Certified Business Valuation Services and
Merger & Acquisition Consulting

Stark Law in Consideration of Healthcare Fair Market Value

For those of you who unaware of what the Stark Law consists of, it is, in simplest terms, a way to prevent physicians from referring services to themselves (or family members – i.e., spouses).There are exceptions to the law, and ways to work within the law, of which I have witnessed a few creative ones from clients. Stark Law is a hot topic for many medical providers, one I find especially interesting. For those of you who feel the same re: the topic...

Trisch Garthoeffner, ABV, CVA, MAFF, EA Nominated as Chairman of the NACVA Standards Board (National Association of Certified Valuators & Analysts)

I am so humbled and proud to be serving as the 2022-2023 Chair of the NACVA Standards Board.

2022 Annual Filing Season Program - Record of Completion

Tricia Garthoeffner

Annual Filing Session Program

BV movers . . .

Business Valuation Resources

BV Movers

Go Naples High School Eagles!! 🏈🦅

Anchor is a Proud Sponsor of the Naples High School Football team!!




SALT LAKE CITY—June 25, 2021—The National Association of Certified Valuators and Analysts® (NACVA®), the organization that has trained over 35,000 CPAs and other valuation and consulting professionals in the field of business valuation, financial forensics, and various related specialty areas serving the legal and business communities, today announced that Trisch Garthoeffner has been named a member of its Standards Board (SDB), as Vice Chair, which has the responsibility to provide clarification/interpretation of the Standards in response to questions from NACVA members.

“The Standards Board provides the Association with critical guidance and important oversight,” said NACVA’s Chief Executive Officer, Parnell Black, MBA, CPA, CVA. “We are very pleased that [NAME] has agreed to join the Board, share [his/her] insight with us, and help the Association as we assist thousands of members keep up with the demand of the profession and obtain the necessary training, certification, and credibility so they grow and thrive in their practice, while maintaining the highest of standards, and strengthen brands.”

The SDB will support the broad use and acceptance of NACVA Standards by pursuing bipartisan relationships with other standards-making organizations. They also have the charge to stay abreast of other industry standards, rules and requirements, and practice aids. Accordingly, the Board will be proactive in influencing other organizations’ pronouncements in the best interest of NACVA members.

Members of the SDB are responsible for fielding phone calls referred to them by HQ to explain or interpret any portion of our Standards. The Board’s purpose is to promulgate NACVA’s Standards throughout the business valuation provider and user communities. This is achieved by addressing issues in the business valuation community and providing interpretations, amendments, restatements, and new releases of NACVA’s Standards as deemed necessary and prudent. NACVA’s Professional Standards are available at www.NACVA.com/Standards.

Additionally, upholding these standards maintains NACVA’s own requirements associated with attaining accreditation for the Certified Valuation Analyst (CVA) designation through the American National Standards Institute (ANSI), and the National Commission for Certifying Agencies (NCCA)— a division of the Institute for Credentialing Excellence (ICE). The CVA designation is the only valuation credential that has gone through such a rigorous internationally recognized accreditation process. It also creates a clear and valuable market distinction for the CVA credential by satisfying the highest level of professionalism and credibility. Only four credentials in the world hold both the NCCA and ANSI accreditations.

About NACVA:

Headquartered in Salt Lake City, UT, the National Association of Certified Valuators and Analysts (NACVA) is a global, professional association that delivers training from the nation’s leading experts in consulting fields such as business valuation, financial litigation forensics, expert witnessing, forensic accounting, risk fraud management, mergers and acquisitions, business and intellectual property damages, fair value, healthcare consulting, and exit strategies. Along with its training and certification programs, NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The Certified Valuation Analyst® (CVA®) is the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA) and the American National Standards Institute (ANSI). To learn more, visit www.NACVA.com.

NACVA Honors - Standard Board

Adding Women to the C-Suite Changes How Companies Think 👩🏼‍🔬👩🏿‍🚀👩‍💻👩🏻‍⚖️👩🏾‍⚕️

💕🙌🏼You Can Convince Your Divorcing Spouse to be Cooperative

Great article from Keith Grossman www.attorneygrossman.com

SBA Procedural Notice: Paycheck Protection Program Loans and Changes of Ownership

Link to PDF: SBA Procedural Notice: Paycheck Protection Program Loans and Changes of Ownership

SBA Procedural Notice

NACVA Standards Board FAQ's Posted on QuickRead 🙌🏼

Rob does a great job detailing some of the recent work that we have been doing on the NACVA Standard’s Board

Great Documentary Suggested by Client

Kiss the Ground Regenerative Agriculture. Narrated by Woody Harrelson, extremely informative and eye-opening. All about effects of proper soil treatment on our environment. Kiss the Ground

Kiss The Ground

New to my "To Read" List - Art of Start 2.0 by Guy Kawasaki

I’m excited about this one, recommended to me by a respected colleague.
10 Slides Pitches

Wishing you a Happy Thanksgiving 👩🏻‍🌾💛🧡👩🏾‍🌾

Happy Thanksgiving

A Clear and Easy Guide to Collaborative Divorce

http://amzn.to/2I4o1B8 Jeremy (Dr. Gaies) was one of my collaborative divorce law trainers. I own this book and recommend it as a simple, straightforward guide to the collaborative divorce process (of which I am a strong supporter).

Anchor Business Valuations 🧢

ABV Legacy Hat
Check out these cool cats in our new Anchor Business Valuations logo⚓ Legacy Apparel baseball hats! Love to Mercedes Fonte and Dr. Ben Abo for a fun evening that could only be “topped” off by a brief hat modeling photoshoot ♥♥♥♥

Congratulations Rakshit - AICPA's ABV International Champion


Wonderful Resilience of the American Dream 👷‍♀️👨🏾‍⚕️👮🏽‍♂️👩🏻‍🍳👨🏿‍💼

Deloitte Private
Deloitte Private

💗NACVA - Around the Valuation World Morning Show

Honored to get a “shout out” from Brien Jones, COO of National Association of Certified Valuators & Analysts


PPP Application Update 🗽

Thank you Abo and Company, LLC for this informative PPP Application Update! www.aboandcompany.com
PPP Application Update
Click here to view the simpler loan forgiveness application.
Click here to view the instructions for completing the simpler loan forgiveness application.
Click here to view the Interim Final Rule on the simpler forgiveness process for loans of $50,000 or less.

Master Class with Professor Damodaran - Institute of Valuers and Appraisers, Singapore (IVAS) & Standards Council (IVSC)

Got a chance to watch Professor Damodaran’s masterclass organized by the IVAS and IVAC last night. Fabulous job! I especially love the key takeaways that Prof. Damodaran hit home:
  • Price =’s Cash Flows + Growth + Risk, AND;
  • Narrative is KEY (it is imperative for the value expert to understand the “story” of the subject company).


2020 Election: Candidates' Tax Position - Merrill ¯\_(ツ)_/¯

Weighting Scheme Options in a COVID World

Proper Weighting Scheme