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Hear it Here...First!—News for the Financial Consultant
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    Good communication skills are essential for the expert Witness Expert witnesses and litigation support professionals generally do not consider the importance of communication skill training and practice as part of their preparation process. Communication is the third leg of expert witness preparation and separates the average witness from the great witness. Most literature, articles, and […]

    The post The Third Leg of Expert Witness Preparation appeared first on QuickReadBuzz.


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      NACVA and the CTI are founded on excellence, superior quality, and the spirit of pioneering. We have a rich history of partnering with visionary leaders across all spectrums of the accounting and financial consulting professions regardless of affiliation with NACVA and the CTI. Simply put, we want the best of the best among our […]

    The post 40 Under Forty 2014 Honorees Announced appeared first on QuickReadBuzz.


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    Reconciling compliance with multi-agency valuation standards While standards exist to uphold the integrity of business valuation, multi-credentialed professionals can face a daunting task when trying to compare and comply with all guidelines across the spectrum of issuing agencies. This article seeks to root out possible conflicts and create clarity among standards so valuators may perform […]

    The post Standards Though the Eyes of a Practitioner appeared first on QuickReadBuzz.


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    Calculation engagements require development standards A proper calculation engagement requires planning, mutually agreed upon procedures, and adherence to professional standards. Otherwise, the valuation analyst and firm risk damaging their good name and reputation.     A Calculated Value is a useful tool and service offering for both valuator and client.  However, if not professionally executed, […]

    The post Calculation Engagements—A Post-Mortem Perspective appeared first on QuickReadBuzz.


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    Opinions are like viewpoints; everyone has one Opinions are often provided in connection with calculation values and a conclusion of value. SSVS No. 1 does not prohibit or explicitly endorse either. In this article, Jim Hitchner shares his views on whether the term “opinion”―offered in a litigation or non-litigation engagement—should be used as part of […]

    The post Calculations and Opinions: Bringing Clarity to a Cloudy Issue appeared first on QuickReadBuzz.


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    Practice Pointers from the Field How can a credentialed valuation analyst compete with a low-cost provider of valuation services performed by a professional lacking a business valuation credential? In this article, the author shares how he has succeeded conveying the value of using a credentialed and qualified business appraiser. It is becoming an ever more […]

    The post The Marketing Edge of a Credentialed Valuation Advisor appeared first on QuickReadBuzz.


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    The theme of NACVA and the CTI’s 2015 Annual Consultants’ Conference was: Cultivate, Venture, and Achieve.  It did not disappoint. On June 21, 2015, NACVA released its updated professional standards.  Mark Hanson, Mark Kucik, and Carl Sheeler unveiled the updated standards, which become effective August 1, 2015.  The new standards include: Articles VI, Business Valuation […]

    The post Highlights from the 2015 NACVA/CTI Annual Consultants’ Conference appeared first on QuickReadBuzz.


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    Grow and Retain Your Referral Base Today’s valuation firms rely heavily on referrals to produce new leads and revenues. According to a new study by NACVA and Hinge Marketing, most firms could be getting far more referrals if they made a few changes to their marketing. This article shares the findings. Today’s valuation firms rely […]

    The post New Research Points the Way to More Referrals appeared first on QuickReadBuzz.


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    The National Association of Certified Valuators and Analysts™ (NACVA®) celebrates 25 years of service to the accounting and consulting profession in 2016. NACVA’s Silver Anniversary conference, co-sponsored with the Consultants’ Training Institute™ (CTI™), is themed, Strong Foundations Build Bright Futures, and will be held June 8–11, 2016 at the iconic Hotel del Coronado in San Diego, […]

    The post Steve Forbes and U.S. Tax Court Judge David Laro to Headline NACVA 25th Anniversary Conference appeared first on QuickReadBuzz.


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    Hitchner, Pratt, and Fishman Answer the Call In the past month, business valuation professionals have read reviews from a number of practitioners serving as reviewers for the Q&A Guide. All of them are positive. In this book review, we go into a little more detail and discuss what these established and accomplished business valuation professionals […]

    The post Book Review—A Consensus View Q&A Guide to Financial Valuation appeared first on QuickReadBuzz.


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  • 07/27/16--12:30: Top Highlights
  • NACVA’s Silver Anniversary Conference NACVA and the CTI’s 2016 Annual Consultants’ Conference held this past June in San Diego, CA was a spectacular assembly of presenters, attendees, exhibitors, candidates, and staff. This one pulled out all the stops, featuring prestigious keynote speakers, engaging training sessions, an assortment of networking opportunities, and many more events to […]

    The post Top Highlights appeared first on QuickReadBuzz.


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    A White Paper Detailing Use of the Pluris Database to Develop a DLOM (Part I of III) Business valuation practitioners continue to debate the merits of different databases to develop a discount for lack of marketability (DLOM).  In this first- of a three-part series, Marc Vianello discusses what the Pluris DLOM database is, explores how […]

    The post Exploring the Pluris® Restricted Stock Database and DLOM Calculator appeared first on QuickReadBuzz.


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    A White Paper Detailing Use of the Pluris Database to Develop a DLOM (Part II of III) In this second part, of a three-part series, Marc Vianello examines whether discounts reported in PLURIS DLOM Database are consistent with past changes in SEC Rule 144 required holding periods; How the PLURIS Restricted Stock Discounts Correlate with […]

    The post Exploring the Pluris® Restricted Stock Database and DLOM Calculator appeared first on QuickReadBuzz.


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  • 04/05/17--11:26: Unimpeachable Neutrality
  • How to Silence the Hired Gun While evidentiary rules and ethical codes issued by professional bodies like the NACVA and AICPA prohibit accounting and valuation experts from taking an advocate position, the adversarial nature of the U.S. legal system creates a market which at times demands a “hired gun” expert witness who caters their opinion […]

    The post Unimpeachable Neutrality appeared first on QuickReadBuzz.


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    How to Tell the Whole Truth and Nothing but the Truth The often-unspoken truth is that many deposition or cross-examination questions that expert witnesses in the field of forensic accounting, business valuation, or matrimonial litigation will be asked are written to make the truth sound like a lie and a lie sound like the gospel. […]

    The post Unimpeachably Neutral Expert Testimony appeared first on QuickReadBuzz.


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    Adherence to Development and Reporting Standards in Family Law Litigation Family law practitioners deal with a host of complexities when resolving matrimonial disputes.  In high net worth cases, financial considerations soon become paramount.  Often the largest financial asset on the marital balance sheet is an interest in a closely held business controlled and operated by […]

    The post Business Valuation and Reporting in Matrimonial Disputes appeared first on QuickReadBuzz.


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    NACVA Member Survey Findings on Employee Recruitment and Retention Hinge Marketing recently completed a NACVA member survey. In this survey, Dr. Frederiksen learned that NACVA members sought to improve recruiting and retention in their firms. These were the two highest. In addition, gathering insights about how firms approach these challenges, we also asked employee-candidates how […]

    The post Do Candidates Find Your Employer Brand Attractive? appeared first on QuickReadBuzz.