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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 ...
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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 ...
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Emerging Company M&A
Pre-Sale Accounting Best Practices for Buyers and Sellers In today’s market, it is especially important that prospective acquirers of emerging compani more ...
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Clients Turning to AI
Evaluating Your Work Product and Professional Services The author states that over the past year, he has seen clients use AI tools to “check” his work more ...
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The Unimpeachable Rebuttal 2.0
Pearls Clutched, Loaded, and Now AI-Augmented The hired guns now have AI, and they are even more convincing at making the truth sound like a lie and a more ...
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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 ...
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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 ...
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AI Washing
The Hidden Risk Behind the Hype Among the most pressing concerns is the phenomenon of AI washing, which can be the practice of overstating or misrepre more ...
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Integrating Data Analytics into a Financial Investigation
The Use of Structured Data and Information Systems This article provides a hypothetical case study that walks readers through the process of a financi more ...
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The Evolution of Fraudulent Schemes
Increased Misuse and Sophistication of AI to Commit Digital Fraud The level of sophistication used by fraudsters continues to increase. Fraudsters are more ...
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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 ...
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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 ...
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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 ...
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Marketing Isn’t About Us
It’s About Them What is the purpose of marketing? While credentials are helpful, the profession needs to reevaluate the strategies used. In this artic more ...
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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 ...
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 of valuation is required and by whom for 7(a) and 504 loans. Valuation professionals including CVAs, CPAs, and other appraisers should understand these guidelin more ...
Legal Update: September 2025
Nunes v. Lizza—Establishing Special, General, and Exemplary Damages Former House Representative, Devin Nunes, sued Lizza and the Hearst Corporation for defamation. Nunes sought damages. The court dismissed his claim and explained how special, general, and exemplary damages are proven when the Plaintiff is a p 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 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 its new leadership, is setting the stage for an investigation. In this article, the author shares what may ensue at this early stage of the controversy. Introduct 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 ...
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 ...
Expert Witness E-mail Blunders That Can Sink Your Case
Don’t Say That! What is protected communications in one jurisdiction might be discoverable in another. Yet, many expert witnesses draft e-mails as if their words will never see the light of a courtroom projector. The author shares what she has experienced and makes suggestions. Words live forever, especially more ...
Exit Planning
Examining Available Sale Options and Steps to Maximize the Financial Outcome (Part II of II) Effective exit planning is essential for business owners to maximize financial outcomes when selling or transferring their business. This second part of the comprehensive guide explores the strategic options available more ...
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 to them. But we can’t refer to everyone because we likely don’t have that many referrals to make. The author provides insight on what it takes to become the rec 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 ...
