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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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Relying on Guideline Public-Company Data in Appraisals of Closely Held Interests
What are the guidelines for using the guideline public-company data in appraisals of closely held interests? Join Rob Schlegel to learn the background and logic for appraisers relying on public-company transaction data, including the advantages and disadvantages. There are a variety of sources for these data, and several examples will be provided as to how these data are used. Winnowing the initial data group and concluding on the best fit given the client conditions imply ...
Measuring, Documenting, and Defending the Company-Specific Equity Risk Premium Selection
Join Robert Reilly and Connor Thurman for a dive into the theoretical basis for including a company-specific equity risk premium (CSRP) in the analyst’s cost of equity capital measurement analysis. Learn about measurement procedures and documentation procedures that the analyst may need to perform in the CSRP selection analysis. Also attendees will receive guidance to aid the analyst in the defense of the CSRP selection in a litigation context. Get the best practices you need ...
Calculating Infringement Damages (A BVR Workshop)
In 2019, the AICPA published the latest guide on calculating intellectual property (IP) infringement damages. Chaffe’s IP professionals will discuss a how-to of best practices for valuing IP for infringement purposes, including walking through a case study.
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 ...
Advanced Workshop on Fractional Interest Valuation
The valuation of fractional interests represents a set of challenges that are uniquely transcendent across asset classes. Whether in the case of businesses, securities, real estate, or fine art, the appraiser tasked with placing a value on a divided interest faces a set of challenges that are both specific to that interest and general to the proportion of ownership. The Advanced Workshop on Fractional Interest Valuation is an intensive four-hour examination of how to recognize and ...
Valuing Professional Practices
December 2005 Teleconference Transcript; Panel: Ron Seigneur (Moderator), Mark Dietrich, and Kevin Yeanoplos ...
Early Stage Company Valuations
May 23, 2006 Teleconference Transcript; Panel: Neil Beaton (Moderator), Chris Kutsor and Greg Watts ...
Business Interruption
Business Interruption Teleconference Presentation and Transcript December 12th, 2007 Moderator: John Stockdale Panelist: John Marcus of Marcus, Hastings & Associates © 2007 Business Valuation Resources, LLC All Rights Reserved Business Valuation ...
Employee Stock Ownership Plans: Legal, Business & Governmental Strategies
Employee Stock Ownership Plans: Legal, Business & Governmental Strategies Teleconference Handbook February 19, 2009 Panelists: Nancy Fannon, ASA, CPA/ABV, MCBA and Jonathan Dunitz, Esq.
Valuing Dental Practices
Valuing Dental Practices Teleconference Handbook May 14, 2009 Panelists: James Andersen, ASA, ABV, CFF, MBA, Ron Seigneur, MBA, CPA/ABV/CFF, CVA, and Dr. Stephen Persichetti, DDS, MBA Please note: This Handbook does not qualify for self study CPE c ...
Guideline Public Company Method Workshop Highlights
Guideline Public Company Method Workshop Highlights Teleconference Handbook July 8, 2009 Panelists: Robert Schlegel, ASA, MCBA and Linda B. Trugman, CPA/ABV, CBA, ASA, MBA Please note: This Handbook does not qualify for self study CPE credits. Cop ...
Valuing Restaurants
Valuing Restaurants Teleconference Handbook August 6, 2009 Panelists: Edward Moran, MBA, CPA/ABV, CVA, CBA Kevin R. Yeanoplos, CPA/ABV/CFF, ASA and John T. Hall, CPA, CFD Please note: This Handbook does not qualify for self study CPE credits. Copy ...
Valuing Intellectual Property in Entertainment and the Arts
Valuing Intellectual Property in Entertainment and the Arts Teleconference Handbook June 10, 2009 Panelist: Kevin R. Yeanoplos, CPA/ABV/CFF, ASA, Bill Sipes, CPA/ABV/PFS/CFF, ASA, CBA, BVAL, Mike Pellegrino, MBA Please note: This Handbook does not ...
