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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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Current Trends in Trade Secret Value and Damages
We have all seen intellectual property become more important in the world of valuation and litigation. Within the IP sector, the increasing mobility of people and ideas has led to an increase in the importance of understanding trade secret valuation and infringement damages. This webinar will enable you to identify, understand the legal protection of, and analyze trade secrets.
Calculating Damages for Insured Claims
Part 2 of BVR's Online Symposium on Litigation and Economic Damages features attorneys John Garaffa and Jack Montgomery discussing valuation issues related to insurance claims for business interruption. With Garaffa and Montgomery taking the sides of the insurer and the insured, respectively, this presentation is a not-to-miss opportunity to learn the nuances of these claims, their litigation, and their valuations from two top attorneys.
Power Panel: Industry Insights
Join our power panel of three industrious valuation professionals: Jay Fishman, Bryce Erickson, and Donald Erickson. Every business is different, but some are more different than others. When tackling engagements in a new or different industry, what are the questions you should be asking to be successful? Using sports franchises, oil and gas, and software as a service as examples, the panel will explore the impact of industry on valuation.
Advanced Workshop on Valuations Under ASC 805 and Business Combinations
Whether known through FASB 141(r), ASC topic 805, or simply purchase price allocation, the combination of businesses can create a confusing matrix of accounting and valuation considerations. These obstacles would be challenging enough to overcome without worrying about compliance with the standards set forth through statements issued to supposedly provide guidance. In the Advanced Workshop on Valuation Issues Under ASC 805 and Business Combinations, BVR welcomes expert appraiser Mark Zyla for a special, intensive, and interactive ...
M&A and Valuation in The Financial Services Space in the Current Market Environment
M&A and Valuation in the Financial Services Space in the Current Market Environment M&A and Valuation in the Financial Services Space in the Current Market Environment Teleconference Handbook September 17, 2009 Panelists: Steven M. Levitt, MBA ...
Derivatives Valuation
September 2004 Teleconference Transcript; Panel: Susan Mangiero (Moderator), Travis Harms, Nathan Levin, and Mark Szycher ...
Valuing Intangibles: From Search to Valuation
Valuing Intangibles: From Search to Valuation Webinar Handbook April 21, 2016 Presenters: David Jarczyk and Fernando Torres Please note: This Handbook does not qualify for self study CPE credits. Copyright © 2016 Business Valuation Resources, LLC ...
Fundamentals of Financial Modeling
Fundamentals of Financial Modeling introduces the participants to the logical structure of decision theory (problem solving) applied in constructing financial models. Mark Shirley describes a mathematical model structure for spreadsheet application. Spreadsheet errors occur in 90% of all corporate spreadsheets; therefore, minimizing the occurrence of errors by identifying the most common recurring errors and indicted bias is a critical skill for appraisers. Leave this presentation with tools to assist in the design , development, and ...
BVLaw™ Case Update: A One-Hour Briefing
On August 21, the BVLaw™ Case Update returns with a one-hour briefing from BVLaw™ Legal Editor Sylvia Golden and valuation expert James Alerding. Join BVR’s point-counterpoint answer to Shields and Brooks, Couric and Lauer, and Hall and Oates for a discussion of recent and impactful judicial decisions that shape the methods and practices of valuation professionals. Their docket of must-know cases will include the statutory appraisal that introduced the Delaware Chancery to the DCCF method ...
How to Quantify and Support Your DLOM Using Rates of Return
Identifying, quantifying, and defending discounts for lack of marketability (DLOMs) has, is, and will remain a ubiquitous challenge in the business appraisal process. In this webinar, Part 2 of BVR's Advanced Webinar Series on Discounts for Lack of Marketability, expert appraiser Bruce Johnson explains how evidence gathered from rates of return can be utilized to arrive at a sound and defensible DLOM. Through an examination of relevant case law, available resources, and case studies, Johnson ...
Best Practices In Developing Intangible Asset Valuations and Asset-based Approach Business Valuations (A BVR Workshop)
Most analysts are familiar with applying the income approach and the market approach to going-concern business valuation. While most valuation professionals may be familiar with applying the asset-based approach to valuing investment holding companies, many are generally not familiar with applying the asset-based approach to valuing going-concern businesses. One reason for this is most analysts are not familiar with the principles of tangible property and intangible property valuation. While some analysts are familiar with applying ...
How the IRS Determines Reasonable Compensation With Commentary
The IRS internal white paper “Reasonable Compensation Job Aid for IRS Valuation Professionals,” dated Oct. 29, 2014, is reviewed and available. This recently obtained IRS document, which was written to help IRS professionals who are reviewing reasonable compensation issues, presents background on this topic area from the IRS perspective. In this insightful webinar, former IRS employee Michael Gregory provides insights to help business valuation professionals respond to this commentary. Major elements of this document are ...
