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Date Posted Title & Description Topic Format
April 19, 2016 Mergerstat Review, 2016 Excerpt Special Report Article
April 19, 2016 Sum Product Simulation Examples (Excel download) Special Report Article
April 12, 2016 Valuation Handbook - Guide to Cost of Capital and the Risk Premium Toolkit: What you need to know in 2016
A free webinar with expert Roger Grabowski.
Cost of Capital Article
February 23, 2016 BVWire Survey Results 2016 Special Report Article
February 23, 2016 Charting Goodwill Jurisprudence (formerly Goodwill Hunting Divorce)
A state-by-state summary of the leading U.S. court cases deciding the disposition of goodwill in marital dissolution.
Goodwill Article
December 14, 2015 Q&A with Ian Rusk on Architecture and Engineering Firm Value Special Report Video
August 13, 2015 State-by-State Summary of Economic Information, 2015 Special Report Video
July 14, 2015 Introducing the PitchBook Excel Plugin (Free Webinar) Data Resources Video
July 10, 2015 Using the Industry Cost of Capital Handbook to Provide Better, Defensible Cost of Capital Estimates (Free Webinar) Data Resources Video
June 26, 2015 Using the Industry Cost of Capital Handbook to Provide Better, Defensible Cost of Capital Estimates
Speaker: James Harrington
Run Time: 1h 57m 0s
Special Report Video
May 18, 2015 Valuation of Non-Controlling Interests in Business Interests in Business Entities Electing to be Treated as a S Corporations for Federal Tax Purposes - A Job Aid for IRS Valuation Analysts Special Report Article
May 18, 2015 Reasonable Compensation Job Aid for IRS Valuation Professionals Special Report Article
May 12, 2015 March 2015 Economic Outlook Update Monthly Special Report Article
April 10, 2015 2015 Mergerstat Review Exceprt Special Report Article
January 20, 2015 Business Valuation Standards Chart Special Report Article
December 15, 2014 Pratt's Stats Private Deal Update Special Report Article
November 13, 2014 Guide to Industry Cost of Capital: The Latest in the Duff & Phelps Trilogy
Speaker: James Harrington
Run Time: 1h 10m 9s
Special Report Video
October 23, 2014 A Lively Debate on Global Business Valuation Education
Speakers: Andy Dzamba, April Mackenzie, Ben Elder, Bob Morrison, Doug McPhee, and Pierre Maille
Run Time: 1h 52m 35s
Special Report Video
October 17, 2014 A Preview of the New Benchmark Resource for Industry Cost of Capital
An article published in the November 2014 Business Valuation Update.
Special Report Article
September 17, 2014 Potential Impact of Health Reform on Various Healthcare Provider Business Models Special Report Article
September 17, 2014 Excerpt from The BVR/AHLA Guide to Healthcare Valuation, Third Edition (Chapter 40) Special Report Article
August 1, 2014 Rule 143 (T.C.R.) Special Report Article
May 29, 2014 The Duff & Phelps Risk Premium Calculator: Utilizing New Data & Features for 2014
Speaker: James Harrington
Run Time: 1h 12m 15s
Data Resources Video
April 17, 2014 The Implied Private Company Pricing Line
Speakers: Robert Dohmeyer and Rod Burkert
Run Time: 1h 57m 4s
Data Resources Video
March 11, 2014 Top 10 Analyst Guidelines for Bankruptcy Valuations
An excerpt from "A Practical Guide to Bankruptcy Valuation" by Robert Reilly and Dr. Israel Shaked
Special Report Article
March 5, 2014 The Implied Private Company Pricing Model (IPCPM)
Originally published in the March 2014 Business Valuation Update.
Special Report Article
February 20, 2014 Valuation Handbook - Guide to Cost of Capital and the Risk Premium Calculator
Speaker: Roger Grabowski
Run Time: 1h 0m 19s
Data Resources Video
February 4, 2014 Is the Lingering Criticism of Using Pre-IPO Studies for DLOM Justified?
