Appropriateness & Arguments Seen in Arizona Courts Carl and Mora are divorcing and the value of their business, a carwash chain, is the central issue...
Business Valuation 101
Rachel E. BiroPoints of Interest in Family Law Many an asset is attained during marriage — a beach house, a vintage truck, a ski boat, two pieces...
Nov 3, 2022
12 Min Read
How Will Private Equity Respond to Economic Volatility?
REDWRecession expectations were high before the pandemic hit and, two years later, they’re high again. The economic landscape, however, is quite different. Inflation, as measured...
Sep 8, 2022
4 Min Read
What’s It Worth? Estate of Michael Jackson v. Commissioner — As Shared By Arizona Attorney Magazine
Brian FoltynHow much is something worth? In early December 2021, the Prince estate settled its tax dispute with the IRS. The brilliant musician died on April...
Mar 23, 2022
8 Min Read
M&A Earnouts? Count on Book & Tax Implications
REDWA key challenge in any deal negotiation is agreement on purchase price between the buyer and seller. This is especially true during times of economic...
Apr 7, 2021
10 Min Read
An Introduction to Misleading Charts: When Good Data Is Plotted Badly
Brian FoltynCommunication has become more visual than ever before. Just look at Instagram, Facebook, Twitter’s world of 280 character tweets, and now TikTok. The chart remains...
Jan 27, 2020
8 Min Read
Sell-Side Tax Considerations for Mergers and Acquisitions – Part 3: Effectively Negotiating the Tax Aspects of the Purchase Agreement
REDWThis article is the third in a series that focuses on best practices that can help sellers to prepare for a merger or acquisition. Click...
Jun 12, 2019
13 Min Read
Sell-Side Tax Considerations for Mergers and Acquisitions – Best Practice #2: Evaluating Tax-Structuring Alternatives
REDWThis article is the second in a series that focuses on helping sellers to prepare for a merger or acquisition. Â Click here to read Part...
May 28, 2019
11 Min Read
Sell-Side Tax Considerations for Mergers and Acquisitions – Part 1: Performing Sell-Side Tax Due Diligence
REDWThis article is the first in a series that focuses on best practices that can help sellers to prepare for a merger or acquisition. Â 2018...
May 20, 2019
12 Min Read
The Value of Due Diligence to a Business Transaction
Brian FoltynYou’ve decided to sell your company. How do you make sure you will receive fair value for the true worth of the business? After all,...
May 3, 2019
8 Min Read
The Impact of M&M Candies in Business Valuation
Brian FoltynRock band Van Halen’s 1982 world tour performance rider contained a provision (under the Munchies section) demanding a bowl of M&M candies backstage, with all...
Jan 31, 2019
8 Min Read
Vendor Fraud: A Continuing Threat
Vendor fraud continues to be a major threat to organizations. In fact, vendor, supplier and procurement fraud is the second most prevalent fraud, according to...
Aug 14, 2017
3 Min Read
The Importance of the Insured’s Finances on First-Party Claims
Two principal questions serve to illustrate the financial issues that may confront carriers in handling a first-party claim. First, so-called time element losses such as...
Jul 26, 2017
2 Min Read
Occupational Fraud Is a Worldwide Problem
Over the years, I have been invited to speak to various groups, and in a variety of venues, on the topic of employee theft—or, as...
Jun 28, 2017
1 Min Read
Proposed Regulations May Limit Valuation Discounts for Estate and Gift Transfers
REDWIn our Summer 2015 Valuation & Forensics newsletter, we reported that “Valuation Discounts on Certain Transfers May Soon Be Limited,” and one year later, it...
Aug 28, 2016
2 Min Read
Quality of Earnings: Important Considerations for Buyers and Sellers
REDWWhen it comes to evaluating “quality,†buyers, sellers and, most importantly, financial institutions, often have widely diverse opinions, that can greatly affect their decision to...
Apr 27, 2016
5 Min Read
The Year in Review and What to Watch for in 2016
REDWChanges in interest rates, stock market values and economic and industry conditions can all impact the value of privately held businesses. In general, increases in...
Feb 9, 2016
10 Min Read