IVSC

FEBRUARY 14, 2022

IVSC launches survey exploring the evolution of ESG considerations in the valuation process. ESG comprises three pillars; environmental, social and governance, all of which collectively contribute to effective performance, with p. Alexander Aronsohn IVSC Technical Standards Director (Tangible Assets). Environmental, Social, and Governance (ESG) are the criteria that together establish the framework for assessing the collective conscientiousness of businesses for social and environmental factors

Business Valuation 246

Business Valuation Marketability 246

Mckinsey and Company

FEBRUARY 14, 2022

As opportunities in women’s health accelerate, FemTech is helping to match capital and talent to unmet needs—with promising early results.

144

144

Musings on Markets

FEBRUARY 12, 2022

It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the midst of all the action, to no one's surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft or FANGAM) that have largely driven US equities for the last decade, roiling the market with their most recent earnings reports.

Market Capitalization 99

Market Capitalization Equity Marketability Start-ups 99

ThomsonReuters

FEBRUARY 17, 2022

N.R. v. Raytheon Co., 2022 WL 278537 (1st Cir. 2022). Available at [link]. The minor beneficiary of an employer-sponsored group health plan, with his parents, sued the employer, the plan administrator, and the claims administrator, alleging that the plan’s exclusion of non-restorative speech therapy for autism spectrum disorder (ASD) violated the Mental Health Parity and Addiction Equity Act (MHPAEA).

Compliance 98

Compliance Equity 98

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

Internal Audit 360

FEBRUARY 17, 2022

GUEST BLOG: Imagine a world where internal audits were conducted by robots and auditees were also robots. A factual statement by the robot auditor is well received by the robot auditee in a complete, rational, and objective manner. There are no emotions, no ifs, and no buts, no tension. Unfortunately, or fortunately, we are stuck with human internal auditors and auditees.

98

98

Mckinsey and Company

FEBRUARY 14, 2022

Ransomware has rapidly become one of the top cybersecurity nightmares. Strategies for prevention, preparation, response, and recovery can help.

137

137

ThomsonReuters

FEBRUARY 17, 2022

QUESTION: We’ve heard there is a requirement to report prescription drug and health care spending to the government in 2022. What are the reporting requirements and when are the reports due? ANSWER: Year-end legislation passed in 2020 requires group health plans and insurers to annually report prescription drug and health care spending, premiums, and enrollment information to the government (see our Checkpoint article ).

98

98

Benchmark Report

FEBRUARY 18, 2022

So if you are a business owner considering selling your company, the good news is that right now, it's a seller's M&A market. By October of 2021, total M&A deal activity reached $4.4 trillion, which is an increase of 92% compared to a year ago and is the strongest opening period for M&A since 1980. In addition, merger activity resulted in deals totaling $1.52 trillion in the three months prior to September 27, 2021.

Marketability 93

Marketability 93

Mckinsey and Company

FEBRUARY 15, 2022

The insurance industry struggles to create economic profit. But amid COVID-19’s enduring changes, opportunities await.

145

145

Appraisers Blog

FEBRUARY 17, 2022

Why is the ASB proposing to remove the definition of Personal Inspection? Several days ago, an appraiser posted the following comment which we have decided to publish as a free-standing post because we believe it deserves attention: Amazingly, while these are horrible – everyone seems to miss the real issue that will hit us all in 2023. As of 2023, if the ASB gets its way in a few weeks, the word “inspection” or “personal inspection” will no longer be defined in USPAP.

Appraisal 96

Appraisal Compliance 96

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

FEBRUARY 15, 2022

The Consumer Price Index is involved in payroll topics like minimum wage, benefits, and the federal tax brackets. If you have ever tuned in to a business news channel, you have probably heard someone mention the Consumer Price Index at some point. Recently, the high rate of inflation is a topic of importance and concern. Inflation has risen 7% over the past year.

