Business Valuations from a Divorce Attorney’s Perspective
I have the pleasure of discussing Business Valuations from a Divorce Attorney’s Perspective – with my guest Miles Mason, a divorce lawyer in Memphis, Tennessee.
Fraud in Times of Divorce: Following the Money Trail
I have the pleasure of discussing Fraud in Times of Divorce: Following the Money Trail with Jason Pierce, a forensic accountant in Boston, Massachusetts. JASON PIERCE, CPA, CMA, CFM, CVA, MAFF is a partner with the firm Edelstein & Company LLP in Boston. Prior to moving to Massachusetts, he was a partner at an Alaskan CPA firm and a valuation manager for an RSM McGladrey network firm. Jason specializes in financial forensics and business valuations for dispute and transaction-related engagements.
Fraud and Forensic Accounting
I have the pleasure of discussing Fraud and Forensic Accounting with Chris Ekimoff, a certified fraud examiner and CPA in Washington DC. Chris also serves as an expert witness in matters of SEC financial reporting, complex GAAP accounting policy issues, whistleblower allegations and mortgage-backed securities litigation.
Non-Profit Organizations: Accounting, Strategic Planning and Management
Non-Profit Organizations: Accounting, Strategic Planning and Management (Valuation Expert St. Louis) https://www.valuationpodcast.com (314) 541-8163 I have the privilege of discussing Non-Profit Organizations: Accounting, Strategic Planning and Management today with Tosha Anderson, a CPA and non profit accounting expert in St. Louis, Missouri.
Venture Capital and Startup Company Valuations
I have the privilege of discussing Venture Capital and Startup Company Valuations today with Lorenzo Carver, a valuation expert in Boulder, Colorado.
Strategic Planning: How to Sell A Business
I have the privilege of discussing strategic Planning and how to sell a business today with Jennifer Smith, a business broker in Cape Girardeau Missouri with Murphy Business.
Valuation Book: The Art of Business Valuation by Greg Caruso
I have the privilege of interviewing Greg Caruso, a business broker in Maryland, New Jersey and New York. He knows how to sell a business, he helps business owners with financial planning and has recently written a book – “The Art of Business Valuation” – published by Wiley & Sons.
US Tax Court Cases & Valuation: Jones, Grieve and Kress
Today I have the privilege to interview Baria Jaroudi, an accountant and valuation expert in Houston, Texas. We are going to discuss US Tax Court Cases & Valuation Issues in a few recent cases: Estate of Jones v. Commissioner and Pierson Grieve v. Commissioner, as well as Kress v. United States.
Beyond Survival: Importance of Cash Flow in your Business Valuation
I have the pleasure of interviewing Alina Rivera, a CPA, forensic accountant and valuation expert in Puerto Rico. We are going to discuss an important topic for all business owners today - cash flow - cash flow management, operating cash flow, what does cash flow have to do with business valuations and more.
Third Party Fraud and Tips on How to Prevent Identity Theft
I have the privilege of interviewing Ben Allen of Allen Forensics today. He is a forensic investigator and certified fraud examiner in Dallas, Texas and we will be discussing Third-Party Fraud and tips on how to “prevent identity fraud” in this podcast.
ESOP Plans – An Alternative to Selling Your Business
During this episode we will discuss employee stock ownership plans or ESOP plans as an alternative to selling your business with Melissa Beezhack Bizyak. She is an ESOP valuation expert in Pittsburgh, Pennsylvania.
Collaboration & Exit Planning for Baby Boomers & Financial Planners
During this episode we will discuss Collaboration & Exit Planning for Baby Boomers & Financial Planners with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.
Tax Considerations in Private M&A Transactions
During this episode we will discuss Tax Considerations in Private M&A Transactions. We have the privilege to discuss these issues with a tax accountant and fellow business valuation expert in Franklin and Nashville Tennessee – Brad Smith.
Questions About Divorce Court and Valuation
During this episode we will discuss many questions about divorce court and valuation with T. J. Liles-Tims, a fellow testifying expert witness and valuation expert in Oklahoma City. Many people ask questions about divorce planning or how to get a divorce when you own a business. So let’s say a person has decided to get divorced and they have a business, but they want to plan ahead and know what to expect…
Divorce and Business Valuations: What to know BEFORE filing
During this episode I will discuss Valuation Issues to Know Prior to Filing for Divorce. There is a handful of questions that business owners typically ask when they are contemplating divorce and they may not have filed. They may not have even discussed it with their spouse. And I want to give you a little bit of information so that you can be prepared if you decide to move forward with this process. So one of the biggest questions we have is how should I run my business? If I'm getting divorced, can I take on more debt?
Litigation and Arbitration: Post-Acquisition Disputes
During this episode we will discuss Litigation and Arbitration: Post-Acquisition Disputes from a CPA and accounting expert. We have the privilege to discuss these issues with Scott Stringer, a fellow testifying expert and arbitrator in Naples Florida.
IRS Tax Audit – How To Avoid an IRS Audit & What To Do if You Are Audited
During this episode we will discuss what happens in an IRS Tax Audit, tips on how to avoid an IRS audit and what to do if you are audited. We have the privilege to discuss these issues with a former IRS auditor Mike Gregory, he is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.
Getting Prepared: How to Sell Your Business
During this episode we will discuss the current M&A landscape, business valuations as one of the steps when getting prepared and how to sell your business with Greg Caruso a JD or attorney, CPA and business broker who lives in New Jersey right outside of New York City and works in Maryland and all over the mid-atlantic.
Bankruptcy Process for Business Owners
During this episode we will discuss bankruptcy questions with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.
PPP Loan Forgiveness, Application Process and Spending – UPDATED
Once again, the PPP loan program has undergone changes that will affect how full forgiveness is achieved. This time there is some good news! On June 5th, the Paycheck Protection Program Flexibility Act was signed into law that added some additional key provisions to help business owners meet the forgiveness requirements more easily.