Podcast with David Gresen, Managing Partner at KLG

Описание: David Gresen, Managing Partner at KLG Forensic Accountant & Business Valuations, joins Hot Seat with Anna for an in-depth conversation on forensic accounting, business valuations, and uncovering hidden financial risks in complex legal and business matters.

David shares his expertise on:

💼 Misconceptions business owners have about their finances
🔍 The “Recently Acquired Income Deficiency Syndrome” affecting business valuations
💰 Discovering hidden assets in divorce and shareholder disputes
🖥️ Investigating financial discrepancies with computer forensics
⚖️ Preparing effective testimony for court and understanding legal challenges
📑 Ethical considerations in estate and gift tax valuations
🛡️ How proper bookkeeping and professional accounting prevent future crises

Whether you’re a business owner, attorney, or financial professional, this episode provides practical insights to help protect your business, navigate disputes, and make informed financial decisions.

Find out more about David and his company:

🔗 LinkedIn: www.linkedin.com/in/david-gresen-47615111/
🔗 Website: https://www.goklg.com/


00:49 – “You see financial lies for a living. What lie do business owners repeat most often when lawyers sit in the room?”

01:45 – “Can you share a client story where someone was convinced everything was clean and the numbers told a different story within hours?”

03:38 – “In divorce cases, who hides money better — business owners or their advisors?”

04:38 – “You testify as an expert witness. What mistake do attorneys make which weakens your testimony before cross-examination even starts?”

06:03 – “Business valuation fights get ugly fast. What single assumption causes the biggest dollar swing in court?”

07:06 – “Computer forensics sounds fancy. What digital mistake exposes fraud almost every time?”

08:23 – “You work shareholder disputes. When partners fall out, what early red flag tells you litigation is unavoidable?”

10:11 – “Estate and gift tax work attracts creative math. Where do clients push hardest and get burned later?”

11:24 – “What financial shortcut do business owners take early on which turns into a six-figure legal problem later?”

12:40 – “If a small business owner thinks forensic accountants only show up after a disaster, what reality check do you give them?”