Business Sales M&A
FEBRUARY 5, 2021
One of the main premises behind a Private Equity Group (PEG) acquisition is to use debt to amplify the returns on the equity portion of it. In layman’s terms, equity is the down payment the PEG makes for an acquisition while the rest of the funds are provided in the form of debt from banks and other lenders. Typically, the down payments represent 25% and 50% of the value of the transaction.
ThomsonReuters
FEBRUARY 2, 2021
We’ve all heard the myths about cloud tax and accounting, including the intimidating theories that the cloud is not secure, expensive, complicated, or not up to compliance standards. Plus, as accountants, we tend to get comfortable with the on-premise, perhaps outdated software we’ve already implemented. However, the state of the tax and accounting industry is rapidly changing, and firms are having to shift their technology to keep from being left behind.
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Lighter Capital
FEBRUARY 5, 2021
If you already have a functional prototype and a business plan and you've burned through much of your initial money, then you’re ready to start raising real capital for your startup. There are several natural questions that come up at this point: Where can I find the money I need? Who do I need to hire in my company at this stage? And how much money should I raise?
Appraisal Rights
FEBRUARY 5, 2021
In a comprehensive ruling handed down last week, the Grand Court of the Cayman Islands confirmed that minority shareholders of companies that undertake a ‘short-form’ merger are entitled to dissent from the merger and to be paid fair value for their shares, as determined by the Grand Court. The ruling, delivered in Changyou.com Limite d, has wide-ranging implications, given that a number of Cayman Islands mergers have already been completed without dissent rights being offered to minority shareh
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.
Business Sales M&A
FEBRUARY 3, 2021
New Haven, CT – VR Business Sales – Mergers & Acquisitions, Marcum LLP, and the Law Firm of Zangari Cohn Cuthbertson Duhl & Grello P.C. released the 2020 Year End Report of the CT Business Owners Exit Planning Survey. The Connecticut Business Owners Exit Planning Survey was created to measure how well owners are prepared for an exit and to gauge their sentiment for selling a business in.
ThomsonReuters
FEBRUARY 1, 2021
The December 2020 numbers from the U.S. Bureau of Labor and Statistics (BLS) on national unemployment noted that 45 states and the District had jobless rate increases from one year earlier, no doubt due to the coronavirus (COVID-19) pandemic. States like California, Hawaii and Nevada registered unemployment rates at or above 9% in December 2020 and throughout the pandemic many other states suffered record-high unemployment rates rendering the state’s unemployment trust fund insolvent.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Appraisal Rights
FEBRUARY 1, 2021
As reported in this Law360 piece , “Illegality Nixes Most of Marijuana Investment Scheme Suit,” a Colorado judge dismissed an investor’s fraud claim against the principal behind an investment vehicle whose strategy revolved around the Colorado cannabis industry. The court found that the relief sought would violate the Controlled Substances Act, underscoring the perils of investing in a space that remains federally illegal.
The Mentor Group
FEBRUARY 1, 2021
The awareness of using cost segregation to maximize tax depreciation has significantly increased. An added benefit was created by The Tax Act, allowing taxpayers to expense personal property (bonus depreciation). But buyer beware. Many unqualified persons have entered the "profession" and are masquerading as capable engineers. Here are the critical questions you need to answer before hiring a cost segregation person/firm: Verify their credentials.
ThomsonReuters
FEBRUARY 4, 2021
QUESTION: We are an applicable large employer (ALE). For 2020, we offered coverage under our self-insured health plan to our salaried employees. We offered our hourly employees coverage under an individual coverage HRA (ICHRA). How do we report the ICHRA coverage on Forms 1094-C and 1095-C? ANSWER: Employers were able to offer ICHRA coverage to employees starting January 1, 2020 (see our Checkpoint article ).
Cooley M&A
FEBRUARY 1, 2021
Baseline HSR threshold now $92 million. The Hart-Scott-Rodino Act requires that parties to certain transactions, including mergers and acquisitions, acquisitions of voting securities, and assets and minority investments, file notifications with the Department of Justice Antitrust Division and the Federal Trade Commission and observe a statutory waiting period if the transaction meets specified size-of-person and size-of-transaction thresholds and does not fall within an exemption.
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
Musings on Markets
FEBRUARY 3, 2021
There are three topics that you can write or talk about that are almost guaranteed to draw a audience, stocks (because greed drives us all), sex (no reason needed) and salvation. I am not an expert on the latter two, and I am not sure that I have that much that is original to say about the first. That said, in my niche, which is valuation, many start with the presumption that almost every topic you pick is boring.
ThomsonReuters
FEBRUARY 4, 2021
DOL Fact Sheet: EBSA Restores Over $3.1 Billion to Employee Benefit Plans, Participants and Beneficiaries. Available at [link]. The DOL has issued its fiscal year (FY) 2020 enforcement fact sheet, highlighting the recovery of over $3.1 billion in direct payments to plans, participants, and beneficiaries. The fact sheet explains that the DOL’s Employee Benefits Security Administration (EBSA) has oversight responsibility over nearly 722,000 retirement plans, 2.5 million health plans, and a simila
ThomsonReuters
FEBRUARY 4, 2021
Field Assistance Bulletin 2021-01 (Jan. 12, 2021); Missing Participants — Best Practices for Pension Plans (Jan. 12, 2021). FAB 2020-01. Best Practices. The DOL has issued more guidance on missing participants, including a temporary enforcement policy on use of the PBGC’s expanded Missing Participants Program (PBGC Program) and informal guidance on best practices for dealing with missing and unresponsive participants.
ThomsonReuters
FEBRUARY 4, 2021
HHS: 2016-2017 HIPAA Audits Industry Report (Dec. 2020). Available at [link]. HHS’s Office for Civil Rights (OCR) has issued a report describing its 2016–17 audit program, which reviewed covered entities’ and business associates’ compliance with certain HIPAA privacy, security, and breach notification rules (see our Checkpoint article ). The report summarizes the audit results and recommends resources to address deficiencies identified in the audits.
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.
ThomsonReuters
FEBRUARY 4, 2021
Additional Codes are Available for Reporting an Offer of an Individual Coverage Health Reimbursement Arrangement (HRA) (Feb. 3, 2021). Available at [link]. The IRS has announced a post-release addition to the codes for the 2020 Form 1095-C (see our Checkpoint article ). According to an IRS website post, an applicable large employer that offers an individual coverage HRA (ICHRA) can use two previously reserved codes from Code Series 1 on Form 1095-C, line 14, for reporting offers of coverage fo
ThomsonReuters
FEBRUARY 1, 2021
Michael Mundaca has an insider’s perspective on the path ahead for the Biden Administration’s tax agenda as it’s buffeted by a divided Senate, the COVID-19 pandemic , and an economic downturn. As U.S. National Tax Department Leader at Ernst & Young LLP , Mundaca advises clients on how to advocate for sound tax policies and best meet their tax obligations.
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