• Practice Management - QuickRead Top Story

    Vetting a Client’s Projection: A Process

    February 25, 2026

    As valuation professionals, we sometimes serve dual roles. In this article, the author shares a step-by-step listing of his vetting process. This checklist is meant as his guide but is also used to help clients start the projection process. The guide is for anyone using a projection as a guide to a valuation analysis. Business valuators are typically provided with a client’s budget or financial projection which can help when preparing the eventual valuation. In most situations, these are optimistic and are usually intended to convince a lender or investor to make a positive decision, so it needs to be…

  • Practice Management - QuickRead Top Story

    Checklist for Starting a Business

    March 1, 2023

    And Setting Up an Office Creating a checklist may seem boring, but a checklist provides the end-users with a process that enables the business owner and service provider to identify processes that are useful to build and someday sell the company. This article contains such a list. This article provides a guide of the issues that need to be considered by someone starting a business. No opinions are offered or should be inferred. You can use this to advise clients and should also advise them to seek professional guidance and advice where necessary on some of the issues. Introduction Creating…

  • QuickRead Featured - QuickRead Top Story - Valuation/Appraisal

    Yes, Yet Another Article on the “Settlement” But With a Twist

    October 12, 2016

    Analysis of Unaudited Financial Statements—Who and How? There has been much discussion within the ESOP community about the “settlement” and its reverberations. As readers are likely aware, the settlement in question refers to the 2014 settlement agreement between GreatBanc Trust Company and the United States Department of Labor (DOL). The terms of the settlement include, among other things, an agreement concerning fiduciary engagements and process requirements for employer stock transactions. The settlement provides pause for thought for all trustees and their advisors, as the agreement can be viewed as a “playbook” that, if followed, could serve as evidence that the…