IVSC

FEBRUARY 7, 2022

Comment: The importance of (and challenges with) valuing intangibles. Jeremy Stuber is a global equity analyst at Newton Investment Management , leading on valuation and accounting issues across all sectors. His responsibilities include reviewing recommendations, challenging existing holdings and developing the valuation framework. Jeremy has covered various global sectors, including aerospace & defence, automotive, engineering and IT services.

Discounted Cash Flow 252

Discounted Cash Flow Intangible Assets Marketability Price to Book 252

Startup Valuation Blog

FEBRUARY 11, 2022

Looking for Financial Tips For Avoiding Startups Failure? . . The best advice I can provide for those of you preparing to take on the entrepreneurial life full-time is to be as rigorous as possible with your finances when pursuing your funding goals. It's never been easier to bring a great idea into reality – from accelerators to crowdfunding to good old-fashioned bootstrapping; there are many options for budding entrepreneurs to choose from.

Finance 100

Finance Marketability 100

Mckinsey and Company

FEBRUARY 9, 2022

Global distribution issues and increasingly complex supply chains are forcing companies to modernize the tools they use for forecasting demand and planning how to meet it.

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ThomsonReuters

FEBRUARY 8, 2022

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

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

Benchmark Report

FEBRUARY 9, 2022

The good news is that experts agree that 2022 will be in the clear from a recession for the US economy. But the next few years may tell a different story. An economic downturn could arrive as early as 2023. Federal Reserve policy is expected to change, which will result in more business cycles that many companies will not be ready to face. Even if the country is lucky enough to dodge a recession in 2023, we can expect the economic decline to be more detrimental in 2024 or 2025.

Start-ups 96

Start-ups Marketability 96

RC & Co.

FEBRUARY 6, 2022

By C. Brett Cooper , CPA•ABV, ASA•BV/IA, BVAL, CRFAC. In our valuation and advisory practice , we routinely need quality, timely information on publicly traded companies and on private transactions in the M&A marketplace. Our go-to source for such information is TagniFi. We recently received the TagniFi Quarterly M&A Update for Q4 2021. Here are some highlights: By all measures, the Q4 2021 was a spectacular quarter for M&A activity across the United States.

Compliance 94

Compliance Marketability Equity EBITDA 94

ThomsonReuters

FEBRUARY 10, 2022

2022 MHPAEA Report to Congress; EBSA News Release 22-89-NAT (Jan. 25, 2022). Report to Congress. News Release. The DOL, HHS, and IRS have issued a pointed report to Congress on the pervasive failure by group health plans to comply with the Mental Health Parity and Addiction Equity Act (MHPAEA). The report is required by the Consolidated Appropriations Act, 2021 (CAA), which expanded mental health parity compliance obligations by requiring health plans and insurers that impose nonquantitative tre

Compliance 98

Compliance Equity 98

M&A Leadership Council

FEBRUARY 7, 2022

. Part 1: Integration Management Office (IMO) Playbook: Your Coach’s Handbook to M&A. Adapted from The Art of M&A Integration for Maximum Results. Famed basketball coach Bobby Knight wrote a defense playbook called “Let’s Play Defense” in 1968 that is still a prized possession and guide for many coaches over 50 years later. The following year he published “Let’s Get a Good Shot” – initially available for $1.50 and $2.00 respectively, a first edition will cost you almost $1,500 today.

Marketability 83

Marketability 83

Sun Acquisitions

FEBRUARY 7, 2022

Buyers are waking up to the reality and importance of M&A HR due diligence. To shed light on this pressing issue we reached out to seasoned HR due diligence and integrations guru Mark Walztoni. Here’s what Mark had to say including his high-level integration due diligence best practices. You don’t want to miss it! HR Diligence/Integration Best Practice #1 Determine the new organizational structure before Day 1.

Start-ups 80

Start-ups 80

Mckinsey and Company

FEBRUARY 7, 2022

Up to four-fifths of a product’s lifetime emissions are determined by decisions made at the design stage. By building on proven cost-optimization techniques, companies can get those choices right.