Originally published in the February 2014 Business Valuation Update.
Special Report Article
January 14, 2014 Using Closed-End Funds to Derive Discounts for Lack of Control
Originally published in the January 2014 issue of the Business Valuation Update. Authored by Ray Bratcher.
Special Report Article
January 14, 2014 Insights Into Recent Data on Small Private Company Executive Comp
Originally published in the January 2014 issue of the Business Valuation Update. Authored by Stuart Weiss.
Special Report Article
November 15, 2013 BizMiner: A Guided Tour of New Offerings
Speaker: Jon Brandow
Run Time: 38m 51s
Data Resources Video
October 1, 2013 The Increase of Initial Public Offerings (IPOs) in 2013 and the Impact on Lack of Marketability Special Report Article
September 12, 2013 The Implied Private Private Company Pricing Line - 2.01K0 = (FCFF1 / P) + g
An article printed in the September 2013 Business Valuation Update
Special Report Article
July 29, 2013 Cost of Capital Resources Special Report Article
June 20, 2013 Intrinsic Value Review Precludes Inclusion of Fractional Discounts - Patel vs. Patel Special Report Article
June 7, 2013 How to Use Transaction Databases for M&A, 2013 Update Special Report Article
February 21, 2013 Factset Mergerstat Review Excerpt, 2013 Special Report Article
February 15, 2013 Compare Apples to Apples: Recommended Adjustments to Transactional Data Special Report Article
February 15, 2013 Implied Minority Discount in Statutory Fair Value: The Doctrine that Just Won't Die Special Report Article
February 1, 2013 Excerpt from the 2012/2013 Milliman NW Executive Compensation Survey Special Report Article
December 31, 2012 Pitfalls in Levering and Unlevering Beta and Cost of Capital Estimates in DCF Valuations
(Reprinted with permission from Journal of Applied Corporate Finance)
Special Report Article
December 18, 2012 Excerpt from Physician Practices: Key Value Drivers in a Changing Environment Special Report Article
December 12, 2012 Excerpt from the AHLA/BVR Healthcare Industry Compensation & Valuation: Practice Aid: Checklist for Tax-Oriented Reasonable Compensation Engagements Special Report Article
October 9, 2012 Walsh v. Walsh (Full Text) Special Report Article
September 25, 2012 FLP Appraisals: Plan for the New Matrix BVU Article Article
September 11, 2012 September 2012 Duff & Phelps Update Special Report Article
August 24, 2012 In re: Appraisal of the Orchard Enterprises, Inc.
(Full text court case)
Special Report Article
June 29, 2012 More info from the New Articles Ask Us to Rethink the Equity Risk Premium
(Article published in July 2012 Business Valuation Update)
Special Report Article
June 13, 2012 Business Monitor International (BMI) Sample Report Special Report Article
June 5, 2012 Valuation and Appraisal Glossary
Reprinted by permission of Anthony V. Aaron, ASA CFA (Ernst & Young), and based on his presentation at the ASA Fair Value Conference in Los Angeles on May 15, 2012.
Special Report Article
May 30, 2012 Strategies for Keeping Your Patent Applications on Track
To keep your patent applications on track, it is important to develop a practice of periodically monitoring their status.
Special Report Article
May 22, 2012 Gaskill v. Robbins
Court case digest and full text opinion
Special Report Article
May 8, 2012 Pellegrino & Associates' Discount Rate Calculator
Published by Pellegrino & Associates
Special Report Article
March 13, 2012 Introducing the 2012 Duff & Phelps Risk Premium Report & Calculator
Speaker: James Harrington
Run Time: 1h 52m 20s
Cost of Capital Video
March 13, 2012 Nancy Fannon's Reading Suggestions
Excerpt from "Do Appraisers Need to Specialize to Survive?" published in the February 2012 Business Valuation Update, by Nancy Fannon.
Special Report Article
February 14, 2012 Fundamental Principles of Patent Value
Article by Fernando Torres, MSc, published in the January 2012 issue of IP Management & Valuation newsletter.
