Understanding IPCPL Theory, Evidence, and Application

Understanding IPCPL Theory, Evidence, and Application

Use in Private-Business Valuation (Part IV) In this fourth article, the authors show how to apply the IPCPL theory using public market cost of capital. Read Part I, Part II, and Pa ...

Legal Update: June 2024

Legal Update: June 2024

Lytle v. Nutramax Laboratories, Inc. et al.—Challenging a Proposed Class Action In Lytle v. Nutramax Laboratories, Inc., et al., 2024 U.S. App. LEXIS 9722; __ F.4th __; 2024 WL 171 ...

Discount Rates for Lost Profits

Discount Rates for Lost Profits

A Question of Facts and Varying Rates “How could an expert apply such a high or low discount rate to a stream of future lost profits and the court find it acceptable?” This article ...

Core Elements in Quantifying Lost Profits

Core Elements in Quantifying Lost Profits

Reminders from an Experienced Expert that Go Beyond a Checklist Calculating lost profits is a crucial aspect of many legal and financial matters, particularly in the realm of busin ...

Understanding IPCPL Theory, Evidence, and Application

Understanding IPCPL Theory, Evidence, and Application

Empirical Evidence Supporting IPCPL Theory (Part III) In this third article, the authors present the empirical evidence supporting use of the IPCPL theory. In the second article in ...

Fidelity Claims Investigations

Fidelity Claims Investigations

A Comprehensive Guide to Successful Claims Outcomes (Part II of II) In this second of a two-part article, the authors discuss areas where outside expertise may be needed and policy ...

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

    A Comprehensive Guide to Successful Claims Outcomes (Part II of II) In this second of a two-part article, the authors discuss areas where outside expe more ...

    June 26, 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
  • 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

Understanding IPCPL Theory, Evidence, and Application

Use in Private-Business Valuation (Part IV) In this fourth article, the authors show how to apply the IPCPL theory using public market cost of capital. Read Part I, Part II, and Part III Application of IPCPL Theory When Bob Dohmeyer, Pete Butler, and Rod Burkert published their article on the IPCPL in 2013, t more ...

July 10, 2024

Legal Update: June 2024

Lytle v. Nutramax Laboratories, Inc. et al.—Challenging a Proposed Class Action In Lytle v. Nutramax Laboratories, Inc., et al., 2024 U.S. App. LEXIS 9722; __ F.4th __; 2024 WL 1710663 (9th Cir. April 22, 2024), the court affirmed certification of a class of dog food purchasers alleging the defendants made fr more ...

July 10, 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 II of II) In this second of a two-part article, the authors discuss areas where outside expertise may be needed and policy exclusions. Read Part I here. Introduction: Navigating Claims Challenges and How Experts Can Help Throughout the fidelity claims more ...

June 26, 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

Discount Rates for Lost Profits

A Question of Facts and Varying Rates “How could an expert apply such a high or low discount rate to a stream of future lost profits and the court find it acceptable?” This article highlights my research looking into discount rates for lost profits and why there are so many variations of a theme when it comes more ...

July 02, 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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