JPAbusiness

MARCH 21, 2023

If you are considering selling your business, answering ‘yes’ to the following 3 questions is a great start: Price – Is the price market related and does it reflect the value a willing buyer, under the circumstances of the sale transaction, will perceive as fair? Facts – Are the facts on the business or opportunity clear, unambiguous and relevant to the risks, issues and opportunities the risk-taking party will likely perceive in making the purchase?

Marketability 78

Marketability 78

Machen McChesney

MARCH 18, 2023

As a business owner/manager, you have many processes and tasks involved in your day-to-day workload. Scheduling, timekeeping, payroll, etc. How about new hire onboarding?

Compliance 91

Compliance 91

Appraisers Blog

MARCH 22, 2023

At the crossroads of it all is a campaign to weaken or eliminate valuations… The nonprofit is now exploring ways it can set standards for automated valuations… Expect greater distortions from Freddie and Fannie’s plodding and committee-driven foray into automated valuations. Sometimes when the hair on the back of your neck stands up, there’s a reason for it.

Appraisal 98

Appraisal Marketability Finance 98

Harvard Corporate Governance

MARCH 19, 2023

Posted by Carolyn Frantz, Alex Talarides, and Mike Delikat, Orrick Herrington & Sutcliffe LLP, on Sunday, March 19, 2023 Editor's Note: Carolyn Frantz is a Senior Counsel, and Alex Talarides and Mike Delikat are Partners at Orrick Herrington & Sutcliffe LLP. This post is based on Orrick memorandum by Ms. Frantz, Mr. Talarides, Mr. Delikat, and James Stengal.

263

263

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

IVSC

MARCH 23, 2023

Adrian Nicholls. Adrian Nicholls is the EY Global Valuation, Modeling & Economics (VME) leader, overseeing a team of over 4,000 professionals worldwide. Adrian is a member of the Royal Institution of Chartered Surveyors (RICS), a certified RICS business valuer, former Chair of RICS UK Business Valuation Board, member Global Valuation Board, and a former board member of the Valuations Special Interest Group at the Institute of Chartered Accountants in England and Wales.

Intangible Assets 48

Intangible Assets Start-ups Marketability Business Valuation 48

Mckinsey and Company

MARCH 20, 2023

Generation Z comprises people born between 1996 and 2010. This generation’s identity has been shaped by the digital age, climate anxiety, a shifting financial landscape, and COVID-19.

134

134

Harvard Corporate Governance

MARCH 22, 2023

Posted by Martha Carter, Orson Porter, and Matt Filosa, Teneo, on Wednesday, March 22, 2023 Editor's Note: Martha Carter is Vice Chair & Head of Governance Advisory, Matt Filosa and Orson Porter are Senior Managing Directors at Teneo. This post is based on a Teneo memorandum by Ms. Carter, Mr. Filosa, Mr. Porter, Andrea Calise , Jeff Sindone and Andy Fitch.

256

256

Global Finance

MARCH 22, 2023

Are luxury cars untouched by economic slowdown and inflation? The latest results from Italian luxury automaker Lamborghini suggests so. CFO Paolo Poma believes the company can even improve its profitability, despite economic headwinds. Global Finance spoke with Poma—who has been managing director and CFO since 2017—when he recently visited New York.

Finance 125

Finance 125

Mckinsey and Company

MARCH 21, 2023

Nuclear power can be an important part of the energy transition. Scaling the industry to meet increasing electricity demand will require leaders to mobilize quickly and efficiently.

130

130

Equidam

MARCH 23, 2023

6 Tools to Help Close Your Round As a startup founder, one of the biggest challenges you’ll face is securing funding to get your business off the ground. Whether you’re seeking investment from venture capitalists or angel investors, there are a variety of tools and strategies you can use to make your fundraising efforts more effective. In this article, we’ll take a look at some of the most important tools you can use to enable fundraising for your startup.

Compliance 105

Compliance Equity Marketability 105

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

Harvard Corporate Governance

MARCH 21, 2023

Posted by Charles J. Clark, Gary Stein, and Craig S. Warkol, Schulte Roth & Zabel LLP, on Tuesday, March 21, 2023 Editor's Note: Charles J. Clark, Gary Stein , and Craig S. Warkol are Partners at Schulte Roth & Zabel LLP. This post is based on their SRZ memorandum. Related research from the Program on Corporate Governance includes Insider Trading via the Corporation (discussed on the Forum here ) by Jesse M.

250

250

BVR

MARCH 22, 2023

Rules of thumb can be a great way to estimate value in your compensation reports. Read on to see how the Business Reference Guide uses these rules of thumb to help make your valuations a little easier.

100

100

Mckinsey and Company

MARCH 23, 2023

Cyberattacks on operational technology systems have been on the rise since the start of the COVID-19 pandemic. Their huge impact on industrial operations means that organizations must find answers—quickly.

Technology 128

Technology 128

Startup Valuation Blog

MARCH 18, 2023

Discover the full benefits of a non-compete agreement and how it can protect your business from potential threats by clicking the link to read more. As a business owner, you have invested a lot of time, money, and energy into building your company. One of the most valuable assets of your business is your unique ideas and strategies, which sets you apart from your competitors.

Business Valuation 100

Business Valuation 100

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

Harvard Corporate Governance

MARCH 22, 2023

Posted by Karessa Cain, Victor Goldfeld, and Charles See, Wachtell, Lipton, Rosen & Katz, on Wednesday, March 22, 2023 Editor's Note: Karessa L. Cain and Victor Goldfeld are Partners, and Charles C. See is an Associate at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Ms. Cain, Mr. Goldfeld, Mr. See, Andrew Nussbaum , Steven Cohen , and John Sobolewski.

