You Are Here: Home » 2025 » August| QuickRead | News for the Financial Consulting Professional
This final of a five-article series discusses the application of the unit valuation principle. This installment describes many of the application issues and caveats related to the use of the unit principle to value the unit of taxable property.| QuickRead | News for the Financial Consulting Professional
If you work in business valuation or consulting, Excel is still your daily driver. We use it for everything; normalizing financial statements, running DCF models, cleaning client exports, and building rolling KPI dashboards. But as powerful as Excel is, the bottleneck has always been formulas.| QuickRead | News for the Financial Consulting Professional
This fourth of a five-article series discusses the application of the unit valuation principle. This installment summarizes the generally accepted unit valuation procedures. But first, this discussion describes the generally accepted summation valuation approaches and methods as a comparison to the unit valuation approaches and methods.| QuickRead | News for the Financial Consulting Professional
This article is designed as a primer for valuation professionals, giving you the foundational knowledge of wine industry terms and business structures you need to navigate this highly specialized field. By building this knowledge, you will be better prepared to ask the right questions, interpret key details, and deliver valuations that truly reflect the complexities and risks behind a wine business.| QuickRead | News for the Financial Consulting Professional
You Are Here: Home » 2025 » August| QuickRead | News for the Financial Consulting Professional
There is an important difference between a service provider and an expert. In this article, Rod Burkert discusses why the differentiation is important and how to position yourself to be an expert.| QuickRead | News for the Financial Consulting Professional
In the past few years, AI chatbots have gone from a niche experiment to everyday tools powering work, creativity, and conversation. But with so many options—ChatGPT, Claude, Gemini, Copilot, and more—how do you know which one is right for you? In this video, we will put the most popular AI chatbots head-to-head, using the same prompt to see what kind of results we get.| QuickRead | News for the Financial Consulting Professional
This second of a five-article installment discusses the application of the unit valuation principle. Guidance is provided for when to apply the unit of valuation principle.| QuickRead | News for the Financial Consulting Professional
U.S. courts have established multiple factors and guidelines to assess reasonableness in compensation. This article reviews the factors and statutory criteria used to assess the reasonableness of compensation.| QuickRead | News for the Financial Consulting Professional