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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

ThomsonReuters

FEBRUARY 10, 2022

FAQs About Families First Coronavirus Response Act and Coronavirus Aid, Relief, and Economic Security Act Implementation Part 52 (Feb. 4, 2022). Available at [link]. The DOL, IRS, and HHS have issued additional FAQ guidance addressing the terms and conditions under which group health plans must cover over-the-counter (OTC) COVID-19 diagnostic tests.

Compliance 98

Compliance 98

Appraisers Blog

FEBRUARY 10, 2022

Are desktop appraisals with third-party inspectors protecting the public, or are these products about to destroy the very profession I love so much. The Uniform Standards of Appraisal Practice (USPAP) are the key to maintaining public trust in real estate transactions. USPAP is pretty much the equivalent to the Bible, but it MUST be followed for appraisers.

Appraisal 74

Appraisal 74

Musings on Markets

FEBRUARY 8, 2022

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there. Investors all talk about risk, but there seems to be little consensus on what it is, how it should be measured, and how it plays out in the short and long term.

Risk Premium 69

Risk Premium Beta Start-ups Equity 69

Mckinsey and Company

FEBRUARY 11, 2022

The right advice at just the right moment can make all the difference to employee satisfaction and performance. New AI-driven approaches are making truly personalized, real-time coaching a reality.

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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

ThomsonReuters

FEBRUARY 9, 2022

Part 2 of this blogpost explains how prevalent payroll is in our daily lives with a focus on key issues in 2022, including unemployment, disaster relief, paid sick leave, and international. In part 1 of my blogpost on 2022 payroll trends , I was recalling a recent weekend getaway from Hoboken, New Jersey to Miami Beach, Florida and how prevalent payroll is in our day-to-day lives.

Start-ups 98

Start-ups Accounting Firms 98

The Guardian M&A

FEBRUARY 11, 2022

CMA decides acquisition of artist service company won’t significantly affect competition Britain’s competition watchdog has provisionally cleared Sony Music’s $430m (£312m) deal to buy Awal – the artist service company that has worked with musicians including Little Simz, Nick Cave and Finneas – after initially raising concerns the takeover could lead to worse deals for artists or increase prices.

Marketability 71

Marketability Technology 71

Gross Mendelsohn

FEBRUARY 10, 2022

In dissolution of marriage cases, the valuation of marital property is necessary to ensure fair equitable distribution. But before values can be placed on marital property, the property first needs to be identified. As family law attorneys know, that process is more complicated than ever due to the rise of a new asset class: digital assets.

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Mckinsey and Company

FEBRUARY 10, 2022

The United Kingdom’s Balanced Net Zero Pathway requires an unprecedented shift in the energy sector. Delivering on the aspirations of this plan will call for significant action from all stakeholders.

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ThomsonReuters

FEBRUARY 7, 2022

The signing of the Family and Medical Leave Act (FMLA) celebrates its 29th anniversary this February 5. Signed in 1993, the FMLA provides workers of employers with at least 50 employees up to 12 weeks of unpaid leave per year for the birth, adoption, or foster care placement of a child, and time off to tend to their own serious health condition or of those in their family.

Banking 98

Banking 98

The Guardian M&A

FEBRUARY 9, 2022

Regulator was previously opposed to there being fewer than four big firms as competition kept prices down The telecoms regulator has dropped its long-held belief that a merger between any of the UK’s big four mobile operators should be blocked at all costs, reigniting fears that less competition could lead to higher-priced phones and bills for consumers and businesses.

Marketability 68

Marketability 68

Benchmark Report

FEBRUARY 8, 2022

First off, I’m using the term “post-covid” gingerly, since, as I am writing this article, we are going through a surge of the Omicron variant. This article is intended to shed light on deal structures that we saw in 2021 and compare them to pre-covid years, as well as surmise future structures.

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Mckinsey and Company

FEBRUARY 8, 2022

Agile working practices in energy heavy industries can make them faster, more efficient, and more resilient. Here are five myths and their realities.

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ThomsonReuters

FEBRUARY 7, 2022

A new year brings minimum wage increases in 21 states while Connecticut and Florida will increase their minimum wage rates later in the year. Minimum wage rates will also increase in many localities around the nation. . Minimum wage rate adjustments have not yet been determined for the District of Columbia, Nevada, and Oregon which are scheduled to take effect on July 1 of this year. .

