Mckinsey and Company

JANUARY 19, 2022

Despite a shortage of cloud talent, top companies are finding ways to get past table stakes and build the capabilities needed.

145

145

ThomsonReuters

JANUARY 21, 2022

It’s a new year and that means new tax laws and other tax changes. Below are changes that take effect this year, along with other tax planning information. Filing deadlines. First off, the deadline to file individual tax returns is April 18. Other deadlines are: January 17, 2022 : 4th quarter 2021 estimated tax payment due. March 15, 2022 : Partnership and S corporation returns for calendar year 2021.

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111

Benchmark Report

JANUARY 20, 2022

The COVID-19 pandemic disrupted normalcy in several aspects of the world as we knew it, and one of the things hit especially hard has been the global supply chain. These supply chain problems have impacted nearly every industry and business, both large and small. Because of so much continued uncertainty in supply chains—uncertainty that is expected to last for years—business owners and executive leaders are reassessing operations and seeking paths to gain more control.

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98

The Guardian M&A

JANUARY 19, 2022

Suspicious US regulators and a problematic culture at the video game firm need to be overcome to realise AR vision If the world of Call of Duty seems fraught enough when you are playing it, try being in it. That could be the consequence of Microsoft’s proposed $68.7bn (£50.4bn) acquisition of Activision Blizzard , the video games maker behind the shoot ’em up franchise.

Technology 88

Technology 88

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

Mckinsey and Company

JANUARY 18, 2022

How B2B sales pioneers empower their sellers and drive sustained growth with data and analytics.

B2B 133

B2B Technology Marketability 133

ThomsonReuters

JANUARY 20, 2022

Department of Labor Federal Civil Penalties Inflation Adjustment Act Annual Adjustments for 2022, 87 Fed. Reg. 2328 (Jan. 14, 2022). Available at [link]. The DOL has announced the 2022 annual adjustments to the civil monetary penalties for a wide range of benefit-related violations. As background, legislation enacted in 2015 requires annual adjustments to certain penalty amounts by January 15 of each year (see our Checkpoint article ).

Compliance 98

Compliance 98

Mergerware

JANUARY 17, 2022

“M&A is a confidence game. With political certainty, the end of the pandemic in sight, and strong capital markets, the confidence levels in the C-suite and board rooms are high. That bodes well for M&A,” says Anu Aiyengar, JP Morgan’s Global Co-Head of M&A. Aiyengar’s sentiment rings true in M&A markets today. A combination of […].

Marketability 59

Marketability 59

Mckinsey and Company

JANUARY 18, 2022

The COVID-19 pandemic has highlighted the necessity to center customer experience in dealings with government agencies. This benefits customers, government employees, and agencies’ reputations alike.

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132

ThomsonReuters

JANUARY 21, 2022

Like all healthy relationships, strategic partnerships thrive through give and take. By contributing skills and resources their business partner lacks, both parties expand their overall ability to create value. For many accounting firms, this could lead to new services being delivered or access to alternative market segments — both vital at a time when average revenue growth has slowed to 5.7% — the lowest in eight years according to the latest Rosenberg Survey.

Accounting Firms 95

Accounting Firms Business Valuation Marketability Technology 95

Benchmark Report

JANUARY 18, 2022

There are basically four possible outcomes for retirement plans in an M&A deal: The plans of both companies are merged. The plan at the acquired company is terminated. Both plans from both companies are maintained. The plan from the acquired company is frozen. So, what do you need to know if these circumstances apply to a deal that you are involved in?

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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

BV Specialists

JANUARY 17, 2022

As a business owner, there are many reasons why you may want to determine the actual value of your company. Here are some of the more common ones: Business Sale. This is probably the primary reason a business valuation is needed. The sale of your company shouldn’t be finalized without an understanding of value. This will assist in negotiations and provide an independent analysis that both parties can agree on.

Appraisal 54

Appraisal Business Valuation Mergers & Acquisitions Marketability 54

Mckinsey and Company

JANUARY 21, 2022

In a digital age, live voice contacts matter even more in providing a high-quality customer experience. New technologies make voice-data analysis easier to achieve, for lasting results.

Data Analysis 130

Data Analysis Technology 130

The Guardian M&A

JANUARY 20, 2022

Terry Smith says bosses must focus on improving core business or step down after ‘near-death experience’ A leading Unilever shareholder has called the company’s failed £50bn offer for GSK’s consumer healthcare division a “near-death experience” and said management should focus on improving its core business – or step down. Terry Smith, the founder of Fundsmith, lambasted Unilever in a “postmortem” letter to investors in his £29bn asset management business.

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54

Gross Mendelsohn

JANUARY 20, 2022

Yesterday, Maryland announced that the deadline for individual income state tax filings and payments will be extended from April 18, 2022 to July 15, 2022.

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53

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

Vested

JANUARY 20, 2022

Having considered triggers and drivers for your exit in Part One of my exit series, you might now be thinking about how to formulate your plan? Where do you start ?

52

52

Mckinsey and Company

JANUARY 18, 2022

Freight transport is responsible for a high percentage of vehicle emissions. Substantial reductions will require a greater focus on medium- and heavy-duty trucks.

130

130

Andrew Stolz

JANUARY 20, 2022

Highlights: Gearing up in M&A activity to drive top-line growth. Growing CAPEX lays foundation for organic growth. Management focus on ROIC should enhance returns. Download the full report as a PDF. Sumitomo’s revenue breakdown 2021. Price still bearish; volume unclear. Overall, the stock price has performed poorly over the past 6 months, down 26%.

