Viking Mergers
MARCH 18, 2022
Proper business exit planning means much more than just an owner trying to maximize the selling price of a business. Yes, selling for top dollar can certainly be one benefit of exit planning, but when done properly, there are additional layers of benefits to be found for not only the Seller, but also for the Buyer and for the business itself. Proper Business Exit Planning: 1.
Mckinsey and Company
MARCH 15, 2022
As pharma companies apply advanced analytics to generate new types of evidence, how do they decide which use cases to target and how to scale them up across the business?
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Startup Valuation Blog
MARCH 15, 2022
Do you want to increase the value of a startup? . . How To Increase The Value Of A Startup? - Introduction. When you open up a new business, you are always unsure about the success rate of the business. The startup time of the business is the high time that analyzes the future success rate of the business. Any decision that is made in the startup period of the business has an effect on its future growth.
ThomsonReuters
MARCH 17, 2022
QUESTION: Our self-insured health plan would like to reduce required employee contributions for employees who do not use tobacco. Can the plan require employees who use tobacco to pay more than employees who do not use tobacco, even though both groups receive the same coverage? ANSWER: Under HIPAA’s health status nondiscrimination rules, a group health plan generally cannot require an employee to pay more for coverage than another similarly situated employee if the difference is based on a hea
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.
Benchmark Report
MARCH 18, 2022
Benchmark International is pleased to announce that Derby-based CFR has been acquired by a private investor. An exclusive supplier for Felfoldi in the UK, CFR is a distributor of a range of confectionery products including flavoured straws, baked goods & home baking kits, canned drinks, and sweets. Other high-profile customers include national retailers such as Asda, Poundland, and B&M Retail.
Mckinsey and Company
MARCH 14, 2022
Container freight rates will remain elevated throughout most of 2022 while the containerized logistics disruption persists. This article presents future scenarios that could help shippers in planning and offers levers to navigate through the disruption to emerge stronger.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Audit Board
MARCH 17, 2022
Environmental, Social and Governance (ESG) issues have been a growing priority for both public and private companies across all industries. With evolving SEC regulations and investor pressure, companies need to quickly adapt to these changes — including assessing and improving their internal control environment. In this episode of AuditTalk , Steve Wang, Managing Director at Protiviti , explores ESG internal controls and what organizations can do to address this changing landscape, including: Th
Benchmark Report
MARCH 18, 2022
Mergers and acquisitions are effective solutions for growing a company , getting a competitive edge, accessing new resources, lowering risk, tapping into new markets, and acquiring key talent. Obviously, these are all very appealing to investors and upper management. But employees do not always see it this way. In actuality, employees often view such a major change as a threat.
Mckinsey and Company
MARCH 15, 2022
French companies want executives with diverse national origins and socioeconomic backgrounds. But they have had uneven success in achieving this goal.
ThomsonReuters
MARCH 17, 2022
Rev. Proc. 2022-17 (Mar. 16, 2022). Available at [link]. The IRS has announced the 2022 inflation-adjusted Code § 280F “luxury automobile” limits on certain deductions that may be taken by taxpayers using passenger automobiles (including vans and trucks) in a trade or business. For purchased automobiles, the limits cap the taxpayer’s depreciation deduction.
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
Audit Board
MARCH 15, 2022
SailPoint’s Josh Harding joins AuditBoard to help business scale through continued rapid growth. LOS ANGELES, CA - March 15, 2021 – AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, today announced that Josh Harding, former SVP, Finance and Operations at SailPoint ??(NYSE: SAIL), has joined the company as Chief Financial Officer.
Benchmark Report
MARCH 16, 2022
The seller, Action Computer, is a complete IT services provider that plans, designs, implements, and maintains a company’s IT system. Action has been servicing the Southeast region since 1981, keeping systems current and trouble-free. “Our interaction with Benchmark International was a pleasurable experience. They worked with us to develop a projected business valuation, helped us get our documentation in order, and created a sales sheet that they presented to prospective buyers, and they kept u
Mckinsey and Company
MARCH 17, 2022
As insurers rethink agent relationships, American Family Insurance is looking ahead, investing in digital tools and solutions that help agencies stay on top of trends and changing customer needs.
ThomsonReuters
MARCH 17, 2022
DOL Compliance Assistance Release No. 2022-01, 401(k) Plan Investments in “Cryptocurrencies” (Mar. 10, 2022). Available at [link]. The DOL has issued a compliance assistance release expressing “serious concerns” about the prudence of making cryptocurrency investments available to 401(k) plan participants and advising fiduciaries to use “extreme care” before they consider adding a cryptocurrency investment option.
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.
Audit Board
MARCH 15, 2022
Supply chain disruption is one of the most visible risks impacting many organizations. Issues in the supply chain, such as production slowdowns, inventory shortages, or delayed delivery, impact businesses and consumers alike. Gartner’s 2022 Audit Plan Hot Spots report calls out the supply chain as a top 10 risk that should be on every auditor’s radar.
Benchmark Report
MARCH 14, 2022
Benchmark International’s client McKee-Burke and Associates, a Houston, Texas-based company that provides world-class talent and HR solutions to help organizations drive performance, has successfully sold to PDQ Staffing, a company based in the DFW Metroplex. McKee-Burke and Associates encompass three service verticals to cover the entire employee life cycle: Recruiting, Talent Development, and Career Transition.
