You Are Here: Home » 2025 » August| QuickRead | News for the Financial Consulting Professional
Issues and Caveats (Part V of V) 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. Read Part I here. Read Part II here. Read Part III […] The post The Unit Valuation Principle for Property Tax Purposes appeared first on QuickRead | News for the Financial Consulting Professional.| QuickRead | News for the Financial Consulting Professional
Valuation Procedures 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. Read Part I here. Read Part II here. […] The post The Unit Valuation Principle for Property Tax Purposes appeared first on QuickRead |...| 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
When to Apply 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. Read Part I here. Introduction This discussion is the second installment of a five-part series related to unit principle valuations prepared for property tax compliance, administration, […] The post The Unit of Valuation Principle for Property Tax Purposes appeared first on QuickRead | News for the Financia...| 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
You Are Here: Home » 2025 » July| QuickRead | News for the Financial Consulting Professional
In the world of valuation, particularly at the intersection of professional judgement and AI, this 21st article of the Unimpeachable Neutrality Series begs the question now facing us: what kind of AI guardrails should exist? And how do we keep them from becoming runaway lanes, or worse, launchpads, into unintended consequences?| QuickRead | News for the Financial Consulting Professional
What impact, if any, will the imposition of tariffs have on the valuation of assets? How will the imposition of tariffs impact modeling? In this article, the author shares his thoughts on the various factors and industries that valuation professionals must weigh to prepare a valuation.| QuickRead | News for the Financial Consulting Professional
You Are Here: Home » 2025 » June| QuickRead | News for the Financial Consulting Professional
The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narcissists disorders. Men and women with this disorder are especially challenging and the authors share what they have learned to mitigate the damage a person with this disorder may have in a case.| QuickRead | News for the Financial Consulting Professional
Your primary source for news and information in the areas of business valuation, appraisal, financial forensics, healthcare consulting, and other related areas.| QuickRead | News for the Financial Consulting Professional
Finding good clients can be a challenge. Even with good clients, maintaining the relationship and improving it takes a few easy steps. In this article, the author shares steps a firm can take to improve the relationships and minimize the chance of losing the client.| QuickRead | News for the Financial Consulting Professional
You Are Here: Home » 2025 » April| QuickRead | News for the Financial Consulting Professional
There are several steps to making the transition from generalist to specialist. For those who have gone through this process, the primary regret is often that they did not make the transition earlier. To help anyone sitting on the fence, I am sharing some brief tips from my own experience.| QuickRead | News for the Financial Consulting Professional
An important input to many valuations for disputes in the Delaware Court of Chancery is a business’s terminal value; the future value of a business that reflects all the cash flows expected to occur after the period for which management or analysts typically prepare cash flow projections. In this Q&A, the article’s authors explain how the assumptions underlying such calculations affect the valuation results when employing different valuation methodologies.| QuickRead | News for the Financial Consulting Professional
From coast to coast and everywhere in between, HVAC plays a critical role in economic performance and presents compelling opportunities. This article discusses factors business valuators must consider when they are engaged to value HVAC companies.| QuickRead | News for the Financial Consulting Professional
One of the common pitfalls in applying the income approach is committing forecasting errors. To understand the impact of this error, this article discusses the importance of the income approach in business valuations and areas that require careful evaluation.| QuickRead | News for the Financial Consulting Professional
The Tax Cuts and Jobs Act of 2017 presented an opportunity by significantly raising lifetime gift and estate tax exclusions, but this window is closing soon. With the exclusions set to expire at the end of 2025, there is an urgency to plan your gifts sooner than later.| QuickRead | News for the Financial Consulting Professional
Only with careful oversight and the application of seasoned professional judgment can AI deliver results that are not only accurate but also defensible and unimpeachably neutral. This article in the Unimpeachable Neutrality Series explores the indispensable role of professional judgment, particularly as it intertwines with the capabilities of AI.| QuickRead | News for the Financial Consulting Professional
There are various methods used to value intangible assets. The relief from royalty method is based on the premise that there are royalty savings if the acquiror acquires the asset instead of licensing it. The value of the asset is calculated as the present value of after-tax royalty savings over the economic life of the asset. This article delves into the available methods used to value brands.| QuickRead | News for the Financial Consulting Professional
This article is the latest installment of QuickRead articles on ESOP regulations. Specifically, it focuses on the request, and status thereof, for the Department of Labor to clarify “adequate consideration” for the valuation of entities held in ESOPs.| QuickRead | News for the Financial Consulting Professional
Resolving a shareholder dispute often requires determining the value of a shareholder’s interest in the business. This article provides a framework for the business valuation expert to discuss this issue with attorneys and clients. Headings organize the questions and issues.| QuickRead | News for the Financial Consulting Professional
What can parties in a litigation case do when the experts come to differing opinions of value? The authors share ways that parties and counsel can reconcile the differences or at least reduce the value gap.| QuickRead | News for the Financial Consulting Professional
While the influencer industry has created numerous opportunities for creators and brands alike, it also presents significant risks. This article aims to explore the challenges faced in this industry and offer insights into how to examine and assess these risks when performing a valuation analysis or assisting with litigation matters involving someone in the influencer industry.| QuickRead | News for the Financial Consulting Professional
For purposes of valuing an ESOP, the question of what is “adequate consideration” has vexed the author and other BV practitioners. In this article, the author shares an update on the DOL’s response to earlier inquiries. Her two previous articles published in QuickRead detailed the earlier efforts to clarify what constituted “adequate consideration” for the valuation of entities held in ESOPs. On October 25, 2024, the OMB received a proposal on the topic from the DOL intended to clar...| QuickRead | News for the Financial Consulting Professional
The introduction of AI tools has empowered companies to streamline complex tasks, enhance accuracy, and offer real-time insights. One such company, IBISWorld, a leader in industry research, has taken a significant step forward with the introduction of its AI tool, "Phil." This article explores the impact it will have on professionals working in business valuation, forensic accounting, and business consulting fields.| QuickRead | News for the Financial Consulting Professional