Mr. Robert E. Duffy

• 
  www.grantthornton.com/portal/site/gtcom/menuitem.91c078 - [Cached Version]
  Published on: 9/18/2009    Last Visited: 9/18/2009  

  The discount for lack of marketability (DLOM) can be the valuation adjustment with the largest monetary impact on the final determination of value of privately held or restricted shares.  In the current issue of BusinessValuation Monitor, Robert E. Duffy, Partner in Grant Thornton's Valuation Services Group exhumes an old world valuation method that can be useful in today's increasingly quantitative world.

• 
  www.fcgmf.com/templates/System/details.asp?id=21401&PID - [Cached Version]
  Published on: 8/23/2009    Last Visited: 8/23/2009  

  PRESENTER: Bob Duffy and Michele Kleyn (1.5 hour)
  ...
  PANELISTS :Jay Fishman, Kevin Yeanoplos, Linda Trugman, Bob Duffy (1.5 hour)
  ...
  Bob Duffy, CPA/ABV, CFA, ASA Partner, Valuation Services Group, Grant Thornton

• 
  www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/AuditAttest/PR - [Cached Version]
  Last Visited: 4/11/2009  

  Robert Duffy, Partner, Grant Thornton, LLP, Seattle, WA

• 
  www.gofcg.com/templates/System/details.asp?id=21401&PID - [Cached Version]
  Last Visited: 6/13/2008  

  Robert Duffy, CPA/ABV, CFA, ASA, serves as the West Region practice leader for Grant Thornton's valuations services practice.He specializes in estate and gift taxes and complex marriage dissolutions.He has appeared as an expert witness in Washington and California, and has acted as a Special Master in Superior Court.

• 
  www.valuationproducts.com/webinar.html - [Cached Version]
  Published on: 6/17/2008    Last Visited: 7/25/2008  

  and Bob Duffy, CPA/ABV, ASA,CFA (Grant Thornton)

• 
  www.valuationproducts.com/store/product_info.php?cPath= - [Cached Version]
  Published on: 4/21/2007    Last Visited: 9/30/2009  

  Bob Duffy, CPA/ABV, CFA, ASA

• 
  www.valuationproducts.com/store/product_info.php?cPath= - [Cached Version]
  Last Visited: 7/25/2008  

  Rod Burkert, CPA/ABV,CVA, Ron Seigneur, CPA/ABV, ASA,CFA and Bob Duffy, CPA/ABV,ASA,CFA are moderated by Jim Hitchner, CPA/ABV, ASA.

• 
  Alumnae Newsletter - Summer 2006 - [Cached Version]
  Published on: 7/1/2006    Last Visited: 2/6/2008  

  Caucus Seminar:"Driving The Value Of Your Company: Factors Impacting The Valuation Of Your Business " Presented by Robert Duffy, Grant Thornton LLP
  
  One of the highlights of the Springboard Alumnae Caucus was the session on "Driving the Value of Your Company: Factors Impacting the Valuation of Your Business" presented by Robert E. Duffy, CPA/ABV, CFA, ASA, a Partner at Springboard Patron Grant Thornton LLP.We asked Bob to summarize his talk for the benefit of those Springboard alumnae who were unable to join us in Kansas City.
  
  Springboard: Placing a value on your company is one of the most contentious issues companies face when financing or selling.What methods are used in determining the value of a company?
  
  Bob Duffy: Let me focus on technology companies in answering your question.
  ...
  Bob: The first round of funding can be affected by variables other than the difficult-to- pinpoint value of the enterprise.
  ...
  Bob: Investors want the best combination of growth prospects, current cash flow and risk reduction that they can find.
  ...
  Bob: Specifically with regard to options, a company's Board of Directors should be cognizant of IRC 409A and of the SEC's fair value standards for stock options.IRC 409A is effective as of January 1, 2007 and addresses stock options, stock appreciation rights (SARs), restricted stock and phantom stock by a company as deferred compensation.In short, if it is determined that one of these securities has been granted at less than fair market value, the IRS can assert penalties against the employee receiving the grant.The SEC (and therefore your auditors) is also applying closer scrutiny to stock option grants.This scrutiny is especially intense for early stage technology companies and primarily focuses on three factors: 1) The timing of the grant; 2) The pricing of the grant; and 3) How the grant is expensed as compensation.
  
  Bob Duffy's presentation slides, and other caucus documents can be found if you click here.

• 
  Bob Duffy - [Cached Version]
  Published on: 4/2/2006    Last Visited: 6/23/2009  

  Bob Duffy
  ...
  Bob Duffy
  
  Bob Duffy serves as the West Region practice leader for Grant Thornton's valuations services practice. He specializes in estate and gift taxes and complex marriage dissolutions. He has appeared as an expert witness in Washington and California, and has acted as a Special Master in Superior Court.
  
  He was a partner at valuation firm Brueggeman &Johnson in Seattle until their acquisition by Grant Thornton. He also served as a senior accountant at Sharp, Taylor, Hughes & Woodring in Tacoma, Wash., where he was involved in a full range of accounting services.
  
  Bob is a contributing editor of the American Institute of CPA's CPA Expert publication. His credentials include certified public accountant, chartered financial analyst, accredited in business valuation, and accredited senior appraiser.
  
  Learn more about Bob Duffy at: www.grantthornton.com

• 
  Business Valuation Resources  |  BVWireCentral - [Cached Version]
  Published on: 6/7/2006    Last Visited: 10/2/2009  

  Option backdating is "the abuse du jour" in the stock-based compensation area, according to Bob Duffy (Grant Thornton, LLP), who spoke at the recent BV track of the LEI National CLE Conference in Snowmass, Colorado. (See BVWire # 52-2). Backdating occurs when company management intentionally selects a pricing date that precedes the corporate action resulting in the employee stock option grant.
  
  "Like steroids in sports, it became the normal practice to keep up with what other companies were doing," Duffy says. He estimates a minimum of 160 companies were involved, to the tune of $75 billion.

Page:  1 2 3