Best Practices for Private Fund Sponsors

As the demand for transparency rises for private investment funds, the spotlight is on valuation practices, which is essential for any fund manager to understand.

PJ Patel Discusses Pandemic Writedowns with Bloomberg

For some big impairments of 2020, the broader economic turmoil of the pandemic eclipsed and minimized news about the writedowns.

Solvency Opinions: Approving Leveraged Dividend Recapitalizations

Board members can demonstrate that they have fulfilled their fiduciary duties in dividend recapitalization transactions by obtaining opinions from third-party solvency opinion experts.

Birnbaum, Walling on Valuing Private Energy Debt and Equity in Private Funds CFO

As seen in the newest issue of Private Funds CFO, Jeff Birnbaum and Chris Walling discuss the implications of the pandemic for the sector.

John Czapla Featured in Sanne Group’s Connect November Issue

On track for recovery: Pandemic implications, not all doom or gloom.

Bloomberg Financial Accounting News Shares Mutarelli’s Post-Q3 Results

In the November issue, Bloomberg publishes Mutarelli’s third-quarter analysis results of valuations and impairment testing, including potential goodwill impairment.

Paul Balynsky Shares Views on Unicorn Valuations in COVID with AICPA Professional Insights

How are privately held unicorns’ valuations faring in the age of COVID?

Jason Mutarelli Published in Bloomberg Tax

Featured in the October issue, Mutarelli analyzes how to approach valuations and impairment testing when managing through the impacts of COVID.

Monte Carlo Simulations and Golf’s 2020 FedEx Cup

Just for fun, guest author, Dwight Grant, illustrates the use of probability simulation versus the “what if” scenarios of golf’s upcoming FedEx Cup.

PJ Patel Quoted in the Wall Street Journal

“Finance executives are devoting more time and resources to determining whether they need to perform an impairment test and, if necessary, record a charge for goodwill.”