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Win new valuation engagements by asking business owners these 4 questions

Abrigo

Unlike traditional accounting services (such as tax preparation and audits) that some clients need each year, valuations are often performed to meet a one-time need triggered by situations such as a shareholder dispute, a divorce settlement or a bankruptcy. Minimizing or eliminating capital gains tax?

San Diego 150
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From Blockchain To Farming, Newly-Funded Startups Embrace Data Analytics

PYMNTS

This week’s B2B venture capital breakdown is an impressive blend of startups and, together, they’ve raised more than $279 million. million in Series A funding announced this week, Libra said it plans to roll out new apps and services for accounting, auditing and tax processes, according to Accounting Today.

Analytics 118
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Investing in America: 7 Strategies and 7 Tactics That Can Drive Business

South State Correspondent

These programs aim, in part, to mobilize the private sector by pairing its capital with public investment to stimulate American manufacturing and infrastructure improvement, creating new jobs plus innovating in industries like clean energy and technology. Projects and locations: Investing in America Program Details ).

America 195
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10 Data-Driven Ideas To Increase Branch Engagement

South State Correspondent

Likely, it might be a combination of the above, but setting a branching strategy should dictate capital allocation, branch layout, marketing, and staffing. Banks should have a clear and stated set of measurable objectives for their branches and then allocate capital accordingly.

Data 195
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Tracking The Trends That Shaped 2020’s The Digital-First Economy

PYMNTS

This tracker brought NCR Corporation together with Avidia Bank and was notable for the stat that showed that one-third of bank customers said they would visit physical branches more often if they could compete with the ease of mobile banking, and banks are deploying or workshopping a number of technologies to make this convenience a reality.

Trends 259
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Killing Strategy: The Disruption Of Management Consulting

CB Insights

The early consultants changed that by using market research and data analysis combined with niche expertise to help companies manage their supply chains, improve their product positioning, and enter new markets to beat their competitors. Consultants did this because clients weren’t. From the FAQ for BCG’s Gamma program.