Chris Curtain
JULY 20, 2021
It is necessary to perform thorough research before selecting an accredited business valuation company. Acquaint yourself first with a company’s valuation methodologies and make sure that they have a strong understanding of the industry. Doing so will definitely result in a fair and positive business valuation. When choosing a business valuation company, there are major […].
Startup Valuation Blog
JULY 11, 2021
Rising Star Award and Great User Experience Award for Equitest by CompareCamp. CompareCamp , one of the leading online resources of product reviews and comparisons, has awarded Equitest two rewards - the “The Rising Star” and the “Great User Experience”. We are proud and excited to inform that we are a growing valuation platform – thanks to the trust of thousands of customers and many positive reviews such as the one by CompareCamp. .
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ThomsonReuters
JULY 29, 2021
QUESTION: A few participants in our company’s health FSA told us that their doctors have started charging patients a monthly fee that is payable whether or not the patients visit the office. There is no additional charge for actual office visits. Can our health FSA reimburse this fee? ANSWER: Generally, fees of this type are not reimbursable. In our view, such fees are like insurance because they are payable whether or not medical care is provided.
Musings on Markets
JULY 22, 2021
Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public. The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.
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.
Valutico
JULY 29, 2021
Weekly Valuation: Bumble. Earlier this year US dating app Bumble went public, making headlines as its CEO became the youngest woman to take a company public and to become a billionaire, at age 31. Bumble stood out in the dating market for its unique approach, and for its independence, in a market that was largely consolidated by the Match.com, owner of Tinder, Match and many other leading dating apps, but how have investors reacted to the offering.
Class VI Partner
JULY 28, 2021
KEY ARTICLE TAKEAWAYS. Understand the importance of getting qualified, experience help when selling your company Learn about the different types of fees you should expect to incur when selling your company Learn how investment banking fees are charged and the different ways their success fees could be calculated. The Mysteries of M&A Fees. Don’t try this on your own.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Merrimack Business Appraisers
JULY 26, 2021
At the National Association of Certified Valuators and Analysts (NACVA) Conference in June, Lou Pereira received the Massachusetts State Chapter President Leadership Award. “Being recognized in this way is a tremendous honor for me,” Lou observed, “adding that the success of the Massachusetts State Chapter is due to the efforts of the entire board who […].
ThomsonReuters
JULY 29, 2021
IRS Notice 2021-46 (July 26, 2021). Available at [link]. The IRS has issued additional Q&A guidance on the COBRA premium assistance provisions of the American Rescue Plan Act of 2021 (ARPA). Under ARPA, a 100% COBRA premium subsidy and additional COBRA enrollment rights are available to certain assistance eligible individuals (AEIs) during the period beginning on April 1, 2021, and ending on September 30, 2021 (the “Subsidy Period”) (see our Checkpoint article ).
Quantive
JULY 20, 2021
Shareholder buyouts frequently occur in closely held businesses and often are costly for parties that feel that the payout is unfair – whether too high or too low. Triggering events for buyouts happen all the time, yet as a business owner, they are often not events you spend time thinking about every day.
Andrew Stolz
JULY 19, 2021
Apple | Google | Stitcher | Spotify | YouTube | Other. Today I want to talk to you about how to value a startup. This story started when Dan, a podcast listener, replied to my recent weekly email with this question, “How do you value a startup, especially if there is no revenue?”. How do you value a startup? To answer this question, I decided to dust off a business plan that I wrote for a client soon after the 2000 dot-com boom and bust.
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
Class VI Partner
JULY 28, 2021
KEY ARTICLE TAKEAWAYS. Learn the common terminology for M&A transactions Understand the complexity of M&A transactions Learn the next steps you should take if you are preparing to sell your business. M&A Terms Every Business Owner Should Know. Most business owners only experience selling their company once. Dealing with lawyers, accountants and investment bankers can be intimidating – they use a whole lexicon of terms that can be unfamiliar and confusing to business owners.
Chris Curtain
JULY 17, 2021
What is a business appraisal Reality check? Just as the name suggests it answers the question does the value of your business make sense in the real world? The post Business Appraisal Reality Check: How It Works? appeared first on Business Appraisal Florida.