S Corp Valuation Issues Revisited
June 2004 Teleconference Transcript; Panel: Shannon Pratt (Moderator), James Hitchner, Chris Treharne, and Dan Van Vleet ...
Tax Affecting
June 8, 2006 Teleconference Transcript; Panel: George Hawkins (Moderator), Nancy Fannon, Michael Paschall and Dan Van Vleet ...
Buy-Sell Agreements: Opportunities & Challenges for Business Appraisers (Part 3 of 3)
Teleconference Presentation & Transcript July 19, 2007 Moderator: Z. Christopher Mercer, CEO of Mercer Capital Panelists: Roger J. Grabowski, Managing Director of Duff & Phelps, LLC James R. Hitchner, Managing Director of The Financial Valu ...
Valuation in a Nonlinear World
Join Gary Schurman for this session on discrete time where the languages of finance are algebra and mathematical series. Learn the tools to incorporate nonlinearity into the standard linear dividend discount model. For practitioners looking to advance their core mathematics skills, this is a session not to miss.
Using Pricing Multiples and Rates of Return to Value Family Limited Partnerships
Do you value family limited partnerships (FLPs)? Do you know the proper application of pricing and rate of return data to derive a value using both the market approach and income approach? Do you know the best sources of empirical market data to use when valuing an FLP or other noncontrolling interest in a real estate-related entity, consistent with Rev. Ruling 59-60? Join this discussion on the practical application of the concepts discussed in Comprehensive ...
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.
Purchase or Sale of the Closely Held Business
Purchasing or selling a business requires the synchronization of a lot of moving parts. Jim Alerding helps you keep your clients moving by looking at some of the issues to consider during a purchase or sale of a closely held business. Learn the process and know the ins and outs of how to conduct a sale, whether you are a buyer or a seller, so you are the best advisor to your clients.
Dental Practice Valuation 2017: Drilling Into the Value Drivers
Dental practice values have continued to increase over the past three years. Fewer sellers, a growing pool of potential buyers (including corporate), increased competition, and higher costs involved with establishing a “cold start” practice have all contributed to higher values and more opportunity for business valuation professionals. Industry expert Steve Molinelli shares his transaction experience and gives insight into the evolving market dynamics. Jim Anderson translates how those changes should be incorporated into your valuation ...
Narrative and Numbers: The Value of Stories in Business (Keynote Quarterly)
The world of valuation, investing, and finance is divided into two camps. In one, you have the number crunchers, who believe that the only things that matter are the numbers and that imagination and creativity are dangerous distractions. In the other, you have the storytellers, who build on the stories they tell about companies and how these stories will bring untold wealth. Each side believes it has a monopoly on the truth and looks with ...
Common and Not-So-Common Errors in Business Valuation
To err is human, but try telling that to a client or attorney. Avoid embarrassment (or worse) and join Gary Trugman for a discussion about the most common errors that business appraisers make regularly as well as errors that are much less obvious and are made frequently even by experienced practitioners. Learn best practices on how to avoid making errors, and establish processes that lead to quality reports every time. This easy-to-follow session will give ...
Valuation of Small and Medium-Sized Software Companies
Software is everywhere, inside of every computer, phone, or other electronic device you own, use, or pass by, and the internet of things will carry this even further. Join experts Hans Schroeder and Greg Carpenter for a discussion on where this software comes from and how to estimate the value of the companies that provide the software that literally runs your world. This session brings an appraiser/software developer together with a veteran broker to discuss ...
Manufacturing Companies: Assembling the Valuation Components
The U.S. manufacturing sector consists of about 300,000 establishments with combined annual sales of about $6 trillion (First Research). Despite the diversification across this sector, many appraisers still assume that manufacturers are always worth one times revenue. In this session, Kevin Janke will help sort manufacturing businesses based on their distinctions and dependencies and review the value drivers and financial ratios needed to fabricate a well-made valuation.