News & Resources

Partner, Marc Bello, will present, “Uncovering Critical Issues for Valuators,” at the NACVA and CIT’s 2013 Annual Consultants Conference in Washington, DC on June 5, 2013.

Bring your lunch and join your grant making colleagues for this informative workshop on Wednesday, June 12 at 55 Court Street, Suite 250, Boston, MA.  Alfonso will join AGM’s Director of Member Services, Jenn Lammers,

Scott will lead a roundtable discussion  on June 5, 2013 on when it is best to pass on assets to future generations. Depending on a client’s goals and the type of assets in their portfolio, certain

Join Denis Higgins as he presents, ” Retirement Plans for Small Businesses and the Self-Employed – They Are Not Out of Reach.”  Offering retirement benefits is an excellent way to enhance your employees’ compensation package

Join Scott Kaplowitch as he talks about various stock option compensation strategies and how they might work for your organization.  The Bootcamp will be held on Friday, April 26 at the Sheraton Portsmouth Harborside Hotel.

This program provides an understanding of the three primary methods applied to a business valuation, and the necessary tools to analyze if a potential double dip exists, the impact to your client, and justification for

Marc Bello participated in the program, “Part II:  Expert Testimony, Daubert/Lanigan and Business Valuation,” on March 20, 2013.

In the November, 2012 issue of BVUpdate™, expert Marc Bello wrote of the history and implication of Bernier v. Bernier, a now 10-year old divorce case involving the valuation of two S corporations. His analysis

The BBJ recently asked five of Boston’s top accounting minds, including our very own, Scott Kaplowitch, to measure the concerns they are fielding from clients and how, in their opinions, to best address the significant

Marc Bello’s article, “Analyzing the History of Bernier After the Most Recent Massachusetts Appeals Court Decision, Bernier II,” published in November 2012 BVU, was included in BVR’s Best of the Business Valuation Update for 2012, a