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Stay appraised of all the latest business considerations in the jewelry industry! The report explains how jewelry stores operate, the nature of their revenue streams, value drivers, the industry environment, the risks involved, and other key factors.
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Valuing Specialty Paving Contractors
Government contracts, unions, and unpredictable weather are all factors that could add up to a valuation nightmare. But don’t be afraid! Join Brad Minor of Blue & Co. in this session on valuing specialty paving contractors—a program that features a paving company case study. Learn more about how investing in and running heavy equipment impact firm value and other specific considerations you need to master in order to excel in this niche—but widespread—industry. Navigate the ...
Valuing and Auditing Contingent Consideration
Is that contingent consideration actually just post-transaction compensation? How can an earnout impact a company’s internal rate of return? What is the most effective valuation method to use in the context of a contingent consideration? Learn the answers to these questions, and bring your own, to this expert-driven session led by Brad Koranda and Paul Diegnau. With thorough examples using multiple methodologies and insight into the accounting and auditing considerations, including proper documentation, this presentation ...
Unconventional Drilling and the Impact on Valuing Oil & Natural Gas Rights
Join Josh Lefcowitz of BDO for an insightful look into unconventional drilling and the impact on valuing oil and natural gas rights. This webinar will focus on the economic conditions in the U.S. that affect the oil and natural gas industry and their impact on the value of certain unconventional drilling rights. Lefcowitz will examine commodity pricing issues around oil and natural gas, current supply versus current demand, and recent industry developments. Attendees will gain ...
The Impact of COVID-19 on Restructuring, Insolvency & Impairment
The world of valuation has changed along with everything else. In this panel on the Impact of COVID-19 on Restructuring, Insolvency & Impairment, three experts will discuss the changing environment for valuation assignments. Craig Jacobson, Richard Peil, and Dan Korcyk each bring a unique perspective and will discuss three specific areas where valuation activity might increase due to the virtual shutdown of the U.S. economy. Finally, we will discuss topics related to performing valuations in ...
DLOM: A Practical Look at a Complex Matter—Part 1
This webinar will cover the theory behind discounts for lack of marketability. We will cover the applicability and the application of using a DLOM on a minority interest as well as on a controlling interest. We will cover the different models and tools that are available for valuators to use when trying to determine the appropriate DLOM.
Patent Infringement Damages: Lost Profits and Royalties
If a patent owner can prove another company or party has made, used or sold a product covered by a patent without its permission, the patent owner is entitled, under 35 U.S.C. Section 284, to receive “damages adequate to compensate for the infringement, but in no event less than a reasonable royalty for the use made of the invention by the infringer, together with interest and costs as fixed by the court.” This program focuses ...
Valuation of Technology Companies: A Fair Value Update
Get an update on the guidance to fair value measurement under ASC 820 as applicable to the valuation of software companies, based on the guidance in the AICPA Guide on the Valuation of Portfolio Investments of Venture Capital and Private Equity Funds and Other Investment Companies and other best practices. Join Antonella Puca, Andreas Dal Santo, and Adam Kindreich for an overview of the valuation methodologies that are suitable for the valuation of software companies ...
What Opportunities Can Exit Planning Provide?
Join Vanessa Brown Claiborne and G.F. Gay Le Breton (both of Chaffe & Associates Inc.) for this must-attend webinar on the opportunities that exit planning can provide for valuation professionals. The experts will cover what tools are available for exit planning and what benefits it can provide to you, your clients, and their companies. With a practical case study, you’ll have a head start on adding exit planning as a service in 2018.
Heavy Construction Companies: Government Contracts, Damages, and Valuation
Big projects come with big headaches. The legal, financial, and economic risks associated with complex, long-term heavy construction projects can be significant. The architects of this program, James O’Brien and Roy Meyers, will guide you from the bidding process through finalizing the punch list of items for the project. Learn the importance of documentation to substantiate both financial and operational issues with contemporaneous records to address delays, cost overruns, damages, and the impact to the ...
Event Studies in Security Litigation: Strategy and Tactics
The Supreme Court decision in Halliburton II was a game changer in the strategic timing and tactical scope of event studies for both plaintiffs and defendants in “fraud-on-the-market” litigation. This decision accelerated the timing and elevated the importance of robust price impact analyses performed by valuation experts on behalf of both plaintiffs and defendants. Attend this webinar and come away with important and specific guidelines for the execution of event studies in securities litigation post-Halliburton ...
Fairness Opinions and Projections
Join the expert panel of Craig Jacobson, Richard Peil of GlassRatner, and Jeff Rothschild for this advanced instruction on fairness opinions in 2019. Learn both legal and financial aspects of fairness opinions, with a special focus on the role of projections used in the underlying valuation analysis, with special insight on the interaction between management and the opinion provider. The legal environment for fairness opinions, including descriptions of best practices, will also be considered.
Business Valuation Through an ESG Lens
Understand the risks that environmental, social, and governance (ESG) factors impose on business values. This presentation will begin with an overview of ESG and the current regulatory and disclosure environment. Next, the presenters will dive into the impact that ESG scores have had on investment policies and credit decisions. Lastly, the webinar will cover the impacts of ESG on business values including the ESG components considered in the new IVSC exposure draft.
