Archive for Alerts & Advisories Category

New Video: Operating Value for Food, Beverage and Restaurant Industry

In this video, Business Valuation supervisor Ross Yogel, discusses building operating value in the food, beverage and restaurant industry. He reviews the three key ingredients of operating value: cash flow, risk and growth.  Yogel also

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Posted In: Alerts & Advisories, Resources, Videos

Tax Alert- Factor in State and Local Taxes When Deciding Where to Live in Retirement

Many Americans relocate to another state when they retire. If you’re thinking about such a move, state and local taxes should factor into your decision. Income, property and sales tax Choosing a state that has

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Posted In: Alerts & Advisories

Accounting & Audit Alert- It’s time for a midyear checkup!

Time flies when you’re busy running a business. But it’s important to occasionally pause and assess interim performance — otherwise you’re likely to be surprised by the year-end results. When reviewing midyear financial reports, however,

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Posted In: Alerts & Advisories

New Video: Understanding EBITDA

In the realm of performance metrics, many people in the investment and corporate communities use the term EBITDA (Earnings before interest, taxes, depreciation, and amortization).  Why is this term used?  It’s not the same as

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Posted In: Alerts & Advisories, Resources, Videos

Quarterly Healthcare Advisory

Physicians often lose track of what’s actually going on in their medical practices’ business operations — and when that happens problems can occur. To help plug any potential revenue leaks, this article offers some tips

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Posted In: Alerts & Advisories

Tax Alert- Be aware of the tax consequences before selling your home

In many parts of the country, summer is peak season for selling a home. If you’re planning to put your home on the market soon, you’re probably thinking about things like how quickly it will

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Posted In: Alerts & Advisories

Accounting & Audit Alert- What’s all the buzz about XBRL?

The Securities and Exchange Commission (SEC) requires public companies to provide their financial statements in the eXtensible Business Reporting Language (XBRL) format as an exhibit to their regulatory filings. But XBRL isn’t just for reporting

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Posted In: Alerts & Advisories

Tax Alert- Do you need to adjust your withholding?

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But a large refund isn’t all positive. It also means you were essentially giving the

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Posted In: Alerts & Advisories

Accounting & Audit Alert-Profits: How low can you go?

If your profits are falling compared to revenue and assets, your financial statements may provide insight into what’s happening and how to improve your performance. Watch for red flags As you sell more and invest

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Posted In: Alerts & Advisories

New Video: Shareholder Buyouts

The Business Valuation and Forensic Accounting team is excited to launch the next set of videos for their educational series. In this video, Principal Jesse Gillett reflects on recent real-life experiences to address the three

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Posted In: Alerts & Advisories, Resources, Videos