Mckinsey and Company
MARCH 14, 2022
Prioritizing privacy, sustainability, and inclusion will soon be essential to successful tech development. For product managers to make responsible innovation a core discipline, companies must first lay the foundation.
ThomsonReuters
MARCH 17, 2022
HHS, Annual Civil Monetary Penalties Inflation Adjustment, 45 CFR Part 102, 87 Fed. Reg. 15100 (Mar. 17, 2022). Available at [link]. HHS has announced adjustments of civil monetary penalties for statutes within its jurisdiction. The latest amounts are based on a cost-of-living increase of 1.06222%. These adjustments are effective for penalties assessed on or after March 17, 2022, for violations occurring on or after November 2, 2015.
N Contracts
MARCH 15, 2022
Credit unions are member-owned and would never do anything to deliberately hurt consumers— yet their track record isn’t flawless and the National Credit Union Administration (NCUA) is trying to do something about it.
Appraisers Blog
MARCH 17, 2022
Here’s the link to the ‘slide show’ the GSE’s have produced showing proposed design of the future, revised, URAR appraisal form. In my initial very quick observation of the proposed changes, there is FAR MORE INFO REQUESTED about the subject and comparable sales than the ‘current’ 2005 URAR form has on it. If this is what the final version will be like, the appraiser’s time to ‘complete the form report’ may increase exponentially.
Mckinsey and Company
MARCH 17, 2022
To successfully enhance customer experience, companies need to build the right organizational capabilities and culture to plan, execute, and sustain the transformation.
ThomsonReuters
MARCH 17, 2022
Consolidated Appropriations Act, 2022, Pub. L. No. 117-103 (2022). Available at [link]. Congress has passed, and the President has signed, omnibus spending legislation that (among other things) temporarily exempts telehealth and other remote care services from certain restrictions affecting health savings account (HSA) eligibility. By way of background, tax-advantaged contributions generally cannot be made to an HSA unless the account holder is covered by a qualifying high-deductible health plan
N Contracts
MARCH 16, 2022
Training is important for anyone entering a new role at a bank, credit union, or mortgage company—but that’s not the only way to help a new employee get up to speed. When onboarding a new employee, especially in a specialized role such as risk or compliance management, it’s important to leverage every tool in your box to help that employee understand their new role and begin contributing to the institution.
BV Specialists
MARCH 14, 2022
Believe it or not, Millennials are now in their late 20s and 30s and have become the most sought-after consumers of products and services for most commercial providers across all industries. Gen X and late-stage Boomers are still in the picture, however, over the last couple of years, it has become evident Millennials are making tremendous strides in gaining buying power due to a variety of circumstances.
Mckinsey and Company
MARCH 18, 2022
Despite progress over the past several years, companies are still struggling to build the capabilities that their emerging digital supply chains will need.
Butcher Joseph & Co.
MARCH 15, 2022
Financial services firms or all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc. The post An Overview of M&A Activity in the Insurance Space appeared first on ButcherJoseph & Co.
Machen McChesney
MARCH 18, 2022
Convergence of the Industry. The automotive industry is experiencing a convergence of disruptions unlike any seen since 1910. Autonomous, connectivity, electrification, mobility, and subscription business models are reshaping the automotive industry and creating a frenzy of activity.
NYT M&A
MARCH 14, 2022
Private-equity firms were once niche players serving big clients. Now they’re trying to be everything to everyone.
Mckinsey and Company
MARCH 15, 2022
After 40 years of development, what will it take for additive manufacturing to become more than a niche technology?
Auto Dealer Valuation Insights
MARCH 18, 2022
It’s de ja vu all over again. The volatility from the onset of the pandemic two years ago has been creeping back up as investors grapple with the global implications of the war in Ukraine. At the end of last year, most RIA owners were enjoying peak AUM and run-rate profitability. Since then, these measures have likely taken a substantial hit as the S&P 500 and NASDAQ are down 12% and 19%.
Machen McChesney
MARCH 17, 2022
In most offices, someone from HR hangs the relevant Labor Department posters in the company breakroom, and that's that. But in this new remote world, what are the requirements? Send the posters to each employee and tell them they have to hang them in their kitchens? Actually, that's not necessary, but the DOL has published some guidance for companies that are partially or entirely remote.
Brian DeChesare
MARCH 16, 2022
Ask any banker interested in hedge funds about the specific strategies they like, and merger arbitrage will usually come up. On paper, it makes sense: if you worked in M&A investment banking or an industry group that does a lot of M&A deals, you’ll know the process, timeline, and common problems that kill deals. You’ll even have an advantage over public markets professionals ( sales & trading , asset management , other hedge funds , etc.) who haven’t worked on mergers and acquisition
Mckinsey and Company
MARCH 14, 2022
Richard Lee, Senior Partner in McKinsey’s Seoul office, shares observations on Asia’s digital ecosystem and how environmental and social concerns are shaping consumer preferences.
Auto Dealer Valuation Insights
MARCH 18, 2022
Karolina Calhoun, CPA, ABV, CFF has been appointed to the AICPA Business Valuations Committee. Her term begins in May 2022. The goal of the AICPA Business Valuations (BV) Committee is to provide technical and educational guidance to CPAs and other valuation professionals who provide or seek to provide valuation services and to monitor matters that impact their ability to provide valuation services.
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