Many boutique valuation firms use DealStats as their main source of transaction analysis. However, for members that deal with larger clients or even public company clients, FactSet may be more useful compared to DealStats. Some of the situations where FactSet may be more useful compared to DealStats are: How Much Does FactSet Cost? It’s important […]
Micromanagement often gets a bad rap. In many industries, it’s seen as a sign of distrust or lack of leadership, where overly controlling managers stifle creativity and autonomy. However, Airbnb CEO Brian Chesky recently shared a different perspective, suggesting that micromanaging—when done correctly—can be a powerful tool for maintaining high standards, especially during periods of
Is Micromanagement Always Bad? Insights for Valuation Leaders Read More »
Firm Management
As an independent business valuation firm partner, you’ve dedicated your career to helping businesses understand their true worth, plan for the future, and transition smoothly. But have you taken the time to plan for the future of your own firm? Succession planning is critical for partners of independent business valuation firms. A well-thought-out strategy ensures
Creating a client-focused newsletter is an excellent way for valuation firms to showcase expertise, keep clients informed, and attract new business. Here are 10 valuable topics that valuation firms can incorporate into their newsletters to engage current clients and attract new ones: Share insights on the latest trends in business valuation, including market factors, industry
10 Engaging Newsletter Topics for Valuation Firms to Use Read More »
Editors Pick, Growth Marketing
RSM US and RSM UK, both major players in assurance, tax, and consulting services, are in advanced discussions regarding a potential transatlantic merger. This merger is designed to strengthen the global capabilities of both firms, offering enhanced services to their clients across international markets. If successful, the combined entity will operate across the US, UK,
RSM US and RSM UK in Talks for Transatlantic Merger Read More »
Industry News & Announcements
Microsoft recently announced in a live event called “Microsoft 365 Copilot: Wave 2“, it announced the roll-out of its second wave of updates to Copilot, its AI-powered assistant for Microsoft 365 apps, with promises of making workflow automation easier and more efficient. Some of the new improvements or features announced are summarized below. Microsoft has
The Association of International Certified Professional Accountants (AICPA & CIMA) has announced the appointment of Mark Koziel, CPA, CGMA, as its incoming CEO. Koziel will take the helm of the organization beginning January 1, 2025, following a transition period. This appointment comes after a comprehensive global search to find a successor to Barry Melancon, who
Mark Koziel Named Incoming CEO of AICPA & CIMA, Effective January 2025 Read More »
Firm Management
For valuation professionals involved in forensic accounting and litigation engagements, staying updated on the latest practices and methodologies is essential. One upcoming event that promises to deliver in-depth training is NACVA’s “Specialty Program in Forensic Accounting: Commercial Damages and Lost Profits.” This training is designed specifically for professionals who want to deepen their expertise in
NACVA Training – Financial Forensics Clinics Read More »
Industry News & Announcements
For those valuation practitioners interested in expanding their professional reach and showcasing their expertise, the 2025 ASA International Conference is the perfect platform. Whether you specialize in business valuation, appraisal review, or a niche area, presenting at this prestigious event offers a unique opportunity to share your insights with an international audience of appraisal professionals.
Presenting Opportunities at the 2025 ASA International Conference Read More »
Industry News & Announcements
In the competitive world of business valuation, firm culture can make all the difference. Whether you’re leading an independent valuation firm or managing the business valuation arm of a large CPA practice, creating a cohesive and positive firm culture is essential to your success. But how do you build that culture? And how do you
The Business Valuation Firm Challenge: How Do You Build a Firm Culture? Read More »
Firm Management