Summing It Up

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Topic: Financial Consulting

Manage Your Business as an Integral Part of Your Wealth Planning
By Freed Maxick Business Valuation Team on September 17, 2018

The first steps towards viewing – and treating – your business as an investment It is estimated that 75% of all private businesses are owned by households for which the business...

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Management Letters are Your Friend
By Christopher Piedici on February 10, 2016

Charter schools are part of a broad movement in public education toward results based accountability, and began operating in New York through the New York Charter School Act of 1998....

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To Reduce the Risk of Lending, ABL’s Need to Scrutinize Audit Opinion Letters
By Robert Wood on June 16, 2014

Author: Robert Wood Different types of opinions have different implications for understanding the issue of “going concerns” Accountants reconsider the “going concern” assumption each time...

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3 Places Where Asset Based Lenders Can Hunt Down Borrower’s Hidden Risks and Liabilities
By Paul Muldoon on June 2, 2014

Author: Paul Muldoon Beware of bloated assets, understated liabilities, and unrecorded items. Many liabilities may be out of sight, but never out of a lender’s mind. For instance, a...

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Asset Based Lenders Need to Understand the New GAAP Exceptions
By Freed Maxick Tax on May 19, 2014

Author: John Costello FASB releases new ASUs regarding alternate reporting methods but don’t worry – it’s good news for Asset Based Lenders! For a number of years, small businesses and...

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5 Ways That Asset Based Lenders Help Protect Borrowers Against Skimmer Fraud
By Michael Boeheim on May 5, 2014

Author: Michael Boeheim Skimmer fraud is a global epidemic – are you stepping up to the plate and helping your borrowers? Skimmer fraud costs businesses billions of dollars annually in the...

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