Musings on Markets

OCTOBER 19, 2021

In a post a few weeks ago , I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs) have become more bulky, while also become less informative. I argued that some of this disclosure complexity could be attributed to the law of unintended consequences, with good intentions driving bad disclosure rules, and that some of it is deliberate, as companies use disclosures to confuse and confound, rather than to inform.

Start-ups 73

Start-ups Banking Marketability Technology 73

Appraisal Rights

OCTOBER 21, 2021

[RKS Partner Steve Hecht is currently at MJBizCon , the largest Cannabis business conference in the US.]. The diversity of businesses and business lines here at MJBizCon is one of the first things that hits you. While cannabis itself is sometimes thought of as either an agricultural business or a retail business, the reality is it’s both and much more.

Marketability 52

Marketability Business Valuation 52

ThomsonReuters

OCTOBER 21, 2021

Proposed Rule: Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights, 29 CFR Part 2550, 86 Fed. Reg. 57272 (Oct. 14, 2021); Fact Sheet: Notice of Proposed Rulemaking on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (Oct. 13, 2021). Proposed Rule. Fact Sheet. The DOL has proposed amendments to its ERISA investment duties regulation to address concerns that the current regulation inappropriately discourages plan fiduciaries from

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Quantive

OCTOBER 20, 2021

You’ve built a rock-solid business. All the pieces are there—a great product, decent revenue, an extraordinary team—along with plenty of apparent demand in the market. A sale seems all but inevitable. So why isn’t anyone buying? Because every step of an M&A transaction is designed for buyers to eliminate sellers or reprice the deal, to […].

Marketability 52

Marketability 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

Lighter Capital

OCTOBER 19, 2021

By: Our partners at Clockwork. Recurring revenue seems pretty simple on the surface, but just because recurring revenue is “predictable,” that doesn’t mean forecasting recurring revenue is easy. Month-over-month growth assumptions can paint a general picture of MRR for investors, but if you really want accurate projections – the type that’ll help you navigate strategic decisions and optimize your finances – you’ll ultimately need a more detailed forecast.

Finance 52

Finance 52

Appraisal Rights

OCTOBER 18, 2021

Sports teams often prize the benefits of home-field advantage, but when it comes to valuing a cannabis multi-state operator, playing in your home court does not necessarily result in the highest valuation. As we have posted about before , different states take vastly different approaches to valuation litigation, resulting in the same MSO potentially having a significantly different valuation depending on where that litigation is brought.

Appraisal 52

Appraisal Marketability Business Valuation 52

IBG Business

OCTOBER 21, 2021

Attracting interest from more than one candidate not only generates multiple offers and shifts the leverage to you; it can also reveal your “best fit” buyer. By Jim Afinowich. How you arrive at a market value for a company is an interesting topic. Most sellers believe they know what their company is worth, and usually they’re wrong. The market is what actually determines the market value.

Start-ups 40

Start-ups Marketability 40

Lighter Capital

OCTOBER 19, 2021

Recurring revenue seems pretty simple on the surface, but just because recurring revenue is “predictable,” that doesn’t mean forecasting recurring revenue is easy. The post [Partner Blog] How to Forecast Recurring Revenue appeared first on Lighter Capital.

Finance 52

Finance 52

Quantive

OCTOBER 18, 2021

How do you know the right time to sell your business?

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ThomsonReuters

OCTOBER 21, 2021

Kindred Hosps. East, L.L.C. v. Local 464A United Food and Commercial Workers Union Welfare Serv. Benefit Fund, 2021 WL 4452495 (D. N.J. 2021). Available at [link]. A long-term acute care facility sued a welfare benefits fund after the fund denied coverage for a participant’s care and treatment at the facility because it was “non-covered.” Among other things, the facility requested a judicial declaration that the fund had to comply with the Affordable Care Act (ACA) essential health benefits req

Marketability 52

Marketability 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

ThomsonReuters

OCTOBER 18, 2021

How do you attract top accounting talent? How do you find the candidates that will thrive in your firm and help your firm thrive? Start implementing these 4 tips into your hiring process and you will be able to attract the talent you’ve been looking for. . 1. Articulate Values . Candidates want to know your firm. What do you stand for? What do you value?

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ThomsonReuters

OCTOBER 20, 2021

The global trade landscape is always in a state of flux. Trade regulations, geopolitics, free trade agreements, sourcing trends, and even the latest WCO 2022 tariff schedule update all add to the complexity of trade compliance. That’s why it is critical for importers and exporters to stay up-to-date with new and emerging trade issues, so they can help their companies remain compliant and avoid potential fines, penalties, and reputational harm.

Compliance 52

Compliance Technology Treasury 52

ThomsonReuters

OCTOBER 22, 2021

Company positions along the spectrum of vaccine mandate acceptance. The President and his administration are encouraging covered companies to jump on the vaccine mandate bandwagon immediately, as opposed to waiting for clear rules from OSHA. Some have done just that, including Tyson Foods Inc., Microsoft Corporation and The Walt Disney Company, to name a few.

Compliance 98

Compliance Start-ups 98

ThomsonReuters

OCTOBER 21, 2021

QUESTION: We understand that ERISA, COBRA, and HIPAA apply to our company’s group health plan, but should we be considering any other federal mandates? ANSWER: Many federal laws create mandates that may apply to your group health plan. Here are some to be aware of: Affordable Care Act (ACA). The ACA added numerous mandates for group health plans, including required coverage for children under age 26, coverage of certain preventive health services, and several patient protections, which have b

Equity 98

Equity 98

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