Special Report Article
January 24, 2012 Valuing Covenants Not-to-Compete: an 11-Factor Checklist
Article by Gary Trugman, published in the February 2012 Business Valuation Update.
Special Report Article
January 3, 2012 CEO & Executive Compensation in Privately Held Companies in 2011
Report excerpt and benefits of buying the reports
Special Report Article
November 29, 2011 McReath vs. McReath
Complete published decisions and case digests
Special Report Article
October 12, 2011 FMV Responds to the IRS DLOM Job Aid
Speaker: Lance Hall
Run Time: 1h 26m 59s
DLOM Video
September 13, 2011 Software Firms: Update on Industry Information Special Report Article
August 31, 2011 Seigneur's Law Firm Valuation Checklist Special Report Article
August 16, 2011 Discount for Lack of Marketability Job Aid for IRS Valuation Professionals
(Be sure to also listen to Lance Hall's response to the Job Aid here)
Special Report Article
July 15, 2011 Examples of Factors Implementing Personal Goodwill in Cases Special Report Article
July 12, 2011 Estate of Gallagher v. Commissioner, T.C. Memo, 2011-148 (June 28, 2011) Special Report Article
June 23, 2011 Business Valuation Fundamentals: Key Concepts, Nuances, and Take Aways
Speakers: Ron Seigneur and Kevin Yeanoplos
Run Time: 1h 4m 4s
Business Valuation Fundamentals Video
June 7, 2011 The New Minority Share Exchanges: What do they Mean for Private Company Value and Strategy
Speakers: Jeff Thomas, Neil Beaton, Susan Casey, Lawrence Lenihan, and Chip Lion
Run Time: 1h 2m 19s
BVResearch Video
June 7, 2011 Tips for Successful On-site Interviews (Authored by Warren D. Miller) Special Report Article
May 17, 2011 A Guided Tour of ktMINE
Speaker: Jeffrey Cozzo
Run Time: 51m 58s
Data Resources Video
May 10, 2011 The Generous Helping of Company-Specifc Risk That May Already Be Included in Your Size Premium (Article by Ted Israel from the June 2011 Business Valuation Update) Special Report Article
May 3, 2011 DE Chancery Cobbles Capitalization of Earnings Value from Dueling Experts (Reis v. Hazelett Strip-Casting Corp. Court Case Abstract) Special Report Article
March 25, 2011 Valuation Advisors DLOM Study: Using the Newest Lack of Marketability Discount Data
Speaker: Brian Pearson
Run Time: 1h 7m 29s
DLOM Video
March 8, 2011 More Problems With Using Preliminary Valuations in Divorce
In re Marriage of Cantarella, 2011 WL 86284 (Ca. App. 4 Dist.)(Jan. 11, 2011)(unpublished))
Special Report Article
March 3, 2011 The Duff & Phelps Risk Premium Report 2011
Speaker: Roger Grabowski
Run Time: 58m 22s
Cost of Capital Video
March 2, 2011 Valuation Issues in Shareholder Dissent & Oppression
Highlights from the October 2010 Webinar with Jay Fishman and Gil Matthews
Narrator: Stuart Weiss
Listen Now | Download MP3
Shareholder Dissent Podcast
March 2, 2011 Succession Planning & Exit Strategies: Challenges & Opportunities Today
Highlights from the September 2010 Webinar with James Anderson and Ron Seigneur
Narrator: Stuart Weiss
Listen Now | Download MP3
Succession Planning Podcast
March 2, 2011 Valuing Architecture & Engineering Firms
Highlights from the September 2010 Webinar with Ian Rusk and Michael O'Brien
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
March 2, 2011 Everything You Always Wanted to Know About DLOM But Were Too Afraid To Ask
Highlights from the August 2010 Webinar with Kevin Yeanoplos, James Lurie, and Chris Mercer
Narrator: Stuart Weiss
Listen Now | Download MP3
DLOM Podcast
February 18, 2011 Introducing the Duff & Phelps Risk Premium Calculator
Host: Doug Twitchell
Speaker: James Harrington
Run Time: 1h 20m 41s
Cost of Capital Video
February 1, 2011 Divorce Court Rejects 'Calculation Value' Offered by CPA Expert
Court Case Abstract: In re Marriage of Hagar
Special Report Article
January 10, 2011 Uniloc U.S.A. v. Microsoft Corp. Court Case Article
November 16, 2010 Introducing the FMV DLOM Calculator
Speaker: Kyle Vataha
Run Time: 1h 3m 52s
DLOM Video
November 2, 2010 How Much is Your Business Worth - According to Inc. and BVR
A Universe of Value According to Inc. and BVR Business Valuation Resources, LLC BVResources:
The Definitive Valuation Guide from Inc. Magazine (Graphics by Tommy McCall) depicts current marketplace data for private companies, median sale, price median annual revenue sectors, sale price to annual revenue ratio, premium zone discount for everything from modestly valued to very highly valued sectors.
