Sat.Jul 17, 2021 - Fri.Jul 23, 2021

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A Short Guide When Choosing a Business Valuation Company

Chris Curtain

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 […].

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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

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.

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How Do We Decide What Plan Number to Assign to a New Plan?

ThomsonReuters

QUESTION: Our company is establishing a new health plan. How do we determine what plan number to assign to it? ANSWER: The number for your new plan will depend on whether your company maintains or has previously maintained another welfare plan. A plan number is a three-digit number that the plan sponsor assigns to differentiate a plan from other plans that it sponsors.

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Using a Valuation for a Shareholder Buyout

Quantive

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.

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How to Leverage Intent Data for Better Outcomes

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.

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The Complete Guide on How to Choose the Best Business Appraiser

Chris Curtain

There are many reasons to hire a business appraiser other than an owner wanting to sell their company or someone wanting to make an offer to buy. If a company wants to raise equity, it’ll need a valuation to determine how much they’re worth. Employee incentive planning, taxes, and stock ownership plans are other reasons […]. The post The Complete Guide on How to Choose the Best Business Appraiser appeared first on Business Appraisal Florida.

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How to Value a Startup

Andrew Stolz

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.

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Weekly Valuations: Krispy Kreme

Valutico

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.

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Business Appraisal Reality Check: How It Works?

Chris Curtain

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.

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The Market Beats Robots!

Essentials of Corporate Finance

A recent article highlights a retirement issue, "lost" 401k accounts. It is estimated that 24 million accounts containing $1.35 trillion in assets have been left in 401k accounts when someone leaves an employer. And while these can be claimed easily, we want to make sure that you don't forget about a retirement account. You can often leave a 401k account with an old employer if you like the options and costs available, but you can also roll over the account tax-free into an IRA.

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Health Plan Administrator’s Cross-Plan Offsets Were ERISA Prohibited Transactions and Violated Fiduciary Duty of Loyalty

ThomsonReuters

Lutz Surgical Partners PLLC v. Aetna, Inc., 2021 WL 2549343 (D. N.J. 2021). A federal trial court has ruled in favor of health care providers who alleged that the claims administrator for numerous group health plans breached its ERISA fiduciary duties by engaging in cross-plan offsetting. The court noted that cross-plan offsetting generally refers to the practice of underpaying benefits under some plans (collectively, Plan B) to recover overpaid benefits under other plans (collectively, Plan A).

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Statement of Cash Flows vs. Cash Flow Statement

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

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President Biden’s Executive Order on Competition: Three Important Takeaways for Tech and Life Sciences Companies

Cooley M&A

On July 9, President Joe Biden issued an executive order on “Promoting Competition in the American Economy.” With 72 initiatives and directives by more than a dozen federal agencies, the order seeks to aggressively “reduce the trend of corporate consolidation, increase competition, and deliver concrete benefits to America’s consumers, workers, farmers, and small businesses.”.

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Agencies Issue FAQs (Part 47) About Mandatory Preventive Coverage of HIV PrEP

ThomsonReuters

FAQs About Affordable Care Act Implementation Part 47 (July 19, 2021). Available at [link]. HHS, DOL, and the IRS have jointly issued FAQs about mandated preventive health services coverage for HIV Preexposure Prophylaxis (HIV PrEP). As background, the Affordable Care Act requires group health plans and insurers to provide certain preventive services without cost-sharing, including certain evidence-based items and services in the current recommendations of the United States Preventive Services

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Support with Onvio when you need it

ThomsonReuters

For the past six months, the Thomson Reuters Professional Services and Customer Support & Service teams have been talking, and more importantly listening, to Onvio® customers and Beta users for ways that we can improve the Onvio onboarding and support experience. As a result of those discussions, we’ve identified four key areas that need improvement: Further guidance on how to get started with Onvio.

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Customers are at the heart of what we do – and what you do, too

ThomsonReuters

Accounting keeps the global wheels of commerce rolling. Our vision is to empower tax and accounting firms by giving professionals the time, tools, and insights to secure the financial health of their clients. To establish this vision, we started with understanding you, our customers, and the challenges a changing environment present to your business and your clients’ finances.

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Mastering Intent Data: Understanding its Importance & Best Practices

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.

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Bond Ratings Jump

Essentials of Corporate Finance

In early 2020, COVID-19 lockdowns slowed the economy and resulted in a record dollar amount of debt being downgraded. By the end of the year, the default rate on corporate bond reached 6.8 percent. Now, with the economy recovering, corporations are becoming healthy and a record $127.9 billion worth of debt was upgraded in May 2021. In early June, a record $340 billion had been upgraded over the previous 10 weeks.

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China Cracks Down on IPOs

Essentials of Corporate Finance

The IPO market has been hot this year, with more than 200 offerings raising over $70 billion. Of these IPOs, 30 were Chines companies, making 248 U.S. exchange listed China-based companies totaling $2.1 trillion in market value. Now, new rules by the Chinese government may slow Chinese domiciled companies listing on U.S. exchanges. The Chinese State Council stated that it would update the rules for "the overseas listing system for domestic enterprises"and tighten restrictions on cross-border dat