Valutico
JULY 19, 2021
Iconic, adored, and sometimes vilified, donut chain Krispy Kreme made its return to the public markets this summer, after 5 years in private hands. The company priced its initial public offering at $17 per share, well below its planned range of $21 to $24, and even opened lower. Shares quickly rebounded to the lower end of its targeted range and the offering gave the firm $500 million of fresh cash injection and an implied valuation of $2.7 billion.
ThomsonReuters
JULY 15, 2021
QUESTION: We have heard from our company’s group health plan insurer that our plan must continue covering certain patients who are undergoing treatment when we change our contractual relationship with their provider. What are the rules, and when do they apply? ANSWER: The surprise medical billing legislation passed in December 2020 (see our Checkpoint article ) included a new patient protection mandate referred to as “continuity of care” that applies when a provider ceases to be an in-network
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.
Musings on Markets
JULY 14, 2021
In the last few decades, as disclosure requirements for publicly traded firms have increased, annual reports and regulatory filings have become heftier. Some of this surge can be attributed to companies becoming more complex and geographically diversified, but much of it can be traced to increased disclosure requirements from accounting rule writers and market regulators.
Andrew Stolz
JULY 15, 2021
The trouble you face is not your fault, and I’m gonna show you how you can fight back. Has your exam been canceled? Your school doesn’t allow you to attend classes? Have your dreams been crushed? Have you lost control? I recently talked to five young people, and this is what they told me: One lost his chance to get an internship because his parents wouldn’t let him leave the house.
Class VI Partner
JULY 25, 2021
KEY ARTICLE TAKEAWAYS. Learn the steps required to prepare a business for sale. Understand how to prioritize your work on the risks that are hurting value the most. Learn how to prioritize what is most important to you for a sale. How to prepare a business for sale in 9 steps. Starting, operating and growing a business is hard work fraught with significant personal and business risk.
Chris Curtain
JULY 16, 2021
Valuing a pre-revenue startup business can be a difficult task, particularly given the various variables that must be taken into account. Many factors go into researching and generating a pre-revenue business valuation, including industry conditions, the reputation and expertise of the executive staff, the size of their unfilled niche, and demand for an undisclosed commodity. […].
Accountancy Today
JULY 12, 2021
CFOs across the UK are readying themselves for a surge in spending over the coming months, according to Deloitte’s UK CFO Survey Q2 2021. . The move marks a shift away from last year’s top priority of cost reduction, according to the survey, as over three-quarters of CFOs (71%) expect rises in capital expenditure. In addition, 76% anticipate increases in hiring over the year ahead, with expectations for both at their highest levels in almost seven years.
ThomsonReuters
JULY 15, 2021
Hua v. Board of Trustees, 2021 WL 2190906 (D. N.J. 2021). A participant in a union- and employer-sponsored self-insured group health plan was injured in an accident and sued the other parties involved. The plan administrator asserted its right, under the terms of the plan, to be reimbursed for the participant’s accident-related medical expenses (paid by the plan) out of any recovery.
Simply Treasury
JULY 12, 2021
Although the large IT vendors are necessary to properly serve large MNCs, we must accept that they cannot solve every single problem and that fintech’s may be solutions to problems often faced. There is a bias consisting of over-sizing solutions, perceived as sort of kitchen robots by treasurers and CFOs. The solution can be often found in emerging fintechs, for those who take time to contemplate existing and performing solutions to complete and fulfil their IT panoply of tools.
Sharp Sheets
JULY 9, 2021
A lot has been written online around tech startups valuation: the different methodologies, their pros and cons and limitations. Everyone agrees on one thing though: one must be very careful when calculating a valuation for high-growth businesses such as tech startups. Indeed, all startup valuations are the result of a negotiation between two parties: existing and new investors.
Cooley M&A
JULY 9, 2021
In a string of seminal decisions from 2017 through 2019 ( DFC Global , Dell and Aruba ), the Delaware Supreme Court re-shaped appraisal jurisprudence, in each case by overturning the Court of Chancery for failing to give adequate weight to deal price as the most reliable indicator of fair value. In the Delaware appraisal decisions that have followed, the court has consistently found deal price (minus synergies) to be the most reliable indicator of fair value, so long as there was a sufficiently
Chris Curtain
JULY 4, 2021
Everyone wants to help their children succeed. Many believe the best path for them is the same path they chose-Entrepreneurship. Before you help your children buy or start a business let’s look at some caveats: The post 4 Questions To Ask When Buying a Business For or Selling Your Company to Your Children appeared first on Business Appraisal FL | GA.
