Global Business Valuation

Valuation methodologies and practices are increasingly global in scope – geographic borders and distances are no longer barriers.  BVR is here to bring thought leadership from around the globe to practitioners everywhere.  Here is where you’ll find global news, analysis, data and research. 

Guides & Books

FactSet Review, 2024

May 2024

The FactSet Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

Business Valuation Case Law Yearbook, 2024 Edition

January 2024

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2024 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases that were added to BVLaw in 2023. Learn more >>

Business Valuation Update Yearbook, 2024 Edition

January 2024

Another year has come and gone and it's time again for one of BVR's “greatest hits” publications!  The Business Valuation Update Yearbook 2024 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation.  It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>

FactSet Review, 2023

May 2023

The FactSet Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

Business Valuation Update Yearbook, 2023 Edition

January 2023

It's that time of year again, BVR's “greatest hits” publication is here!  The Business Valuation Update Yearbook 2023 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation.  It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>

FactSet Mergerstat Review, 2022

June 2022

The Mergerstat Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

Business Valuation Update Yearbook, 2022 Edition

January 2022

A new year means another annual “greatest hits” publication!  The Business Valuation Update Yearbook 2022 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation.  It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts.  Learn more >>

Business Valuation Update Yearbook, 2021 Edition

January 2021

Always a highly-anticipated annual publication, the Business Valuation Update Yearbook 2021 covers the year’s most groundbreaking and thought-provoking advancements on valuation methodologies in the face of a global pandemic.  It also captures, changes in regulations and professional standards, key takeaways from the best virtual conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s expert editorial and legal teams. Learn more >>

Business Valuation Update Yearbook, 2020 Edition

January 2020

BVR has you covered with the Business Valuation Update Yearbook 2020. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

FactSet Mergerstat Review, 2019

May 2019

The FactSet Mergerstat Review–U.S. Edition is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

Business Valuation Update Yearbook, 2019 Edition

February 2019

BVR has you covered with the Business Valuation Update Yearbook 2019. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

FactSet Mergerstat Review, 2018

May 2018

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

Business Valuation Update Yearbook, 2018 Edition

February 2018

BVR has you covered with the Business Valuation Update Yearbook 2018. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

BVR/ktMINE Royalty Rate Benchmarking Guide, 2017/2018 Global Edition

October 2017

The BVR/ktMINE Royalty Rate Benchmarking Guide, 2017/2018 Global Edition was developed to help provide analysts clarity with an aggregated, big-picture indication of royalty rate trends within industries. The 21 industries examined within this guide help provide better transparency from licensing transactions in a global marketplace that is often murky. Learn more >>

FactSet Mergerstat Review, 2017

April 2017

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

International Valuation Standards 2017

March 2017

International Valuation Standards 2017 (IVS) is key guidance for valuation professionals globally. This guidance is published by the International Valuation Standards Council (IVSC),  with the goal of underpinning consistency, transparency and confidence in valuations. This latest version brings depth to IVS, as was requested by the organization’s members, including the major accountancy firms and other stakeholders. Learn more >>

Business Valuation Update Yearbook, 2017 Edition

February 2017

BVR has you covered with the Business Valuation Update Yearbook 2017. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation including IRC Sec. 2704, DLOM, cost of capital, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

FactSet Mergerstat Review, 2016

April 2016

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

Business Valuation Yearbook 2016

February 2016

Keep up with business valuation’s most innovative approaches and techniques, new court decisions, and regulatory and professional standards updates. BVR has you covered with the Business Valuation Update Yearbook 2016. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements Learn more >>

BVR Legal and Court Case Yearbook 2016

February 2016

The BVR Legal and Court Case Yearbook 2016 is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues confronting business valuation. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers come to better and more defensible valuation conclusions. Learn more >>

FactSet Mergerstat Review, 2015

April 2015

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

Business Valuation Update Yearbook 2015

February 2015

BVR has you covered with the latest news in the business valuation profession! Get your Business Valuation Update Yearbook 2015 now to stay up to date with the most innovative approaches and techniques, leading conferences, new court decisions and changes in regulations and standards in the profession with on-the-ground reporting from valuation experts, thought-leaders and the BVR editorial team. Learn more >>

