Jeremy

About Jeremy Green

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So far Jeremy Green has created 6 blog entries.

Estate Planning vs. Succession Planning – What’s the difference and Why Are They Important?

By | 2018-04-25T10:43:38+00:00 April 3rd, 2018|Estate Planning, Litigation Support, Succession Planning|

Strong succession plans are vital to the sustainability of the business and should include family meetings to discuss plans to join the business and the vision for the business . For even the most successful closely held business owners, succession planning can be even more difficult than other critical business decisions they have faced. One [...]

Cash is the Oxygen of the Business – Reasons a Profitable Business Can Fail

By | 2018-04-25T09:31:12+00:00 March 22nd, 2018|Budget, Business Valuation, Saving|

On a hot summer day when I was a child, I opened a lemonade stand in front of my parent’s house. Before I knew it, I had sold my entire inventory of lemonade. My sales mixture consisted of a small portion of cash paying customers driving by, however, a large portion was “credit” sales to [...]

Standard of Value in Divorce Proceedings – Getting it Wrong Could be Costly!

By | 2018-04-25T10:42:44+00:00 March 8th, 2018|Business Valuation, Value|

Do you recall a time when you were traveling between different states and noticed the interstate speed limits were different, sometimes 65 MPH and other times 70 MPH depending on what state you were in? It is safe to say that different states (jurisdictions) have different laws regarding the speed limits. It is the responsibility [...]

Are Non-Compete Agreements Essential to Proving Damages?

By | 2018-02-13T12:18:30+00:00 February 9th, 2018|Damages, Litigation Support, Non-Compete|

Certain service businesses which rely heavily on their customer book of business are more likely to be damaged by the actions of an employee who has left the company with customer lists, trade secret information or other personnel and used it for their own financial benefit. Companies can incur a severe loss of value to [...]

Considering Red Flags of Occupational Fraud

By | 2018-02-13T15:32:12+00:00 February 9th, 2018|Compliance, Forensic Accounting, Fraud, Internal Control, Investigation|

Internal fraud, also called occupational fraud, is defined by the Association of Certified Fraud Examiners (ACFE) as “the use of one’s occupation for personal enrichment through the deliberate misuse or misapplication of the organization’s resources or assets.” Included below are some interesting statistics related to Occupation Fraud as reported in the ACFE's 2016 Global Fraud [...]

3 Common Triggers for a Business Valuation

By | 2018-02-13T15:16:06+00:00 February 9th, 2018|Business Valuation, Estate Planning, Gifts, Mergers, Sell, Shareholder|

Remember when you wanted to know the value of that sports trading card or a rare stuffed animal? In the 1990’s, if your friend or colleague told you the Michael Jordan autographed rookie card was worth $2, would you believe them? The reasonable answer is “No,” right? To determine a reliable estimate of value for [...]