Equity 239

Equity Finance Marketability 239

Financial Times M&A

MARCH 24, 2023

Results of poll add momentum to calls for a review of the forced merger and for the clawing back of bonuses

Banking 98

Banking 98

Mckinsey and Company

MARCH 24, 2023

Resilience means understanding the criticality of a business process, the capability of the underlying technology, the business impact if the technology fails, and the organization’s risk tolerance.

Technology 127

Technology 127

Startup Valuation Blog

MARCH 18, 2023

Are you planning to exit your business? Read on to learn the 7 crucial elements that you need to include in your business exit plan for a successful transition. It's crucial for small business owners to make future plans, even if that means eventually shutting down their operations. A complete strategy outlining your goals and objectives for leaving the company, as well as the actions you'll take to achieve them, is known as a business exit plan.

Business Valuation 100

Business Valuation Appraisal 100

Harvard Corporate Governance

MARCH 23, 2023

Posted by Sarah E. Walters, Edward B. Diskant, and Jennifer Levengood, McDermott Will & Emery LLP, on Thursday, March 23, 2023 Editor's Note: Sarah E. Walters and Edward B. Diskant are Partners and Jennifer Levengood is an Associate at McDermott Will & Emery. This post is based on an MWE memorandum by Ms. Walters, Mr, Diskant, Ms. Levengood, Justin P.

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237

Business Wire M&A

MARCH 23, 2023

THE WOODLANDS, Texas & SANTA ANA, Calif.

98

98

Mckinsey and Company

MARCH 22, 2023

The ability to improve cost savings, sustainability, and consumer benefits has proven skinny design packaging to be a powerful tool to maximize product volume and performance.

122

122

Benzinga

MARCH 24, 2023

Activision Blizzard, Inc (NASDAQ: ATVI ) shares gained 6% after the U.K. antitrust regulator capped its concerns regarding the Microsoft Corp (NASDAQ: MSFT ) deal. On Friday, the Competition and Markets Authority issued updated provisional findings in its assessment of Microsoft's proposed acquisition of Activision, narrowing its scope of concerns.

Marketability 98

Marketability 98

Harvard Corporate Governance

MARCH 20, 2023

Posted by Marc I. Steinberg (Southern Methodist University) , on Monday, March 20, 2023 Editor's Note: Marc I. Steinberg is the Rupert and Lillian Radford Chair in Law and Professor of Law at Southern Methodist University. This post is based on his recent piece. In a recent speech, SEC Commissioner Caroline Crenshaw focused on the sparsity of disclosure in Rule 506(b) offerings.

235

235

Avanade

MARCH 23, 2023

How banks can manage the pitfalls and opportunities from the generative AI opportunity

Banking 98

Banking 98

Mckinsey and Company

MARCH 23, 2023

Pearlyn Phau, Group CEO of Singlife, reveals some of the ins and outs of merging an insurtech start-up and a legacy player.

Start-ups 117

Start-ups 117

Financial Times M&A

MARCH 22, 2023

Hong Kong and Singapore compete for offshore funds and rival hoteliers square off

98

98

Harvard Corporate Governance

MARCH 18, 2023

Posted by Martin Lipton, Wachtell Lipton Rosen & Katz, on Saturday, March 18, 2023 Editor's Note: Martin Lipton is a founding partner of Wachtell, Lipton, Rosen & Katz, specializing in mergers and acquisitions and matters affecting corporate policy and strategy. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Adam O. Emmerich , Kevin S.

232

232

Global Finance

MARCH 20, 2023

Where might the next shoe drop in the banking sector? Accelerate CEO and ETF specialist Julian Klymochko has some surprising answers.

Technology 98

Technology Banking 98

Mckinsey and Company

MARCH 23, 2023

Innovators from large organizations talk about working with start-ups, and how each can support the other.

Start-ups 113

Start-ups Corporate Finance Finance 113

Financial Times M&A

MARCH 23, 2023

Sale of struggling conglomerate would be country’s largest take-private deal

Equity 98

Equity 98

Harvard Corporate Governance

MARCH 24, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, March 24, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of March 17-23, 2023. Larry Fink’s Annual Chairman’s Letter to Investors Posted by Larry Fink, BlackRock, Inc., on Friday, March 17, 2023 Tags: Board of Directors , Corporate culture , digital assets , Green energy , Institutional Investors , Shareholders Larry Fink’s Annual Letters to Investors Posted by M

Equity 227

Equity 227

Benzinga

MARCH 21, 2023

Education group Pearson PLC (NYSE: PSO ) agreed to sell Pearson Online Learning Services (POLS) to Regent , a private equity group, for a deferred sum. The business sale concludes the strategic review revealed in August 2022 and marks further progress in reshaping Pearson's portfolio centered around lifelong learning. Regent will pay Pearson 27.5% of POLS' positive Adjusted EBITDA each year.

EBITDA 98

EBITDA Equity 98

Mckinsey and Company

MARCH 24, 2023

LA’s homelessness crisis is unlike any other. Solutions should be fact-based and mindful of diverse journeys of those experiencing homelessness—and businesses have a role in resolving the crisis.

113

113

Financial Times M&A

MARCH 21, 2023

US regional bank has been among the hardest hit in the fallout from Silicon Valley Bank’s collapse

Banking 98

Banking 98