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  • QuickRead Top Story - Valuation/Appraisal

    The Impact of the Coronavirus

    March 11, 2020

    On the Valuation of Small Businesses What is the impact of coronavirus on small businesses? What should valuation analysts consider in light of the stock market downfall when valuing a small business. The author shares his thoughts on the impact of coronavirus when valuing small businesses. The coronavirus pandemic is wrecking havoc on the global economy as we have seen last week with the stock market crash that compares to what we saw in 2008 during the financial crisis. Many businesses, big and small, have lost an incredible amount of money last week alone. And may still lose more in…

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  • QuickPress - Valuation/Appraisal

    Unicorn Valuations: What’s Obvious Isn’t Real, and What’s Real Isn’t Obvious

    September 16, 2015

    Unicorn valuations are not directly comparable to public company valuations.  Travis Harms, leader of Mercer Capital’s Financial Reporting Valuation Group, looks at how the numbers could potentially be misleading. To read more about the results of this report in the Mercer Capital’s Financial Reporting Blog, click: Unicorn Valuations: What’s Obvious Isn’t Real, and What’s Real Isn’t Obvious.  This article is republished from Mercer Capital’s Financial Reporting Blog.  It is reprinted with permission.  To subscribe to the blog, visit: http://mercercapital.com/category/financialreportingblog/.

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  • Practice Management - QuickPress

    Bank of America Cuts Appraisal Staff by 5 Percent—Bloomberg, Appraisal News Online, HousingWire

    March 21, 2013

    70 Percent of the Work Appraisers Did at Landsafe, Bank of America’s Appraisal Division, Was Related to Soured Home Loans   Bank of America Corp.’s appraisal division LandSafe reduced about 5% of its work force, beginning Feb. 22, Bloomberg News, The Appraisal Institute, and Housing Wire reported.   LandSafe had more than 1,000 employees, the report said.  Hugh Son at Bloomberg explains a bit about the move:  

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  • Practice Management - QuickPress

    The Fed Gets a Bubble Cop —New York Times

    February 10, 2013

    Watch Out, Wall Street!  The Federal Reserve, a Primary Banking Regulator, is Trying Harder to Spot Speculative Excesses Peter Eavis at The New York Times Dealbook reports: In a speech on Thursday, governor Jeremy C. Stein, who joined the Fed last year, focused on parts of the financial markets that show signs of overheating. He went into considerable detail, citing metrics that appear designed to spot bubbles. Specifically, Mr. Stein raised a red flag about junk bonds and mortgage-backed securities, and how investors are financing their purchases of such assets.

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  • QuickPress - Valuation/Appraisal

    5 Overlooked Tax Breaks for Small Businesses—Wall Street Journal Small Business Blog

    February 8, 2013

    Last Month’s Fiscal Cliff Legislation Included Lots of Tax Provisions. But Not Just for Individuals — There Are Tax-Saving Breaks for Businesses Too.  Here’s What You Need to Know. Bill Bischoff at The Wall Street Journal Small Business Blog reports that last month’s fiscal cliff legislation included some important tax breaks for individuals; a longer version of his article appears at MarketWatch.  Here’s the short list.

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  • Case Law - QuickPress

    A Federal Appeals Court is Scheduled to Hear Arguments Today Over When Software is Patentable —Wall Street Journal, Seeking Alpha

    February 8, 2013

    “It’s a Huge Case for the Patent-Law Community.” On One Side: Google, Facebook, Intuit.  On the Other? IBM. “Because the patents are often unclear, there’s no way to know whether an infringement claim by a competitor or a troll is legitimate until you’ve spent $8 million in litigation fees,” said Mr. Schruers Ashby Jones in the Wall Street Journal  reports this morning that a federal appeals court in Washington, D.C., will hear arguments Friday over a fundamental question that has vexed the technology industry for nearly two decades: When is a piece of software patentable?

