In The News
The Importance of Qualified Appraisals in Tax, Legal, and Financial Matters
A valuation report from a “qualified appraiser” is required by the Internal Revenue Service (IRS) in various situations, including in some donations of property, certain estate tax filings and gift tax returns as well as other transactions between related...
Valuation Considerations for Special Purpose Acquisition Corporations (SPACS)
This video describes the valuation considerations for Special Purpose Acquisition Corporations. (SPACS). Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman, Esq. Transcript Marty Shenkman (00:09): Welcome to Law Easy. My name's Marty...
Nine Valuation Mistakes for Business Owners to Avoid
As baby boomers continue to retire and transfer wealth, the need for a professional business valuation will continue to increase. If you are a CPA or Attorney who advises business owners, eventually, you will have a client who needs to determine the value of their...
How to Structure and Value an Earnout Agreement
This video describes the structuring of a business earnout agreement and points the business owner may consider when preparing to sell their business and whether to include an earnout. Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman,...
Vandenack Weaver Podcast
Listen to Evan and Nainesh on the Vandenack Weaver podcast! Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.
The Business Sale With an Earnout
Many businesses have been negatively impacted by the pandemic, magnifying the risk of using a “fixed price” for the sale of a company. The gap between what a buyer is willing to pay and what a seller is willing to accept might be more pronounced than ever today. And...
MAKING MUSIC – MORE THAN A LEGACY OF SONG – A LESSON IN THE VALUATION OF THE INELLECTUAL PROPERTY RIGHTS OF PRINCE AND OTHER ARTISTS
Evan Levine and Nainesh Shah provide members with commentary that examines the valuation of Prince and other artists. Evan Levine is a Chartered Financial Consultant with over 30 years experience. He has given dozens of educational seminars on retirement and estate...
The Current State of Valuations
Listen to Evan and Nainesh on the Accounting Today podcast! Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.