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Webinar: How to Value an Early-Stage FinTech Company

In valuing a FinTech company, attention need be given to external factors such as unique industry dynamics and the regulatory environment as well as internal company factors such as risk exposure and shareholder preferences.  Hosted by Jay D. Wilson Jr., CFA, ASA, CBA, this webinar identifies the key value drivers for an early-stage FinTech company for investors, entrepreneurs, and potential partners. To re ...

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Cashing In by Checking Out

Incentive compensation works much like the proverbial carrot dangled in front of a horse.  The lure of a future reward to employees encourages and propels momentum at the company level.  But what happens when the carrot is dangled a little too closely?  Megan Richards, financial analyst with Mercer Capital, explores this topic. To read the full article in Mercer Capital's Financial Reporting Blog, click: Ca ...

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The Latest Word on ESOPs: What We All Need to Know

Has the new federal tax regime set forth the grounds to reconsider an ESOP? An ESOP is a qualified retirement plan that can use debt financing to buy company stock from the company’s owner(s). It’s a serious option for any business owner who wants to liquidate some or all of his or her ownership. Martin Staubus reviews how ESOPs work, as well as the benefits they provide to buyers (employees) and sellers (o ...

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Case Law—State: Ohio Rules on Experts, and Delaware on Share Value

Cases in Ohio, Delaware Assess Acquisition Share Value, Family Business In Iacampo v. Oliver Iacampo, the Ohio Court of Appeals rules on the appropriate use of experts in valuing a family business, the nature of passive income, and financial help from the wife’s parents. In Delaware,  Gaerreald v. Just Care, Inc. turns on proper methods for determining share value, the value of an expert opinion, and defere ...

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ESOPs―The Swiss Army Knife of Liquidity Strategies

ESOPs serve as a utilitarian strategy for business owners looking for unique and effective ways to improve employee benefits and business flexibility. William Stewart explains how an ESOP, depending on how you set it up, can function like a Swiss Army Knife. Depending on how you set it up, an ESOP is fully flexible. ESOPs, for instance, offer buyers and sellers a wide range of purchasing options that can va ...

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5 Ways to Destroy Company Value: Poor Ownership Structures, Bad Liquidity Timing, Pointless Acquisitions, Weak Balance Sheets, and Mindless Growth

GigaOm M&A Advisor:  "Sales Don't Create Value.  What You Do Creates Value."  GigaOm M&A Advisor Marty Wolf explains how, especially in the tech field, five great ways to destroy your company include: 1. Opportunistic acquisitions 2. Growth for the sake of growth 3. Weak balance sheet 4. Convoluted ownership structures 5. Missing the window on a liquidity event How does this play out in the real wor ...

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