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Appraiser Newsroom - Untitled Article

Appraiser Newsroom

As a valuation and dispute advisory specialist, William provides financial, economic, and statistical services to companies, with a focus on equity and debt valuation, business enterprise valuation, business model due diligence, and contract compliance. he holds the designation of Chartered Financial Analyst of the CFA Institute.

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Proceed with Caution: Strategy Considerations Before Making a Books and Records Demand

Farrel Fritz

The relatively low burden that an owner must meet in order to obtain access to a company’s books and records (discussed here ), and the availability of an accelerated special proceeding in New York courts makes the demand a logical opening salvo in many intra-company disputes. But there still is plenty of strategy to consider.

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Appraiser Newsroom - Untitled Article

Appraiser Newsroom

He has over 30 years of experience in investment banking and valuation, specializing in technology companies, rapidly-growing companies, closely-held businesses, professional practices, and intangible assets. Neil Beaton , ASA, CFA, CPA/ABV, CFF , is managing director at Alvarez & Marsal Valuation Services.

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Appraiser Newsroom - Untitled Article

Appraiser Newsroom

Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues. James is a contributing author to Shannon Pratt’s Valuing a Business – The Analysis and Appraisal of Closely Held Companies, Sixth ed. Pratt and Roger J.

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Appraiser Newsroom - Untitled Article

Appraiser Newsroom

Roger Grabowski , FASA, is Managing Director at Kroll, LLC. He has served on the boards of directors of several companies and organizations, as well as on ASA’s Business Valuation Discipline Committee. Gregory , ASA, CVA, is a Qualified Mediator with the Minnesota Supreme Court and the Founder of Michael Gregory Consulting, LLC.