-
Exploring the Narcissist’s Playbook of Financial Games
From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with dia more ...
-
The Macroeconomics of U.S. Tariffs, Global Retaliation, and Shifting Trade Dynamics
Impact on Business Valuations Tariffs have long served as a tool for national governments to protect domestic industries, correct trade imbalances, or more ...
-
Unimpeachable Certainty in the Age of Digital Distortion and Artificial Intelligence
Trust but Authenticate This 20th article in the Unimpeachable Neutrality series explores why and how valuation and forensic accounting experts may nee more ...
-
Being a More Trusted Advisor
Retain and Build Client Relationships Finding good clients can be a challenge. Even with good clients, maintaining the relationship and improving it t 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 busine more ...
-
The Value of Simple Analytics in Financial Investigations
A Case Study In this article, the author uses a case study to explore how forensic accountants used analytics to identify discrepancies in financial r more ...
-
Is Bitcoin a Ponzi Scheme According to Charles Ponzi?
Conversations with ChatGPT In this article, the author discusses the conversation she had with ChatGPT regarding Bitcoin and Ponzi schemes. This quest 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. Af more ...
-
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 ...
-
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 ...
-
How Do You Come Up with a Price?
It is About Solving the Dollar Value Problem How do you price your business valuation engagement? What about a litigation support engagement? In this 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 frame more ...
-
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 ...
-
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 ...
-
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 ...
Exploring the Narcissist’s Playbook of Financial Games
From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narcissists disorders. Men and women with this disorder are especially challenging and the authors share what they have learned to mitiga more ...
Legal Update: May 2025
Galiotos v. Galiotos—The Tale of a Sibling Feud This legal update provides a summary of how the trial and appellate courts addressed a dispute amongst siblings that were co-trustees of trusts holding commercial real estate assets. The case provides valuation and litigation support professionals an opportunity 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 ...
The Value of Simple Analytics in Financial Investigations
A Case Study In this article, the author uses a case study to explore how forensic accountants used analytics to identify discrepancies in financial records and support financial investigations. Introduction While we traditionally think of forensic accounting as the specialized area of accounting that focuses 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 ...
Exploring the Narcissist’s Playbook of Financial Games
From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narcissists disorders. Men and women with this disorder are especially challenging and the authors share what they have learned to mitiga 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 Do You Come Up with a Price?
It is About Solving the Dollar Value Problem How do you price your business valuation engagement? What about a litigation support engagement? In this article, Rod Burkert discusses how to value your professional engagements. Let’s talk pricing. Specifically, why do we struggle to price the value of a business 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 ...