Feb 26, 2024 | Blog, The Valuation Report
One of the most important factors in valuing a business is the quality of earnings, or QoE. In other words, are the company’s earnings sustainable and predictable over a period of time, and are past earnings a reasonable representation of future earnings? QoE impacts...
Feb 26, 2024 | Blog, Estate Planning
It is common for people to assume that foreign assets are not relevant to their “U.S.” estate plans. However, foreign — indeed, all of your assets — should be included in your estate plan. Financial experts can structure ownership of your foreign assets according to...
Feb 22, 2024 | Blog, The Valuation Report
One recent trend in business valuations is a move toward neutral valuations. Hired jointly by both parties, a neutral valuator will investigate the relevant facts, perform a business valuation, and produce a neutral appraisal report with no bias toward either party....
Feb 5, 2024 | Blog, Fraud Prevention and Investigation
Fraud occurs in companies of every size. But small businesses, especially new ones, have special risks because they generally cannot invest in expensive fraud-prevention programs. Thankfully, there are simple yet effective strategies that can reduce the likelihood of...