Armanino

Are Secondary Transactions Placing Your Valuation at Risk? Secondary transactions can impact valuations, and bring both opportunities and risks to the valuation landscape. Failure to properly handle secondary transactions can lead to issues with compliance and taxation, as well as valuation disputes. If your company has active secondary transactions, ignoring these factors could create major challenges in your next valuation. Our upcoming webinar explores fundamental concepts relating to secondary transactions, company valuations and related tax and accounting impacts. If you’re a finance leader who wants to get ahead of valuation challenges and ensure smooth audit readiness, this webinar is a great way to: ?Gain expert insights about navigating secondary transactions at private companies. ?Learn why secondary transactions now play a larger role in company valuations—and what that means for reporting. ?Address accounting and tax implications of secondary transactions with confidence. Avoid tax and compliance pitfalls—factor in active secondary transactions now to get ahead before your next valuation. ??? March 13, 2025 ??12:00 PM PT / 3:00 PM ET ??Reserve your spot now: https://ow.ly/c96s50V4EGz

??Entertainers and Athletes, Don't Miss Travel-based Tax Credits and Incentives If you’re a performer or athlete who travels or tours, you face a unique tax maze. Travel for shows, games or appearances triggers tax liabilities in multiple locations, with each stop taking a cut of the money earned while there. The good news is it’s possible to keep more of what you earn. In Touring the Tax Landscape: How Entertainers and Athletes Can Maximize Tax Credits and Incentives, you’ll learn why tax planning is essential for artists, performers and athletes. You’ll also discover how to uncover local, state and international tax credits that can translate to big tax savings—and more ways to fund your growth as an artist, athlete or performer. We won’t lie, tax season can be intimidating, especially if you work in an industry where taxes are particularly complicated. But with the right tools and strategies, you can become a tax-savings superstar. ??Make tax season a savings slam-dunk: https://ow.ly/Size50V3WSP #TaxPlanning #EntertainmentIndustry #AthleteLife

Transform Profitability and Transparency with Sage Intacct Project Intelligence When projects lack visibility, profitability takes a hit. Manual tracking, financial blind spots and inefficient resourcing can slow your firm down—but the good news is there’s a powerful solution you can implement quickly. Join us for an informative webinar where you’ll discover how Sage Intacct’s Professional Services Software (PSA) and Project Intelligence tool are the dynamic duo that will transform your business. ??Understand how PSA centralizes resource management, time tracking and billing to automate tasks and streamline project management. ??Learn how Project Intelligence enhances PSA by analyzing project data for real-time, actionable insights. ??Explore how intuitive dashboards and reports help you make informed decisions and improve project outcomes. Don’t let financial blind spots hold your firm back—reserve your spot today! https://ow.ly/OZrh50V4ok7 ???March 12, 2025 | 1:00 PM PT / 4:00 PM ET #ProfessionalServices #ProjectManagement #SageIntacct

??How Expert Audits Save Construction Projects from Failure Are hidden costs, contract loopholes and project inefficiencies quietly demolishing your budget? Unfortunately, these risks don’t announce their presence with high-viz safety vests, so they often go unnoticed until it’s too late. A construction audit isn't just a safety net. It's a powerful tool to verify costs, catch errors and protect your bottom line. The Ultimate Guide to Construction Audits breaks down everything project owners need to know, from spotting early red flags to lowering and recouping costs. You’ll learn about: ? What types of construction projects benefit from audits ? Common auditing challenges and how to overcome them ? When and how to conduct an audit Don’t wait until your project is over budget or behind schedule—find out how a construction project audit can safeguard your investment from day one. ?? Take control of your project’s success! Read the full guide now: https://ow.ly/tV4O50V3e1G #Construction #Audit

IPO Momentum Is Building – How CFOs Can Lead the Way All eyes are on the IPO market, with a strong comeback expected in 2025. Now is the time for CFOs to act. Dean Quiambao, Partner spoke with CFO about the critical steps CFOs should take to ensure a smooth go-public process. By prioritizing communication and data preparation, CFOs can drive IPO success, especially as the new administration shifts sentiment across high-growth sectors like tech. ??Check out Dean's advice for CFOs on leading a successful IPO: https://ow.ly/txLW50V5LS8

Smart Tech Moves for a Stronger Private Equity Exit Don’t exit your portfolio without implementing the right technology. Targeted tech upgrades can capture ROI and deliver real impact. Ready to build a tech readiness plan that drives results? Our PE specialists have you covered. ?? More on how to supercharge your PE exit strategy today: https://lnkd.in/gCy27xeY #PrivateEquity #Consultants #Outsourcing #ExitStrategy

?? Behind the Scenes of Our 2025 Growth Summits We kicked off 2025 with a clear mission—align strategies, spark collaboration and fuel unstoppable growth. What did that look like? Eleven high-energy summits, bringing top leaders together for in-person meetings laser-focused on one thing: growth. From our San Ramon, CA office to Chicago, Bellevue, Austin, Denver, St. Louis, Dallas, Orange County, Philadelphia and LA, these summits set the stage for success. Shoutout to our incredible teams and organizers for setting the momentum for 2025! #UniquelyArmanino #Accounting #GrowthMindset

Rapid Expansion + Software Transformation = Explosive Revenue Growth ?? When the Baldwin Risk Partners (BRP) finance team faced mounting pressures due to rapid growth, they needed software that could keep up. Our financial planning and accounting team jumped in with surgical focus to unlock untapped potential of the firm's Workday Adaptive Planning software. We analyzed their business goals and pain points and used this research to implement a specialized customization that quickly got market-specific data into the hands of regional leaders, supporting better insight and more responsive decision-making. The result? BRP more than doubled their revenue to $1B thanks to the help of finance and software experts who understood their business trajectory and knew how to pave the way to astonishing growth by enabling access to more focused and actionable data to support responsive, successful teams. ?? Don’t let outdated systems hold your growth back. Learn more: https://ow.ly/nCVB50V2f94 #Finance #Accounting #SoftwareUpgrade #GrowthMindset #Workday

?? Drinks are on us at Workday Sales Kick-Off! Get ready for a night of cocktails, conversations and connection at our exclusive Nightcap, hosted alongside LOOP Consulting. Join us at Whiskey Down Lounge inside the MGM Grand to keep the energy and conversations flowing. It all kicks off on Monday, March 3, at 10:00 PM at Workday SKO. RSVP Today: https://ow.ly/m5px50V0BEE #Workday #Armanino #LasVegas

?? Meet Us at the AI Agent & Copilot Summit and Use Our 10% Discount Code to Register! We’re excited to sponsor the very first AI Agent & Copilot Summit March 17–19 in San Diego, and we hope to see you there. The Summit is a great way to learn about opportunities, impacts and outcomes possible with Microsoft agents and Copilot and share ideas and questions with industry experts and other corporate leaders with plans to adopt Copilot and other transformative AI tools. If you’re attending the Summit, be sure to catch our own Gina Montgomery’s speaking session on M365 Copilot adoption at 1:00 PM on March 19. Join us as we explore real-world strategies for supporting Copilot onboarding at your organization and unlocking the full potential of this powerful AI tool. This event is filling up fast, so be sure to reserve your spot soon by using our 10% off registration discount code: https://ow.ly/QCPp50V1G0c #Armanino #Microsoft #AI #Copilot