Appraisal Rights
JULY 7, 2021
Los Angeles Venture Association (LAVA) recently hosted a webinar discussing the recent uptick of merger and acquisition activity over the last six months, and the trends that will impact the future of the market. Two reasons for the uptick in cannabis industry investments are confidence in the economy and elections which helped legalize cannabis. Momentum in states like Texas have increased confidence for investors to enter in the cannabis industry.
ThomsonReuters
JULY 15, 2021
IRS Information Letters 2021-0003 (Dec. 14, 2020) and 2021-0013 (Apr. 27, 2021). Letter 2021-0003. Letter 2021-0013. The IRS has released two information letters that address the substantiation rules for health FSA debit card programs. One letter responds to an inquiry on behalf of an individual whose card was deactivated for failure to provide requested documentation to substantiate expenses paid with a health FSA debit card.
Internal Audit 360
JULY 5, 2021
L ast October, the Securities and Exchange Commission sent a clear message to companies with significant operations overseas: ensure that a robust anti-bribery program is in place and functioning properly or pay the price. The SEC sent that message via a $10 million fine against Sussex, Wisconsin-based printing and marketing company Quad/Graphics Inc.
Sharp Sheets
JULY 7, 2021
A question we often get from entrepreneurs and founders goes: how can I assess a valuation my startup if it is pre revenue? Startup valuation always is a challenging and somewhat inaccurate exercise due to their inherent level of risk and uncertainty. Luckily, there are alternatives to assess a valuation for your startup, with or without revenue. In this article we explain you 2 different ways to calculate a value for your startup.
Andrew Stolz
JULY 5, 2021
Many years ago, the management team of the business I co-own in Thailand, CoffeeWORKS , made it through the tenth year of an annual (and massive) quality audit done by one of our multinational customers. Our customer congratulated us for having World Class quality, the feeling among our management team and all employees was ecstatic. Since that time, we have maintained that World Class level of quality in CoffeeWORKS.
Chris Curtain
JULY 4, 2021
What are the processes and strategies involved in selling a business? A certified business valuation performed by a member of the Business Appraisal Florida team is an important component of the strategy implementation process, but it is just one of several steps. Here’s a business exit strategy checklist from our sister company, Bankers Advocate, for […].
Valutico
JULY 1, 2021
Earlier this month British grocer Morrisons rejected a £5.5bn takeover bid by US Private Equity firm Clayton, Dubilier & Rice. The UK’s fourth-largest supermarket, with 118,000 staff, said the offer “significantly undervalues” the firm. With the offer being just at the current market cap, could there be a case to support this claim and justify a higher valuation?
ThomsonReuters
JULY 13, 2021
Backup Withholding. The IRS requires the payer of certain income payments to be reported on information returns (e.g., Form 1099-NEC , Nonemployee Compensation ). Generally, the payer does not withhold taxes from these types of payments, as it is assumed that the payee will report and pay taxes on this income when the federal income tax return is filed.
Appraisal Rights
JULY 1, 2021
Attorneys for the investors in Tesla Inc. will argue that they have the right to use testimony from Elon Musk’s recent deposition in another case involving Musk’s control over Tesla and board conflicts in their action slated to go to trial later this month. The investors urge that any contradictory testimony could be used to impeach Musk at trial. But, Musk’s attorneys want to limit the investors’ access to issues involving the SolarCity deal – wherein Tesla purchased the rooftop solar company
Sharp Sheets
JULY 6, 2021
DCF is one of the most common methodology used by investors worldwide to value businesses. Indeed, DCF gives an intrinsic valuation by using a business’ expected cash flows. Yet, venture capital investors very rarely use DCF to value startup. Why is that? In this article we explain everything you should know about the Discounted Cash Flow (DCF) and whether you should use it for your startup valuation.
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