BVR Legal and Court Case Yearbook 2015

February 2015

The BVR Legal and Court Case Yearbook 2015 is essential for business valuation professionals and attorneys to stay current on the most important legal issues confronting the profession. The Yearbook covers marital disputes, breach of contract actions, damages, dissenting shareholder disputes, estate and gift tax cases, federal taxation, intellectual property cases, bankruptcy litigation, and more. Learn more >>

FactSet Mergerstat Review, 2014

May 2014

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

FactSet Mergerstat Review, 2013

April 2013

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

FactSet Mergerstat Review, 2012

April 2012

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

FactSet Mergerstat Review, 2011

April 2011

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>
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Black Scholes Option Model: Global Education by iiBV (eLearning Course)

The Black Scholes Option Model was first published in 1973, but the applicability in valuation is strong to this day. Join iiBV expert Andrew Strickland as he dissects and explains the various components of the models, and how they can be utilized in your valuation. Learn more >>

Excel for Valuation: Beginner to Advanced (eLearning course)

Whether you're new to the field or a veteran business valuation practitioner, there is no tool more critical than Excel.  BVR's new eLearning course, "Excel for Valuation: Beginner to Advanced," will catapult your Excel knowledge and skills so you can work as efficiently as possible with spreadsheets, formulas and functions. You can customize the course to match your skill level; start with the very basics or jump right into more complex areas. The eLearning combination of video, notes, take-away templates, quizzes, and exercises ensure you will remain thoroughly engaged for the duration of the course.  Learn more >>

International Business Valuation Standards and Ethics (eLearning course)

Valuation is a global profession, and for many that means complying with the new 2020 International Valuation Standards and Code of Ethical Principles. This comprehensive eLearning course delivers what you need to know to demonstrate global valuation competency and understand the significant changes to the standards. See practical and relevant examples by working through an actual case study that follows all of the logical steps of a valuation engagement. Hold yourself to a higher  global standard and be prepared to venture wherever your next valuation assignment takes you. Learn more >>

International Cost of Capital: Global Education by iiBV (eLearning course)

The income approach is the most relied upon approach for most valuations, and determining the cost of capital for your engagement for a non-U.S. company is often difficult due to lack of local data. Utilizing commonly applied models in developing international cost of capital, such as relative volatility models or country yield spread models, is critical for success. Learn the shortcomings of each model in terms of their ability to capture the systematic and unsystematic risk in a subject company. Learn more >>

Masterclass in the Valuation of Family Limited Partnerships and LLCs (eLearning course)

As professional appraisal methodology has advanced, so has the valuation of family limited partnerships (FLPs) and limited liability companies (LLCs). Adopting an analytical method for valuing FLPs and LLCs using the income and market approaches allows appraisers to more accurately and objectively determine a value that can withstand the scrutiny of IRS challenges. Experts Bruce Johnson, Jim Park, and Spencer Jefferies conduct case studies to teach the best practices for valuing noncontrolling, nonmarketable FLP and LLC interests. Learn more >>

Monte Carlo: Applications, Examples and Best Practices for Valuation (eLearning course)

As complexity and uncertainty continue to increase, business valuation experts must up their game to master the challenges that accompany today's engagements. Rise to – and soar beyond – the occasion using Monte Carlo simulations, an indispensable method for advanced valuation scenarios. This eLearning course, "Monte Carlo: Applications, Examples and Best Practices for Valuation" distills the best instruction and content on the topic. Learn more >>

Valuing Early Stage Companies: Global Education by iiBV (eLearning course)

Early stage companies are challenging to value. Often with undeveloped or even no revenue these companies require a unique set of tools for a business valuer. Learn the common models used to deploy valuations in this area such as the Current Value Method, Option Pricing Model, and the Probability Weighted Expected Return Method (PWERM), along with their shortcomings. Learn more >>

Valuing Intangible Assets: Global Education by iiBV (eLearning course)

 Every valuation professional needs to be able to identify the differences between intangible and tangible assets. The first step is to define the major categories of intangible assets and understand the common models used to determine value. Often the purpose of intangible valuation is for financial reporting contexts, including purchase price allocation. Join Jon Barton in this fundamental eLearning course that builds on core valuation concepts with in depth lectures and Excel-based case studies. Learn more >>

Valuing Minority Interests: Global Education by iiBV (eLearning course)