Start-ups 98

Start-ups Marketability 98

The Guardian M&A

FEBRUARY 14, 2022

Breach included sharing of commercially sensitive information concerning blocked merger JD Sports and Footasylum have been fined almost £5m for sharing commercially sensitive information during an investigation by the UK competition watchdog, which accused them of deleting phone records, and found their chairmen to have held multiple clandestine meetings including one caught on video in a car park near Bury in Greater Manchester.

Marketability 77

Marketability 77

Mckinsey and Company

FEBRUARY 18, 2022

A relative lack of top software companies threatens Europe’s economic competitiveness. To turn that tide, the private sector has to stop trying to play catch-up and take an altogether new approach.

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113

Appraisers Blog

FEBRUARY 14, 2022

Hybrid Appraisals were tested and failed. So what does Fannie Mae do? Let’s call them Desktops with third party inspectors. Fannie Mae has announced they will soon start accepting Desktop Appraisals. The appraiser does not inspect the property; however an interior floor plan including walls is required. This in itself is over and above what most appraisers typically provide.

Appraisal 91

Appraisal Compliance 91

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

ThomsonReuters

FEBRUARY 14, 2022

The death of a loved one is a challenging time for a family. Not surprisingly, it’s also a challenging time for an employer. There are several considerations when handling the wages and benefits of a deceased employee. . Considerations regarding wages and benefits of a deceased employee. Wage payment. In general, state laws will dictate how wages are processed for a deceased employee.

Dividends 98

Dividends 98

Brian DeChesare

FEBRUARY 16, 2022

One of the more controversial industry groups is public finance investment banking. The controversy starts with the name: Is public finance “really” investment banking? Can you compare M&A advisory on multi-billion-dollar corporate deals to underwriting municipal bond issuances from state and local governments? You could argue this either way, but the short answer is yes , public finance still counts as investment banking.

Finance 71

Finance Banking Equity Marketability 71

Mckinsey and Company

FEBRUARY 17, 2022

Mounting hopes of postpandemic recovery signal an imperative to prepare for the changes in technology, consumer needs, and society that will shape the future of the wealth management ecosystem.

Technology 105

Technology 105

Benchmark Report

FEBRUARY 16, 2022

Short answer – We don’t know. The M&A market has never interacted with this much inflation before. Inflation is now at a 40-year high. In 1982, there was no M&A market. The birth of the market is most often traced to KKR’s 1988 takeover of RJR Nabisco, as made famous in the 1989 book “Barbarians at the Gate” and the 1993 movie of the same name.

Marketability 64

Marketability 64

ThomsonReuters

FEBRUARY 18, 2022

Job fit is critical when hiring new accountants for your firm. The right accountant in the right role means a happy, engaged, and thriving employee. That is why matching candidates’ skills, experience, and attitudes to the job description and requirements is crucial. Another important factor to evaluate is organizational or cultural fit. A candidate may check all the boxes for the job, but what about that person’s standards, beliefs, and expectations?

Accounting Firms 98

Accounting Firms Start-ups Equity 98

Truelytics

FEBRUARY 14, 2022

Modern Financial Advisor Podcast ·. Episode 75 - How To Host A Successful Online Event As A Financial Advisor. A couple of weeks ago an invitation for an online event called RIA Labs landed in my inbox. The event is the first in a series hosted by InvestmentNews and the topic of helping RIAs "future-proof" their tech stack caught my eye. So, I reached out to Jeff Benjamin , Senior Columnist at InvestmentNews and Co-Chair of the event to see if he would be willing to come on the show as a guest.

Marketability 64

Marketability 64

Mckinsey and Company

FEBRUARY 14, 2022

Advances in women’s healthcare are accelerating, with implications for investors and stakeholders across the value chain and beyond.

124

124

Farrel Fritz

FEBRUARY 14, 2022

The chorus to one of Neil Young’s most sublime songs is “ Helpless, helpless, helpless.”. If composed in song, the chorus to a recent valuation decision by Manhattan Commercial Division Justice Andrea J. Masley would be “ Worthless, worthless, worthless.”. Justice Masley’s valuation decision in Quattro Parent LLC v Rakib , 2022 NY Slip Op 30190(U) [Sup Ct, NY County Jan. 14, 2022] is noteworthy for two reasons.

