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News & Insights

Compton & Wendler Welcomes Valuation Analyst Rob Sanders

HOUSTON – Compton & Wendler, P.C., is pleased to announce that investment and finance adviser Rob Sanders has joined the accounting firm as a valuation analyst. Mr. Sanders will focus on preparing equity and other intangible asset valuations, with additional responsibilities for forensic matters. He joins Compton & Wendler from J.P. Morgan Private Bank where he […]

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Personal Goodwill and Firm Value

By Jeff Compton and Michael Shapiro June 29, 2018 For professional practices and owner managed firms, an understanding of personal goodwill is vital to understanding the fair market value of the business. Specifically, with multiple owners, the existence of personal goodwill can cause the fair market value allocable to a given owner to be materially […]

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How Does the Lowest Intermediate Balance Rule for Tracing Work?

By Jeff Compton and Virginia Christie April 30, 2018 Tracing funds through bank accounts is a complicated exercise, requiring a funds flow assumption. Typically, those commingling their own funds with those not belonging to them are considered to have spent their own funds first, and only then to have begun spending the funds not belonging to […]

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