The TRADE

AUGUST 25, 2023

Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.

Asset Management 52

Asset Management Equities Management Professional Services 52

Growth Business

JULY 24, 2024

By Helen Wada on Growth Business - Your gateway to entrepreneurial success In many commercial roles, individuals progress by developing their expertise, be they engineers, accountants, lawyers or marketers. The ‘expertise trap’ is a phrase used to describe a place where being an expert no longer serves people.

IT 97

IT Professional Services Business Engineering 97

How2Exit

SEPTEMBER 25, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. With over 20 years of experience as a racehorse veterinarian, she understands the challenges and opportunities that come with running a professional service practice.

Business 130

Business Professional Services Mergers and Acquisitions M&A 130

Software Equity Group

OCTOBER 25, 2023

While Cost of Goods Sold, or COGS as it’s known in the world of accounting, is a seemingly straightforward principle, it is frequently miscalculated by software company entrepreneurs. Speaking broadly, your COGS structure will likely include technical support, professional services, customer success, and developmental operations.

Profitability 95

Profitability Professional Services Business IT 95

The TRADE

AUGUST 28, 2023

Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Pictet Asset Management appointed Jade Beckmann as an equity trader. Prior to that, she held the role of financial products equity specialist at the firm.

Asset Management 52

Asset Management Banking Bank Universal Banks 52

Razorpay

FEBRUARY 6, 2024

50,000 (per month) 5% NA 194IC Payment that are made under Joint Development Agreement (JDA) to Individual/HUF No Limit 10% 10% 194J Fees paid for professional services Rs. 30,000 10% 10% 194J Amount paid for technical services Rs. Individual / HUF TDS Rates (%) Others TDS Rate (%) 192 Salaries Rs.

Insurance 98

Insurance Government Business Banking 98

Chesapeake Corporate Advisors

MAY 24, 2024

By having the company’s financials vetted by a qualified accounting firm early in the process, you gain confidence in your numbers and assurance that they will be less open to scrutiny during negotiations. Credibility A QofE is considered more justifiable than accountant-prepared financials that are only reviewed or compiled.

Business 52

Business Negotiation Investment Banking Sale 52

Razorpay

MAY 11, 2023

But in an LLP no partner is liable on account of the independent or unauthorized actions of other partners, thus protecting the personal assets of individual partners. Minimal Compliance Requirements: LLPs have fewer compliance requirements than corporations, making them a popular choice for small businesses and professional services firms.

Accountant 52

Accountant Business Banking Bank 52

Razorpay

AUGUST 6, 2024

On the other hand, a bill is typically received by the buyer, indicating the amount owed for goods or services rendered. Knowing the difference between an invoice and a bill helps business owners and financial professionals streamline their accounting processes and avoid confusion.

Accountant 40

Accountant Utilities Business Sale 40

Focus Investment Banking

DECEMBER 5, 2024

In the tire and service industry, buyers and investors will scrutinize revenue streams like tire sales, repair and service sales, fleet maintenance agreements, and national account business. A professional employer organization (PEO) can help you with payroll, HR and offer additional legal guidance.

Business 52

Business Sale Negotiation Investors 52

Focus Investment Banking

SEPTEMBER 18, 2023

Working with a team of experienced professionals – investment bankers, accountants, attorneys, financial advisors – can help smooth the road and improve transaction outcomes, but there is still a lot to consider. Ideally, complete a sell-side quality of earnings analysis with an experienced transaction accounting firm.

Management 52

Management Private Equity Healthcare Equities 52

Peak Frameworks

JUNE 21, 2023

This structure is commonly used in professional services firms, such as law firms and accounting practices. Here, partners are not personally responsible for the business debts and liabilities or the misconduct of other partners.

Business 52

Business Finance Finance Corporate Finance 52

Growth Business

AUGUST 10, 2023

Best for: Marketing, creative, project management, product development, business operations and professional services. Much of its free offering is geared towards personal productivity (perhaps you could open a side account for yourself), but it has some terrific features for teams on its premium packages.

Management 98

Management Business Sale IT 98

Software Equity Group

FEBRUARY 26, 2024

Since SaaS businesses typically have relatively little cost associated with servicing revenue, this leads to a generally high gross margin. The cash accounting or the accrual method is used to prepare P&L statements. To calculate MRR, multiply the average revenue per user by the total users that month or divide ARR by 12.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Viking Mergers & Acquisitions

APRIL 17, 2023

Jimmy has served clients in many industries throughout his M&A career, including technology, manufacturing, transportation, construction, light industrial, professional services, automotive, and specialty retail. Using that, along with feedback from their accountant, they can estimate the net results from a future sale.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

M&A Leadership Council

APRIL 6, 2023

The M&A Leadership Council is an educational consortium of global professional service firms, experts, and corporate practitioners in the art and science of mergers, acquisitions, divestitures, and joint ventures. Unfortunately, that’s a huge mistake – as the real value creation phase is only just beginning.