Database Solutions Article
October 27, 2010 A Guided Tour of BVLaw™
Speakers: Doug Twitchell & Sherrye Henry, Jr.
Run Time: 1h 1m 23s
Database Solutions Video
September 20, 2010 Duff & Phelps Client Alert: Client Alert Delaware Chancery Court Fails to Adopt the Morningstar/Ibbotson Historical Equity Risk Premium (ERP) Opts for Lower Estimate, Effectively Increasing Valuation Special Report Article
August 31, 2010 Putting Transaction Databases to Work
Speaker: Heidi Walker
Run Time: 1h 2m 49s
Database Solutions Video
August 24, 2010 Control Premium Study: Application & Analysis (An excerpt from BVR's Special Report) Special Report Article
August 17, 2010 Case Digests: Supreme Court Decisions in Daubert and Kumho Tire Special Report Article
August 10, 2010 Sample Houlihan Lokey Fairness Opinion - FORM PREM14A: EF Johnson Technologies, Inc. - EFJI
Filed: June 23, 2010 (period: ) A preliminary proxy statement relating to a merger and acquisition
Special Report Article
August 3, 2010 Top 5 Free Sources of Automobile Dealership Industry Information Special Report Article
July 15, 2010 Fairness Opinions in Today's Economy
Highlights from the July 2010 Webinar with Craig Jacobson and Jeffrey Rothschild
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
July 7, 2010 Valuing Auto Dealerships
Highlights from the July 2010 Webinar with R. James Alerding, Kevin R. Yeanoplos, and Carl Woodward
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
June 24, 2010 Software Company Valuation
Highlights from the June 2010 Webinar with Mike Pellegrino and Robert Schlegel
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
July 13, 2010 Valuation Advisors DLOM Study
Host: Blake Lyman
Speaker: Brian Pearson
Run Time: 1h 2m 8s
DLOM Video
May 25, 2010 Energy Capital Corp. vs. United States (full text court case) Court Case Article
May 18, 2010 Reasonable Compensation Data Sources Special Report Article
May 13, 2010 Valuing Construction Companies
Highlights from the May 2010 Webinar with Don M. Drysdale and M. Keith Prescott
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
May 5, 2010 Historic Trends in Private Company Valuation Multiples Special Report Article
March 15, 2010 Personal Goodwill: A Survey of Definitions
Adam Manson and David Wood, CPA/ABV, CVA
Special Report Article
March 31, 2010 The Butler Pinkerton Calculator: Come and See What All the Hoopla is About
Speaker: Peter Butler, Gary Trugman
Run Time: 1h 5m 1s
Database Solutions Video
March 1, 2010 Statement of the American Society of Appraisers Panel Discussion with IRS Regarding The Process for Assessing Civil Money Penalties Against Appraisers for Valuation Misstatements Special Report Article
March 1, 2010 Substantial and Gross Valuation Misstatements Attributable to Incorrect Appraisals
Lari B. Masten, MSA, CPA, ABV, CVA, Chairman, Executive Advisory Board, National Association of Certified Valuation Analysts)
Special Report Article
February 18, 2010 Using the 2010 Duff & Phelps Report: Learn from the Master
Speaker: Roger Grabowski
Run Time: 2h 1m 51s
Cost of Capital Video
February 16, 2010 IN RE SUNBELT BEVERAGE CORP. SHAREHOLDER LITIGATION Special Report Article
January 19, 2010 Does Black Scholes Overvalue Early Stage Company Allocations? Special Report Article
