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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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Dividing Goodwill: A Case Study in Active and Passive Appreciation
When a couple divorce, who gets the goodwill? Understanding how to correctly determine wealth appropriation is a “must-know” skill, but it is difficult to master. The most troubling issue with active and passive appreciation in divorce cases is applying a method based on empirical evidence and a clear common sense framework. Ashok Abbot demonstrates a methodology and supporting evidence to successfully isolate passive appreciation. Work through practice-ready examples across several industries and you’ll be sure ...
Reasonable Compensation Criteria
June 29, 2006 Teleconference Transcript; Panel: Ron Seigneur (Moderator), Rod Burkert, Michael Paschall and Ralph Ostermueller ...
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.
Feel the Heat! Valuations of HVAC Companies
Beauty is in the eye of the beholder—and, according to a certain porcine female who has been known to hog the Muppets’ spotlight from time to time, “It may be necessary from time to time to give a stupid or misinformed beholder a black eye.” Nowhere is that more true than in determining the value of HVAC companies. This informative session lead by Kevin Yeanoplos will cover value drivers for HVAC companies, the importance of ...
Subsequent Events
The experts discuss standards for managing subsequent events, judicial precedents and guideline cases, the practicality of solutions to subsequent event problems, and the dangers of "known, knowable, and foreseeable." This is a must for any appraiser whose valuation report or testimony could be skewed by events after the fact.
Unlocking the Mysteries of the Key-Person Discount
The assessment of key-person value has long challenged business appraisers. From identification to quantification, that challenge lies not in assigning a value to relationships, management abilities, experience, or inside knowledge, but to the person holding these intangible assets. In this exclusive webinar, BVR welcomes Kevin Yeanoplos for a critical examination of what goes into determining a key person's value and how to adjust the final determination of value accordingly. Attendees to this webinar will learn not ...
Embracing Subjectivity: The Illusion of Precision in BV
Nothing keeps a valuator up at night more than “squishy numbers.” Everyday someone comes up with another “objective quantitative method” that eliminates subjectivity. But guess what? Many of the methods are actually increasing the subjectivity exponentially and creating the illusion of precision. In this rip roaring session, we will shine a light on all of the subjective areas of the valuation process and learn to embrace it.
2018 Tax Cuts and Jobs Act: Impact on Valuations of C Corps and Pass-Through Entities
The Tax Cuts and Jobs Act impacts the federal tax treatment of C corps, pass-through entities, and their respective ownership interests, and these changes will affect both the conduct of business valuation and the values of businesses and equity ownership interests. The Tax Cuts and Jobs Act contains temporary changes in the individual income tax rate structure, “bonus depreciation,” limitations on state and local tax (SALT) deductions, and “qualified business income” deductions for certain PTEs.
Everything You Always Wanted to Know About DLOM But Were Too Afraid to Ask
While the volume of materials presented and written on discounts for lack of marketability (DLOMs) seems unending, persistent questions remain for many appraisers in determining and applying these all-important adjustments. For example, while you may be asking yourself how the holding period affects DLOM, finding the answer will be more difficult than you'd imagine. In Everything You Wanted to Know About DLOM But Were Too Afraid to Ask, experts Kevin Yeanoplos, James Lurie, and Chris ...
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.
Today’s Leading-Edge Tools for Practice Growth
Our marketplace is more competitive, our clients are more empowered, and our value is less obvious. The commoditization of our work has left us competing with do-it-yourself websites that offer cheap valuation solutions, making prospects, clients, and referral sources think this is all we have to offer. The tactics, tools, and strategies for growing your practice success is, most assuredly, changing. And the key to success is understanding that there is no silver bullet, no ...
Treasonable Compensation? The Continued Misapplication of the Excess Earnings Method
Just when BV practitioners thought that reasonable compensation in professional practices had been figured out, Kevin Yeanoplos and Ron Seigneur are here to stir things up. The (mis)application of the excess earnings method has vexed appraisers to no end. In this session, you’ll confront the most common errors that you don’t even know you are making when it comes to reasonable compensation. Be a part of this practice-changing session.
