Back to Basics

Back to Basics

Be a Trusted Advisor Valuation analysts are in a unique position to help their clients. Most business owners have never looked at their business the way a valuation professional do ...

Breaking Up Is Hard to Do

Breaking Up Is Hard to Do

Five Signs That We Need to Part Ways With a Client How do we know when it’s time to cast off a client or referral source? In this article, Rod Burkert shares five tell-tale signs t ...

Seven Effective Differentiators

Seven Effective Differentiators

For Financial Services Firms Finding ways to differentiate your firm from competitors may be one of the most vexing challenges you can face. After all, it may well be that there ar ...

The Due Diligence Imperative

The Due Diligence Imperative

Conclusion (Part Six of a Six-Part Series) The first installment of this six-part series set forth an overview of the due diligence imperative for valuation professionals, in the c ...

Overview of Fair Value Considerations in Business Combinations

Overview of Fair Value Considerations in Business Combinations

Bargain Purchase Transactions This article summarizes the fair value measurement guidance and financial accounting considerations in business combinations—and specifically, in barg ...

Case Law Update

Case Law Update

Conservation Easements, Attempts to Dissolve a NY LLC, and Valuation of Law Practice The U.S. Tax Court has issued a limited number of valuation cases this past summer. In this art ...

Overview of the But For Investment Portfolio

Overview of the But For Investment Portfolio

To Measure Trustee Breach of Fiduciary Duty Damages The but for investment portfolio is a tool that damages analysts utilize to estimate economic damages when there is an allegatio ...

  • Breaking Up Is Hard to Do

    Five Signs That We Need to Part Ways With a Client How do we know when it’s time to cast off a client or referral source? In this article, Rod Burkert more ...

    November 07, 2018
  • Seven Effective Differentiators

    For Financial Services Firms Finding ways to differentiate your firm from competitors may be one of the most vexing challenges you can face. After all more ...

    October 31, 2018
  • What Competitive Differentiation Means

    And Why it Should Matter to You What does differentiation really mean? How does differentiation really work? How is differentiation properly implement more ...

    October 03, 2018
  • Getting Paid More than the Competition

    Industry Experience and Value-Added Tips In this article, the author discusses how one may go about distinguishing his or her firm from other competit more ...

    September 05, 2018
  • Developing a Customized

    Referral Marketing Strategy The author discusses how professionals should go about creating a customized referral marketing strategy. It begins by cho more ...

    September 05, 2018

Back to Basics

Be a Trusted Advisor Valuation analysts are in a unique position to help their clients. Most business owners have never looked at their business the way a valuation professional does. If the valuation analyst does a yearly check-up or checks in with their clients but does not include a discussion or a strateg more ...

November 07, 2018

Case Law Update

Conservation Easements, Attempts to Dissolve a NY LLC, and Valuation of Law Practice The U.S. Tax Court has issued a limited number of valuation cases this past summer. In this article, one U.S. Tax Court case presented is Harbor Loft Associates v. Commissioner. The case underscores that lessees cannot claim more ...

October 24, 2018

Expert Witness

E&O Coverage Through the Expert Witness Exchange In this article, the Expert Witness Exchange discusses a relationship it has established with Lockton Affinity, LLC to develop the Expert Witness Exchange Group Insurance Program so it can provide exchange members with the option to obtain low cost, profess more ...

October 16, 2018

Advice to the Board

Knowing the Business is Critical to Effective Risk Oversight In this article, the author shares excerpts of a speech he presented to board members regarding the importance of managing risk and sources of risk. more ...

August 01, 2018

The Importance of Forensic Accounting

Analysis in Matrimonial Matters As forensic accountants, we may be called upon to determine the value of the marital estate. Frequently, we either receive an avalanche of documents or very few documents. How do we distinguish what is valuable versus what is not? Why is the information so important in our fore more ...

June 07, 2017

The Due Diligence Imperative

Conclusion (Part Six of a Six-Part Series) The first installment of this six-part series set forth an overview of the due diligence imperative for valuation professionals, in the context of the Four Pillars of Healthcare Value, i.e., Reimbursement, Regulatory, Technology, and Competition. The second through f more ...

October 31, 2018

Overview of the But For Investment Portfolio

To Measure Trustee Breach of Fiduciary Duty Damages The but for investment portfolio is a tool that damages analysts utilize to estimate economic damages when there is an allegation of a breach of fiduciary duty with regard to the management of an investment. In its simplest form, the but for investment portf more ...

October 16, 2018

Overview of Fair Value Considerations in Business Combinations

Bargain Purchase Transactions This article summarizes the fair value measurement guidance and financial accounting considerations in business combinations—and specifically, in bargain purchase transactions. This discussion also describes the principles of acquisition accounting as they relate to fair value me more ...

October 24, 2018

Breaking Up Is Hard to Do

Five Signs That We Need to Part Ways With a Client How do we know when it’s time to cast off a client or referral source? In this article, Rod Burkert shares five tell-tale signs that suggest it is time to have a break-up talk. more ...

November 07, 2018

How is the Section 199A Deduction determined?

Underlying Policy Identified The pass-through entity, that legal entity structure that has given valuators consternation over the years, is back in the news thanks to the Tax Cut and Jobs Acts (TCJA) signed into law at the end of 2017. According to the Joint Commission on Taxation, business owners filed 35.3 more ...

April 11, 2018

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