Mckinsey and Company
JANUARY 5, 2022
With sophisticated cyberthreats on the rise, organizations must continue evolving by using novel strategies and technology. For cybersecurity providers, the challenges and opportunities are numerous.
Viking Mergers
JANUARY 7, 2022
More than ever, business owners are realizing the need for increased efficiency and responsiveness to change, and whether you are buying or selling a business, bringing in the right kind of help can make all the difference. But what will a business broker help do that you can’t do for yourself? This is a worthwhile question, and the answer may surprise you.
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ThomsonReuters
JANUARY 6, 2022
Field Assistance Bulletin No. 2021-03: Temporary Enforcement Policy Regarding Group Health Plan Service Provider Disclosures Under ERISA Section 408(b)(2)(B) (Dec. 30, 2021). FAB. News Release. The DOL has announced a temporary enforcement policy for fee disclosure requirements that apply to certain group health plan service arrangements. As background, ERISA’s prohibited transaction exemption for reasonable service provider arrangements was amended by the Consolidated Appropriations Act, 2021 (
Quantive
JANUARY 6, 2022
For several reasons, most business owners get a business valuation at some […]
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.
Mckinsey and Company
JANUARY 5, 2022
Answering three questions about purpose and environmental, social, and governance issues can help business leaders zero in on what matters most for their organizations.
Viking Mergers
JANUARY 7, 2022
Overall, working with a business broker is the best way to sell your business fast. Business brokers specialize in the buying and selling of businesses, and they can save you a great deal of trouble compared to selling on your own. Be sure to follow these 5 foundational steps: 1. Determine how much your business is worth. Having a thorough, representative business valuation is essential to pricing the business well, selling it quickly, and not leaving money on the table.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Internal Audit 360
JANUARY 6, 2022
FEATURED BLOG POST. I have always been on the lookout for clever ways to describe internal audit’s role in an organization. One of my favorites used to be “internal audit is the brakes that allows the organization to drive faster.” The reasoning behind this analogy is that brakes are a critical component in a vehicle. To be sure, they are used to prohibit a vehicle from moving.
Mckinsey and Company
JANUARY 4, 2022
Women are doing more to support employee well-being but face higher stress levels as a result. Here’s how leaders can help.
Truelytics
JANUARY 6, 2022
MassChallenge, the global network for innovators, announced that Truelytics was one of 24 startups invited to participate in the 2022 FinTech cohort. Meet the MassChallenge FinTech 2022 cohort here.
ThomsonReuters
JANUARY 6, 2022
QUESTION: When our employees travel for business, they earn frequent flyer miles. Do we have to treat those miles as taxable if employees use them for personal reasons (e.g., to buy vacation travel)? ANSWER: Many employers allow their employees to make personal use of frequent flyer miles earned on business travel. This can be a significant benefit.
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
Internal Audit 360
JANUARY 6, 2022
FEATURED BLOG POST. I have always been on the lookout for clever ways to describe internal audit’s role in an organization. One of my favorites used to be “internal audit is the brakes that allows the organization to drive faster.” The reasoning behind this analogy is that brakes are a critical component in a vehicle. To be sure, they are used to prohibit a vehicle from moving.
Mckinsey and Company
JANUARY 7, 2022
Medtech industry senior executives recently convened to discuss new-business building. Their experiences illuminate what it can do for companies, why it’s so difficult, and how to get it right.
Biz Equity
JANUARY 6, 2022
A recent survey of more than 1,000 small business owners revealed that 86% consider their accountant a “trusted advisor” — so much so, in fact, that they trust them more than any other advisor (family and friends, lawyers and financial planners).
ThomsonReuters
JANUARY 6, 2022
U.S. Department of Labor Supplemental Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives (Dec. 21, 2021); DOL News Release 21-2132-NAT (Dec. 21, 2021). Statement. News Release. The DOL has issued a statement that supplements its 2020 information letter regarding designated investment alternatives with a private equity component (see our Checkpoint article ).
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.
Quantive
JANUARY 5, 2022
Many M&A transactions fail during exit planning, usually due to poorly or […]
Mckinsey and Company
JANUARY 3, 2022
Robo-taxis promise affordable mobility. But with widely varying service costs across use cases and geography, providers must address operational and service issues to realize that promise.
Brian DeChesare
JANUARY 5, 2022
I’ll be completely honest with you: I did not pay much attention to the financial markets or my portfolio in 2021. But that’s not because they were “boring.”. The year started with the GameStop short squeeze (I deleted the article, sorry – blame the trolls in the comments) and continued with more meme stocks and a crypto melt-up, crash, and recovery (??).
