Articles From Brisbane Consulting Group
Webinar Slides Available: How Legal and Financial Professionals Will be Dealing With Business Valuations Going Forward
Posted by Paul M. Herlan on May 28, 2020
Download the slides from our webinar presented to the New York Chapter of the American Academy of Matrimonial Lawyers: A Going Concern: How Legal and Financial Professionals Will be Dealing with Business Valuations Going Forward.
Posted by Douglas Sosnowski on May 26, 2020
The cost (or asset-based) approach specifically focuses on a company’s balance sheet. Learn how this approach works and when it might be an appropriate method of valuation.
Posted by William P. Allen on May 12, 2020
Limited liability companies (LLCs) sometimes offer a unique form of equity-based compensation known as “profits interests,” but these awards don’t convey the full rights of ownership. It’s important to understand the specific terms of an award and how a unit’s terms and conditions affect the method of valuation.
Posted by Douglas Sosnowski on May 04, 2020
When valuing a business, experts must put themselves in the shoes of hypothetical buyers and sellers and consider only what was “known or knowable” on the valuation date. In a recent U.S. District Court case, the estate filed a tax return based on the exchange price of bank stock before the company disclosed a devastating fraud scam.
Posted by William P. Allen on May 04, 2020
The U.S. Tax Court recently ruled that a tax-free merger of two family-owned manufacturing businesses resulted in a taxable gift to the sons because the parents undervalued their company. On appeal, Cavallaro was remanded to the court to allow the taxpayers to prove that the tax deficiency was based on an “arbitrary and excessive” valuation performed by the IRS expert.
Posted by Louis Cercone, Jr. on May 01, 2020
For businesses with business interruption insurance policies in place, now may seem like the ideal time to submit a claim. However, as it stands currently, there's much disagreement regarding whether business interruption insurance policies should cover loss of income triggered by the pandemic.
Posted by Douglas Sosnowski on April 28, 2020
In mergers and acquisitions (M&As), it’s often said that the combined entity is more valuable than the sum of its parts. The reason is related to a concept known as “synergies,” which are benefits to a specific strategic buyer.
Posted by Louis Cercone, Jr. on April 14, 2020
The treatment of business goodwill in divorce cases varies from state to state. Courts in more than half of the states, including Florida, make an important distinction between personal and enterprise goodwill.
Posted by Louis Cercone, Jr. on April 10, 2020
Slides available from our April 10, 2020 presentation on the impact of the CARES Act for businesses and individuals.