News
Managing Member R. Christopher Rosenthal Re-Appointed to the SEED School of Maryland Board of Trustees
The Managing Members of Vallit Advisors would like to extend their congratulations to R. Christopher Rosenthal on his re-appointment to the SEED School of Maryland Board of Trustees. Chris was re-appointed by Governor Hogan for his second three-year term. His…
Read MoreSupervisor Brad Muir Obtains Accredited in Business Valuation (ABV) Credential
The Managing Members at Vallit Advisors are pleased to announce that Brad Muir, Supervisor, recently earned the Accredited in Business Valuation (ABV) credential. The ABV credential is obtained after becoming a member of the American Institute of Certified Public…
Read MoreRebecca Tuck Joins Vallit Advisors as Office Manager
The Managing Members at Vallit Advisors are pleased to announce that due to the firm’s substantial growth over the last two years, Rebecca Tuck is joining the firm, assuming the position of Office Manager. Rebecca has over 20 years of…
Read MoreSenior Analyst Nicole Dell Obtains Her Certified Fraud Examiner (CFE) Credential
The Managing Members at Vallit Advisors are pleased to announce that our very own Nicole Dell, Senior Analyst, recently obtained her Certified Fraud Examiner (CFE) credential. The CFE credential is obtained after becoming a member of the Association of…
Read MoreBar Association 2020 COVID Webinar Recap
What a year 2020 has been. Like so many companies, we at Vallit Advisors anticipated 2020 to be a banner year. The economy was steaming along, with unemployment rates being the lowest in decades and one of the biggest challenges…
Read MoreWe Are: Masked and Ready
Two months ago, no one could have predicted the business and social environment we all are currently living in. The last couple of months have certainly been life-changing and the way we conduct business is evolving and forcing us all to learn new ways to adapt. We have seen the…
Read MoreCOVID-19: Assessing the Impact on Real Estate Values
By: Mark W. Norris, CPA/ABV, CVA, MAFF, ASA Based on our conversations with real estate appraisers, there is no doubt that real estate values will change as a result of COVID. Although Vallit does not perform real estate appraisals, we do utilize these appraisals when…
Read MoreCOVID-19 Aftermath: Shutdowns and Business Interruption
The negative impact COVID-19 has had on the worldwide economy has been enormous. Although there are exceptions, most companies have been negatively impacted. In the U.S., the Governors of each state have exercised their authority in deciding the extent of…
Read MoreThe Discount Rate and Business Valuations
Written by: Zachary C. Reichenbach, CFA, CPA/ABV/CFF and Andrew Schmidt As it relates to business valuations, the discount rate represents the required rate of return for an investor to invest in the business. Investors represent providers of capital in the…
Read MoreAftermath of COVID-19: The Know-How of an Ordinary Course Defense
Ordinary Course Defense represents a defense strategy that creditors will use to prevent the clawback of payments that were made by the debtor to a creditor during the preference period. The preference period is the duration of time before the…
Read MoreAftermath of COVID-19: The Know-How of New Value Analysis
The New Value Defense attempts to lower the creditor’s exposure in the debtor’s bankruptcy. Section 547(c)(4) of the Bankruptcy Code allows a creditor to keep an otherwise avoidable preference if the creditor gave new value to the debtor in exchange…
Read MoreAftermath of COVID-19: Importance of Understanding Insolvency with the Expected Rise in Bankruptcy Filings
The economic slowdowns resulting from COVID-19 will no doubt cause an increase in bankruptcy filings. Despite the sad reality, understanding a company’s insolvency is critical in the bankruptcy proceedings. Whether you are the debtor or a creditor, determining insolvency and…
Read More