Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations

Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations

AI-Driven Digital Investigations Workflow In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It enables the analysis of digital ...

5 Phrases that Undermine Your Expertise

5 Phrases that Undermine Your Expertise

What to Say Instead In sales, the wrong choice of words can erode trust, weaken your authority, and even cost you the project. The author shares what phrases undermine one’s expert ...

The Impact of Tariffs on Small Business Valuation

The Impact of Tariffs on Small Business Valuation

A Comprehensive Framework for Risk Assessment and Methodical Adjustments The escalation of global trade tensions and tariff implementations in 2025 has altered the business valuati ...

First Brands

First Brands

Joined by More Cockroaches The recent collapses of First Brands, Tricolor, and other financially distressed companies remind appraisers that inaccuracies in financial reporting can ...

Legal Update: October 2025

Legal Update: October 2025

Dewberry Group, Inc. v. Dewberry Engineers, Inc.—Constraints Using Disgorgement In 1946, the United States Congress enacted the Lanham Act to create a registry and provide protecti ...

Engagement Letter Can Make or Break You

Engagement Letter Can Make or Break You

A Business Valuation Expert’s Perspective Drawing from a presentation at the 2025 NACVA BVFL Super Conference by Glenn Block and Greg Clark, this article explores key elements of e ...

First Brands

First Brands

And the Cockroach Theory The recent bankruptcies of First Brands, a large auto parts supplier, and Tricolor, a car dealership chain, have renewed concerns about lending practices m ...

  • The Impact of Tariffs on Small Business Valuation

    A Comprehensive Framework for Risk Assessment and Methodical Adjustments The escalation of global trade tensions and tariff implementations in 2025 ha more ...

    December 10, 2025
  • Engagement Letter Can Make or Break You

    A Business Valuation Expert’s Perspective Drawing from a presentation at the 2025 NACVA BVFL Super Conference by Glenn Block and Greg Clark, this arti more ...

    December 03, 2025
  • Valuation Issues in M&A

    In Anticipation of Going to Market Valuations performed for mergers and acquisitions are different than most of the traditional valuation work. The au more ...

    November 12, 2025
  • SBA SOP 50 10 8

    Updated Valuation Guidance for 7(a) and 504 Loans (Effective June 1, 2025) SOP 50 10 8 provides specific thresholds and scenarios dictating what type more ...

    October 22, 2025
  • Understanding What Drives Business Value

    And How to Maximize It What truly influences value is the quality, consistency, and transferability of the earnings. Buyers are not solely purchasing more ...

    October 08, 2025
  • Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations

    AI-Driven Digital Investigations Workflow In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It en more ...

    December 17, 2025
  • First Brands

    Joined by More Cockroaches The recent collapses of First Brands, Tricolor, and other financially distressed companies remind appraisers that inaccurac more ...

    December 10, 2025
  • First Brands

    And the Cockroach Theory The recent bankruptcies of First Brands, a large auto parts supplier, and Tricolor, a car dealership chain, have renewed conc more ...

    November 19, 2025
  • The First Brands Saga Continues

    What Might an Investigation Look Like The First Brands Chapter 11 filing, the questions raised regarding its use of off-balance sheet financing and it more ...

    November 05, 2025
  • First Brands

    How Exactly Did $2.3 Billion Vanish? First Brands Group Holdings has filed for Chapter 11 bankruptcy, capping weeks of turmoil sparked by creditor con more ...

    October 22, 2025
  • 5 Phrases that Undermine Your Expertise

    What to Say Instead In sales, the wrong choice of words can erode trust, weaken your authority, and even cost you the project. The author shares what more ...

    December 17, 2025
  • My Best Prospect Pick-Up Line

    Engaging a Prospective Attorney for Referrals In this article, the author shares what “pick-up line” works best for him to get attorneys to refer work more ...

    November 19, 2025
  • The Referral Reciprocity Dilemma

    Thoughts on Thought Leadership When an attorney, banker, CPA, or wealth planner refers business to us, it can feel like we should refer business back more ...

    October 15, 2025
  • 5 Thoughts on Thought Leadership

    It is About Positioning In this article, Rod Burkert reflects on the value and limits of thought leadership, how to position oneself or the firm, and more ...

    September 17, 2025
  • Are You a Service Provider or an Expert?

    Excel and Position Yourself as the Expert There is an important difference between a service provider and an expert. In this article, Rod Burkert disc more ...

    August 13, 2025

The Impact of Tariffs on Small Business Valuation

A Comprehensive Framework for Risk Assessment and Methodical Adjustments The escalation of global trade tensions and tariff implementations in 2025 has altered the business valuation landscape and created additional challenges for valuation professionals and stakeholders. Using a multi-factor risk assessment more ...

December 10, 2025

Legal Update: October 2025

Dewberry Group, Inc. v. Dewberry Engineers, Inc.—Constraints Using Disgorgement In 1946, the United States Congress enacted the Lanham Act to create a registry and provide protections for certain forms of intellectual property and protect consumers from unfair competition. Damages arising from Lanham Act clai more ...

December 03, 2025

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 ...

January 29, 2025

Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations

AI-Driven Digital Investigations Workflow In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It enables the analysis of digital information in ways that are both efficient and insightful. This article explores practical recommendations and processes for impl more ...

December 17, 2025

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 ...

January 22, 2025

2026 Proposed Physician Fee Schedule

Increases Payments Earlier this year, the CMS released its proposed MPFS for 2026. In addition to the agency’s suggested increase to physician payments, the proposed rule also announces a new payment model and more telehealth flexibilities. This article summarizes the proposed fee schedule changes. On July 14 more ...

October 15, 2025

Artificial Intelligence or Artificial Interference?

How AI is Reshaping Litigation for Better and Worse AI remains a flawed practice companion. In addition to the possibility of hallucinated case citations and incorrect legal analysis, the use of AI introduces data privacy concerns and risks misadvising individuals due to overly generalized AI conclusions. In more ...

November 12, 2025

Valuation Issues in M&A

In Anticipation of Going to Market Valuations performed for mergers and acquisitions are different than most of the traditional valuation work. The author of this article shares the standard of value used in these engagements, the due diligence conducted, and merits of preparing a calculation report in antici more ...

November 12, 2025

5 Phrases that Undermine Your Expertise

What to Say Instead In sales, the wrong choice of words can erode trust, weaken your authority, and even cost you the project. The author shares what phrases undermine one’s expertise and offers suggestions on what to say instead. In sales (and that’s what you’re doing when you try to close a project with a p more ...

December 17, 2025

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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