Omissions and Commissions: Errors, Challenges, and Solutions in Business Appraisal Reports
The only tangible result of the valuation process, appraisal reports are frequently subject to scrutiny and attack, not all of which are accurately substantiated. In this webinar, BVR welcomes attorney Paul Hood and appraiser Tim Lee, co-authors of "A Reviewer's Handbook to Business Valuation," for a look at these controversial issues and how appraisers can best prepare themselves and their reports. Through a consideration of both questionable omissions and inclusions, Hood and Lee will reveal ...
Succession Planning and Exit Strategies: Challenges and Opportunities Today
Not to mix analogies, but a tsunami of valuation opportunities is upon us, and your window of opportunity may be closing faster than you realize. We are referring, of course, to the impending retirements, sales, and bequests that are the result of an aging baby-boomer generation as they prepare to leave their businesses behind for the later stages of life. Though this surge of business appraisal and valuation work has long been on the horizon ...
Applications of the Asset-based Approach to Value Operating Businesses
In this presentation with Robert Reilly and Weston Kirk they describe —and illustrate —the practical procedures related to the generally accepted asset-based approach to business valuation. First, explore the client situations in which the analyst should consider applying the asset-based approach. Second, review the generally accepted business valuation methods within the asset-based approach, including the asset accumulation method (AA method) and the adjusted net asset value method (ANAV method). Third, review the procedures for valuing ...
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 ...
Return Models and Mean Reversion
For those with an accounting background, it can be challenging to think like an economist. Join Gary Schurman for a discussion on the transition from discounted cash flow models, which use accounting metrics, to return models, which use economic metrics. Learn the concept mean reversion, which is an economic fact of life and should be accounted for in your valuations. See examples of the mathematics of return models and mean reversion, and go beyond the ...
Preparing Reports for Litigation and the IRS
Join experts Gary Trugman and Martin Basson to explore the unique requirements of preparing and submitting valuation reports that hold up under IRS or court scrutiny. Presenters will walk attendees through the best practices for presenting a business valuation or calculation to the IRS or the courts. Their tour through the nuanced guidelines provided by professional standards, judicial decisions, and their own experiences provide can't-miss insights into this peculiar valuation challenge.
Using the Empirical Method for Determining DLOMs
Amidst the ongoing debate of how to best quantify and support marketability discounts, a crucial point may be overlooked. The decrease in value caused by the discount for lack of marketability represents a market-made concession to compensate an investor for the increased risks of a less-marketable and illiquid concern. This is accomplished by investors requiring a higher rate of return. In Using the Empirical Method for Determining DLOMs, expert Bruce Johnson leads a discussion on how ...
The Latest on Motions to Exclude Financial Experts: The Now—Routine Trial Tactic That Works
The Daubert requirement that a judge "ensure that any and all scientific testimony or evidence admitted [at trial] is not only relevant, but reliable" has sent shock waves through the financial expert community. As appraisers, accountants, and forensic specialists seek to bolster their credentials, admissibility, and, by extension, their reputations, the emerging narrative of Daubert requirements and guidelines has provided attorneys and experts with a road map to both motions to exclude and indemnification from ...
Valuing Small and Micro Businesses Using the Income Method
Focus in on valuing micro and small businesses using the income methods of business valuation. Learn to distinguish differing risk factors between large companies and micro and very small companies. Join Gregory Caruso for a deep dive into problematic areas of actual small-business valuation cases to review theory and tie it into the actual application of methods using best practices and professional judgment. Audience questions and succinct opinions welcomed in this hands-on event.
Business Combinations and Fair Value for Financial Reporting
Are you confused by business combinations? Join William Kennedy for this engaging session covering GAAP fair value standards and their application in business combinations. Hear a discussion of the nuances of the GAAP fair value standard and history of how it was developed as part of the GAAP-IFRS convergence project. Also learn how the valuation approaches and methods used in fair value assessment differ from valuation approaches used in a fair market value appraisal.
2.0: The New Breakthrough in Fractional Interest Valuation
We have all been using 1.0 technology, which was designed for BV and adapted for real estate entities. Although 1.0 has evolved quite a bit in the past 25 years, its methods have remained largely disconnected from the real estate asset, a problem that has greatly reduced our credibility. Join Dennis Webb to learn about the upgrade that will allow you to address the facts of your case in a complete way and also take ...
Artificial Intelligence and the Future of Valuation
Artificial Intelligence (AI) and its progeny (such as machine learning [ML] and robotics) are increasingly becoming reality. The AI explosion is underway. Where and when it comes to the neighborhood of Business Valuation is a subject that we as Valuation Analysts should be informed about. In this webinar, Jim Alerding will explore the new frontier of Artificial Intelligence and discuss how it might impact the valuation of a business. Alerding’s s advice is that AI ...
Appraisal Review: Common Areas of Critique and Risk in Litigation
In this presentation, we will address subjective valuation inputs and assumptions that require analyst discretion. Traditionally, these are the most contested inputs in litigation. Therefore, a strong understanding of the rationale behind these inputs is critical for successful analysis. Our presentation will include but is not limited to, a discussion of the following: (1) common areas of critique in the context of appraisal review; (2) examples of such subjective inputs and common rebuttal responses; and ...