andrew Stolz

APRIL 3, 2020

This is a Valuation Master Class student essay by Jana Kristofova from October 4, 2018. Jana wrote this essay in Module 4 and has since completed all five modules of the Valuation Master Class. Leveraged Buyout (“LBO”) is a quite common term in Corporate Finance field. It refers to acquiring a company (or its part) and financing it with debt. The purpose of this paper is to give an overview of LBO transaction and its main features and in the end, a successful LBO story is mentioned and lessons l

Private Equity Firm 52

Private Equity Firm EBITDA Equity Finance 52

Quantive

APRIL 1, 2020

COVID-19: How to Go Virtual and Move Your Business Accounting Offsite ASAP Sixty-two percent. That’s how many businesses lacked an emergency plan as of September 2019, according to Ready.gov. Now, just a few months later, we know the real cost of unpreparedness. As the world wages war against the COVID-19 (coronavirus) pandemic, untold numbers of […].

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Appraisal Rights

APRIL 7, 2020

Summary. Appraisal rights are a novel concept which were introduced into our law in 2019 through the Companies and Other Business Entities Act (Chapter. The Act became effective on the 14 th of February 2020. Fair value remains an unsettled concept under the law and case law will have to develop it. Appraisal rights have been introduced to protect minority shareholders in companies.

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Appraisal Banking Finance 52