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  • November 18, 2024

    The Basics of a Monte Carlo Analysis

    The Monte Carlo analysis is a useful statistical technique used to forecast potential outcomes from models that simulate complex systems.. It relies on random sampling and probability to generate a range of possible outcomes. Monte Carlo analyses are used to provide valuable insights for decision-making, risk management, and optimization by simulating a wide range of…

  • November 11, 2024

    Would Changing the Electoral College Make a Difference?

    Every presidential election cycle sparks debate over the Electoral College—its history, mechanics, and political impact. Many of these discussions focus on instances where the winner of the popular vote was not elected President, and often suggesting alternative methods for selecting the President. However, what’s rarely explored is whether these alternatives would have actually changed the…

  • October 28, 2024

    How to Value: Cabinet & Countertop Manufacturing

      Industry Description The cabinet & vanity manufacturing industry in the US manufactures products primarily made of wood or wood coverings (NAICS 337110). These products include kitchen cabinets, bathroom vanities, and countertops. These products are then distributed to wholesalers, contract outfitters and home improvement stores. The following are some basic characteristics of the cabinet &…

  • October 14, 2024

    AI is only as smart as the internet

    Punchline: an customer got rickrolled by an AI. So what actually happened? Lindy.AI is an AI company that creates AI tools, including tools for customer support, HR, recruiting and sales. The story goes that CEO Flo Crivello was reviewing the output from their AI when a new customer asked for a video tutorial on how…

  • October 7, 2024

    The Basics of Forensic Accounting

    Forensic accounting is a specialized field that merges accounting, auditing, and investigative skills to examine financial records and transactions. This discipline is particularly relevant in litigation contexts where financial or accounting records play a crucial role. For lawyers, understanding forensic accounting is essential for effectively managing cases involving financial disputes, fraud, or embezzlement. Forensic accounting…

  • September 23, 2024

    How to Value: Hardware Stores

      Industry Description The hardware stores industry in the US primarily retails new home renovation equipment and supplies (NAICS 444100). Goods retailed include hardware, plumbing, electrical and paint-related tools. The following are some basic characteristics of the hardware stores industry: Industry Trends The hardware stores industry has low levels of market share concentration, with the…

  • September 16, 2024

    Estate Tax Implications of Connelly vs. IRS

    Life insurance proceeds are considered corporate assets, and need to be included when calculating the value of the company, potentially imposing additional estate tax liabilities.  There are multiple ways to avoid this, including designating the individual owners as beneficiaries of the life insurance policy rather than the corporation. Background Brothers Michael and Thomas Connelly were…

  • September 3, 2024

    NFL Opens Doors to Equity Firms

    In a significant shift for the National Football League (NFL), recent changes to the league’s ownership rules now permit equity firms to invest in minority shares of teams. This development marks a major transformation in the way NFL teams can be financed and managed, potentially reshaping the league’s ownership landscape.  The NFL is the last…

  • August 26, 2024

    How to Value: Nursery & Garden Stores

      Industry Description The nursery & garden stores industry retails a broad range of nursery and garden products to households and the farming community (NAICS 444200). Retailed products include trees, shrubs, plants, seeds, bulbs and sod. This industry also retails farm supplies such as animal feed, excluding pet food. The following are some basic characteristics…

  • August 12, 2024

    The Basics of Fixed Fee Engagements

    Fixed fee engagements are beneficial for both the client and the expert witness.  The client knows in advance what the final deliverable will be and how much it will cost.  For the expert witness, it is easier to bill and collect when compared to billing hourly rates, preparing a detailed bill, then wait for review…

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