IMA Portland Chapter’s Post

Our Calendar Page for hashtag #JANUARY 2024 IMPORTANCE OF #DATA AND #DOCUMENTATION CANNOT BE UNDERSCORED. THEY WERE IMPORTANT YESTERDAY ARE IMPORTANT TODAY AND WILL BE IMPORTANT TOMORROW HANDLE THEM CAREFULLY AND STORE THEM WITH CAUTION CA DHAVAL JASANI Founder & CEO ZTI GLOBAL #data #DOCUMENTATION #RISK #SECURITY #DATASECURITY #documentmanagement #DOCUMENTS #documentcontroller #familyoffice #familybusiness #familybusinesses #familylaw #familyoffices #familyowned #familyownedbusiness #familyownedandoperated #strategy #business #decision #behaviour #SUCCESS #performance #accounting #compliance #tax #directtax #incometax #corporatetax #company #profits #taxation #indirecttax #taxcompliance #reporting #taxuaudit #taxhealthcheck #taximpact #finance #accounts #taxconsultancy #consultancy #managementconsultancy #organisation #teambuilding #corporateworld #corporate #corporateculture #taxstructuring #mergers #acquisitions

When is the right time to act if you are considering #mergers and #aquisitions as part of your #lawfirm or #IP #growth #strategy? The answer is simple; now. As firms navigate a competitive landscape marked by evolving client demands, economic and political pressures, pending succession, changes to the #UPC, and ongoing lateral movement, strategic combinations are becoming a common path to growth, enhanced service offerings, and #strategicplanning. Read the latest from Adamson & Partners: https://lnkd.in/eRyt6Qyv

Things to Consider When thinking of Hiring an Industry Specialist as an M&A Advisor. While an Industry Specialist may seem like a good choice when hiring an M&A advisor to support you during the exit process, there are many reasons they may not be the best choice. Here are some reasons to consider. ·      Conflict of Interest ·      Limited Perspective ·      Limited Network  To learn more about these and other important reasons why an industry expert may not be your best choice, please read our latest article – https://lnkd.in/eFt9J4tz #sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions #businessowners #mergersandacquistions #exitbusiness #exitoptions #industryspecialist

Amongst many reasons driving the wave of #IP law firm mergers, the #UPC is one of the key factors. As market consolidation continues, is your strategy ready for the changes ahead? #IPLaw #Mergers #MarketConsolidation.

Our Calendar Page for #MAY 2024 #VISION OF A #LEADER SEE BEYOND WHAT YOU CAN FORESEE A POSITIVE LEADER IS A PERSON WITH SHARP VISION, WHOSE INSIGHT SURPASSES HIS EYESIGHT CA DHAVAL JASANI Founder & CEO ZTI GLOBAL #UAE #TAX #COMPLIANCE #profit #loss #VISION #LEADER #LEADERSHIP #realizedprofit #unrealizedloss #budget #budgetprocess #budgeting #budget2024 #budgetmanagement #data #DOCUMENTATION #RISK #SECURITY #DATASECURITY #documentmanagement #DOCUMENTS #documentcontroller #familyoffice #familybusiness #familybusinesses #familylaw #familyoffices #familyowned #familyownedbusiness #familyownedandoperated #strategy #business #decision #behaviour #SUCCESS #performance #accounting #compliance #tax #directtax #incometax #corporatetax #company #profits #taxation #indirecttax #taxcompliance #reporting #taxuaudit #taxhealthcheck #taximpact #finance #accounts #taxconsultancy #consultancy #managementconsultancy #organisation #teambuilding #corporateworld #corporate #corporateculture #taxstructuring #mergers #acquisitions

The biggest obstacle in mergers and acquisitions? Matching your employees’ benefits across multiple territories. 🏃♂️ 🌏 It can become very complicated, very quickly. The differences between markets and the legal requirements imposed on you as the employer are nuanced, but important. Employer benefits transfer laws such as TUPE require you to at least match the employees current benefits - but this isn't always possible. Register for our exclusive interview with Omnipresent’s Co-General Counsel James Mallet and leading global benefits expert Emma Gleaves, as they share strategies to help you 💡 Understand the key global laws governing employee benefits transfer, such as TUPE in the UK. ✅ Stay compliant with specific legislation as and when you expand into new markets. 🌍 Minimise risks associated with cross-border employee transfers, whether these occur during mergers, acquisitions, or divestitures. #mergersandacquisitions #compliance #employmentlaw Join us here 👉 https://lnkd.in/e5qXiK9P

When it comes to buying and selling businesses, you want to make sure you have an experienced executive present for complex transactions. Our sophisticated CFOs are here to steer the ship, ensuring your financial interests are meticulously managed during complex transactions. From financial modeling, negotiation, due diligence, and all the way down to the legal nitty-gritty - we've got you covered! Looking for expert CFO and M&A Advisory services? Connect with #IroncladAF today. Discover more here: https://bit.ly/42Ka2KG #Acquisition #Mergers #AccountingServices #FinancialPlanning

Looking to maximize cost efficiencies post-merger? Our insights article explores the key benefits of leveraging cost synergies in M&A transactions. #BenchmarkInternational #MergersAndAquisitions

🤝Deals, deals, deals! ✅As part of a new international partnership, FORVIS has acquired the U.S. unit of Mazars, marking a structural shake-up in the accounting industry. Greater capital needs and recruiting challenges are causing firms to adjust their ownership structures in new ways. From The Wall Street Journal: “U.S. mergers and acquisitions involving accounting firms totaled $378 million across 34 deals this year through May 30, according to data provider Dealogic. That compares with $33 million across 80 deals in 2023 and $147 million across 75 deals in 2022.” Read the full article here: https://lnkd.in/ghCv8hzG #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Merger #Mergers #Acquisition #Acquisitions #MergersAndAcquisitions #Partnership #Partnerships #Ownership #Deal #Deals

Understanding the capacity at which you need a CFO, will ensure you’re making the right hiring decision. Below we discuss the difference between interim and fractional hires and how to determine which is suited to the needs of your business. https://lnkd.in/euUcS-gn #finance #fractionalcfo #interimcfo #executivesearch #business #ceoinsights #fundraising #acquisitions #mergersandacquisitions