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You Want the Valuation Experts to Reconcile
Are You Prepared for the Outcome? What can parties in a litigation case do when the experts come to differing opinions of value? The authors share way more ...
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Detecting AI-Generated Content
How Forensic Accountants and Business Valuation Professionals Can Give AI a “Run for its Money” As AI proliferates, business valuation and forensic ac more ...
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Risks and Rewards
A Guide to Understanding Social Media Influenced Income for Valuation Professionals While the influencer industry has created numerous opportunities f more ...
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Adequate Consideration Status Update
Part II For purposes of valuing an ESOP, the question of what is “adequate consideration” has vexed the author and other BV practitioners. In this art more ...
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Meet IBISWorld’s New AI Tool “Phil”
A New Method of Doing Research The introduction of AI tools has empowered companies to streamline complex tasks, enhance accuracy, and offer real-time more ...
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Leveraging Generative AI in Complex Investigations
Effective Use of AI in Complex Investigations Investigators need better ways to sift through vast quantities of data to find the information at the he more ...
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The Intersection of Advocacy and Financial Forensics
The Role of the Expert in 21st Century Dispute Resolution Almost five years ago, the author penned an article published in NACVA’s QuickRead April 14, more ...
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What is Your Privacy Fine Exposure?
From $600 to Over $1 Billion The EU General Data Protection Regulation (GDPR) and other data protection regulations apply to the smallest sole practit more ...
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Strategies to Avoid Cyber Insurance Claim Challenges
Part II of II In the previous article, we posed a series of questions to consider when purchasing cyber insurance. In Part II, the authors identify no more ...
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Strategies to Avoid Cyber Insurance Claim Challenges
Part I of II When companies suffer a cyber incident, they often look to their insurance policy for coverage to help mitigate financial exposure. Addit more ...
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Your Three Greatest Fears About Niching
You are not Limiting Yourself There is a lot of disruption going on in the BVFLS industry and you should give niching a fair shot if you have more of more ...
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Should AI be Disclosed?
Recognize Ethical and Professional Standards of Using AI AI is pervasive and promises to fundamentally transform business operations, education, and d more ...
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I Want to Build My Authority Writing
What Do I Write About? Writing is an effective way to convey expertise and also a marketing devise. In this article, Rod Burkert shares who he writes more ...
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What Do Crime Scene Witnesses and Business Owners Have in Common?
Look at the Numbers and Exercise Skepticism Often, business owners will inadvertently present a biased account of their company’s success. Is there a more ...
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You Want More Clients
You Need Better Clients A frequent question that newly minted and experienced valuation practitioners raise, is how one gets more clients. The questio more ...
You Want the Valuation Experts to Reconcile
Are You Prepared for the Outcome? What can parties in a litigation case do when the experts come to differing opinions of value? The authors share ways that parties and counsel can reconcile the differences or at least reduce the value gap. It sounds great—if the valuation experts can resolve their difference more ...
Legal Update: January 2025
Mancini v. UBS AG: Valuation of Collateral Pursuant to an Event of Default This article discusses the recent case of Mancini v. UBS AG, a case where UBS liquidated Plaintiff’s collateral following an event of default. The issue before the court was whether UBS AG acted arbitrarily when it liquidated Plaintiff more ...
Accounting Expert Witness Reliably Calculates the Quantum of Monetary Harm
The Court Assess Substantive and Procedural Advanced to Disqualify Expert Witness This article provides an in-depth review of a recent infringement, unfair competition and cybersquatting where Plaintiff sought disgorgement of profits. The case highlights procedural and substantive arguments advanced during li more ...
Leveraging Generative AI in Complex Investigations
Effective Use of AI in Complex Investigations Investigators need better ways to sift through vast quantities of data to find the information at the heart of the matter. This article examines a more efficient approach to complex investigations with Generative AI. The information in this article is intended to more ...
Detecting AI-Generated Content
How Forensic Accountants and Business Valuation Professionals Can Give AI a “Run for its Money” As AI proliferates, business valuation and forensic accountants will need to distinguish between human-authored and AI assisted/generated content. Significantly, AI generated content, as of the date of writing, is more ...
Highlights of the 2025 Medicare Physician Fee Schedule
The Failed “Doc Fix” The Centers for Medicare & Medicaid Services (CMS) released its finalized Medicare Physician Fee Schedule (MPFS) for calendar year (CY) 2025. The finalized fee schedule cut payments to physicians, and Congress declined to step in and mitigate the cuts in its last-minute legislation to more ...
You Want the Valuation Experts to Reconcile
Are You Prepared for the Outcome? What can parties in a litigation case do when the experts come to differing opinions of value? The authors share ways that parties and counsel can reconcile the differences or at least reduce the value gap. It sounds great—if the valuation experts can resolve their difference more ...
Preparing for Sale
Financial Due Diligence Preparation and readiness for the sell-side process will contribute to maximizing the value of your company and mitigate the risk of surprises at the critical stages of the proposed transaction. The author shares what to expect in a sell-side engagement and what can be done to exit suc more ...
Your Three Greatest Fears About Niching
You are not Limiting Yourself There is a lot of disruption going on in the BVFLS industry and you should give niching a fair shot if you have more of a generalist-type practice. In this article, Rod Bukert shares his views on how to overcome the fears of specialization. There is a lot of disruption going on i more ...
A Primer on Establishing Trusts and its Taxation
Grantor Trust—Living Trusts to Irrevocable Trusts and their Taxation This article provides the general rules which are applicable for many and sometimes almost every situation, but with taxes and legal issues there are very few absolutes and almost everything has exceptions. That is why competent and experien more ...