Valuing a partial interest in a business is difficult, and when that interest is a minority ownership stake the impact to value can be significant. In this eLearning course, led by John Barton, you’ll learn methods to adjust for and quantify minority discounts. Control is a key issue, and understanding the multiple methods an appraiser can utilize is critical to a defensible valuation. Learn more >>

Valuation and Covid-19 Update: BVR Townhall and Q&A (Free Webinar)

Tour de Value: Team iiBV Tours the Global Valuation Landscape

Deal & Market Data

Butler Pinkerton Calculator - Total Risk Allocator

The Butler Pinkerton Calculator (BPC) offers empirical data for total cost of equity (TCOE) and company-specific risk premiums (CSRP) – a first for the business valuation profession.  Learn more >>

DealStats (formerly Pratt's Stats)

DealStats (formerly Pratt's Stats) is the new generation of private and public company transaction comparables for valuation and M&A professionals. This state-of-the-art platform boasts the most complete financials on acquired companies in both the private and public sectors.

Learn more >>

FactSet/BVR Control Premium Study

Rely on more than 20 years of detailed transaction data in the FactSet/BVR Control Premium Study database. This robust online resource provides empirical support for quantifying control premiums, implied minority discounts, and public company valuation multiples. Learn more >>

ktMINE Reports

ktMINE Reports are customized products that streamline your intellectual property (IP) research process, saving you time and money. ktMINE Reports provide you with a company’s current IP portfolio and investments to expose its innovation strategy and give you the information you need for valuable company insight. Learn more >>

ktMINE Royalty Rate Comparables & Full Text Licensing Agreements Database

The ktMINE royalty rates database provides an efficient and organized gateway to canvass the landscape of intellectual property (IP) licensing payments and agreement terms. This interactive database provides direct access to royalty rates, full-text licensing agreements, and detailed agreement summaries. With precise search functionality, robust data mining capabilities, and a time-saving analysis center, ktMINE  is the tool you should use to quickly identify and analyze market comparables from a goldmine of licensing agreements. Learn more >>

Valuation Advisors Lack of Marketability Discount Study

Defend your discounts for lack of marketability with the most current data in the Valuation Advisors Lack of Marketability Discount Study. This robust, online database includes 18,700+ pre-IPO transactions, including 2,300+ non-U.S. deals covering 45 countries, from 1985-present.  Learn more >>
News & Research

Business Valuation Update

The Business Valuation Update (BVU), a monthly newsletter with searchable online access, includes new thinking from leading professionals, detailed reports from valuation conferences, analysis of new business valuation approaches, thorough analysis of “landmark” legal cases in key business valuation issues, regulatory and standards updates, and much more. Learn more >>

BVLaw

Turn to the exclusive BVLaw collection, which includes case digests and court opinions for thousands of business valuation and damages cases that deal with economic damages, lost profits, estate and gift tax, divorce, shareholder repression, partnership dissolution, securities litigation, and more. Learn more >>
Blog Posts

Online global business valuation education from the iiBV, on your schedule and from any location

If you’re looking for global business valuation education—when and where you want it—check out four new e-learning courses from the International Institute of Business Valuers (iiBV) and Business Valuation Resources (BVR). Read more >>

IACVA rebrands itself as IACVS

IACVA will become IACVS, the International Association of Certified Valuation Specialists, to better represent the efforts and goals of the organization. Read more >>

Recap of the IACVA/SECBA Atlanta conference

A few takeaways from Business Valuation in an Upside Down World, a two-day event co-sponsored by the Southeast Chapter of Business Appraisers (SECBA) and the International Association of Consultants, Valuators and Analysts (IACVA). Read more >>

Brexit's impact on cost of capital

The Brexit vote reinforces the need for internal consistency between the elements of cost of capital and the current economic environment, according to leading global valuation experts and finance professors. Also, there may be a “new normal” in terms of interest rates, risk premiums, and growth. Read more >>

Coverage of the IACVA International Conference in Dubai

The International Association of Consultants, Valuators and Analysts (IACVA) and the Middle East Charter (together with Business Valuation Resources and the China Appraisal Society) held a busy conference at the Al Murooj Rotana hotel in beautiful Dubai on December 13 and 14, 2015. Valuation experts from around the globe discussed developments from their perspectives. Read more >>