Book Value 59

Book Value Appraisal Business Valuation Fair Market Value 59

ThomsonReuters

FEBRUARY 14, 2022

Every tax and accounting firm is unique, so there’s really no one-size-fits-all approach to hiring. However, there are seven key factors to consider before posting your next job advertisement. 1. Company culture. Understanding your company culture is a useful step in finding a new accountant who is the right fit for your firm. Take some time to understand your company culture, the environment of your office, and the types of people on your team.

Accounting Firms 92

Accounting Firms Finance Equity 92

BV Specialists

FEBRUARY 14, 2022

Business owners who are enjoying steady growth over time with their sales volume moving ever upward will eventually need to determine whether it makes sense to subcontract out the extra work or consider bringing in a new hire on a part-time or full-time basis. This decision depends greatly on the type of business you own, in that certain jobs involve tasks that can be accomplished from home or in the field, while others require the need to train and work within an office or factory environment.

Business Valuation 57

Business Valuation Appraisal Marketability 57

Mckinsey and Company

FEBRUARY 17, 2022

The e-commerce boom, widespread concerns about sustainability, and the digitization trend are spurring innovation in the packaging industry. Many consumer products will soon be in packages that are stronger, sustainable, and smart.

104

104

National Law Review M&A

FEBRUARY 17, 2022

Keith Paul Bishop Jurisdiction: California Type of Law: Corporate & Business Organizations Election Law / Legislative News Mergers & Acquisitions

62

62

Butcher Joseph & Co.

FEBRUARY 16, 2022

Employee stock ownership plan (ESOP) represent an alternative way for business owners to sell their company at fair market value, while limiting busin. The post How Business Owners Can Preserve Their Company Legacy appeared first on ButcherJoseph & Co.

Fair Market Value 52

Fair Market Value Marketability 52

Complysci

FEBRUARY 18, 2022

When deciding on and integrating a new compliance technology, it’s almost too easy to focus solely on your compliance team’s preferences and proclivities without also considering the general employee experience…often to the detriment of your compliance program success. Why does it matter? While the compliance team will most likely use the software or platform more than your average employee, considering every user experience – from the CCO to your newest Investment Advisor or Hedge Fund Manager

Compliance 52

Compliance Technology 52

Mckinsey and Company

FEBRUARY 15, 2022

Too many companies still rely on manual forecasting because they think AI requires better-quality data than they have available. Nowadays, that’s a costly mistake.

104

104

National Law Review M&A

FEBRUARY 14, 2022

Greenberg Traurig's International Trade & Investment Practice Jurisdiction: United Kingdom European Union Type of Law: Administrative & Regulatory Corporate & Business Organizations Mergers & Acquisitions Global

55

55

Andrew Stolz

FEBRUARY 18, 2022

Highlights: Digital expansion bears fruit, driving top-line growth. Reengineering retail business could enhance margin further. Competitive position means profits beat those of biggest rival. Download the full report as a PDF. Nike’s revenue breakdown 2021. Price turned bearish. The share price has shown strong volatility over the past few months.

Start-ups 52

Start-ups Marketability Business Valuation 52

Midstreet Blog

FEBRUARY 18, 2022

Imagine you’re talking to your financial advisor and they say “I think this is a great investment! You can buy this business for $1,000,000 and you’ll make $40,000 a year operating it.”.

Business Valuation 52

Business Valuation 52

Mckinsey and Company

FEBRUARY 15, 2022

Outsourcing the management of business process is becoming much more digital—and potentially much more powerful for buyers and providers willing to engage more strategically and collaboratively.

98

98

National Law Review M&A

FEBRUARY 14, 2022

Greenberg Traurig's International Trade & Investment Practice Jurisdiction: Netherlands Poland Italy Type of Law: Antitrust & Trade Regulation Corporate & Business Organizations Criminal Law / Business Crimes Global Mergers & Acquisitions

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52