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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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Entity vs. Personal Goodwill: Taxes, Divorces, Stockholder Disputes & More
August 2003 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Jim Alerding, Michael Berger, and Jay Fishman ...
Valuation of Customer-Related Intangible Assets
Join BV thought leaders Robert Reilly and John Elmore for this special session covering the identification, valuation, and remaining useful life (RUL) analysis of customer-related intangible assets. In addition to fair value accounting, Reilly and Elmore will focus on the many other taxation, transaction, litigation, bankruptcy, and other reasons to value customer-related intangible assets.
Valuing Pharmacies
Whether independent, chain, or mail-order, the pharmacies that make up the tail end of the prescription drug distribution chain are part of a rapidly changing marketplace. At the periphery of the healthcare industry, pharmacies operate according to both the market conditions dictated by healthcare economics and regulation and the performance and ingenuity of their pharmaceutical suppliers. In Part 8 of BVR's 2013 Online Symposium on Healthcare Valuation, James Lloyd and Jeff Milam examine the valuation ...
Up Your Industry Analysis: How Vertical IQ Can Improve Your Valuation Report (FREE WEBINAR)
Join the co-founder and CEO of Vertical IQ, Bobby Martin, who will share how industry intelligence can help you have more value-added discussions with the business owners you advise along with valuation expert Jim Ewart. By leveraging industry-specific content in the business valuation process, you will increase new client percentages and strengthen existing relationships. Learn the best practices for using industry intelligence to go beyond the basic requirements of business valuations.
Goodwill: Let’s Get Personal
Join experts Harold Martin and Jim Alerding as they discuss the current status and pressing issues in the area of personal goodwill, with particular emphasis on divorce cases. Dive deep into the definition of goodwill and the concept of personal goodwill and learn the pertinent case law and current thinking on the allocation between personal and entity goodwill. Listeners will discover what is transferrable, as well as strategies for succeeding on your next goodwill engagement.
Valuation of Home Health Service Providers
While the valuation approaches of home healthcare businesses are, in many ways, no different than those of any other business, key aspects of these service providers must be considered in order to properly assess value. In this webinar, Part 3 of BVR's 2013 Online Symposium on Healthcare Valuation, experts Alan Simons and Gary Massey discuss how industry organization, associated risks, nonprofit status, and other factors affect the valuation of home health service providers.
Buy-Sell Agreements
Valuation professionals have an important opportunity to assist clients with administering or litigating ownership agreements. This webinar focuses on the valuation implications of buy-sell agreements, including factors that influence value and selecting the method to determine the purchase price. The speakers will also discuss how the courts view buy-sell agreement disputes and give practical examples of disputes and eventual outcomes.
BVLaw Case Update
Join Jim Alerding and Jim Ewart, veteran valuators, and Drew Soshnick, family law attorney and experienced valuation expert, for a discussion of some of the most consequential recent valuation and financial litigation decisions. The three experts will present and discuss this selection of six to eight state and federal cases. The analysis of these cases, handpicked by the experts for their importance, will provide insight into current issues in the business valuation arena and discussion ...
Personal vs. Entity Goodwill
Goodwill is the appraiser's oldest friend, most tenacious foil, and the most loyal companion throughout the valuation process. Apart from knowing how to account for it, the appraiser must also know how to apportion it, for it comes in different forms. In this highly anticipated webinar, expert appraisers James Alerding and Stacy Collins discuss the classic considerations in goodwill apportionment. From identifying and assessing goodwill to recognizing how the current economic climate has and will ...
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 ...
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.
Intangible Asset Valuation for Property Tax Compliance and Appeal Purposes
Many business appraisers currently use their intangible asset valuation expertise for fair value accounting, income tax, gift and estate tax, and similar engagements. This webinar will describe how BV analysts can use this same expertise to expand their intangible asset valuation practices by assisting industrial and commercial taxpayers with property tax compliance, appeal, and litigation services.
Asset or Income? Double Dipping in Divorce
In Asset or Income? Double Dipping in Divorce, expert appraisers Don DeGrazia and Stacy Collins join BVR for an examination of issues related to the double counting of income and assets in marital dissolution. From knowing how to recognize so-called "double dips" to knowing how to adequately value various business aspects to avoid these issues, DeGrazia and Collins will cover what you need to know when facing a valuation for marital dissolution purposes. This presentation ...
Cost of Capital and Inflation Considerations
Inflationary times present unique challenges for businesses, investors, and valuation professionals. Understanding how inflation impacts the various methodologies as part of the valuation analysis and cost of capital components provides necessary insights into its impact on the final valuation. This webinar will also examine how inflation can affect various industries in distinctive ways and whether the purpose of valuation influences such analysis.
