-
What I Wish I’d Known when I Started My Career
When we see CEOs, founders, influencers and other people highlighted in our daily scrolls on our devices, the individuals almost always look polished. more ...
-
Daily Life in Retirement is Loss Costly than Clients Think
Planning their daily routine in retirement could be less complicated than most clients think, writes a Wall Street Journal columnist. In fact, most of more ...
-
How to Prepare for Stress Before It Happens
When you know a high-stress event is coming up, it is natural to stress yourself out before it even happens. This common pattern is called “meta-stres more ...
-
The Problems with Five-Star Rating Systems and How to Fix Them
From investing in and advising dozens of marketplace businesses for more than a decade, we have found that while simple five-star systems are good eno more ...
-
Helping Clients through the Healthcare Maze
Health care in the U.S. is a mess. Real health care reform is nowhere on the horizon. Not exactly breaking news for the general population. But for ad more ...
-
The Treatment of Synergistic Value
In Dissenting Shareholder Appraisal Rights Matters (Part II of II) The Delaware Court of Chancery decisions on the treatment of synergistic value in d more ...
-
The Treatment of Synergistic Value
In Dissenting Shareholder Appraisal Rights Matters (Part I of II) The Delaware Court of Chancery decisions on the treatment of synergistic value in di more ...
-
What is in a Purchase Price?
It is all Based on Your Perspective In this article, the author presents three common ways that a single purchase price may be calculated and presente more ...
-
Finding “True North” in Recent Delaware Appraisal Cases
Is it the Market or the Model? Petitioners in Delaware appraisal cases must necessarily argue that fair value exceeds the deal price. In contrast, fin more ...
-
A Method for Calculating
The Excess Earnings Capitalization Rate This article presents a method for calculating the capitalization rate for excess earnings. The good news is t more ...
-
Do You Carry a Portfolio
Of Your Work? What can a BVFLS professional do to stand out amongst his or her peers? In this article, Rod Burkert shares his thoughts. How do BVFLS p more ...
-
Four Steps to Selecting
Engage the audience! Conducting webinars is a great way to accomplish that goal; however, it is important to understand how the topic selected can hav more ...
-
The Value Gap
Technology Expectations This article discusses the importance of adopting the latest technology and software and how to minimize the value gap. Most a more ...
-
Are You a Vitamin or a Painkiller?
One Has Traction with Prospects, the Other Does Not Any product/service can almost always be viewed as either a vitamin or a painkiller. Which do you more ...
-
The Seven Steps of Mastering
an Effective Elevator Pitch Professionals in the accounting, valuation, and finance sectors frequently struggle with a deceptively simple task: descri more ...
The Treatment of Synergistic Value
In Dissenting Shareholder Appraisal Rights Matters (Part II of II) The Delaware Court of Chancery decisions on the treatment of synergistic value in dissenting shareholder appraisal rights cases provide meaningful guidance to valuation analysts, legal counsel, and other courts. This final part of the article more ...
Case Law Update
April 2019 In the first quarter of 2019, there were no reported U.S. Tax Court cases involving either business, estate, or FLP valuation issues. Notwithstanding the above, there were several cases that valuation and litigation support professionals will want to consider. In this article, five recent cases are more ...
Expert Witness Exchange: CVAs
and Expert Witnessing In this article, the Expert Witness Exchange (EWE) discusses expert witness opportunities available to CVAs. As a Certified Valuation Analyst (CVA), there is a vast array of employment opportunities you can pursue. One area that may not be as obvious is the ability to play a crucial role more ...
The Intersection of Advocacy and Financial Forensics
The Role of the Expert in 21st Century Dispute Resolution—A Recovering Judge’s Perspective As technology evolves, the role of the expert and the interplay between experts and the judiciary will evolve. This change is already underway. In this article, QuickRead presents the presentation made by Retired Judge more ...
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 ...
Fair Market Value Considerations for Rural Health Clinics
Technology (Part V of V) Over the past decade, there has been a rapid adoption of technological innovations in the U.S., which has fundamentally changed the healthcare delivery system, improving the quality of patient care, as well as the efficiency of healthcare processes and practices. Research indicates th more ...
Contractor’s Lost Profits Due to Impaired Surety Bonding Capacity
Denny Construction, Inc. v. City and County of Denver, Colorado, acting by and through its Board of Water Commissioners This article presents a case analysis wherein a general contractor sued for breach of contract and litigated the owner for breach of co bid due to its impaired bonding capacity, which result more ...
Leading with Your Heart
How to Avoid Romance of the Deal through Cold-Hearted Diligence This paper attempts to address these issues while presenting summary critical considerations that can and do mitigate the likelihood of unintended consequences and deals that fail to deliver. Specifically, it will speak to how advisors and buyers more ...
Do You Carry a Portfolio
Of Your Work? What can a BVFLS professional do to stand out amongst his or her peers? In this article, Rod Burkert shares his thoughts. How do BVFLS professionals like us to demonstrate our analytical skill? How do we exhibit our problem-solving acumen? How do we showcase our report writing talent? I have an more ...
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 ...
