Insights
Valuation & Forensic Insights
Practical insights on business valuation, forensic accounting, and related financial issues arising in litigation, marital dissolution, tax and estate planning, and business transactions. Our articles address technical concepts, common financial issues, and considerations that arise in practice.
These materials are provided for general informational purposes and are not a substitute for professional advice based on the specific facts and circumstances.
6 insights
Marital Dissolution
How to Find Hidden Assets in Divorce
How to find hidden assets in divorce from the financial record, and what the available documents can and cannot establish about what is missing.

CPA, MBA, ASA-BV, ASA-ARMFounder & Managing Partner
Business Valuation
Minority and Marketability Discounts
Minority and marketability discounts explained: what DLOC and DLOM each measure, what evidence supports them, and why neither applies automatically.

Associate
Business Valuation
How to Define Discount Rate in a Business Valuation
How to define discount rate in a business valuation: what the rate represents, how it is built up, and how it drives the concluded value.

CPA, MBA, ASA-BV, ASA-ARMFounder & Managing Partner
Business Valuation
Business Valuation Methods
Business valuation methods explained: the income, market, and asset approaches, the methods within each, and how one is selected and weighted for an assignment.

CPA, MBA, ASA-BV, ASA-ARMFounder & Managing Partner
Marital Dissolution
Cryptocurrency in Divorce
Cryptocurrency in divorce: how digital assets are identified, traced, and valued, what the financial record can establish about them, and what it cannot.

Associate
Business Valuation
Comparison of Business Valuation Professional Standards
How six sets of business valuation standards differ: AICPA SSVS, USPAP with the ASA standards, NACVA, the IRS guidelines, IVS, and the CBV Institute.

CPA/ABV/CFF, CFE, MBADirector of Business Valuation & Forensic Accounting
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