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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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The Valuation of Early-Stage Enterprises: A Fair Value Update
Are you up-to-date on the guidance to fair value measurement under ASC 820 as applicable to early-stage enterprise? Make sure you are aware of the guidance in the AICPA Guide on the Valuation of Portfolio Investments of Venture Capital and Private Equity Funds and Other Investment Companies, as well as other best practices. In our upcoming webinar, Antonella Puca and Andreas Dal Santo provide an overview of the valuation methodologies that are suitable for early-stage ...
Advanced Workshop on Cost of Capital
In the Advanced Workshop on Cost of Capital, BVR welcomes Roger Grabowski for an in-depth examination of the state of cost of capital determination. Through an intensive, four-hour presentation, Grabowski will discuss what every appraiser should know when determining a cost of capital in today’s economy, using all available information and taking into account current controversies.
BV Hiring Made Smarter: Expert Tips to Land (and Keep) the Best Talent
Finding and hiring good BV talent can be hard. There are ways you can do it smarter, though. BV recruiting specialist John Borrowman will show you how to tell a more attractive story about your practice and the position. Get insight into how to interview more productively and pointers on how to measure and test your candidates. Finally, bring them on board in a way that strengthens retention and recognizes the life-changing step of your ...
Turn PDF Tax Returns into Excel spreadsheets in Minutes—TaxXL (FREE WEBINAR)
Do you know what financial aspects of the subject company are fundamental to the valuation? In this webinar, we will cover analytical tools and ratios valuation professionals use and how we can use technology to help us facilitate financial analysis while improving accuracy and efficiency.
Alternative Energy—Understanding Critical Business Valuation Issues
Increasing concern on global warming, technological advancements, and the longevity of current energy sources have helped to push alternative energy into the spotlight. Significant investments have been and are being made in a variety of alternative and renewable energy sources as nations commit to cutting back carbon emissions and attempt to become more self-sufficient. Once considered “fringe technology,” they are now established and viable sources of energy that need to be understood in order to ...
BVLaw Case Update
Join Jim Alerding, a veteran valuator, and Sylvia Golden, BVR’s legal editor, for a discussion of some of the most consequential recent valuation decisions. This selection of state and federal cases includes two key state court rulings on the use of discounts in valuing minority interests in buyback situations, a state court decision on the admissibility of calculations of value in divorce proceedings, an expansive statutory appraisal ruling involving a public company from a North ...
Calculating Damages for Early-Stage Companies
Measuring lost profits damages for new or early-stage businesses can be a daunting task. Traditional damage analyses that rely on historical results are often meaningless since, by definition, startup companies usually lack a track record of operating results. Without an operating history for measuring lost profits, the damages expert walks a thin line between speculation and reasoned analysis. Under most circumstances, to be admissible evidence, damage analyses require a relevant and reliable factual basis. These ...
A Masterclass in the Valuation of Family Limited Partnerships and LLCs (A BVR Web Workshop)
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 ...
Ethical Issues in Business Valuation
Do you know what ethics issues might arise when complying with business valuation and forensic standards? Do you know what all of the business valuation and forensic standards are? Do you know what ethics standards apply to each of those standards? Recently, a number of ethics questions have arisen relating to the application of business valuation and forensic standards. Many relate to conflicts of interest and independence issues. In this webinar, we will cover the ...
Power Panel: Festivus Edition
In the final Power Panel of 2021, join experts Jay Fishman, Roger Grabowski, and Chris Mercer for this “Festivus”-themed conversation. What is Festivus? It is a light-hearted reference to the “airing of grievances” with a valuation twist. Our all-star lineup will discuss practices and thought processes within valuation that need a reexamining along with suggestions of how the profession can move forward. As usual, bring your questions and comments, and we welcome you to submit ...
Insurance Agency Valuation and Consolidation Trends
Insurance agency merger and acquisition activity has been at historic levels for the past several years. But not all insurance agencies are created equal. This session will address the current state of agency consolidation including industry trends, who’s buying and who’s selling, and potential changes on the horizon for insurance distribution. Join Lucas Parris of Mercer Capital as he reviews the valuation methodologies and drivers of value for insurance agencies.
Valuation for M&A
Most owners and managers operate their businesses without ever knowing what their company is worth, how much more a strategic buyer would pay to acquire it, what factors affect the company’s equity value, and whether they would be better off selling or exiting in some other fashion. Join Chris Mellen for a discussion of the metrics needed to measure company value, maximize that value, determine their return on investment in their company as part of ...
Understanding Intangibles: Classification, Identification, and Valuation
Don’t just survive in the jungle of intangible valuation—thrive in it! Join us for field class with experts Edgar Baum, Ron Laurie, Mike Pellegrino, and Chris Rosenthal, who will guide you through the diverse and often confusing world of patents, copyrights, trade secrets, and trademarks. In this advanced workshop, learn about the distinctions between major types of intangibles along with the nuances such as the difference between brands and trademarks. Be sure you are valuing ...
