This story was of particular interest to me for two reasons. First, it is very similar to the fact pattern I use in my class at Fordham Law School. Second, there is a family joke that my wife and I always end up at Home Goods...
I have valued laundromats for more than 3 decades in shareholder disputes, divorce matters, and damages cases. Every few years the industry changes shape, and the valuation work has to change with it. Opposing experts who...
Construction is one of the most economically complex industries we encounter in our valuation practice. It is also one of the most frequently mishandled, not because the businesses are exotic, but because they look...
April was a blur. I spent the month moving between depositions and trial testimony on several high-stakes matters, and the days ran together the way they do when the calendar refuses to cooperate. Now that the dust has...
Appointed Chair of NYSSCPA Business Valuation & Litigation Services Committee and to AICPA Forensic and Valuation Services Executive Committee; named to Forbes Best-in-State CPAs 2026. FOR IMMEDIATE RELEASE – NEW...
I had the privilege last month of presenting “How to Value a Law Firm” to the Columbian Lawyers Association of Brooklyn. The reception was generous, the questions sharp, and the room made clear how much interest there is...
Honeywell, best known for its thermostats, also produces specialized chemicals used in semiconductor manufacturing. In an alliance, Honeywell supplied the chemicals, and Air Products handled sales and customer relationships....
Due to the One Big Beautiful Bill (OBBB), beginning January 1, 2026, the lifetime exemption amounts for gift and estate taxes increase to $15 million per person. For married couples, that effectively means $30 million can be...
I have been asked to speak at the 2025 AICPA Annual Business Valuation and Forensic Accounting Conference about preparing business valuation rebuttal reports. The audience will undoubtedly be primarily comprised of fellow...
Information presented on a company’s financial statements may not always be meaningful from a valuation perspective – even if it follows Generally Accepted Accounting Principles (GAAP). Whether financial information is...