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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Private Equity Overhang: Companies Waiting for Exits —PE Hub

    September 7, 2012

    Successful Exit Key to Current Performance—and Future Sponsorship Opportunities Chris Manderson at PE Hub writes that  in the private equity world today, sponsors’ track records in successfully exiting investments are a major factor in fundraising.  If sponsors cannot exit previous investments and provide returns, they will find it much more difficult to raise subsequent funds:

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  • Financial Forensics - QuickRead Featured

    Book Review: Anatomy of a Fraud Investigation

    September 5, 2012

    Learn How the Pros Take Down an Embezzlement Scheme and Gather Tips on How to Best Defend Your Own Practice. Mark S. Warshavsky reviews Stephen Pedneault’s Anatomy of A Fraud Investigation. The book combines a step-by-step recounting of best practices with real-life drama as investigators discover, investigate, and resolve a fraud incident—a fantastic guide to how to defend against and uncover fraud.

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  • Case Law - QuickRead Top Story

    S-Corporations and Taxes: A Summary of Relevant Case Law

    September 5, 2012

    Taxes on S-Corporations are Hotly Discussed by Legislators and May Change. Here’s the History, Standing Precedents, and Current Law. S Corporations have been much in the news lately, as we’ve noted on the QuickRead blog. In this piece, Peter Agrapides provides a comprehensive chronological account of valuation cases where the issue of tax affecting S-Corporations has taken center stage.

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  • QuickRead Featured - Valuation/Appraisal

    Part II: Dual-Purpose 409A Valuations: Here’s Why and How They Overvalue Stock Options

    September 5, 2012

    The Winklevoss Twins Realized Too Late the Value They’d Agreed to for Their Common Shares of Facebook. Here’s How it Played Out. Last week Lorenzo Carver introduced the topic of how 409A valuations destroy value for some shareholders.  Today’s piece is a case study in how a wide disparity in value estimates largely created by the 409A process played out in the UConnect v. Facebook lawsuit.

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