Articles From Brisbane Consulting Group
Sullivan v. Loden – Estate Planning Attorney Sued for Undervaluing Family Business
Posted by Douglas Sosnowski on December 19, 2022
A recent federal district court case illustrates what can happen when business valuations are prepared by attorneys rather than qualified valuation professionals.
Focus on Fraud in M&A Transactions
Posted by William P. Allen on December 05, 2022
Due diligence is a critical part of the merger and acquisition process — and one key area of concern is fraud risk. Financial statement manipulation can sometimes make the target appear more valuable than it really is.
Why Policy Language is Critical in Business Interruption Claims
Posted by Johnathon Miles on November 21, 2022
When a business seeks to recover damages under a business interruption policy, the language of the policy is critical.
Human Capital: What’s It Worth?
Posted by Douglas Sosnowski on November 07, 2022
In today’s tight labor market, human capital is critical to the success of a business. Although it’s not usually reported on the balance sheet, human capital can be a valuable asset.
ESOP Valuations: How Much is Too Much?
Posted by William P. Allen on October 17, 2022
The U.S. Department of Labor recently suffered a resounding defeat in Walsh v. Bowers.
Divorce Valuation Hinges on Expert Credibility
Posted by Johnathon Miles on October 03, 2022
A recent Nebraska divorce case illustrates how differences in experts’ assumptions can have a dramatic impact on valuations.
Kars 4 Kids Inc. v. America Can! Cars for Kids
Posted by Douglas Sosnowski on September 19, 2022
A recent trademark infringement case involving competing not-for-profit organizations addresses several interesting issues regarding plaintiffs’ remedies and the calculation of damages.
Beware of 3 Common Valuation Pitfalls
Posted by Cameron Rosenecker on September 05, 2022
The presence of an error, misstatement or erroneous deviation from customary business valuation practice in an expert’s report is a risky proposition. It could trigger (or worsen) an IRS inquiry or perhaps lead to an embarrassing courtroom mishap.
IRS Hot Button: Deductible Management Fees vs. Disguised Distributions
Posted by Douglas Sosnowski on August 22, 2022
The U.S. Tax Court recently ruled that management fees a corporation paid to shareholders over a three-year period weren’t deductible; instead, they represented disguised distributions.
Know the Company’s Value Before Meeting with Lenders
Posted by William P. Allen on August 08, 2022
An understanding of a company’s value is critical when applying for new loans to grow the business or renegotiating existing terms to be more favorable.










