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SBA 7(a) and 504 Loans
How Business Valuations Drive Smarter Lending Decisions This article provides a case study that highlights the methodology behind SBA-compliant busine more ...
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From Generalist to Specialist
Tips to Successfully Transition to the Expert Level There are several steps to making the transition from generalist to specialist. For those who have more ...
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How Does Your Business Grow?
The Importance of Growth Assumptions in Delaware Appraisal Rulings An important input to many valuations for disputes in the Delaware Court of Chancer more ...
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HVAC Business Valuation Considerations
Beyond Heating and Cooling From coast to coast and everywhere in between, HVAC plays a critical role in economic performance and presents compelling o more ...
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Understanding the Income Approach
Forecasting Errors One of the common pitfalls in applying the income approach is committing forecasting errors. To understand the impact of this error more ...
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Reducing Privacy Fine Exposure on the Cheap
(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. Af more ...
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Untangling the Fraud
Utilizing Data Analytics to Investigate Ponzi Schemes This article examines how data analytics combined with other forensic accounting tools can help more ...
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Leveraging Generative AI in Complex Investigations
Effective Use of AI in Complex Investigations Investigators need better ways to sift through vast quantities of data to find the information at the he more ...
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The Intersection of Advocacy and Financial Forensics
The Role of the Expert in 21st Century Dispute Resolution Almost five years ago, the author penned an article published in NACVA’s QuickRead April 14, more ...
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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 practit more ...
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How to Excel at BVFLS Practice Development
The Four Pillar Framework Rod Burkert has been spreading the gospel about BVFLS practice development since 2013. In this article, he discusses a frame more ...
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AI Managed My Work Schedule for Two Weeks
and My Productivity Doubled How can one materially improve productivity in just two weeks? In this article, the author describes how she allowed artif more ...
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What Do I Get by Hiring You?
Self-reflection and the Engagement Process The buying process begins when a prospect or a referral source considers you for a new engagement, or when more ...
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Differentiate Yourself by Taking a Stand Against Something in Our Industry
Take Up an Informed Contrarian View to Disrupt the Business Valuation Profession What frustrates you about our industry? Do you think your prospects, more ...
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Data Privacy for the Future
Strategies to Limit Digital Risk and Liability In this article, the author looks back at predictions made in the 2014 Pew Research. Reflecting on this more ...
SBA 7(a) and 504 Loans
How Business Valuations Drive Smarter Lending Decisions This article provides a case study that highlights the methodology behind SBA-compliant business valuations. The article underscores the importance of grounding the analysis in standard valuation techniques, using reliable industry benchmarks, and proper more ...
Legal Update: March 2025
Matter of Weber—Challenges to a Trustee’s Accounting Go Awry Serving as a Trustee of a Trust is difficult. In the case presented, a trust beneficiary alleged that the trustee—his aunt—breached her fiduciary duty. The trust beneficiary retained an expert in connection to this claim and this did not go well for 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 ...
Reducing Privacy Fine Exposure on the Cheap
(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. After taking NACVA’s cybersecurity course, a student reached out to me asking for a Data Retention Policy template that would be compliant with the statutes and f 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 ...
Hospital Finances Held Steady
In First Month of 2025 In the first month of 2025, hospital revenue and expenses both increased, balancing each other out and resulting in continued steady financial performance for hospitals, according to Kaufman Hall’s January 2025 National Hospital Flash Report. This article reviews the report and the curr more ...
Reducing Privacy Fine Exposure on the Cheap
(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. After taking NACVA’s cybersecurity course, a student reached out to me asking for a Data Retention Policy template that would be compliant with the statutes and f more ...
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 ...
How to Excel at BVFLS Practice Development
The Four Pillar Framework Rod Burkert has been spreading the gospel about BVFLS practice development since 2013. In this article, he discusses a framework that he has developed and can be used to close the gap between the practice you have and the practice you want. The people I talk to all seem to have sligh 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 ...
