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AUP vs. QofE Reports in Business Acquisitions
AUP vs. QofE Reports in Business Acquisitions

AUP vs. QofE Reports in Business Acquisitions

Could Agreed-Upon Procedures (AUPs) serve the purpose of a Quality of Earnings (QofE) report for certain business acquisitions?  Buyers engaging in or evaluating potential transactions, mergers, or acquisitions (M&A) need to assess the true value of a business’s assets, liabilities, and intellectual property. Proper due diligence can be used to pinpoint synergies among entities, offer […]

Cannabis Business Owners: Are you ready for an exit?
Cannabis-Business-Executive

Cannabis Business Owners: Are you ready for an exit?

Cannabis Business Executive (Nov 2021) – Consolidation is a defining aspect of the cannabis industry in its current stage. Mergers and acquisitions are mounting at a breakneck pace. Those who want to capitalize on the sector’s appetite for acquisitions need to evaluate three key considerations if they are poised for an exit:

Cannabis M&A: are you ready for an exit?

Cannabis M&A: are you ready for an exit?

The cannabis market is young, fragmented, and growing fast. While the U.S. continues to hedge on federal guidelines and states slowly adopt standards for legalization, the mergers & acquisitions marketplace is incredibly active. Owners and investors with an eye on an exit should ensure they have the right infrastructure in place to present themselves as […]

Business Exit Strategy Planning From All Angles

Business Exit Strategy Planning From All Angles

A significant part of AAFCPAs’ Transaction Advisory Services practice involves convincing business owner clients to plan for an exit well before they are actually ready to leave the business. When asked when they should start planning, we often say “the day you start your business.” Realistically, a meaningful strategy can be put in place 3-5 […]

AAFCPAs’ David Consigli to Present on Financial Valuation of Business Assets in Divorce

AAFCPAs’ David Consigli to Present on Financial Valuation of Business Assets in Divorce

David Consigli, Jr., CPA, ABV, CPVA, CDFA, AAFCPAs’ Director of Business Valuations, will lead a complimentary educational webinar on Thursday, January 21st, titled “Legal Strategy and Financial Valuation of Business Assets.” Dave, and a panel of vetted professionals, will share strategies when dealing with the financial valuation of business assets, family businesses, marital assets, and […]

AAFCPAs David Consigli, CPA, ABV to Present at Academy of Professional Family Mediators
David Consigli Jr., CPA, CPVA, CDFA

AAFCPAs David Consigli, CPA, ABV to Present at Academy of Professional Family Mediators

David Consigli, Jr., CPA, ABV, AAFCPAs’ Director of Business Valuations, will lead an educational Webinar on February 25th titled “Introduction to Business Valuation” for members of the Academy of Professional Family Mediators (APFM). Dave is passionate about creating client-centered processes for resolving conflict. 100% of divorces involve financial settlements, and in an effort to resolve […]

How the SECURE Act May Change Your Retirement Savings
The SECURE Act: What you did to know

How the SECURE Act May Change Your Retirement Savings

AAFCPAs Wealth Management would like to make clients aware that the recent federal government spending package, signed by the president in mid-December, included the SECURE Act, or the Setting Every Community Up for Retirement Enhancement legislation. The legislation contains significant changes to Individual Retirement Account (IRA) rules, company sponsored retirement plans, and several other changes […]

5 Tips for an Accurate Financial Statement in a Divorce
5 Tips for an Accurate Financial Statement in a Divorce

5 Tips for an Accurate Financial Statement in a Divorce

The decision to divorce is never an easy one, and perhaps one of the most painful life events there is. Separation of finances can be one of the more contentious aspects. AAFCPAs provides the following guidance regarding the development of your divorce financial statement, which is a crucial component of divorce processes where financial relief […]

Year-End Personal Financial Planning Considerations
Year-End Personal Financial Planning Considerations

Year-End Personal Financial Planning Considerations

The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of the […]