M&A 52

M&A Sale Mergers and Acquisitions Business 52

How2Exit

MARCH 24, 2023

However, many of these people find that they haven't built a sellable business and don't know how to professionalize it. By providing professional services, entrepreneurs can help these business owners make their businesses more sellable. This is where investing with skills and experience can help.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Razorpay

AUGUST 9, 2024

utilities, office supplies) Employee reimbursements (travel, meals, parking) Professional services (legal, consulting) Government fees (taxes, permits) Contractual obligations (rent, leases) STEP 2: Invoice Receipt The organization receives the non-PO invoice from the vendor or service provider.

Utilities 40

Utilities Accountant Business Management 40

Razorpay

SEPTEMBER 10, 2024

Business System Integration: EPOS systems can also connect with accounting software, e-commerce platforms, and loyalty programs, enhancing overall business efficiency and customer satisfaction. It can be integrated with other business applications, such as accounting software, CRM systems, and eCommerce platforms.

IT 52

IT Sale Management Electronics 52

Growth Business

MAY 19, 2023

Recent figures from accountancy firm UHY Hacker Young found a record £2.3bn was invested into UK start-ups via the Enterprise Investment Scheme (EIS) in the year ending April 2022 into 4,480 firms, showing the angel investment network in rude health. They’ve been generous with their cash, too.

Investors 105

Investors Investment Funds Business 105

M&A Leadership Council

AUGUST 30, 2021

Let’s face it – once a divestiture sale closes, there’s a natural tendency for executive focus and accountability to immediately shift to other urgent priorities and let the seller’s remaining post-sale business continue a “business as usual” basis. Optimize the Seller’s Remaining Business.

M&A 52

M&A Sale Business Mergers and Acquisitions 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: Finally, services companies are like other professional services companies but have different macro drivers (see above). What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Cleary M&A and Corporate Governance Watch

MARCH 29, 2023

IRA and Other Retirement Account Changes President Biden proposed several changes to the rules applicable to individual retirement accounts (“ IRAs ”) and certain other retirement accounts. million : 50% of the excess held in the vested retirement accounts; and For aggregate balances exceeding $20.0

Accountant 52

Accountant Medical Investment Funds 52

Beyond M&A

FEBRUARY 14, 2025

There is a significant amount of M&A activity in the accountancy sector, and we have been fortunate to be involved in this space continuously since 2018. This industry is ripe for M&A due to its relationship-driven nature, making it challenging for businesses to switch from one accountant to another.

Accountant 130

Accountant M&A Management IT 130

Razorpay

JANUARY 29, 2025

Digital payment system has revolutionised banking methods for current account holders. They can now link their business accounts to UPI (Unified Payment Interface) to enable instant, seamless money transfers directly through mobile applications. What is UPI for Current Account? How to Create a UPI ID For A Current Account?

Accountant 52

Accountant IT Banking Bank 52

Beyond M&A

JANUARY 30, 2025

The Core Issues Impacting Team Dynamics As is common in this type of professional services business, each Partner holds their own P&L, operating in isolation and hoarding leads and work to protect their contacts. Heres how to apply that mindset: 1. The Diversity in Tech issue is bigger than you thought.

Investors 130

Investors Business Accountant Government 130

How2Exit

FEBRUARY 17, 2025

With a deep background in accounting, advisory, and forensic valuation, Rivera shares how businesses can strategically prepare for growth, optimize their valuation, and avoid common pitfalls when planning an exit. Thanks to unique tax incentives, the island has attracted businesses in industries like tech, finance, and professional services.

Business 130

Business IT Valuation Economics 130

Razorpay

JANUARY 27, 2025

These codes classify merchants based on the types of goods or services they primarily offer. The merchant category code list covers a wide range of industries, from retail and dining to travel and professional services. They should have this information readily available as part of your merchant account setup.

Financial Institution 40

Financial Institution Business Risk Management Retail 40

Focus Investment Banking

FEBRUARY 18, 2025

Unsurprisingly, almost every unsolicited marketing, investment, and professional services overture I now receive has an AI component. I imagined this absurdity in a recent post to my social media accounts: I’ve got a new TV show idea! Think of the fun!

IT 52

IT Mergers and Acquisitions Government M&A 52