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  • QuickPress - Valuation/Appraisal

    Do You Know What Your Business Is Worth? You Should. —New York Times

    February 5, 2013

    Few Business Owners Seem to Even Know How to Make a Good Guess at What Their Business is Worth.  NY Times Introduces Technology to Help—and Certified Advisers Provide Extra Value.  Mark Cohen, at The New York Times Small Business Guide, reports:  “At 53, Joe Ritz is old enough to remember a time when many of the classic cars that now pull into his specialized repair shop were new. “It’s one field where it pays to be a senior citizen,” he said. It’s Critical for a Business Owner to Know the Value of His Business; Here are Tips on Technology, Advisors,…

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  • Practice Management - QuickPress

    Closing Tax Loopholes Could be Key to Budget Deal, Obama Says —New York Times, CBS News, and Washington Post, Associated Press

    February 4, 2013

    Obama’s New Vision: No Further Increases in Tax Rates; Instead Focus on Eliminating Loopholes and Deductions  And just last week all the pundits were saying any sort of serious budget deal was dead.   Now, The New York Times, CBS News, and Washington Post/Associated Press report that president Barack Obama said future deals with Congress on the U.S. budget could set aside the option of raising tax rates and, instead, focus on eliminating tax loopholes and deductions to reduce the deficit. “I don’t think the issue right now is raising rates,” Obama said.  Instead, a focus might be on mortgage interest…

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  • Healthcare - QuickPress

    IRS: Cheapest Obamacare Plan Will Be $20,000 Per Family —IRS Report, HuffPo, Catholic News, Yahoo! Answers, Economonitor. JofA Explains Details.

    February 1, 2013

    Details Found in IRS Explanation Issued Wednesday; $20,000 Figure Based on a Family of Four.   In a final regulation issued Wednesday, January 30, 2013, the Internal Revenue Service (IRS) assumed that under Obamacare the cheapest health insurance plan available in 2016 for a family will cost $20,000 for the year.   Under Obamacare, Americans will be required to buy health insurance or pay a penalty to the IRS.  The news was reported by Huffington Post, CNS News, Catholic News, Investment Watch, Economonitor, Naked Capitalism, Investor Village, and more.    The Journal of Accountancy offered detailed analysis of the new regulations, and NPR weighed in…

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Ten Hard-Earned Lessons About Selling a Business —New York Times

    January 31, 2013

    “You’re The Boss” Author Josh Patrick Suggests Business Owners Use Credentialed Advisers Who Work Only for You, Employing Intermediaries, Developing a Personal Financial Plan, More.  Josh Patrick is a founder and principal at Stage 2 Planning Partners, where he works with private business owners on creating personal and business value.  Recently he offered some recommendations about selling a business at the New York Times “You’re the Boss” blog.   Here are five of the “hard-earned” lessons he passes on. 

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  • Healthcare - QuickPress

    Will “Pay for Performance Work in Healthcare?” Times Editor has Doubts. Here’s Why. —NY Times

    January 31, 2013

    Pay-for-Performance Provisions are a “Triumph of Theory Over Experience,” Writes Bill Keller in “Carrots for Doctors.”    “Pay for performance, or P4P in the jargon, is embraced by right and left. It has long been the favorite egghead prescription for our absurdly overpriced, underperforming health care system. The logic  . . .  If only it worked,” writes former New York Times executive editor Bill Keller, here writing for the Times’ opinion page.  More:

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  • Practice Management - QuickPress

    Small Firms Say LinkedIn Works, Twitter Doesn’t —Wall Street Journal Plus: YouTube Starts Charging

    January 31, 2013

    Six Out of 10 Small-Business Owners Buy Business Benefits of Social Media; 41% Prefer LinkedIn; Only 3% Vouch for Twitter  Not that that stopped Twitter from getting a $9B valuation this last week.   Emily Maltby and Shira Ovide report that the Wall Street Journal and Vistage International recently surveyed 835 small business owners.  Here are the results.

