News
We 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 MoreVallit Advisors Eyes Growth with the Addition of Jennifer Nelson, CFE to the Team
The Managing Members at business valuation, dispute consulting and forensic accounting firm Vallit Advisors, LLC. are pleased to announce the addition of Jennifer N. Nelson, CFE. Jennifer is a senior forensic analyst and her focus is providing services for forensic,…
Read MoreThe Perfect Storm / Unexpected Windfall for Estate and Gift Tax Planning
COVID-19 and the 2020 Election COVID-19 represents a new challenge for our country and the world. The S&P 500 index is down 30% since February, businesses and schools are being forced to close, and the healthcare system is preparing for…
Read MoreVallit Advisors & COVID-19
In light of the rapid evolution of COVID-19, the team at Vallit would like to assure our clients, friends, colleagues and their families that we are actively taking precautions aimed at lessening the spread of COVID-19. Thankfully, because of the…
Read MoreCase Study—Royalties and Lost Profits from Intellectual Property Infringement
Theory into Practice In our literature and at professional conferences, we often discuss the theoretical aspects of our work. For lost profits this includes discussions on the best method for valuing lost profits (before and after, yard stick, but for) or the…
Read MoreBusiness Valuation – Working Capital Analysis
Authored By:Mark W. Norris, Managing Member The analysis of working capital tends to be overlooked by many valuation analysts. If the underlying theory includes a “hypothetical buyer”, an analysis of working capital as of the valuation date is warranted. Most, if…
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