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Preparing a Medical or Dental Practice for a Someday Sale
Advice for Medical and Dental Professionals and Their Advisors This article walks readers through what really matters long before these professionals more ...
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The January Hangover
A 10-Day Fraud Detection Sprint That Protects Business Value It is important to not only establish next steps but attempt to blur the line between fra more ...
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AI, Ethics, and Standards in Valuation Practice
Guidance for a Rapidly Changing Landscape Confidentiality remains the first and most immediate area of professional risk. Many AI tools store inputs, more ...
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The Impact of Tariffs on Small Business Valuation
A Comprehensive Framework for Risk Assessment and Methodical Adjustments The escalation of global trade tensions and tariff implementations in 2025 ha more ...
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Engagement Letter Can Make or Break You
A Business Valuation Expert’s Perspective Drawing from a presentation at the 2025 NACVA BVFL Super Conference by Glenn Block and Greg Clark, this arti more ...
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The January Hangover
A 10-Day Fraud Detection Sprint That Protects Business Value It is important to not only establish next steps but attempt to blur the line between fra more ...
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AI Fraud Detection and Forensic Accounting
Embracing Innovation to Combat Financial Crime Fraud and financial crime have become increasingly complex and create pervasive issues for organization more ...
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Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations
AI-Driven Digital Investigations Workflow In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It en more ...
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First Brands
Joined by More Cockroaches The recent collapses of First Brands, Tricolor, and other financially distressed companies remind appraisers that inaccurac more ...
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First Brands
And the Cockroach Theory The recent bankruptcies of First Brands, a large auto parts supplier, and Tricolor, a car dealership chain, have renewed conc more ...
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5 Phrases that Undermine Your Expertise
What to Say Instead In sales, the wrong choice of words can erode trust, weaken your authority, and even cost you the project. The author shares what more ...
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My Best Prospect Pick-Up Line
Engaging a Prospective Attorney for Referrals In this article, the author shares what “pick-up line” works best for him to get attorneys to refer work more ...
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The Referral Reciprocity Dilemma
Thoughts on Thought Leadership When an attorney, banker, CPA, or wealth planner refers business to us, it can feel like we should refer business back more ...
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5 Thoughts on Thought Leadership
It is About Positioning In this article, Rod Burkert reflects on the value and limits of thought leadership, how to position oneself or the firm, and more ...
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Are You a Service Provider or an Expert?
Excel and Position Yourself as the Expert There is an important difference between a service provider and an expert. In this article, Rod Burkert disc more ...
Preparing a Medical or Dental Practice for a Someday Sale
Advice for Medical and Dental Professionals and Their Advisors This article walks readers through what really matters long before these professionals think about listing their practice for sale. Understanding the “why” behind each step, not just the “what”, is crucial. As one reads through, keep in mind that more ...
Legal Update: December 2025
In re Harnack: Don’t Ignore Discovery and the Court’s Orders In re Harnack, 2025 IL App (1st) 240835, 2025 Ill. App. Unpub. LEXIS 1094, 2025 LX 124170 (Ill. App. June 24, 2025) serves as an admonition to litigants that are obstinate and refuse to follow the court’s order. Frequently, this happens in connectio more ...
Accounting Expert Witness Reliably Calculates the Quantum of Monetary Harm
The Court Assess Substantive and Procedural Advanced to Disqualify Expert Witness This article provides an in-depth review of a recent infringement, unfair competition and cybersquatting where Plaintiff sought disgorgement of profits. The case highlights procedural and substantive arguments advanced during li more ...
The January Hangover
A 10-Day Fraud Detection Sprint That Protects Business Value It is important to not only establish next steps but attempt to blur the line between fraud-driven forensic investigations and valuation to provide the connective tissue; explaining how they overlap resulting in misleading valuation calculations. In more ...
Detecting AI-Generated Content
How Forensic Accountants and Business Valuation Professionals Can Give AI a “Run for its Money” As AI proliferates, business valuation and forensic accountants will need to distinguish between human-authored and AI assisted/generated content. Significantly, AI generated content, as of the date of writing, is more ...
Preparing a Medical or Dental Practice for a Someday Sale
Advice for Medical and Dental Professionals and Their Advisors This article walks readers through what really matters long before these professionals think about listing their practice for sale. Understanding the “why” behind each step, not just the “what”, is crucial. As one reads through, keep in mind that more ...
Don’t Get Struck
Why Financial Experts Get Excluded and How to Avoid It In this article, the authors describe at a high level the rules governing admissibility of expert testimony, discuss common pitfalls, and provide some tips for avoiding these pitfalls so that expert opinions can be admitted into evidence with maximum effe more ...
Valuation Issues in M&A
In Anticipation of Going to Market Valuations performed for mergers and acquisitions are different than most of the traditional valuation work. The author of this article shares the standard of value used in these engagements, the due diligence conducted, and merits of preparing a calculation report in antici more ...
5 Phrases that Undermine Your Expertise
What to Say Instead In sales, the wrong choice of words can erode trust, weaken your authority, and even cost you the project. The author shares what phrases undermine one’s expertise and offers suggestions on what to say instead. In sales (and that’s what you’re doing when you try to close a project with a p more ...
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 ...
