November 2023

November 2023

Is Your Goal More Revenue or More Profit? Your Next Hire May Tell According to BVR’s 2023 Business Valuation Firm Benchmarking Survey, the demographics say you, dear reader, most l ...

Daedalus Blue, LLC v. MicroStrategy, Inc.

Daedalus Blue, LLC v. MicroStrategy, Inc.

Court Admits Royalty Analysis on a Convoyed Sales Approach and Denies Motion to Exclude Patent Infringement Case This case arose from a patent infringement lawsuit filed by the Pla ...

Legal Update: Kwak v. Bozarth

Legal Update: Kwak v. Bozarth

The Perils of a Party Doing their Own Business Valuation in a Dissolution Action Kwak v. Bozarth is an unpublished Massachusetts case. The trial court made several decisions based ...

We Just Hired a New Employee

We Just Hired a New Employee

For Free Imagine streamlining the administrative and marketing tasks of your business valuation or forensic accounting firm, freeing up valuable time to focus on higher-value activ ...

Intangible Property and Property Tax Appraisals

Intangible Property and Property Tax Appraisals

Part III of III This article is the third and final of a three-part series on intangible property and property tax appraisals. Read Part I here and Part II here. Valuation analysts ...

Equitable Profit-Sharing

Equitable Profit-Sharing

The Role of a Neutral Third-Party Valuation Expert as an Umpire in Partnership Deadlocks Partnerships are common structures in professional service practices, offering opportunitie ...

Intangible Property and Property Tax Appraisals

Intangible Property and Property Tax Appraisals

Part II of III This article is the second of a three-part series on intangible property and property tax appraisals. Valuation analysts are often retained by industrial and commerc ...

  • November 2023

    Is Your Goal More Revenue or More Profit? Your Next Hire May Tell According to BVR’s 2023 Business Valuation Firm Benchmarking Survey, the demographic more ...

    November 29, 2023
  • We Just Hired a New Employee

    For Free Imagine streamlining the administrative and marketing tasks of your business valuation or forensic accounting firm, freeing up valuable time more ...

    November 15, 2023
  • October 2023

    This is Why You are Not Generating Leads on LinkedIn The LinkedIn platform provides BVFLS professionals a potential avenue to showcase their firm’s kn more ...

    October 25, 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, 202 more ...

    September 20, 2023
  • 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 ...

    September 20, 2023

Intangible Property and Property Tax Appraisals

Part III of III This article is the third and final of a three-part series on intangible property and property tax appraisals. Read Part I here and Part II here. Valuation analysts are often retained by industrial and commercial companies to assist with state and local property tax planning, compliance, and c more ...

November 08, 2023

Legal Update: Kwak v. Bozarth

The Perils of a Party Doing their Own Business Valuation in a Dissolution Action Kwak v. Bozarth is an unpublished Massachusetts case. The trial court made several decisions based on unavailable data. The case illustrates the perils of a party in a martial dissolution acting as their own expert and underscore more ...

November 15, 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

Daedalus Blue, LLC v. MicroStrategy, Inc.

Court Admits Royalty Analysis on a Convoyed Sales Approach and Denies Motion to Exclude Patent Infringement Case This case arose from a patent infringement lawsuit filed by the Plaintiff, Daedalus Blue, LLC against the Defendant, MicroStrategy Incorporated. Daedalus alleged that MicroStrategy’s analytics soft more ...

November 29, 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

November 2023

Is Your Goal More Revenue or More Profit? Your Next Hire May Tell According to BVR’s 2023 Business Valuation Firm Benchmarking Survey, the demographics say you, dear reader, most likely run your firm as a solo (24 percent of respondents), are in a firm with one or two employees (21 percent), or are heading up more ...

November 29, 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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