The Latest

Mitch Cohen is the founder of ClearLine, an AI-powered crisis communications platform for mid-market organizations.

Sean Woodward is a managing director at VRC specializing in business enterprise valuations, purchase price allocations (ASC 805), impairment analyses (ASC 350), intellectual property valuations, contingent consideration valuations, and the valuation of equity (IRC 409A and ASC 718) for financial and tax reporting purposes.

Ed Hamilton, CFA, is a managing director at VRC specializing in the valuation of businesses and assets and liabilities for financial reporting purposes — in particular, the valuation of intellectual property/intangible assets such as trademarks, technology, software, customer relationships and IPR&D.

Chad Scott is a consulting manager at The Bonadio Group with more than 13 years of public accounting experience serving financial institutions, SEC registrants, and privately held companies. Chad specializes in strategic advisory, including CECL implementation and modeling, financial planning and analysis, internal audit, and fraud investigations.

Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.

A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purchasers.

Farrukh Alimov is team lead for portfolio valuation and fund advisory services at Withum, an accounting and advisory firm.

While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined business line moving forward.

Anshul Agrawal is the founder of June15 Consulting, a Toronto-based consultancy that helps public accounting firms of all sizes with direct ownership offshoring in Argentina, India and the Philippines. He is also the host of the Accounting Trailblazers Podcast.