Archive for Resources Category

Jesse Gillett provides food industry presentation

On Thursday, September 13, 2018, Business Valuation Principal, Jesse Gillett, provided a presentation on the food industry.  Attendees key takeaways were: An expert’s quick-takes on your developing enterprise Industry-based data insights to direct your goals

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Posted In: Events, Resources

New Video: Operating Value for Food, Beverage and Restaurant Industry

In this video, Business Valuation supervisor Ross Yogel, discusses building operating value in the food, beverage and restaurant industry. He reviews the three key ingredients of operating value: cash flow, risk and growth.  Yogel also

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Posted In: Alerts & Advisories, Resources, Videos

New Video: Understanding EBITDA

In the realm of performance metrics, many people in the investment and corporate communities use the term EBITDA (Earnings before interest, taxes, depreciation, and amortization).  Why is this term used?  It’s not the same as

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Posted In: Alerts & Advisories, Resources, Videos

New Video: Shareholder Buyouts

The Business Valuation and Forensic Accounting team is excited to launch the next set of videos for their educational series. In this video, Principal Jesse Gillett reflects on recent real-life experiences to address the three

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Posted In: Alerts & Advisories, Resources, Videos

Michael Barbera in Boston Business Journal

Tax Principal, Michael Barbera, was quoted in the Boston Business Journal article “Midsize accounting firms take lead in marijuana work.” This piece discusses midsize accounting firms emerging in Massachusetts as leading practitioners for the marijuana

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Posted In: Alerts & Advisories, Articles, News, Resources

Qualified Business Income Deduction

Tax Principal Emily Matthews wrote the below summary of the Deduction for Qualified Business Income, also known as Section 199A of the Tax Cuts & Jobs Act. Edelstein & Company has taken special interest in this section

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Posted In: News, Resources

Jason Pierce’s speaking engagements this fall

Business Valuation principal, Jason Pierce, took part in speaking engagements this fall in which we’d like to highlight. In October, Pierce presented the webinar Navigating Business Valuations for Landscape Contractors.  The webinar covered the essential considerations for landscape

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Posted In: Events, Resources

September/October 2017 Nonprofit Newsletter

Ready for the new not-for-profit accounting standard? A new accounting standard goes into effect starting in 2018 for churches, charities and other not-for-profit entities. Here’s a summary of the major changes. Net asset classifications The

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Posted In: Alerts & Advisories, Resources

August 2017 Nonprofit Newsletter

This month’s newsletter includes the following topics: Donor Advised Funds: Can They Be Leveraged to Benefit Your Charity? 8 tips to determine your nonprofit’s year-end Tips from a not-for-profit standard early adopter Read the entire newsletter here. 

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Posted In: Alerts & Advisories, Resources

Beyond the Balance Sheet: Financial Due Diligence for Grantmakers

By Alfonso Perillo and Pamela Labonte Maksy Online charity rating systems are a good compliance tool, yet financial due diligence for grantmaking does not begin or end with that search. Sound financial analysis is possible

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Posted In: Articles, Resources