Claire Fredrickson

The Entrepreneur’s Divorce: Protecting Business Assets in Marital Disputes

Entrepreneur divorce and business protection

For entrepreneurs, divorce isn’t just personal—it can shake the foundation of everything you’ve built. When your life and your business are closely tied together, untangling the two during a separation can quickly get complicated. Entrepreneur divorce and business protection require high-stakes decisions and clear, accurate financial information to protect not only the Private Clients involved but also the future of the business. Why It Feels Like a Hostile Takeover Legal battles over a business can be emotionally and financially exhausting. […]

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Forensic Due Diligence: Startup Investment Risk Assessment

Forensic Due Diligence

Forensic Due Diligence The startup ecosystem thrives on bold ideas, disruptive innovation, and the promise of exponential returns. Investors are constantly searching for the next unicorn, but alongside these opportunities comes the risk of a mythical company. While traditional due diligence reviews financials and market potential, it often fails to uncover deeper vulnerabilities, the kind that can lead to fraud, regulatory issues, or financial disaster. This is where forensic due diligence becomes important. By investigating financial anomalies, undisclosed liabilities, and

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The Critical Role of Quality of Earnings in M&A: Balancing Buyer & Seller Interests

engine

The Critical Role of Quality of Earnings in M&A: Balancing Buyer and Seller Interests In the high-stakes arena of mergers and acquisitions (M&A), the Quality of Earnings (QoE) report has emerged as an indispensable tool for both acquirers and sellers. This financial deep dive transcends traditional audits by scrutinizing the sustainability, reliability, and operational drivers of a company’s earnings. For buyers, QoE analysis mitigates the risks of overpayment and post-acquisition surprises by separating core earnings from financial noise. For sellers,

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The Family Business Dilemma: Five Forensic Fixes for Smooth Transitions

Puzzle

The Family Business Dilemma: Five Forensic Fixes for Smooth Transitions Family businesses are the heart and soul of the American economy, yet only 30% survive to the second generation. Additionally, the number drops to 12% for the third generation and 3% for the fourth and beyond. Why? Transitions are hard, and often bring conflict, unclear finances, and emotional turmoil. When leadership changes, without a clear plan, legacy and trust can crumble fast. But there’s hope. Forensic experts, like the Intellex

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The Invoice Doppelgänger

The invoice doppelganger

The Invoice Doppelgänger: How to Spot and Prevent Invoice Fraud in Your Business.  Invoice fraud is a growing concern for businesses everywhere, and it’s only getting worse. In fact, companies lose billions every year to this classification of fraud. One of the most problematic forms of this scheme is what’s called the “invoice doppelgänger.” Essentially, fraudsters use clever tactics to mimic real invoices and trick businesses into paying them. The worst part? They’re getting really good at it. So, how

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