Business Owner Exit Planning Engagement Tools

Business Owner Exit Planning Engagement Tools

More Than Just a Conversation What tools are available to assess an owner’s readiness to exit a business? What process exists to enable professionals to assist an owner with exit p ...

Investigating and Uncovering Fraud in Your Company

Investigating and Uncovering Fraud in Your Company

First Steps in the Fraud Investigation The first steps in a fraud investigation are crucial to setting the tone and can set the stage for a successful, or lack thereof, investigati ...

2023 Keynote Address: We Know Smart Contracts are “SMART”, but are they Ethical?

2023 Keynote Address: We Know Smart Contracts are “SMART”, but are they Ethical?

Emerging Technologies, Emerging Ethical Risks This article summarizes points made at the Address at the 2023 NACVA Annual Conference. December 15, 2023 | Virtual Course: We Know Sm ...

When We Play Safe, We Play Small

When We Play Safe, We Play Small

Move Out of Your Comfort Zone In this month’s column, Rod Burkert discusses embracing risk and a growth mindset. If you are unhappy with your practice for any reason, is it because ...

The Hybrid Approach to Determining Company Specific Risk Using Monte Carlo

The Hybrid Approach to Determining Company Specific Risk Using Monte Carlo

A Case Study In articles published in The Value Examiner, “A Hybrid Approach to Estimating Company Specific Risk,” and “A Hybrid Approach to Determining Company Specific Risk: Usin ...

Nailing Down the Numerator in the DCF Method

Nailing Down the Numerator in the DCF Method

Theory to Practice VPS StraightTalk Webinar, June 15, 2023 This article summarizes key takeaways from the June 15, 2023, VPS StraightTalk Webinar presentation co-led by R. James Al ...

The Power of Artificial Intelligence and Machine Learning

The Power of Artificial Intelligence and Machine Learning

in Business Valuations The advent of ChatGPT and its other AI apps has come to the forefront. This is potentially disruptive technology that will raise uncomfortable issues, but al ...

The Hybrid Approach to Determining Company Specific Risk Using Monte Carlo

A Case Study In articles published in The Value Examiner, “A Hybrid Approach to Estimating Company Specific Risk,” and “A Hybrid Approach to Determining Company Specific Risk: Using Monte Carlo Simulation,” the author explains the theoretical basis for using a company specific risk premium in the build-up met more ...

September 13, 2023

Insights for Experts in Damages Cases from Attorneys in the Construction Industry

A Sampling of What Construction Law Attorneys Say They Expect from Experts This article provides a summary of what attorneys, who are members of the Minnesota construction law section, heard at a recent CLE regarding what attorneys expect from experts. On June 13, 2023, Michael Gregory attended the Minnesota more ...

August 02, 2023

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

Investigating and Uncovering Fraud in Your Company

First Steps in the Fraud Investigation The first steps in a fraud investigation are crucial to setting the tone and can set the stage for a successful, or lack thereof, investigation. This article details the first steps a company should take when initiating a fraud investigation, what experts will be necessa more ...

September 27, 2023

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

MedPAC Recommends Increasing Hospital and Physician Payments for 2024

Reasons for the Recommendation and Responses On March 15, 2023, the Medicare Payment Advisory Commission (MedPAC) published its annual Report to Congress regarding the status of the Medicare program. Among other areas, the report detailed policy recommendations for the Medicare fee-for-service (FFS) payment s more ...

July 19, 2023

Nailing Down the Numerator in the DCF Method

Theory to Practice VPS StraightTalk Webinar, June 15, 2023 This article summarizes key takeaways from the June 15, 2023, VPS StraightTalk Webinar presentation co-led by R. James Alerding, CPA, ABV and Carli D. Lehr, CPA, CVA, CSEP. The speakers discussed how to differentiate between a projection and forecast, more ...

September 13, 2023

Business Owner Exit Planning Engagement Tools

More Than Just a Conversation What tools are available to assess an owner’s readiness to exit a business? What process exists to enable professionals to assist an owner with exit planning? This article is based on three tools presented and discussed at NACVA and the CTI’s July 2023 Business Valuation and Fina more ...

September 27, 2023

2023 Keynote Address: We Know Smart Contracts are “SMART”, but are they Ethical?

Emerging Technologies, Emerging Ethical Risks This article summarizes points made at the Address at the 2023 NACVA Annual Conference. December 15, 2023 | Virtual Course: We Know Smart Contracts are "Smart" but Are They "Ethical"? Emerging Technologies, Emerging Ethical Risks It is not the business of the bota more ...

September 20, 2023

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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