Valuing Trucking Companies: Assessing Risk and Return
Trucks move America. With over 65,000 freight trucking companies taking part in this monumental task, there is a full load of opportunity for valuation business in this highly fragmented industry. Understand what obstructions to watch for and what is really driving trucking company value. Join experts Erin Hollis and Andrew Manchir as they deliver the knowledge you need for your next transportation valuation.
Special Considerations in Valuing Wineries
While many are familiar with the production methods, business models, and distribution goals of beverage manufacturers, the valuation of wineries is often complex. Join valuation expert Keith Meyers as he explains the nuances of this industry, including slow inventory turns, high capital requirements, and specialized laws controlling the production and sale of alcoholic beverages. Take advantage of Meyers’ abundant experience performing valuations in the top wine regions in the U.S. and enjoy this summer treat ...
Valuation to Maximize Client Engagement and Value
This transcript focuses on key issues involved in a properly executed and planned valuation and how such a process can maximize client engagement, value, and control.
Quantifying DLOMs for Minority and Controlling Interests
The discount for lack of marketability is one of the largest and most important adjustments made in the valuation of a privately held business. It is crucial to understand that an investor purchases the privately held interest at a discount to increase the rate of return on the investment. This increased rate of return offsets the additional risk the lack of marketability of the investment causes. This webinar will discuss how to use this concept ...
Valuation Handbook - Guide to Cost of Capital and the Risk Premium Toolkit: What You Need To Know in 2016
Valuation Handbook - Guide to Cost of Capital and the Risk Premium Toolkit: What You Need to Know in 2016 Webinar Handbook March 30, 2015 Presenter: Roger Grabowski (Duff & Phelps) Please note: This Handbook does not ...
Demystifying the Complex World of Discounts for Lack of Marketability (Part 2)
This is part 2 of the DLOM webinar from 2/12/2020. 25%? 35%? 45%? What’s the deal with discounts for lack of marketability? Pasquale Rafanelli dives into what DLOMs are, when they should be applied, and how to apply them. Learn about the different types of approaches and methods that valuation experts can use to quantify the DLOM, along with practical pros and cons of each approach and method. Part 2 discusses the analytical approaches and ...
Science and Uncertainty: Valuation in the Biomedical Industry
Valuation is often said to be “an art, not a science” in recognition of the uncertainties involved. The valuation of biomedical companies, though science-based businesses, is no less susceptible to uncertainty. Indeed, the biomedical industry is riskier than many other industries due to the particular regulatory and economic factors involved. Ignoring these factors may result in the doctor calling a “code blue” on your valuation. Join technology and valuation expert John Elmore in a discussion ...
Cost of Capital in Healthcare
Estimating cost of capital when valuing healthcare entities can be challenging due to (among other factors) the regulatory environment, the impact of changes in reimbursement, the size of the entities, the lack of guideline public companies, and other entity-specific risks. Kate Morris and Matt Warren will establish a logical framework for developing cost of capital in such entities within the context of the spectrum of market returns and the observed rates of return in capital ...
Give the Market a Voice: Applying the Market Approach in Healthcare Business Valuations
The market approach often gets ignored in favor of the income and asset approaches for a variety of reasons including a lack of comparable transactions, limited comparability with whatever market data does exist, and a general lack of contextual information related to precedent deals. In this webinar, William Hamilton will address industry-specific issues related to applying the market approach in healthcare business valuations. The market approach is a very important reasonableness check that shouldn’t be ...
Quantifying Illiquidity Discounts Using Put Options: New Developments
Are you up to speed on the new developments in the forward-starting put option model? Dispel confusion and common misconceptions as Stillian Ghaidarov walks you through a methodology for the application of put option models. Compare with other put option models commonly used to quantify illiquidity discounts. Join this session to strengthen your conceptual understanding of the theoretical framework behind these models and gain deeper insights about their relative strengths and weaknesses. Learn how to ...
Special Purpose Acquisition Companies: Practical Insights for Valuation Professionals
SPACs have become a common vehicle for management to take companies public. The valuation of SPAC shares and warrants often requires the use of more complex statistical techniques such as option pricing models and Monte Carlo simulation and a detailed review of contractual terms in the SPAC prospectus and securities agreements. Join Antonella Puca, who will focus on practical considerations and case studies. This webinar is meant to help you address the special challenges of ...
The Million Dollar Question… Who Do I Want To Be When I Grow Up?
It’s a question we all ask ourselves throughout our career—or at least should. Whether we’re a fresh business face or a seasoned veteran, reminding ourselves about the ultimate goal—the big picture—is crucial for a successful career—and life. Join us for an insightful and necessary discussion of the top 10 list for achieving happiness, fulfillment, and balance in a professional world that is constantly working against us.