-
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 Determini more ...
-
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 pres more ...
-
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 rais more ...
-
The Future of the Business Valuation Profession
(Part IV) To look to the future of the BV profession, we must explore the relevant dynamics within the industry. That starts with looking to our past more ...
-
The Well-Written Business Valuation Report
Structured, Clear, and Well-Researched and Reasoned In a litigation setting, a well-written business valuation report can position your conclusion of more ...
-
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 more ...
-
There are Critical Precursors to AI, Including Verified Financial Intelligence
Part Two in a Series Addressing Advances in Forensic Accounting and Financial Forensics The author of this series of articles is co-founder of Valid8 more ...
-
The Latest Greatest Internet Scheme
Currency Investment Scams Step aside e-mail compromises and romance scams. Make way for the crypto investment scam, the newest in an ever-changing sea more ...
-
Emerging Cryptocurrency Valuation Litigation
A Primer for Business Valuation, Forensic, and Litigation Support Professionals This is the first article in a series related to the cryptocurrency va more ...
-
Financial Forensic Investigations
The Layered Approach There is a maxim in forensic accounting that investigations take twice as long as anticipated, yet the final report appears to ha more ...
-
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, 202 more ...
-
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 more ...
-
Advanced Financial Analytics in Divorce Litigation
An Interview with Zain Kalson, founder of Etheia As part of a broader dialogue around business valuations in the context of divorce, this article feat more ...
-
Money, Moments, and Meaning
Evaluation of Your Priorities Most BVFLS practitioners happen to have fallen into this line of work by accident or chance. How can we prioritize and a more ...
-
6 Positioning Blunders Appraisers Make
Steps to Immediately Take Before Focusing on Marketing In this month’s article, Rod Burkert details six positioning and marketing blunders too many ap more ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...