Paycheck Protection Program

Paycheck Protection Program

Valuation Considerations When PPP Has Been Used The Payroll Protection Program (PPP) is a program established in 2020 by the U.S. Congress entitled the Coronavirus Aid, Relief, and ...

Representation and Warranty Insurance

Representation and Warranty Insurance

Understanding the Claims Process and Anticipating Issues The merger and acquisition (M&A) market has evolved over the last several years and faced turbulence in 2020. One incre ...

Transition Planning Revisited

Transition Planning Revisited

Improving the Business and Positioning it for Sale An exit plan must be fluid and flexible. This article provides readers a summary of the standard processes followed by the author ...

Data Reliability Issues

Data Reliability Issues

When is there a Duty to Corroborate Data? NACVA’s Standards Board (SDB) was formed in 2016 with the purpose to promulgate NACVA’s Standards, including the development of interpreta ...

The Changing World of Business Development

The Changing World of Business Development

Turning Traditional Business Development on Its Head (Part I of II) Business development (BD) used to be simple: do good work for existing clients, be active in your local communit ...

NACVA Standards Board

NACVA Standards Board

Litigation and Non-Litigation FAQ Interpretations Initiative Business valuation/appraisal standards are promulgated by different business appraisal organizations. The NACVA’s Stand ...

Book Review

Book Review

Finance & Accounting for Lawyers, Second Edition, by Brian Peter Brining, JD, CPA BVR has just released Finance & Accounting for Lawyers, Second Edition, by Brian Peter Bri ...

  • Paycheck Protection Program

    Valuation Considerations When PPP Has Been Used The Payroll Protection Program (PPP) is a program established in 2020 by the U.S. Congress entitled th more ...

    November 18, 2020
  • Data Reliability Issues

    When is there a Duty to Corroborate Data? NACVA’s Standards Board (SDB) was formed in 2016 with the purpose to promulgate NACVA’s Standards, including more ...

    November 04, 2020
  • Back to Basics

    COVID-19’s Impact on Micro and Small Business Valuation As summer comes to an end, while COVID-19 remains a concern, business owners have resumed cont more ...

    September 23, 2020
  • Common Adjustments in the Due Diligence Process

    Conducting Financial Due Diligence and Quality of Earnings Analysis Financial due diligence and quality of earnings reports provide a third-party anal more ...

    September 16, 2020
  • Task List

    For When a Client Wants to Buy a Business The authors in this article share a checklist developed and provided to firm clients contemplating buying a more ...

    September 09, 2020
  • The Changing World of Business Development

    Turning Traditional Business Development on Its Head (Part I of II) Business development (BD) used to be simple: do good work for existing clients, be more ...

    November 04, 2020
  • NACVA Standards Board

    Litigation and Non-Litigation FAQ Interpretations Initiative Business valuation/appraisal standards are promulgated by different business appraisal or more ...

    October 28, 2020
  • Book Review

    Finance & Accounting for Lawyers, Second Edition, by Brian Peter Brining, JD, CPA BVR has just released Finance & Accounting for Lawyers, Seco more ...

    October 28, 2020
  • What Professional Services Firms’ Websites Get Wrong

    The Marketing Funnel (Part II of II) In the August 2020 article, the author discussed five basic ways website planning and organization can result in more ...

    September 30, 2020
  • Bilingual Skills

    Speaking Our Client’s Language How many times have readers started reading an e-mail from a colleague or peer with questions on a valuation you perfor more ...

    September 23, 2020

Paycheck Protection Program

Valuation Considerations When PPP Has Been Used The Payroll Protection Program (PPP) is a program established in 2020 by the U.S. Congress entitled the Coronavirus Aid, Relief, and Economic Security Act known as the CARES ACT. This Act, which was in response to the President’s closing of the economy on March more ...

November 18, 2020

Accounting for COVID-19 in Valuation

The Bankruptcy Court Weighs-in In Re: Body Transit, Inc. The Bankruptcy Court of the Eastern District of Pennsylvania In re: Body Transit, Inc. addressed how COVID-19 impacts valuations. On August 7, 2020, the Court heard and decided the case. This case proceeded under the Small Business Reorganization Act (S more ...

October 07, 2020

Some Trends

Expert Witness Industry Revenues IBISWorld, an economic and industry source used by valuation and damages professionals, issues an economic report on the expert witness industry. In this article, Michael Pakter, an expert, discusses industry revenue trends—which are mixed—and also how that may affect current more ...

October 16, 2019

Using International Economic Time Series Data in Determining Lost Profits

Forensic engagements that involve determining lost profits or other economic damages often require a “time series” of economic and market data. When the lost profits or other economic damages engagement involves comparing international companies, multi-country economic data, and international market data, the more ...

June 25, 2020

Small Business Valuations

Using Forensic Accounting Valuing the small business is how most valuators earn their living. These small businesses pose as much issues to valuation professionals as they do for tax, accounting, and legal professionals by providing these entities with advice. The issues are wide-ranging, and the purpose of t more ...

July 17, 2019

Valuation of Ambulatory Surgery Centers

Technology (Part V of V) As noted in the first installment of this five-part series, an ambulatory surgery center (ASC) is a distinct entity that primarily provides outpatient surgical procedures to patients who do not require an overnight stay after the procedure. ASCs typically provide relatively uncomplica more ...

May 13, 2020

The Internal Revenue Code’s §170

Charitable Contribution Deductions (Part II of II) The Tax Cuts and Jobs Act of 2017 and subsequent tax acts, such as the CARES Act, have complicated charitable giving and estate planning. This second part of this two-part article provides an overview of the limits placed on conservation easements. In this se more ...

October 21, 2020

Representation and Warranty Insurance

Understanding the Claims Process and Anticipating Issues The merger and acquisition (M&A) market has evolved over the last several years and faced turbulence in 2020. One increasingly popular aspect of an M&A transaction is the use of representation and warranty insurance policies. After acquiring a b more ...

November 18, 2020

The Changing World of Business Development

Turning Traditional Business Development on Its Head (Part I of II) Business development (BD) used to be simple: do good work for existing clients, be active in your local community, and watch the referrals roll in. To be a successful rainmaker for a firm, all a professional needed was a little confidence, so more ...

November 04, 2020

Tax/Personal Financial Planning

Avoid Traps with a Timely Appraisal New basis-consistency requirements make defensible valuations of inherited property even more important. Informed taxpayers are aware that only the wealthiest individuals should have concerns about the federal estate and gift tax, for gifts given and decedents dying in 2018 more ...

June 12, 2019

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