Our Services

Growth and Exit Planning

Selling your business is a major undertaking.

Risk Management

Things are going well. Until they’re not..

Forensic Accounting

Attention to detail drives everything we do.

Who We Serve

Latest Blog

Tax Certainty Restored to Wealth Transfers Involving Family-Controlled Entities

Tags : 

Just in time for Halloween, Treasury decided to vanquish the “Phantom Value” that would have adversely affected the tax impact of transfers of family-controlled interests. Valuation practitioners, wealth advisors, estate tax attorneys and their clients can breathe a sigh of relief.  Onerous proposed changes to the treatment of the transfer of interests in family-controlled entities

Read More

What You Can Do to Reduce the Cost of a Data Breach

Tags : 

As we note in our Cyber Security services, according to the 2017 Poneman Institute Study, the average cost of a data breach in the U.S. was $7.3M, or $225.00 per compromised record in 2016.  The chart below, cited as Figure 7 in the Ponemon Study, illustrates the impact of 20 factors on the per capita cost

Read More

To Fraudsters, Your LinkedIn Profile IS a Consumer Report

Tags : 

An inter­est­ing post in Cor­po­rate Counsel.com describes a dis­missed law­suit plain­tiffs brought against LinkedIn.  Plain­tiffs claimed LinkedIn’s search func­tion allowed poten­tial employ­ers to see past jobs and ref­er­ences, and in plain­tiffs’ case, dis­cover infor­ma­tion that reflected neg­a­tively on them.  The suit was thrown out, as the judge ruled that LinkedIn serves only as an infor­ma­tion gath­er­ing ser­vice,

Read More

A Successful Response to FCPA Violations

Tags : 

This is an excel­lent exam­ple of how the com­bi­na­tion of an anony­mous tip line and proac­tive man­age­ment min­i­mized the finan­cial impact of FCPA vio­la­tions. How­ever, one has to won­der whether these FCPA violations could have been uncov­ered dur­ing due dili­gence pro­ce­dures, even if these subs were merely part of a larger tar­get that was acquired. Iden­ti­fy­ing and

Read More

Get InTune. We're Listening.

LinkedIn Auto Publish Powered By : XYZScripts.com