DISCLOSURES

Effective January 1, 2021

This site is built for promoting and selling products and services. I create and distribute mostly my own products and services, but I may frequently recommend products and services that are not mine.

Regarding the latter, my policy is simple: I will ONLY recommend products and services that I can fully endorse and believe will be helpful to you because I trust the company or people behind them.

Presume that ANY and ALL links on this site are tied to an affiliate relationship of some kind. That means if you click on a link and ultimately purchase a product/service via that link, I stand to earn some money from that interaction.

Here is a list of my current relationships.

  • I am an instructor for NACVA’s Consultants’ Training Institute.
  • I speak for different valuation organizations and CPA societies, primarily on the topics of building practices and report writing.
  • I write for these publications: The Value Examiner, Quick Read, and Business Valuation Update.
  • I am a member of these editorial boards: The Value Examiner, Quick Read, and Business Valuation Update.
  • I may use Amazon or other affiliate links to point to books/products I use or have reviewed.

 

If you have any questions about anything I sell or promote or any of my affiliations, please contact me at [email protected].