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  • Healthcare - QuickPress

    “Health Scare for Small Businesses” — WSJ Law Blog — Growing Trend — Stories in NYT, Economist, WaPo, CNN, Forbes, US News & World Report, The Hill, & More.

    January 18, 2013

    Ahead of the new health-care law, small firms worry about crossing the crucial 50-person threshold — and about rising premium rates  Emily Maltby at the WSJ Law blog reports on increasing concerns about the forthcoming healthcare laws among small business owners.  This seems to be a prominent issue and concern among small business owners, and has been noted in most every major media outlet in recent weeks, from the New York Times to Forbes, CNN, US News & World Report, FoxNews, The Economist, The Hill, the Washington Post, and more:

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  • QuickPress - Valuation/Appraisal

    Tech Valuation Roundup, 2013: Facebook, Ebay, Spotify, FourSquare, Zynga, Infosys—Overvalued; Still: Google Holds Its Own

    January 16, 2013

    Investors Cool on Tech A survey of tech firms’ valuations shows many companies are challenged.    Here’s detail from various reporters:

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  • Litigation Consulting - QuickRead Top Story

    Jury Awards $1.17 Billion in Patent Suit —NYT

    January 15, 2013

    Marvell Technology Group Sold Billions of Semiconductors Developed at Carnegie Mellon University  Jad Mouawad reports in the New York Times that Carnegie Mellon University said it was awarded $1.17 billion by a federal jury in Pittsburgh on Wednesday in a unanimous verdict that found the Marvell Technology Group had sold billions of semiconductors using technology developed at the university without a license.  

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  • Practice Management - QuickPress

    Fiscal Cliff Tax Deal: What Does it Mean for Small Business? —Forbes

    January 1, 2013

    There’s good news and bad news.  Here’s the low-down.   Dean Zerbe offers his take at Forbes on how the current deal will affect small-business owners:

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  • Practice Management - QuickPress

    Grand Bargains Give Way to Quick Fixes —NY Times

    January 1, 2013

    Ambitious plans to overhaul the individual tax code, tackle corporate rates, revamp the Medicare program and consider changes in Social Security appear to have given way mainly to a tax increases for big earners Jennifer Steinhauer of the New York Times reports that “doing business in pieces” seems to be :the nature of what constitutes progress in such a sharply divided political world.”  More:

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  • Practice Management - QuickPress

    A Dozen Tax Cuts Expire on Dec. 31st; New Tax Hikes Take Effect—NYT

    November 15, 2012

    Typical Household Taxes Go Up by $2,000, Says Non-Partisan Tax Policy Center More than a dozen tax cuts are set to expire Dec. 31 and a couple of new taxes are scheduled to start with the new year, Catherine Rampell at The New York Times reports.  Here’s more:

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  • Case Law - QuickPress

    Has Sarbanes-Oxley Failed?—NYT, WSJ, IBD, Reuters, & More

    July 30, 2012

    10 Years After Implementation, NYT Cites Lawyer, Former SEC Official, PCAOB Oversight Member, and Editor Who See SOX as a Positive Development.  WSJ Sources Not So Sure.  IBD Claims SOX Has “Devastated” IPO Market.  The Times’ “Room for Debate” roundtable noted that last Sunday, July 24th, marked 10 years since the Sarbanes-Oxley accounting law was enacted, after the scandals at Enron, WorldCom and elsewhere. Many in the business world said complying with the law would be expensive and burdensome, and others called it ineffective. Indeed, since those crises other huge corporations have imploded, like Bear Stearns and Lehman Brothers.  The…

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  • Tax

    In an Unusual Tax Year, the Wealthy Turn to Partnerships —NY Times

    July 8, 2012

    Wealth Managers: Proceed with Caution When Setting Up an FLP Once an esoteric way for families to centralize management of assets, the Family Limited Partnership (FLP) is becoming extremely popular this year, writes the New York Times.  Why?  Because of the scheduled expiration of the $5.12 million gift tax exemption at the end of this year.   Still, setting up an FLP doesn’t make sense for all companies. 

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