ThomsonReuters
JANUARY 6, 2022
2021 Form 5500, Schedules, and Instructions; Revision of Annual Information Return/Reports, 29 CFR Part 2520, 86 Fed. Reg. 73976 (Dec. 29, 2021). Form 5500 Series. Final Forms Revisions. News Release. The DOL, IRS, and PBGC have released informational copies of the 2021 Form 5500 series, including schedules and instructions. The 2021 instructions include certain changes that the DOL proposed in September 2021 (see our Checkpoint article ) and has now finalized.
Sun Acquisitions
JANUARY 5, 2022
Infographic photo created by yanalya – www.freepik.com. Are you wondering why people purchase businesses? When it comes to reasons for pursuing an acquisition there is no one-size-fits-all explanation. The motives for business acquisition are as vast and varied as there are people. Without doubt, acquisition is one of the fastest ways to grow your existing business, acquire assets, and new talent.
Mckinsey and Company
JANUARY 7, 2022
Companies at the forefront of the technology frontier are empowering their workers with digital technologies—and the skills they need to use them.
Gergory Caruso
JANUARY 5, 2022
“Daddy, I know how we get money.” Said my 3 year old son in his very deep voice. “How?” I asked. “We go to the ATM” he said. Well my son was right. Prior to everything being cards and phones it was important to have cash and I would get my cash at an ATM at my bank. Often this was on the way to a family dinner and clearly my son was watching and absorbing.
ThomsonReuters
JANUARY 6, 2022
IRS Notice 2022-04 (Dec. 21, 2021). Available at [link]. The IRS has announced the annual increase in Patient-Centered Outcomes Research (PCOR) fees that must be paid by health insurers and self-insured health plan sponsors. PCOR fees were established by the Affordable Care Act (ACA) and are used to support clinical effectiveness research. Because the ACA provision included an expiration date, PCOR fees originally were collected only for plan years ending before October 1, 2019.
Essentials of Corporate Finance
JANUARY 5, 2022
Blockchain technology company BTCS became the first Nasdaq-listed company to announce a " bividend." The company will pay each shareholder the equivalent of 5 cents in bitcoin or cash, at the discretion of the shareholder. If you are not familiar with BTCS, the company has two full-time employees, a market capitalization of about $46 million, and hasn't shown a profit for the last four years.
Mckinsey and Company
JANUARY 7, 2022
What does it mean to embrace stakeholder capitalism? Two experts explain the rationale and the steps.
LaPorte
JANUARY 4, 2022
(authored by RSM US LLP) A proposed FASB ASU would require a buyer that uses a supplier finance program to disclose certain information about the program. The post Proposal: Disclosure of supplier finance program obligations first appeared on LaPorte.
ThomsonReuters
JANUARY 6, 2022
Revenue Procedure 2022-11 (Dec. 28, 2021). Available at [link]. The IRS has issued Revenue Procedure 2022-11, which provides the indexing factor to be used by group health plans and insurers to calculate the qualifying payment amount (QPA) under the No Surprises Act for items or services provided on or after January 1, 2022, and before January 1, 2023.
Financial Analyst Insider
JANUARY 4, 2022
Many investors always look for ways to diversify their investments. They may achieve this through brokerage accounts found in financial firms, enabling you to sell. The post Facts About Merging Brokerage Accounts appeared first on Financial Analyst Insider.
Mckinsey and Company
JANUARY 5, 2022
Rosaline Chow Koo breaks down how CXA Group is working to make group insurance more profitable while simultaneously improving employees’ health and financial well-being.
Quantive
JANUARY 3, 2022
Exit planning provides a clear vision for your future, prepares you and […]
BV Specialists
JANUARY 3, 2022
Business owners likely have particular ideas about the value of their company and how best to calculate it, given their experience and knowledge of their financial history, and understanding of the market and industry in which they operate. When you need to formally engage an experienced, certified business appraiser to value your company, it's important to understand the standard accepted approaches they consider and weigh during the process.
M&A Leadership Council
JANUARY 3, 2022
. Before Launching Your Next Integration Take a Good Look. by Mark Herndon, Chairman of the M&A Leadership Council . It’s not a trick question: “How do you know you are ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF). . We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF.
Mckinsey and Company
JANUARY 3, 2022
Enrique Laso of MAPFRE USA discusses the insurer’s decision to undertake a massive modernization effort and how it successfully managed this change while meeting its technical objectives.
Mergerware
JANUARY 7, 2022
After 2020, no one feels confident to be in the predictions business, but I predict with 99.99% certainty that 2021 will go down as the year all prior M&A deal records were broken. It’s an easy prediction since most records were broken this summer. Records reported by Refinitiv in October like number of deals done […].
Equilest
JANUARY 6, 2022
Company Valuation has gained paramount significance in the business process. With the evolution of various business organizations, primarily the company form of business organization, valuation has populated the center phase. Company Valuation has gained paramount significance in the business process. With the evolution of various business organizations, primarily the company form of business organization, valuation has populated the center phase.
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