Valuation and Technology: A Panel Discussion (Keynote Quarterly)
What does the future of valuation look like? In partnership with the North California Chapter of the ASA, a panel of experts has been put together to answer this question. Lorenzo Carver, Greg Endicott, Joseph French, Bharat Kanodia, Steven Liu, and Adam Manson each bring a unique perspective and background in the overlap between technology and valuation. See examples of how technology is transforming valuation practices today and learn what technology you need to start ...
Valuing Banks: Day 2 Case Study
According to the FDIC, 94% of all U.S. commercial banks, or 4,800, are “community banks.” Community banks are closely held, have shareholders’ equity ranging from $5 million to $100 million, and have approximately 150 employees, on average. Due to unique regulatory and operating factors, valuation of a commercial bank requires industry-specific insights and knowledge. Join expert Keith Sellers for insight into all aspects of the valuation of U.S. commercial banks, focusing on “community banks. Day ...
Tax Issues Arising in Valuations
Tax Issues Arising in Valuations Webinar Handbook July 26, 2015 Presenters: Patrice Radogna (Valuation Research Corporation) and Heather Tullar (Valuation Research Corporation) Please note: This Handbook does not qualify for self study CPE credits.
Tax Issues Arising in Valuations
Many business appraisers prepare opinions of value and corresponding reports for gift and estate tax filings. Tax issues surrounding applicable tax rates, corporate structure, and specific interest factors (control vs. minority, type of security) provide fertile ground for assumptions that may be subject to attack in valuations that may have material impacts on the concluded value. This webinar offers practical, hands-on advice for the gift and estate valuation professional encountering these issues.
Insights and Intel on the Cannabis Industry
Join Ryan Cram and Ron Seigneur for a lively discussion of the current and emerging landscape for business valuation analysts and other professional advisors to the cannabis sector with a focus on the risks and rewards of being involved in the cannabis industry drawing on over 20 combined years of industry experience working marijuana and hemp/CBD clients throughout the country, both large and small. Explore the unique nuances associated with business and intellectual property appraisal ...
Valuing Cannabis 2.0: Buckle Up, This is About to Get Interesting
The session will explore recent trends in valuing businesses and intellectual property in the cannabis industry. Appraisers often apply market-based metrics to historical data when performing traditional valuations. In the cannabis industry, history is not often indicative of the future and reliance on historical data may lead to inaccurate valuations. The value of businesses in established markets such as Colorado, Oregon, and Washington is different than the value of businesses in newly legal states or ...
Fairness Opinions: Best Practices + BVR Gives First Look at New Research Tool
Get more than your fair share in this doubleheader event. Part 1 brings you a three-expert lineup who are well practiced in the art of fairness opinions. Valuation experts Craig Jacobson and Richard Peil are joined by attorney Jeffrey Rothschild. This all-star trio fully covers what you need to know about fairness opinions. Whether you are a rookie wanting to learn the steps for performing a fairness opinion, or a seasoned professional looking to get ...
Enterprise vs. Personal Goodwill: Case Studies With Legal Insights
Spend the afternoon with the “goodwill”-fellas in this case study-led session. Jim Alerding will guide you through the excess earning methods including potential modifications. MUM (multiattribute utility model) is the word for expert Ron Seigneur, who brings his experience and enjoyable perspective to the conversation. Harold Martin will focus on valuing the intangible assets as a potential third approach for keeping enterprise and personal goodwill on their respective turf.
Volatility Adjustments for Industry, Size and Leverage
How well do you understand the theory and application of industry, size, and leverage adjustments for estimating equity volatility? Do you feel confident explaining it to a new analyst? A client? A judge? It may be time to get more confident. Join James Herr for a discussion of the basic concepts around applying volatility estimates in valuation, covering common pitfalls when calculating the basic volatility measure. Learn the differences between equity and asset volatilities, and ...
The Valuation of Private Debt Investments: A Fair Value Update
Join Antonella Puca and Andreas Dal Santo for an update on the guidance to fair value measurement under ASC 820 as applicable to private debt investments, based on the guidance in the AICPA Guide on the Valuation of Portfolio Investments of Venture Capital and Private Equity Funds and Other Investment Companies, and Other Best Practices. Learn about the valuation methodologies that are suitable for private debt investments, and hear the key provisions of the guide ...
Calculation or Full Valuation? What You Need to Know Now
Are you being pressured by attorneys and clients to prepare low-cost estimates of value? How comfortable do you feel going into court having prepared a calculation when the other side may have prepared a full valuation? Will your client pay you if your estimate of value does not meet the sufficient, reliable, believable, and “with reasonable certainty” tests? Jim Alerding will bring you up-to-date on the current thinking related to calculations and their place in ...
CEIV: Ready, Set, Go!
The new CEIV credential is upon us, as well as the new requirements of the Mandatory Performance Framework (MPF). As appraisers prepare to get the credential, they have many questions. This presentation will focus not only on the basics of the new credential and MPF, but it will also discuss practically what appraisers must consider when obtaining the credential. Join Bill Johnston for a discussion of the many implementation considerations of the MPF. Also covered ...
Discount for Lack of Marketability for Any Restriction Period: Mastering the Average-Strike Put Option Model
Everyone knows that stock transfer restrictions limit a share’s marketability and reduce its value, but did you know the accuracy of value of an average-strike put option DLOM model worsens as the restriction period lengthens? Join John Finnerty for this master-level session on determining an accurate average-strike put option DLOM for whatever restriction period the engagement calls for. Be confident when others see complexity, and fortify your DLOM knowledge with step-by-step instructions in advanced scenarios.