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  • 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…

  • August 5, 2024

    Common Pitfalls in Lost Profits

    Accurately assessing lost profits is crucial for determining adequate compensation in legal disputes. However, this task is fraught with potential pitfalls, and mistakes can undermine the credibility of a claim, affect settlement efforts, and influence court decisions. To ensure precision and reliability, it is essential to be aware of and avoid common pitfalls in the…

  • July 22, 2024

    How to Value: Tire Dealers

    Industry Description The tire dealers industry retails tires and tire tubes for automobiles like passenger cars, sport utility vehicles and commercial trucks (NAICS 441300). This industry includes maintenance services and excludes mail order and online tire sellers. The following are some basic characteristics of the tire dealers industry: Industry Trends The tire dealers industry is…

  • July 8, 2024

    Special Issues in Intellectual Property Valuation

    Intellectual property valuation is a complicated subject. Intellectual property valuation is hindered by the difficulty of sourcing financial information specific to the intellectual property. It is difficult (though not impossible, that is what Our Experts do) to separate the economic effects of an intellectual property from that of the company exploiting them. Intellectual property suffers…

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