Startup Valuation Blog

OCTOBER 12, 2021

According to Startup.info - Equitest is the Leading Business Valuation Software for Startups. The site Startup.info published an interview with the Founder-CEO of equitest, titled: "Equitest, the Leading Business Valuation Software for Startups". Here are the main points of the article. ". We talked to Tamir Levy, Ph.D., an entrepreneur, business consultant, and actuary, the founder-CEO of Equitest.

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Business Valuation Start-ups Finance Firm Value 100

ThomsonReuters

OCTOBER 14, 2021

SSA Press Release: Social Security Announces 5.9 Percent Benefit Increase for 2022 (Oct. 13, 2021). Available at [link]. The Social Security Administration (SSA) has announced the annual cost-of-living adjustment to the maximum amount of earnings subject to Social Security tax (i.e., the taxable wage base). For 2022, that amount will be $147,000 (up from $142,800 for 2021).

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Lighter Capital

OCTOBER 15, 2021

With over 10 years of providing revenue-based financing to our clients, we’ve built an impressive portfolio network of SaaS businesses. We take pride in helping our clients succeed. In an effort to give more than money (and partner perks), we are prioritizing community. The launch of our Inaugural Founder and CEO Summit was the first of many in-person events to educate and foster connections between entrepreneurs. , Lighter Capital Founder and CEO Summit 2021.

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Appraisal Rights

OCTOBER 14, 2021

Players in the cannabis space already understand that federal tax law as currently structured extracts a far greater tax bite from marijuana businesses than corresponding companies, as cannabis companies are prohibited from deducting their business expenses from gross income. Of course, with U.S. cannabis sales expected to grow by nearly 2.5x from 2018 to 2025, the excessive tax liability still leaves lots of room for cannabis companies to experience outsized profits.

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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

OCTOBER 14, 2021

A re most internal audit reports the right length? For many consumers of audit reports in the executive suite and boardroom, the answer is probably that they’re “too long!”. Audit reports may run to extraordinary lengths these days. For example, I recently talked to one organization where they could easily extend over a hundred pages. One hundred pages is clearly too long for anybody to rationally expect our stakeholders in top management and on the board to want to read them.

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ThomsonReuters

OCTOBER 14, 2021

Alkon v. Cigna Health and Life Ins. Co., 2021 WL 3362562 (D. N.J. 2021). An out-of-network health care provider performed surgery on a participant in an ERISA health plan. After receiving payment for less than 1% of the billed charges and unsuccessfully seeking additional reimbursement using the plan’s internal claims process, the provider sued the plan and its claims administrator.

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Scott Mashuda

OCTOBER 13, 2021

The printed circuit board (PCB) and electronics manufacturing services (EMS) industries have been the focus of many M&A transactions this year. Activity is being driven by various factors including uncertainty over the proposed capital gains tax, volatility brought on by the COVID-19 pandemic, and an aging workforce that have their sights set on retirement.

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Quantive

OCTOBER 13, 2021

Our clients use business valuations for many reasons. Litigation? Check. Underwriting? Yep. Shareholder Agreements? Absolutely. Although, one of the ways we love to see our clients engage our services (and quite frankly, we don’t see this reason enough) is for gap analysis. What Is Gap Analysis It sounds fancy, right? As a concept, gap analysis […].

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ThomsonReuters

OCTOBER 14, 2021

QUESTION: Many of our company’s employees have student loans. Could we help them repay those loans on a tax-advantaged basis using a qualified educational assistance program? ANSWER: Educational assistance programs under Code § 127 currently can be used to help employees repay certain student loans, but this benefit is only available for a limited time and there are other restrictions.

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Appraisal Rights

OCTOBER 11, 2021

The Association for Corporate Growth of Los Angeles hosted a panel on Trends & Transactions in Cannabis Middle Market M&A. The panel addressed appropriate valuation methods for cannabis companies, with one speaker suggesting that a valuation based on a multiple of EBITDA alone would likely not be sufficient if that were the only method, given the outsized effect that the current tax laws have on cannabis companies.

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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

Cooley M&A

OCTOBER 12, 2021

Special committees, by design, are created to address conflicts and to insulate the board of directors from liability for the very conflicts that may invite judicial scrutiny of the fairness of the board’s decision. A well-functioning special committee will also mitigate the risk of personal liability for a company’s fiduciaries, reducing the likelihood of protracted post-closing litigation.

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Capital Structure Finance 40

Quantive

OCTOBER 11, 2021

A business is not a static entity.

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ThomsonReuters

OCTOBER 14, 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. As we went to press with this week’s edition of the EBIA Weekly, the DOL released advance copies of a proposal to amend the investment duties regulation.

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ThomsonReuters

OCTOBER 14, 2021

HHS Resolution Agreement: Children’s Hosp. & Med. Ctr. (Aug. 17, 2021). Available at [link]. HHS’s Office for Civil Rights (OCR) has announced the 20th settlement under its initiative to enforce the HIPAA provisions giving individuals the right to access their protected health information (PHI). According to OCR’s summary, a parent filed a complaint with the agency alleging that a health care provider (a HIPAA covered entity) had failed to provide her with timely access to her deceased mino

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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

OCTOBER 11, 2021

Company culture is a growing concern for employees, customers, and employers. It’s proven to be a key element in the age of remote work and the “Great Resignation”. It’s time to ask yourself, “What is our culture?” Is it in inline with the goals and values of your company? Is it being demonstrated by the leaders in your firm? Ask yourself the following questions to evaluate your firm’s culture.

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