• Healthcare - QuickRead Top Story - Valuation/Appraisal

    Preparing a Medical or Dental Practice for a Someday Sale

    February 4, 2026

    Advice for Medical and Dental Professionals and Their Advisors This article walks readers through what really matters long before these professionals think about listing their practice for sale. Understanding the “why” behind each step, not just the “what”, is crucial. As one reads through, keep in mind that the information is generalized, not specific to a specific specialty area. It is strongly suggested the dental and medical professionals consult with a trusted professional(s) to provide the smoothest path toward the transition or retirement phase. *Preface: Recently, I have had two medical/dental practice valuation referrals, and two physician-clients ask me for…

  • QuickRead Top Story - Valuation/Appraisal

    How Bad Data Hurts Your Valuation

    May 8, 2024

    The Principles of Conservatism in Action Most business owners understand the industry in which they operate and tend to be good at running the day-to-day operations. Yet, that does not mean they have made optimal decisions or that they have the necessary controls and financials in place that enable them to make sound financial decisions. Companies that do not keep high quality data will likely have a lower value. This article focuses on the data problems with the valuation of a sawmill that I recently completed; minor facts and circumstances have been altered to preserve client anonymity. Most business owners…

  • QuickRead Top Story - Valuation/Appraisal

    Revenue Drivers and KPIs in the Realm of Business Valuation

    June 20, 2023

    A Deeper Inquiry to Better Understand Risk and Performance Key performance indicators (KPIs) can provide business valuation better insight regarding the risk profile of the company, revenue drivers, forecasts, and performance of management in the market served. In this article, the author provides insight regarding what metrics are potentially available to better understand a firm that is being valued. When performing a business valuation analysis, one essential consideration is understanding the subject company’s revenue drivers. Looking at the company’s top-line revenues, a growth or a decline rate is clearly visible. Throughout the valuation engagement, a valuation professional may inquire about…

  • Practice Management - QuickRead Top Story - Valuation/Appraisal

    64 Ways to Increase and Enhance

    March 3, 2021

    the Value of a Business Buyers look at earnings as a primary driver of value. There are many other factors such as strategic value, competitive position, branding, secret processes, and cost to duplicate. There are also many other factors, some not so evident or obvious, some intangible and some in the “good feelings” attitude about the business or its prospects. At the end of the day, it is sometimes hard to pinpoint exactly what made the difference for the buyer to close on the transaction. This article presents 64 items that can either increase or enhance a business’ value, or…

  • QuickPress

    4 Ways Accountants Can Get More Out of Social Media

    November 16, 2016

    Social media presents risks and opportunities.  Demonstrating expertise and reaching new clients are among the ways social medial can be valuable for finance professionals.  Sean Stein Smith, assistant professor at Rutgers, discusses how you can utilize this tool to your benefit. To read the full article in the Journal of Accountancy, click: 4 Ways Accountants Can Get More Out of Social Media.

  • Forensic Accounting - QuickRead Featured

    Forensic Techniques

    May 20, 2015

    As a Fraud Deterrence Tool Trained forensic professionals investigate accounting and financial transactions that are, or will become, subject to legal proceedings. It is an early step in a potential war, and many times it is the first shot. Attorneys and c-level executives are often not familiar with forensic techniques and see it as a means to quantify a loss. Financial forensics also provides a means to deter and detect fraud. In this article, I share my views on the value of forensic techniques used to deter fraud.

  • QuickRead Top Story - Valuation/Appraisal

    Valuation Impossible

    November 26, 2013

    Reality TV offers more than entertainment Reality turnaround TV shows provide valuators lessons that go a long way toward improving their consulting and valuation skills, and client deliverable. Those lessons could result in more opportunities and greater credibility.