Four-Part Series by Vantage Point Advisors, Inc. | Jason M. Bolt, CFA, ASA & Rich Barth Table of Contents The objective of this four-part series is to discuss some… read more →
Four-Part Series by Vantage Point Advisors, Inc. | Jason M. Bolt, CFA, ASA & Rich Barth Table of Contents The objective of this four-part series is to discuss some… read more →
During WFH, Business Owners should begin building their Document House for Business Interruption Claims All business owners have been faced with a myriad of decisions of late: to stay open… read more →
Four-Part Series by Vantage Point Advisors, Inc. | Jason M. Bolt, CFA, ASA & Rich Barth Table of Contents The objective of this four-part series is to discuss some… read more →
Is Now the Best Time for Estate Planning? The easy answer to the question above is YES! As many continue to reel from the COVID-19 pandemic with job losses exceeding… read more →
Caveat Emptor and Covid19 Caveat emptor (Latin for “Let the buyer beware”) has become even more relevant in today’s markets for both public and private companies. The phrase caveat emptor… read more →
Pandemic Timeline As of December 31, 2019, there were reported cases of “pneumonia of unknown cause” that were limited primarily to China. The World Health Organization (“WHO”) later characterized the… read more →
Year-end and Interim ESOP Valuations ESOP appraisers face a multitude of complex valuation issues related to warrants, tax shields, ESOP expenses, and other issues. Two issues that are relevant right… read more →