December 16, 2009 The Effect of Taxes on Value in Private Capital Markets
Highlights from the December 2009 Webinar with Nancy Fannon
Narrator: Stuart Weiss
Listen Now | Download MP3
S Corporation
Taxation
Podcast
December 15, 2009 It's Turtles All the Way Down
Authored by William Frazier
Special Report Article
December 11, 2009 Mining the Biz With BizMiner
Speaker: Jon Brandow
Run Time: 52m 58s
Database Solutions Video
November 11, 2009 An Hour With the FMV Restricted Stock Study
Speaker: Lance Hall
Run Time: 1h 1m 41s
Database Solutions Video
November 10, 2009 A Timely New Study of Bankruptcy Prediction Models from Morningstar Special Report Article
November 5, 2009 Companies in Distress: Valuing the Impaired and Currently Unprofitable
Highlights from the November 2009 Webinar with Jim Alerding, Jim Ewart, and Robert Shortle
Narrator: Stuart Weiss
Listen Now | Download MP3
Impaired Valuation Podcast
November 3, 2009 Explosion of Electronic Evidence Creates New Challenges for Experts Special Report Article
October 5, 2009 Reasonable Compensation: Can Your Opinion Survive this 12-point Checklist
Special report from Deluxe BVUpdate
Special Report Article
September 10, 2009 Full Text of Delaware Open MRI Radiology Associates, P.A. v. Kessler, et al. Court Case Article
September 2, 2009 Veterinary Practice Valuation
Highlights from the September 2009 Webinar with Cindy Ed dins Collier, David Greene, and Byron Farquer
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
August 28, 2009 Meet the Butler Pinkerton Calculator
Speakers: Keith Pinkerton and Peter Butler
Run Time: 1h 2m
Database Solutions Video
August 6, 2009 Valuing Restaurants
Highlights from the August 2009 Webinar with Edward Moran, Kevin Yeanoplos, and John T. Hall
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
July 23, 2009 Goodwill Impairment in a Troubled Economy
Highlights from the July 2009 Webinar with Edward Morris, Edward Moran, and Brian Steen
Narrator: Stuart Weiss
Listen Now | Download MP3
Goodwill Podcast
June 22, 2009 Key data from the 2009 Valuation Survey: How do ASC Companies Assess Value
Within the healthcare industry, ambulatory surgery centers (ASCs) are some of the most common physician-owned entity types. For an insider's take on data contained in this new survey, download this article authored by Healthcare Appraisers, Inc.'s Jason Ruchaber and Curtis Bernstein for the June issue of Business Valuation Update™.
Healthcare Article
June 15, 2009 IRS 77-287
Find the 5-page Revenue Ruling 77-287.
Tax Article
June 9, 2009 New Study on LEAPS Put Options: DLOM is valuation-date specific
The recently released study, Minimum Marketability Discounts-4th Edition: A Study of Discounts For Lack of Marketability Based on LEAPS Put Options, shows that costs of price protection/discounts vary by date; they are not constant in size over time. Ronald Seaman's preview of his new data is a Special Report from the Business Valuation Update™.
DLOM Article
June 1, 2009 A Guided Tour of BVR's Webinars & Live Events
Run Time: 3m 45s
BVR's Webinars & Live Events Video
June 1, 2009 A Guided Tour of BV Market Data
Run Time: 4m 51s
Database Solutions Video
May 19, 2009 Forensic Accounting in Business Valuation
This download by Darrell Dorrell was presented at the Portland Chapter of the
ASA educational event on May 5, 2009.