Dividends 52

Dividends Business Valuation 52

Gross Mendelsohn

JANUARY 20, 2022

If you’re a government contractor and a potential client asked you to fill a position, could you give them a rough price on the spot? What would you charge for that position? What if a fellow contractor who wants to team with you on a proposal asked, “What is your wrap rate?”. Just like building a house, laying the foundation may seem like a simple part of the overall construction process, but it’s the most important part of the entire project and in government contracting, it starts with the ch

52

52

Gergory Caruso

JANUARY 20, 2022

Most accountants and related professional practices fail to plan for their business or practice succession or business exit. This is a tremendous missed opportunity! Fortunately for them most accounting practices perform bookkeeping, audit and/or tax work which is reoccurring and therefore has value. But, perhaps they do not get the price and terms they would like, fair treatment of your employees as you transition, and other factors that can be obtained – with planning and focus.

Start-ups 52

Start-ups Business Valuation Marketability 52

Mckinsey and Company

JANUARY 20, 2022

A recent McKinsey survey found that more than 30 percent of nurses are thinking of leaving direct patient care. What can be done to inspire them to stay?

128

128

Biz Equity

JANUARY 20, 2022

Providing comprehensive financial advice to small business owners can be as emotional as it is practical—after all, their business is their most valuable asset. It’s where they spend most of their time, both physically and mentally. It’s likely a dream they’ve built from the ground up.

52

52

Fox Corporate Finance

JANUARY 20, 2022

The program has become an important pillar in the European venture financing landscape to promote R&D projects of fast-growing companies from sectors such as ICT, deep tech, and life sciences. Starting in 2015, the EIB has supported. Read more. The post Increased deal activity by the European Investment Bank as the Horizon 2020 program phases out appeared first on FCF Fox Corporate Finance GmbH.

Banking 52

Banking Corporate Finance Finance 52

Private Funds CFO

JANUARY 20, 2022

Document requests suggests SEC sees climate, ethical risks essential to fiduciary duty.

Compliance 52

Compliance 52

Mckinsey and Company

JANUARY 19, 2022

James Heskett examined leading companies around the world and found that organizational culture makes employees more loyal, more productive, and more creative.

128

128

ThomsonReuters

JANUARY 20, 2022

Corporate tax departments get set to take on the new year, and a key challenge is maintaining stability in an environment of continual change and uncertainty. A new Thomson Reuters Checkpoint webinar, titled Practical Year-End Considerations for the Tax Department , addresses: Quick wins will enable tax departments to begin 2022 with momentum and goodwill from stakeholders.

Compliance 52

Compliance Technology Start-ups 52

Andrew Stolz

JANUARY 19, 2022

Highlights: Strategic M&A acquisitions to drive top-line growth. Divestiture helps to boost profitability over the long run. Accelerated organic growth through higher gov’t budget. Download the full report as a PDF. Price remains bullish, volume signal unclear. Over the past year, Crane has seen a strong bullish rally. The share price has increased by 32% YTD.

Intangible Assets 52

Intangible Assets EBIT Market Risk Technology 52

Private Funds CFO

JANUARY 20, 2022

Regulators probe private funds’ ESG policies.

Compliance 52

Compliance 52

Mckinsey and Company

JANUARY 20, 2022

The decline of the US manufacturing industry has contributed to rising inequality and hurt the country’s global competitiveness—a revitalization could contribute to sustainable and inclusive growth.

126

126

ThomsonReuters

JANUARY 20, 2022

QUESTION: We are a TPA that administers claims for many self-insured group health plans. We have a business associate contract with each plan. Sometimes, a plan instructs us to send claims information, which includes protected health information (PHI), to another business associate of the plan, such as a claims auditor or a medical reviewer. Can we do this if we do not have a contractual relationship with the other business associate?

52

52

Andrew Stolz

JANUARY 19, 2022

Highlights: Cash injection to avert another takeover attempt. Rival price cutting puts strong pressure on margin. One-stop solution provides scalable synergies. Download the full report as a PDF. EasyJet’s revenue breakdown 2021. Price remains bearish, but volume is good. Since 2H21, EasyJet faced a severe decline of 33% in its share price. The 50 DMA line is far below the 200 DMA, which provides a clear bearish signal.

Start-ups 52

Start-ups EBIT Equity Business Valuation 52

Quantive

JANUARY 19, 2022

Valuation enhances your business plan when it comes to the company’s general well-being and how it fits into your exit planning strategy. It gives you the vision and direction to enhance the value of your company, so you can achieve your business transition objectives. By prioritizing valuation, you understand the market value of your company. […].

Business Valuation 52

Business Valuation Marketability Appraisal 52

Mckinsey and Company

JANUARY 20, 2022

Consumer-goods makers’ supply chains are weathering enormous strain. Here’s a quick look at how to strengthen them for the future.

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124

ThomsonReuters

JANUARY 20, 2022

CMS Memorandum: Guidance for States, Plans, and Issuers on State External Review Processes Regarding Requirements in the No Surprises Act (Dec. 30, 2021). Available at [link]. CMS has issued a memorandum providing guidance for group health plans, insurers, and states regarding external review requirements under the No Surprises Act, enacted as part of the Consolidated Appropriations Act, 2021 (CAA) (see our Checkpoint article ).

Compliance 52

Compliance 52

Vested

JANUARY 18, 2022

Exit readiness is a topic not widely considered in the SME market. O ften an exit process is sparked from an unsolicited trade offer or an approach from an investor.

Marketability 52

Marketability 52