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Updated Valuation Guidance for 7(a) and 504 Loans (Effective June 1, 2025) SOP 50 10 8 provides specific thresholds and scenarios dictating what type of valuation is required and by whom for 7(a) and 504 loans. Valuation professionals including CVAs, CPAs, and other appraisers should understand these guidelines to ensure their appraisals meet SBA standards. […] The post SBA SOP 50 10 8 appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
Increases Payments Earlier this year, the CMS released its proposed MPFS for 2026. In addition to the agency’s suggested increase to physician payments, the proposed rule also announces a new payment model and more telehealth flexibilities. This article summarizes the proposed fee schedule changes. On July 14, 2025, the Centers for Medicare and Medicaid Services […] The post 2026 Proposed Physician Fee Schedule appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
Thoughts on Thought Leadership When an attorney, banker, CPA, or wealth planner refers business to us, it can feel like we should refer business back to them. But we can’t refer to everyone because we likely don’t have that many referrals to make. The author provides insight on what it takes to become the recommended […] The post The Referral Reciprocity Dilemma appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
And How to Maximize It What truly influences value is the quality, consistency, and transferability of the earnings. Buyers are not solely purchasing a history of profitability; buyers are seeking future income that is sustainable and independent of the current owner’s direct involvement. Most business owners do not know what their business is worth. In […] The post Understanding What Drives Business Value appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
In today’s market, it is especially important that prospective acquirers of emerging companies understand exactly what they are purchasing and how to allocate the purchase price among the assets acquired and liabilities assumed. This article discusses the importance of quality of earnings and impact on the acquisition price.| QuickRead | News for the Financial Consulting Professional
The Hidden Risk Behind the Hype Among the most pressing concerns is the phenomenon of AI washing, which can be the practice of overstating or misrepresenting a company’s AI capabilities or can be the increased acceptance of low-quality output. While it may be a trendy marketing tactic, AI washing can also carry significant legal liabilities […] The post AI Washing appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
Evaluating Your Work Product and Professional Services The author states that over the past year, he has seen clients use AI tools to “check” his work, draft their own valuation commentary, and even generate critique his reports. While he welcomes their curiosity, some encounters have been alarming. Artificial Intelligence (AI) is no longer just a […] The post Clients Turning to AI appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
Data privacy with AI chatbots How to deal with the risks. Many consultants are understandably concerned about uploading client information into ChatGPT. The biggest fear is that sensitive, identifiable data could be exposed, shared with others, or even used to train future AI models. Watch this video to show you how to deal with the […] The post Addressing Client Data Privacy Concerns with ChatGPT appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