Forensics Article
May 14, 2009 Valuing Dental Practices
Highlights from the May 2009 Webinar with James Andersen, Ron Seigneur, and Dr. Stephen Persichetti
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
April 30, 2009 Developing Discount and Cap Rates in a Troubled Economy
Highlights from the April 2009 Webinar with Ron Seigneur, Don DeGrazia, and Stacy Preston Collins
Narrator: Stuart Weiss
Listen Now | Download MP3
Discount Rates Podcast
April 21, 2009 Fair Value Accounting & Litigation: The Next Wave of Valuation Risk
This download is an excerpt from the April 2009 Business Valuation Update.
Fair Value Article
April 14, 2009 Real-World Employment/Consulting Agreements from Pratt's Stats®
This download contains real-world examples of employment/consulting agreements
that can be found in the Pratt's Stats© database.
Valuation Practices Article
April 14, 2009 Real-World Non-Compete Agreements from Pratt's Stats®
This download contains real-world examples of non-compete agreements that can be found in the Pratt's Stats© database.
Valuation Practices Article
March 16, 2009 There is a 'New' Beta in Town and it's Not Called Total Beta for Nothing
Tauthored by Keith Pinkerton,
ASA, CFA, and Peter J. Butler, ASA, CFA, this is a Special Report from the Business Valuation Update™.
Cost of Capital Article
March 5, 2009 Lost Profits Damages: Lessons Learned from Motions to Exclude Financial Experts
Highlights from the March 2009 Webinar with Nancy Fannon and Jonathan Dunitz
Narrator: Stuart Weiss
Listen Now | Download MP3
Lost Profits Podcast
March 3, 2009 The Guideline Public Company Method - Exclusive Interview and Workshop Preview with Rob Schlegel
Turbulence in public markets is wrecking havoc on unprepared appraisers. The Guideline Public Company Method (GPCM) is one of the tools to capture the effect of today's volatile economy on the value of an appraisal target.
Guideline Public
Companies
Article
February 24, 2009 Summary of FAS 157, Fair Value Measurements
Summary of FAS 157, Fair Value Measurements
Fair Value Article
February 10, 2009 Appraisals for Tax Purposes: Collateral Damage of the 'Pomeroy Bill'
By William Frazier, ASA
An excerpt from the March 2009 Business Valuation Update®.
Tax Article
February 2, 2009 Fair Value Accounting: Visionary Thinking or Oxymoron?
Speakers: Dr. Aswath Damodaran
Venue: BVR's 2nd Annual Summit on Fair Value for Financial Reporting
Run Time: 48m 34s
Fair Value for Financial Reporting Video
February 2, 2009 Mock Fair Value Audit Review
Speakers: Neil Beaton, Anthony Aaron,
David Dufendach, and Lyn Graham
Venue: BVR's 2nd Annual Summit on Fair Value for Financial Reporting
Run Time: 1h 17m 25s
Fair Value for Financial Reporting Video
January 16, 2009 Link to Statement on Standards for Valuation Services (SSVS) No. 1
The AICPA Consulting Services Executive Committee has written this standard to improve the consistency and quality of practice among AICPA members performing business valuations.
Standards Article
January 16, 2009 22 Ways to Avoid Appraisal Missteps
Exclusive report from the recent AICPA/ASA National Business Valuation Conference in Las Vegas, shows BV experts how to steer clear of common "red flags" that appear in tax-related appraisals and can prompt an IRS review and/or inquiry.
Valuation Practices Article
December 9, 2008 An excerpt from BVR's Guide to Business Valuation Issues in Estate and Gift Tax, Second Edition
An excerpt from BVR's Guide to Business Valuation Issues in Estate and Gift Tax, Second Edition with Astleford v. Commissioner and table of all court case abstracts.
