Business Valuation Due Diligence

Hi everyone! Today’s blog is about due diligence in business valuation and Mergers/ Acquisitions.  There isn’t a day that goes by without another announcement of a merger taking place. Amazon and Whole Foods, CVS and Aetna, General Mills and Blue Buffalo just to name...

Ethics in Valuing

Hi everyone, Hope the month of May is going great.  Once again, I bring to your attention a recent analysis by the Public Company Accounting Standards Board on Financial Instruments.  In their most recent statement, they vociferously argued that they are continuously...

LYFT IPO

Hi everyone, Hope the month of April will be great for you all.  In this month’s blog, I like to discuss the first major IPO of the year 2019, LYFT. A lot of hype for a company that hasn’t turned a profit yet. It’s IPO was priced at $72 per share and it raised $24...

SEC Comment Letters

Hi everyone, This monthly blog today addresses the annual Securities and Exchange Commission’s (SEC) findings during examinations of publicly traded corporations.  Questions they pose to companies are labeled “Comment Letters” and once again for the years 2018 and...

AICPA Guide to Valuing Private Investments

Hi everyone, If you think the year 2018 has been the year of many changes in fair value reporting and disclosures, wait to you see what’s in store for 2019.  Many organizations, both in the valuation space and other allied fields, have promulgated new rules and...