Unimpeachable Principalities

Unimpeachable Principalities

A Principle-Driven Framework to Standard Setting This 17th article of the unimpeachable neutrality series will attempt to elevate your understanding of standards beyond mere compli ...

Fidelity Claims Investigations

Fidelity Claims Investigations

A Comprehensive Guide to Successful Claims Outcomes (Part I of II) Fidelity/crime/financial institution bonds, in a general sense, cover an insured from the willful theft of proper ...

Reducing Bias in Business Valuation Engagements

Reducing Bias in Business Valuation Engagements

Navigating Bias in Business Valuations Valuation analysts are tasked with gathering information, analyzing data, summarizing findings, and communicating the results. This includes ...

The #1 Thing Prospects Look for on Your Website

The #1 Thing Prospects Look for on Your Website

What is the #1 thing on your website that will convince a prospect that your firm is the right choice for a project? Rod Burkert shares his views on what is needed to go from zero ...

Challenges to Expert Witnesses Under New Rule of Evidence 702

Challenges to Expert Witnesses Under New Rule of Evidence 702

Experts on Notice Federal Rule of Evidence 702 has undergone changes; these were made in 2000 and 2011. The recent amendments clarify the gatekeeping function of the trial court. A ...

The Meritocracy of an Unregulated Market

The Meritocracy of an Unregulated Market

Is There a Need to Broaden Regulation? Can humans achieve economic market efficiency without the “visible hand” or is the collateral damage of decisions an unfortunate reality in e ...

DOJ Announces Record-Breaking Fraud and Abuse Settlement

DOJ Announces Record-Breaking Fraud and Abuse Settlement

Valuation-Shopping Investigated On December 19, 2023, the U.S. Department of Justice (DOJ) announced that it had entered into a $345 million settlement with Community Health Networ ...

  • Unimpeachable Principalities

    A Principle-Driven Framework to Standard Setting This 17th article of the unimpeachable neutrality series will attempt to elevate your understanding o more ...

    June 17, 2024
  • Reducing Bias in Business Valuation Engagements

    Navigating Bias in Business Valuations Valuation analysts are tasked with gathering information, analyzing data, summarizing findings, and communicati more ...

    June 12, 2024
  • The Meritocracy of an Unregulated Market

    Is There a Need to Broaden Regulation? Can humans achieve economic market efficiency without the “visible hand” or is the collateral damage of decisio more ...

    June 05, 2024
  • Understanding Net Working Capital

    A Key Formula Used in Business Valuation Net working capital is a crucial component of business valuation since it impacts both a company’s enterprise more ...

    May 29, 2024
  • How Bad Data Hurts Your Valuation

    The Principles of Conservatism in Action Most business owners understand the industry in which they operate and tend to be good at running the day-to- more ...

    May 08, 2024
  • Fidelity Claims Investigations

    A Comprehensive Guide to Successful Claims Outcomes (Part I of II) Fidelity/crime/financial institution bonds, in a general sense, cover an insured fr more ...

    June 17, 2024
  • The AI Revolution is Coming for Business Valuation and Forensic Accounting

    How AI is Transforming the Industry Artificial Intelligence (AI) represents a paradigm shift in the realm of computational capabilities, transcending more ...

    April 24, 2024
  • Accidental Brokers

    And How the IRS Unravels Contract Law in its Newest Cryptocurrency Proposals This article details the issues with the proposal put forth by the IRS re more ...

    April 03, 2024
  • When Seeing is Believing

    Part IV in a Series Addressing Advances in Forensic Accounting and Financial Forensics The increasing amount of data is daunting. Managing and making more ...

    March 13, 2024
  • New Frontiers in Financial Forensics

    Part III in a Series Addressing Advances in Forensic Accounting and Financial Forensics Those working to manage valuations and investigate fraud are s more ...

    March 04, 2024
  • The #1 Thing Prospects Look for on Your Website

    What is the #1 thing on your website that will convince a prospect that your firm is the right choice for a project? Rod Burkert shares his views on w more ...