Tax Article
December 8, 2009 Medical A/R: Top Issues That Impact Your Valuations
An article published in the November 2008 BVU authored by: Mark Dietrich, CPA, ABV

Healthcare Article
December 1, 2008 Reporting Standards Update: What all BV Analysts Must Know
An article published in the December 2008 BVU authored by: Donald P. Wisehart, ASA, CPA/ABV, CVA
and David Anderson, ASA

Standards Article
December 1, 2008 The Comprehensive Guide to the Use and Application of the Transaction Databases
An excerpt from The Comprehensive Guide to the Use and Application of the Transaction Databases authored by Nancy Fannon, ASA, CPA/ABV, MCBA and Heidi P. Walker, ASA, CPA/ABV

Database Solutions Article
October 2, 2008 Discounts for Lack of Marketability and Related Discounts
Highlights from the October 2008 Webinar with Brian Pearson
Narrator: Stuart Weiss
Listen Now | Download MP3
DLOM Podcast
October 23, 2008 Transaction Databases
Highlights from the October 2008 Webinar with Nancy Fannon and Heidi Walker
Narrator: Stuart Weiss
Listen Now | Download MP3
Database Solutions Podcast
September 23, 2008 Commissioner v. Estate of Jelke: Briefs on Writ of Certiorari to the U.S. Supreme Court (2008)
Commissioner v. Estate of Jelke: Briefs on Writ of Certiorari to the U.S. Supreme Court (2008)
Court Case Article
September 12, 2008 Buy-Sell Agreements
Highlights from the September 2008 Webinar with Chris Mercer, Hugh Gottschalk and L. Paul Hood, Jr.
Narrator: Stuart Weiss
Listen Now | Download MP3
Buy-Sell Podcast
August 5, 2008 Current Topics in Bank Valuation - Reflections on Industry Trends and Emerging Financial Reporting Issues
An article published in the Mercer Capital's Bank Watch 2008-03 authored by Andrew K. Gibbs
Industry Valuation Article
August 1, 2008 Tips from the Experts: Working Effectively With a Financial Expert Witness
An article published in the Summer 2008 edition of Expert Alert authored by Susan M. Mangiero
Valuation Practices Article
August 1, 2008 The State of the Fair Value Standard in Divorce
An article published in the August 2008 BVU authored by John Stockdale, Jr., Esq.
Divorce Article
July 21, 2008 Valuing Employee Stock Options for Closely Held Companies
An article published in the August 2008 BVU authored by Keith Sellers, Yingping Huang and Brett King
ESOP Article
July 14, 2008 Registration Rights Agreement
Authored by: Laurie Green of Holland & Knight LLP
Intellectual Property Article
July 14, 2008 New Financial Reporting Valuation Guidelines
Authored by: Bill Johnston, ASA of Empire Valuation Consultants, LLC
Standards Article
June 1, 2008 Value of Employee Stock Options for SFAS 123R
Highlights from Keith Sellers' June 2008 presentation at the Institute of Business Appraisers' Symposium 2008
Narrator: Stuart Weiss
Listen Now | Download MP3
ESOP Podcast
April 30, 2008 Valuing the Very Small Company
Highlights from the April 2008 Webinar with Gary Trugman, Ron Seigneur, and Stacy Collins
Narrator: Stuart Weiss
Listen Now | Download MP3
Industry Valuation Podcast
April 23, 2008 Valuation Advisors DLOM Study
An excerpt from BVR’s Guide to Discounts for Lack of Marketability 2008 Edition
DLOM Article
March 20, 2008 Mergerstat®/BVR Control Premium Study™
Highlights from the March 2008 Webinar with Shannon Pratt and Alina Niculita
Narrator: Stuart Weiss
Listen Now | Download MP3
Database Solutions Podcast
March 6, 2008 BPM Specific Company Risk
Highlights from the March 2008 Webinar with Peter Butler and Keith Pinkerton
Narrator: Stuart Weiss
Listen Now | Download MP3
Database Solutions Podcast
January 21, 2008 Jelke Reversal: Case Law Overview
Prepared by John Porter, Esq. for the January 17, 2008 BVR Webinar
Court Case Article
January 8, 2008 Subsequent Events
