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Showing all 10 results

  • Shareholder buyout: Battle of the valuation experts

    March / April 2021
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: In a recent New York buyout case, the sole issue before the court was the fair value of the petitioner’s interest in the respondent corporation. This article explains that outcome ultimately turned on the credibility of opposing valuation experts and the soundness of their methods. A sidebar highlights another shareholder dispute where the Delaware Chancery Court was provided with unreliable valuation opinions from both sides. Sergio Magarik v. Kraus USA, Inc., No. 606128/2015 (N.Y. Sup. Ct., Apr. 28, 2020) William Richard Kruse v. Synapse Wireless, Inc., No. 12392-VCS (Del. Ch., Apr. 22, 2020)

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  • Shareholder buyout: Battle of the valuation experts

    March / April 2021
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: In a recent New York buyout case, the sole issue before the court was the fair value of the petitioner’s interest in the respondent corporation. This article explains that outcome ultimately turned on the credibility of opposing valuation experts and the soundness of their methods. A sidebar highlights another shareholder dispute where the Delaware Chancery Court was provided with unreliable valuation opinions from both sides. Sergio Magarik v. Kraus USA, Inc., No. 606128/2015 (N.Y. Sup. Ct., Apr. 28, 2020) William Richard Kruse v. Synapse Wireless, Inc., No. 12392-VCS (Del. Ch., Apr. 22, 2020)

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  • Get your operating reserves in order

    Spring 2020
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: Operating reserves are more important than ever for a nonprofit’s long-term sustainability. Yet studies show that organizations often fail to maintain adequate reserves, which could potentially lead to financial disaster. This article spotlights the reasons why adequate reserves are important and suggests how to determine the right amount of reserves for an organization. A sidebar gives tips for developing an effective operating reserves policy.

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  • Fight fraud with active detection methods

    September / October 2018
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: The Association of Certified Fraud Examiners (ACFE) recently released its Report to the Nations: 2018 Global Study on Occupational Fraud and Abuse. This article highlights key findings from this biennial report, including the importance of implementing active antifraud controls, rather than relying on passive methods of detection. A sidebar identifies six behavioral red flags of occupational fraud to watch out for.

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  • Balancing act – Providing executive incentives in a low-stock-price environment

    June / July 2016
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: Stock options can be powerful tools for attracting, motivating and retaining employees — at least when stock prices are rising. But, as this article explores, depressed stock prices present challenges for public companies. It suggests several strategies, such as using financial modeling, for companies whose stock has lost significant value. A sidebar discusses nonequity incentives that might replace stock options.

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  • Year end tax strategies can save your dealership money

    November / December 2015
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: This article discusses year end tax-planning topics, including inventory management, expense accruals and prepaid expenses, while providing a number of tax-saving tips. A sidebar highlights fixed asset depreciation and tax extenders.

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  • 3 steps to a better dealership this year

    January / February 2015
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: There are three steps dealers can take toward ensuring a more successful and profitable 2015: setting goals, making forecasts, and setting budgets. This article offers details, while a sidebar explains how “rolling” forecasting and budgeting can be an improvement over the traditional annual process.

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  • Does your plan have the right vesting schedule?

    October / November 2012
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: Vesting defines the amount of ownership a plan participant has in employer contributions according to the plan sponsor’s predetermined vesting schedule. Vesting schedules can vary by retirement plan. This article summarizes the different types of vesting schedules and why a plan sponsor may choose to add or change an employer contribution vesting schedule.

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  • Buying bonds? Your choices range from conservative to speculative

    May / June 2011
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: While over long periods of time bonds historically have offered lower total returns than stocks, they can provide a reliable, steady income stream. What’s more, bond prices have often increased when stock prices have fallen, making them potentially useful for diversification purposes. This article discusses the pros and cons of the main categories of bonds, such as U.S. Treasuries, state and municipal bonds, corporate bonds, and international bonds. A sidebar looks at two primary avenues for investing in bonds: individual bonds, or a product that pools the capital of a group of investors, such as a bond mutual fund or an exchange-traded fund (ETF).

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  • Settlement shines spotlight on donor intent

    Fall 2009
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 833

    Abstract: Last year, Princeton University reached a $101 million settlement with a donor foundation that had asserted that the university spent the donor’s funds in a manner contrary to its original intent. A number of similar disputes have erupted over the last several years that highlight a major dilemma for charities: They must act as loyal stewards of donated funds while maintaining proper authority over them. This article lists several specific steps a nonprofit can take to avoid conflicts, and offers a sidebar listing gift-acceptance guidelines.

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