Category: White Paper

The Significance of Fairness and Valuation Opinions in Private Fund Advisers’ Transactions – and Perhaps Digital Assets?

Over the years, the Securities and Exchange Commission (SEC) has championed the principles of transparency, fairness, and investor protection in the financial markets. As the ...
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Valuing Customer Relationships – Misconceptions of the Distributor Method

General guidance for valuing intangible assets is provided in the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topics 805, 350, and 820.  Detailed ...
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League of Branding

Three Recent Partnerships by Riot Games Showcase the Potential of Organization Sponsorship Deals By James Chang, Sean Gilbert, and Neil Thakur Download White Paper Last ...
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A Quick Reminder About Fairness Opinions

While we’ve written on this topic in the past, given the high volume of transaction (M&A, investment, etc) activity over the past few years, we ...
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IRC § 1202 – Qualified Small Business Stock: For Some Investors, Some Serious Tax Savings

Background Internal Revenue Code section 1202 (IRC 1202) – Qualified Small Business Stock, allows capital gains from select small business stock to be excluded from ...
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Advisory Services – Modeling: ASC 606 Product Lives

Background The adoption date of the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 606, Revenue from Contracts with Customers (ASC 606), was ...
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Don’t Put Off Hiring Just Because You’re Fundraising

Hiring people and raising money are two of the most important challenges that start-ups face.  Neither task is a one-time undertaking, and in the current ...
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Helping Out With a Spin-Out

Background In 2017, per Newzoo, digital gaming achieved a truly impressive feat – it surpassed all other forms of entertainment with respect to total revenue ...
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To Sell or Not to Sell…

Background A publicly traded company (the Client) offering identity protection to individuals received an offer to acquire it from a larger company (the Buyer) in ...
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