Highlights from the January 2009 Webinar with Jay Fishman, Jim Hitchner, Mike Mard, and Chuck Rettig
Narrator: Stuart Weiss
Listen Now | Download MP3
Divorce Podcast
November 6, 2007 Comparing the Simplified Model to the Traditional Model
An excerpt from Fannon's Guide to the Valuation of Subchapter S Corporations 2008 Edition
S Corporations Article
November 1, 2007 Summary of Restricted Stock Studies Valuation Practices Article
December 4, 2007 IRS Revenue Ruling 59-60 Standards Article
September 17, 2007 Recent Cases Highlight Problem Areas in Buy-Sell Agreements
An article by John Stockdale, Jr. originally published in Mercer Capital's Value Matters (July 2007)
Buy-Sell Agreements Article
July 1, 2007 ESOP Due Diligence Checklist
This checklist is excerpted with permission from Willamette Management Associate’s
Guide to ESOP Valuation and Financial Advisory Services
ESOP Article
July 1, 2007 Appeals Coordinated Issue Settlement Guidelines: Discounts for Family Limited Partnerships IRS FLP Settlement Guidelines Standards Article
February 1, 2007 Healthcare Valuation Resource List
A comprehensive resource list prepared by Mark Dietrich, Don Barbo, Carol Carden, and Reed Tinsley for the 2/8/07 teleconference, Healthcare in Light of Recent Court Cases.
Healthcare Article
September 1, 2006 IRS Business Valuation Guidelines
The newly-revised IRS Business Valuation Guidelines (released July 27, 2006), reflecting comments received from the BV community and its professional associations since 2004 are now available for download in PDF format.
Standards Article
April 1, 2006 How to Avoid (or Survive) an IRS Valuation Audit
This article is from the April, 2006 Business Valuation Update™.
Standards Article
October 1, 2002 Federal and Regional Reporters list
A complete list of official federal, state reporters, and regional state jurisdiction abbreviations, and public domain citation formats.
Valuation Practices Article
May 1, 2002 A Response to Dr. Shannon Pratt's Critique of my Work on Marketability Discounts, by Mukesh Bajaj, Ph.D. As announced in the March 2002 issue of the Shannon Pratt's Business Valuation Update, readers of the newsletter as well as visitors to our site can read and download the full response by Dr. Mukesh Bajaj to Dr. Pratt's critique of his co-authored paper, "Firm Value and Marketability Discount." DLOM Article
September 1, 2001 Court Case Citation Map
GIF | PDF
Valuation Practices Article
November 1, 2001 Gross v. Commissioner
Valuation court case - Full Text

Court Case Article
November 1, 2001 Gross v. Commissioner
Valuation court case - Abstract from the January 2002 issue of BV Update
Court Case Article
November 1, 2001 Estate of Heck v. Commissioner
Valuation court case - Full Text
Court Case Article
November 1, 2001 Estate of Heck v. Commissioner
Valuation court case - Abstract from the March 2002 issue of BV Update
Court Case Article
November 1, 2001 Estate of Adams v. Commissioner
Valuation court case - Full Text
Court Case Article
November 1, 2001 Estate of Adams v. Commissioner
Valuation court case - Abstract from the January 2002 issue of BV Update
Court Case Article
June 1, 2001 International Glossary of Business Valuation Terms Valuation Practices Article
January 1, 1997 The 1997 IRS Valuation Training for Appeals Officers
The 1997 IRS Valuation Training for Appeals Officers provides valuation professionals with IRS approaches to business valuation methodologies and concepts. Some of the lessons in this 195 page document include Introduction to Valuation of Closely Held Business Interests, Discounts, Valuing Intangible Assets and Appraisal Report. This is a must have for any business appraiser.
Tax Article

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