Beyond the Hype

Beyond the Hype

Why AI may Undermine Your Credibility as an Expert Witness In a recent New York Surrogate’s Court decision (Matter of Weber, 2024 NY Slip Op 24258), an expert witness’s reliance on ...

Preparing for Sale

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 critic ...

What is Your Privacy Fine Exposure?

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 practitioner firm among us to the lar ...

Strategies to Avoid Cyber Insurance Claim Challenges

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 not only how to answer some of t ...

Business Valuations Used in ESOPs

Business Valuations Used in ESOPs

Federal Rules and Regulations Governing ESOPs Business valuation reports of employer’s securities owned by ESOPs are subject to review by plan fiduciaries, government agencies, and ...

Strategies to Avoid Cyber Insurance Claim Challenges

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. Additional external resources also ...

A Valuation Primer for Renewables

A Valuation Primer for Renewables

Techniques Used in a Wind Power Valuation Engagement This article is aimed at valuing renewable interests or rights which is straight forward requiring basic application of valuati ...

  • Business Valuations Used in ESOPs

    Federal Rules and Regulations Governing ESOPs Business valuation reports of employer’s securities owned by ESOPs are subject to review by plan fiducia more ...

    October 23, 2024
  • A Valuation Primer for Renewables

    Techniques Used in a Wind Power Valuation Engagement This article is aimed at valuing renewable interests or rights which is straight forward requirin more ...

    October 14, 2024
  • Debating the Incremental DLOM

    A Nuanced Approach to Asset Valuation Marketability refers to the ease with which an asset can be sold, and the DLOM accounts for the reduced liquidit more ...

    October 09, 2024
  • Normalizing Financials in Business Valuation

    Using Forensic Accounting Skills to Your Advantage When valuing a business, one essential step in the process is to review and analyze the subject com more ...

    October 02, 2024
  • Navigating Capital Structure Assumptions

    Ensuring Accurate Valuations with Real-World Testing One of the key assumptions valuation professionals must make is about a company's capital structu more ...

    September 11, 2024

Business Valuations Used in ESOPs

Federal Rules and Regulations Governing ESOPs Business valuation reports of employer’s securities owned by ESOPs are subject to review by plan fiduciaries, government agencies, and IQPAs auditing the ESOP’s financial statements. Each of these readers have their own responsibilities to the participants and ben more ...

October 23, 2024

Legal Update: September 2024

Connelly v. United States—Do Redemption Agreements Create a Business Liability? Most have some form of agreement and financing in place to address sudden changes in ownership. In Connelly v. United States, a unanimous U.S. Supreme Court may have turned many of those plans on their heads. The question before t more ...

September 24, 2024

Beyond the Hype

Why AI may Undermine Your Credibility as an Expert Witness In a recent New York Surrogate’s Court decision (Matter of Weber, 2024 NY Slip Op 24258), an expert witness’s reliance on Microsoft Copilot for financial calculations led to a notable exclusion of their testimony. The court highlighted the risks of us more ...

November 06, 2024

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 practitioner firm among us to the largest and each must take steps to implement a cybersecurity plan, to follow it, and to respond when an incident occurs. The failure more ...

October 30, 2024

Normalizing Financials in Business Valuation

Using Forensic Accounting Skills to Your Advantage When valuing a business, one essential step in the process is to review and analyze the subject company’s historical financial information. This information allows a business valuator to analyze the company’s past performance and pinpoint trends in the busine more ...

October 02, 2024

Multispecialty Surveys for Physician Compensation Released

An Overview of the Physician Compensation Surveys Beginning in late May each year, numerous industry normative benchmark physician production and compensation surveys begin publishing the most recent year’s reports. When consulting benchmarking survey data for assessing physician compensation arrangements for more ...

October 09, 2024

Beyond the Hype

Why AI may Undermine Your Credibility as an Expert Witness In a recent New York Surrogate’s Court decision (Matter of Weber, 2024 NY Slip Op 24258), an expert witness’s reliance on Microsoft Copilot for financial calculations led to a notable exclusion of their testimony. The court highlighted the risks of us more ...

November 06, 2024

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 ...

November 06, 2024

How Pricing with Options Increased My Fee by $10K

Assessing the Engagement Prospect In this article, the author shares how he crafted an engagement letter that enabled him to earn far more than a fee he was prepared to accept. Understanding a prospect’s motivation and the underlying facts enabled him to craft an engagement letter that worked for both and ear more ...

October 14, 2024

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 ...

September 01, 2021

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw