• Artificial Intelligence

    A Guide to AI Confidentiality: What You Can and Can’t Upload

    July 22, 2026

    A practical framework for valuation analysts and forensic accountants who want AI’s efficiency without a confidentiality breach, a privilege waiver, or a professional standards violation. Why This Matters Now Every week, another valuation analyst pastes a client’s trial balance into a free AI chatbot to “save time.” Most of them have never read the terms of service for the tool they are using, and many are violating their confidentiality obligations without realizing it. The problem is not AI. The problem is treating a consumer chatbot like a locked filing cabinet. This guide maps your existing professional obligations to concrete AI…

  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    Mobile Cyber Security War: We are All on the Frontlines

    November 28, 2012

    Lots of Room for Innovation on Security. M&A Pros: Here’s What to Watch! What’s an important sector to keep an eye on in terms of M&A? Mobile Security. Mobile devices face at least four threats: Fraud (stealing $$), data theft, and probing and nuisance attacks. There’s room for innovation on everything from voice encryption, payment card processing, digital rights management, user authentication, application testing, and network monitoring to forensic triage, malware prevention, and more. Brent Lorenz, McLean VP, explains.