SPAC Attack

SPAC Attack

Six Months In Special Purpose Acquisition Companies (SPAC) have been a prime focus of the SEC over the last six months. On April 12, 2021, the SEC issued “Staff Statement on Accoun ...

To Exit a Business for Millions, Begin with the End in Mind

To Exit a Business for Millions, Begin with the End in Mind

Get Acquired for Millions—A Roadmap for Technology Services Providers to Maximize Company Value What should a technology service professional know to sell his or her company for mi ...

Lost Profits

Lost Profits

Questions from the NACVA Conference Regarding Discounting Lost Earnings for Self-Employed Individuals In June 2021, the author of this article made a virtual presentation at the NA ...

4 Best Ways to Get New Clients That You Must Do More Of

4 Best Ways to Get New Clients That You Must Do More Of

Last month, Rod Burkert wrote about the four worst ways to generate new clients. Well, then there has to be the four best ways—right?! Read on! Here, Rod Burkert describes what you ...

Recent Settlement Highlights Importance of FMV Physician Compensation

Recent Settlement Highlights Importance of FMV Physician Compensation

This article discusses the recent settlement of National Spine and Pain Center signed with the U.S. Department of Justice and provides the basis to discuss the importance of obtain ...

A Primer on Establishing Trusts and its Taxation

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 ...

Selling Your Business

Selling Your Business

Post Closing Task List This article provides readers with a checklist used at a business transaction that just closed. The list was adapted from e-mails sent by the author to clien ...

  • SPAC Attack

    Six Months In Special Purpose Acquisition Companies (SPAC) have been a prime focus of the SEC over the last six months. On April 12, 2021, the SEC iss more ...

    September 15, 2021
  • Lost Profits

    Questions from the NACVA Conference Regarding Discounting Lost Earnings for Self-Employed Individuals In June 2021, the author of this article made a more ...

    September 08, 2021
  • Selling Your Business

    Post Closing Task List This article provides readers with a checklist used at a business transaction that just closed. The list was adapted from e-mai more ...

    August 25, 2021
  • Financial Advisory Services

    And S Corporation Acquisitions Analysts should be aware that one transaction tax structure that is particularly popular regarding private equity firm more ...

    August 04, 2021
  • Valuation Guidelines for Mineral and Renewable Interests

    A Data Analytics Approach The valuation of minerals and renewables falls outside the usual guidelines of real property appraisal, where real property more ...

    July 28, 2021
  • Food v. Fraud

    Fraud Issues in the Hospitality Industry Post-COVID-19 Pandemic The hospitality industry is already experiencing an increase in fraud, and everyone as more ...

    August 18, 2021
  • New Advisories on Ransomware Payments

    The Dark Web Criminals Both the Financial Crimes Enforcement Network (FinCEN) and the U.S. Department of Treasury’s Office of Foreign Assets Control ( more ...

    August 04, 2021
  • Technology and the Birth of Digital Forensics

    The Evolution of Digital Forensics and Growth of the Industry The rapid growth of technology has resulted in the computer age, which has given rise to more ...

    July 28, 2021
  • What is Cryptocurrency?

    How Does it Work? Everyone seems to be talking about cryptocurrency these days, but many are unsure how to define it and fewer still, know exactly how more ...

    July 21, 2021
  • Elder Fraud

    Risks in a Post Pandemic Environment The pandemic placed many individuals into an environment where they had to rely on technology to conduct daily li more ...

    July 14, 2021
  • 4 Best Ways to Get New Clients That You Must Do More Of

    Last month, Rod Burkert wrote about the four worst ways to generate new clients. Well, then there has to be the four best ways—right?! Read on! Here, more ...

    September 08, 2021
  • Selling Your Business

    Post Closing Task List This article provides readers with a checklist used at a business transaction that just closed. The list was adapted from e-mai more ...

    August 25, 2021
  • 4 Worst Ways to Get New Clients

    That You Think Still Work What are the most effective ways to market professional services? In this article, Rod Burkert shares the four worst ways to more ...

    August 11, 2021
  • Adding Compensation Consulting to Your Practice

    Diversify the Revenue Sources Valuation consultants usually have training and experience with the process of normalizing owner compensation. They may more ...

    July 14, 2021
  • The Business I Value Most is Mine

    You Should Feel the Same Way There is a great expression that is used as advertising in our industry: the business we value most is yours. (It is like more ...

    July 07, 2021

SPAC Attack

Six Months In Special Purpose Acquisition Companies (SPAC) have been a prime focus of the SEC over the last six months. On April 12, 2021, the SEC issued “Staff Statement on Accounting and Reporting Considerations for Warrants Issued by Special Purpose Acquisition Companies” to highlight potential accounting more ...

September 15, 2021

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

The Unimpeachable Rebuttal

Pearls Clutched and Loaded Have you ever read an opposing expert’s rebuttal of your expert report that left you clutching your pearls the rest of the day? With over 2,000 cases under my belt, I have had some true works of fiction written about me and still can be found clutching my proverbial pearls from time more ...

August 11, 2021

Food v. Fraud

Fraud Issues in the Hospitality Industry Post-COVID-19 Pandemic The hospitality industry is already experiencing an increase in fraud, and everyone associated with the business—including operators, owners, managers, employees, and even guests—is at risk of being affected. In this article, the author identifie more ...

August 18, 2021

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

Recent Settlement Highlights Importance of FMV Physician Compensation

This article discusses the recent settlement of National Spine and Pain Center signed with the U.S. Department of Justice and provides the basis to discuss the importance of obtaining an opinion regarding the FMV physician compensation. On August 6, 2021, the U.S. Department of Justice announced that it had r more ...

September 01, 2021

Lost Profits

Questions from the NACVA Conference Regarding Discounting Lost Earnings for Self-Employed Individuals In June 2021, the author of this article made a virtual presentation at the NACVA and the CTI’s Business Valuation & Financial Litigation Hybrid & Virtual Super Conference. The presentation was “Estim more ...

September 08, 2021

To Exit a Business for Millions, Begin with the End in Mind

Get Acquired for Millions—A Roadmap for Technology Services Providers to Maximize Company Value What should a technology service professional know to sell his or her company for millions. In this book review, Michael Pakter discusses Linda Rose’s Get Acquired for Millions—A Roadmap for Technology Services Pro more ...

September 15, 2021

4 Best Ways to Get New Clients That You Must Do More Of

Last month, Rod Burkert wrote about the four worst ways to generate new clients. Well, then there has to be the four best ways—right?! Read on! Here, Rod Burkert describes what you must do more of to get new clients. Last month, I wrote about the four worst ways to generate new clients. Well, then there has t more ...

September 08, 2021

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

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