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The Guardian M&A

FEBRUARY 9, 2022

Shares rise after company rebuffs ‘opportunistic’ proposal that ‘undervalues Menzies and its future prospects’ John Menzies, a Scottish firm that provides ground, air cargo and fuelling services at airports, has rejected a £469m takeover approach from a Kuwait rival, sending its shares soaring. The Edinburgh-based firm said its board had unanimously rebuffed a “preliminary and unsolicited proposal” from National Aviation Services, a subsidiary of the Kuwait-based Agility Public Warehousing, at a

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Gross Mendelsohn

FEBRUARY 7, 2022

When rock star Prince died on April 21, 2016, he didn’t have a will in place. This rather shocking scenario resulted in one of the most complicated probate hearings ever seen in Minnesota, Prince’s home state. Business owners and high net worth families alike can learn from Prince’s mistake by having a proper estate plan in place to minimize tax liability.

Business Valuation 54

Business Valuation 54

Mckinsey and Company

FEBRUARY 7, 2022

Industry and trade in goods grow on strong consumer demand; the pandemic wave, inflation, and geopolitical tensions present risks to faster growth in 2022.

Corporate Finance 98

Corporate Finance Finance 98

ThomsonReuters

FEBRUARY 10, 2022

DOL Fact Sheet: FY 2021 MHPAEA Enforcement; Appendix: MHPAEA Guidance Compendium. Fact Sheet. Appendix. The DOL has issued a fact sheet summarizing 2021 mental health parity enforcement activity conducted by the DOL and the Centers for Medicare & Medicaid Services (CMS). The fact sheet explains the investigation process and provides examples of enforcement actions closed during fiscal year 2021.

Compliance 80

Compliance 80

Complysci

FEBRUARY 11, 2022

The much-anticipated 2022 SEC Agenda has yet to make its appearance. However, given recent announcements and rulings, it’s clear heightened regulations are just around the corner. And to help you prepare, we’ve gathered our top predictions for how we believe the next year will shape up. Top Priorities for the SEC. At the start of the new year, we released our top 2022 compliance trends.

Start-ups 52

Start-ups Compliance Technology 52

Andrew Stolz

FEBRUARY 10, 2022

Highlights: Resolving gas supply issues ensures longevity. A pioneer in renewable energy should be future proof. Undemanding valuation could lead to re-rating. Download the full report as a PDF. First Gen’s revenue breakdown 2020. Price and volume turned bearish. Throughout the past year, the share price fluctuated around PHP30. Recently, the 50DMA has fallen below the 200DMA, suggesting a bearish signal.

Dividends 52

Dividends Start-ups Marketability Business Valuation 52

Mckinsey and Company

FEBRUARY 8, 2022

Social values are shaping purchase decisions more than ever—and retailers that act now stand to attract consumers’ loyalty and spending.

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Vested

FEBRUARY 10, 2022

If you're not familiar with our #FounderStories yet, let us fill you in. Founders from all walks of life tell us how their business began, the successes along the way, the pitfalls and much more.

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52

M&A Leadership Council

FEBRUARY 10, 2022

Part 2: Six Essential Components for your IMO Playbook & The Single Most Overlooked Requirement. By Mark Herndon, Chairman and CEO of the M&A Leadership Council . In Part 1, “ IMO Playbook: Your Coach’s Handbook to M&A ,” we discussed the importance of having an integration management office (IMO) playbook and the business results other companies have experienced by using an effective IMO playbook.

Start-ups 52

Start-ups Technology 52

Andrew Stolz

FEBRUARY 9, 2022

Highlights: Broadband expansion unlocks growth, but is competitive. Superior network quality helps to defend market share. Ancillary businesses are important in the long-term. Download the full report as a PDF. PLDT’s revenue breakdown 2020. Price and volume remain bullish. In 2H21, PLDT saw a massive 50%+ share price increase. The increase is mainly attributable to positive news about its latest fintech investments PayMaya and soon-to-launch digital bank Maya.

Marketability 52

Marketability Dividends Start-ups Banking 52

Mckinsey and Company

FEBRUARY 10, 2022

In the next decade, Amy Webb predicts that synthetic biology will be as common as artificial intelligence.

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