Valuing a Business Worth Less Than $2 Million
Small-company valuations have always presented a unique challenge to business appraisers, with a lack of guideline comparables, peculiar reliance on key-person discounts and premiums, and compensation analysis challenges being just a few of the obstacles in the valuation process. Now, having weathered the economic storm of the past few years, small-company valuations are more challenging than ever as they face a new and developing market and regulatory environments. On April 28, BVR welcomes experts Ron Seigneur ...
Discount and Capitalization Rates: Theory, Practical Applications, and Understandable Presentations
March 2005 Teleconference Transcript; Panel: James Hitchner (Moderator), Jim Alerding, Chris Mercer, and Gary Trugman ...
Behind the Bench: Two Experts and a Judge on Valuation in the Courtroom
In this program, Jay Fishman and Bill Morrison, the authors of The Business Valuation Bench Book: Business Valuation for Lawyers and Judges, published by BVR, are joined by the Honorable Thomas Zampino JSC (ret). The authors and Judge Zampino provide insights from their many years of experience to help judges evaluate expert valuation testimony, experts prepare and present valuation testimony, and lawyers present their own expert on direct and cross-examination of the opposing expert.
Defining, Measuring & Defending Discounts for Lack of Liquidity
Teleconference Presentation and Transcript April 25, 2007 Moderator: Shannon Pratt, President of Shannon Pratt Valuations Speakers: Ashok Abbott, Professor of Finance at West Virginia University Rob Schlegel, Principal with Houlihan Valu ...
Challenges in Measuring the Fair Value of Intangible Assets
If fair value reporting contains a knot of complex issues, they are perhaps nowhere more complex than in the area of intangible asset valuation. Though ASCs 820, 805, and 350 all have something to say about intangible asset valuation, they jointly cover a wide range of assets and valuation settings. From identification through valuation, expert Robert Reilly will cover what every appraiser should know when tackling a valuation of an intangible asset for fair value ...
Issues in Valuing Tax-Exempt Medical Organizations
In the ever-changing healthcare industry, it would seem something as simple as an entity's tax-exempt status would carry some continuity and stability. But, in the largest sector of the U.S. economy, even this simple characteristic can create ripples that affect the operations and value of the entity in question and others operating in the same marketplace. This 100-minute webinar, Part 5 of BVR's Online Symposium on Healthcare Valuation, features expert appraiser Robert Reilly and attorney John ...
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 ...
Reasonable Compensation After the Tax Cuts & Jobs Act: To Infinity and Beyond
Many owner-employees are looking at their compensation options under the Tax Cuts and Jobs Act of 2017. Join Ron Seigneur and Kevin Yeanoplos as they explore how these options impact value. The primary focus is in relation to the new 20% deduction of Qualified Business Income for eligible pass-through entities, but discussion will also include the relevant reasonable compensation impact for all business owners. Appraisers should also take this opportunity to get refreshed on owner-employee ...
Valuing Professional Practices
Valuing Professional Practices Teleconference Handbook April 2, 2009 Moderator: Stuart Weiss, CPA/ABV, MBA Panelists: Kevin Yeanoplos, CPA/ABV, ASA, amd Ron Seigneur, MBA, CPA/ABV/CFF, CVA Please note: This Handbook does not qualify for self study ...
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 ...
To Err Is Human: Avoiding Common Valuation Mistakes
If we could turn back time—who among us hasn’t experienced the gut-churning feeling of finding a mistake after a report has been released? Or, even worse, had someone else find the mistake? This useful session will explore some of the most common and most often overlooked errors when determining the value of a closely held business. Among them: inconsistent assumptions between approaches, misunderstanding the information provided by guideline company databases, and failure to make appropriate ...
Valuing Professional Practices
In a service-based economy, it can be difficult to place a value on a company whose product is intangible and whose workforce is possibly its only asset. Despite their ubiquity, these businesses carry enough issues relating to goodwill and key-person value to make their valuations a challenge for even the most experienced appraiser. In this webinar, expert appraiser Kevin Yeanoplos joins BVR to discuss the numerous valuation challenges inherent in valuing professional practices and how ...
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