    June 12, 2024
  • What Makes Effective Marketing Effective?

    Marketing is difficult. Yet, there are ways one can make more effective inroads. In this article, the author makes four suggestions to make your marke more ...

    May 15, 2024
  • Evolving from Valuation to Value Creation

    A Call to Opportunity (and Survival) As the use of artificial intelligence (AI) tools continues to become mainstream, it is no wonder that so many pro more ...

    May 08, 2024
  • How Many Referral Sources Do You Need?

    As readers know, the holy grail of a firm’s success is the professional stream and practices that sustain the referral stream. In the author’s view “i more ...

    April 17, 2024
  • Soft Skills

    Principles, Tasks, and Tools for Success This article is based on the presentation given by Andreas Creutzmann at the NACVA and the CTI’s BVFL Super C more ...

    April 10, 2024

Unimpeachable Principalities

A Principle-Driven Framework to Standard Setting This 17th article of the unimpeachable neutrality series will attempt to elevate your understanding of standards beyond mere compliance and foster a world rich in principle-driven actions. In a world increasingly governed by complex standards and regulatory lan more ...

June 17, 2024

Legal Update: June 2024

Watts v. Smith–Long-Term Means Long-Term In the business valuation world, valuators attempt to consider a benefit stream into perpetuity, which is a very long time. Sadly, many business owners have difficulty grasping long time periods as they execute agreements dealing with multi-generational ownership and f more ...

May 22, 2024

Legal Update: Rosenthal v. Erber

Rosenthal v. Erber illustrates the pressure and perils of dueling experts. The expert is charged with assisting the court ascertain the facts, rather than furthering the client’s ambition. The case is a reminder to business valuation professionals that ethical considerations are paramount and that doing the c more ...

January 24, 2024

Fidelity Claims Investigations

A Comprehensive Guide to Successful Claims Outcomes (Part I of II) Fidelity/crime/financial institution bonds, in a general sense, cover an insured from the willful theft of property, money, and securities by one of their employees or an outside third-party carried out through a variety of means. Such fraud c more ...

June 17, 2024

The Role of Forensic Accountants in Measuring and Detecting Fraud

in Inventory Loss Claims Insurance claims for loss of inventory are generally examined by insurance carriers. The carrier will retain a forensic accountant who has the ability to quantify out of sight inventory losses. Out of sight inventory losses occur when the accountant is not able to physically count the more ...

July 06, 2022

DOJ Announces Record-Breaking Fraud and Abuse Settlement

Valuation-Shopping Investigated On December 19, 2023, the U.S. Department of Justice (DOJ) announced that it had entered into a $345 million settlement with Community Health Network Inc. (CHN), a healthcare network headquartered in Indianapolis, to resolve claims that the hospital violated the False Claims Ac more ...

May 29, 2024

Challenges to Expert Witnesses Under New Rule of Evidence 702

Experts on Notice Federal Rule of Evidence 702 has undergone changes; these were made in 2000 and 2011. The recent amendments clarify the gatekeeping function of the trial court. A trial court is charged not with weighing the expert’s opinion; rather it is charged with determining if the testimony is admissib more ...

June 05, 2024

Getting R.E.A.L. in Later-Stage, Venture-Backed Companies

A Process to “Right” the Company Often later-stage, venture-backed companies (“late-stage start-ups”) seek advice as they find themselves languishing in the neverland between being heavy on intellectual property (IP) assets and light on commercial products or services. Typically, we are contacted by an invest more ...

April 03, 2024

The #1 Thing Prospects Look for on Your Website

What is the #1 thing on your website that will convince a prospect that your firm is the right choice for a project? Rod Burkert shares his views on what is needed to go from zero to hero and land that engagement. Imagine I am a prospect for getting your BVFLS services. I found you on Google or LinkedIn. Or m more ...

June 12, 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

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