Due Diligence and Valuation in M&A: Conventional and Transformational Transactions
© 2018 Business Valuation Resources, LLC. All Rights Reserved. August 15, 2018 Webinar Handbook Due Diligence and Valuation in M&A: Conventional and Transformational Transactions Featuring: Paul Daddio (Baker Tilly) Ken Fleming (Baker Tilly) Due Diligence and Valuation in M&A: Conventional and Transformational Transactions Please note: This Handbook does not qualify for self study CPE credits. Copyright © 2018 Business Valuation Resources, LLC (BVR). All rights reserved. The materials contained herein represent the opinions of ...
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.
Fair Market Value Opinions and Business Valuations for the Ambulance and EMS Industry: Help Is on the Way
The ambulance services system in the U.S. is a hodgepodge of private and public players. The private sector is highly fragmented with relatively few companies operating on a national or regional scale. Darcy Devine and Will Hamilton will focus on the opportunities and challenges for consolidators and investors in the ambulance arena, and teach what valuation methodologies work best for these companies and current market multiples for ambulance businesses. Despite their need for ambulance services ...
Determining Reasonable Compensation: How to Deal With the Data
Join experts Mark Higgins and Mark Lipis for this must-attend webinar Determining Reasonable Compensation: How to Deal With the Data. Higgins and Lipis will address reasonable compensation under IRC Section 162 and how it applies to business valuation, including what the words mean, how the IRS interprets and applies those words, and the ways that practitioners can determine what forms and levels of compensation are likely to be accepted as reasonable. They will also cover ...
Reasonable Compensation in Marital Dissolution
The most subjective and discretionary expense for many owner-operator businesses may be the largest: officer compensation. Whether above or below market value, disguised as other expenditures, or otherwise obfuscated, this outlay makes reasonable compensation analysis both challenging and highly subjective. In Part 3 of BVR's Advanced Webinar Series on Business Valuation in Divorce, experts James Ewart and Paul Saltzman discuss the quantification and analysis required to properly assess the reasonableness of compensation.
Reasonable Compensation
Reasonable Compensation Teleconference Handbook July 9, 2008 Moderator: Ronald L. Seigneur, MBA, CPA/ABV, CVA, Partner in Seigneur Gustafson LLP Panelists: Sharyn Maggio, CPA/ABV, Principle of Maggio & Company, Stacey ...
Lost Profits Issues Unique to Government Contracts
It should come as no surprise that, as Patrick McGeehin and Daniel Johnson point out in The Comprehensive Guide to Lost Profits Damages for Experts and Attorneys, "lost profit disputes arise frequently in the government contracts industry." Yet the breadth and complexity of these claims may surprise many appraisers unfamiliar with this sector of the economy. From the government and contractor through subcontractors, suppliers, and competing businesses, the depth of parties involved and the nature ...
Tales From the Trenches: How Recent Challenges with the IRS Impact Your Valuation
With a special focus on the recent Aaron U. Jones (USTC TCM 2019-101) case regarding tax affecting an S corp and a partnership, this workshop is the best way to get IRS insights short of going into litigation. Get real insights on how to avoid and what to do if working with the IRS on business valuation issues at all levels. Join Mike Gregory as he dives into conflict resolution (with assistance from the Collaboration ...
IRS New Rules: Pension Protection Act and Beyond
© 2009 Business Valuation Resources, LLC. All Rights Reserved. March 18, 2009 Teleconference Handbook What It’s Worth BVR IRS New Rules: Pension Protection Act and Beyond IRS New Rules: Pension Protection Act and Beyond Teleconference Handbook ...
Show Me the Money! The Exploration, Examination and Dissection of Reasonable Compensation
Poorly defined and highly subjective, reasonable compensation analysis is often both subject to, and the result of, highly contentious valuation disputes. In their presentation at the BVR/Morningstar 3rd Annual Summit on Business Valuation in Divorce, expert appraiser Kevin Yeanoplos and compensation specialist Edward Rataj examined how reasonable compensation analysis is performed, how it is disputed, and how it has come to be shaped by relevant case law. In this special encore presentation of their session ...
Valuing Skilled Nursing Facilities
Highly regulated, part of a complicated payment and insurance market, and susceptible to fluctuations in demographics, skilled nursing facilities carry with them all the challenges of other healthcare entities with the added twist of real estate ownership and further regulation requirements. In Valuing Skilled Nursing Facilities, Part 3 of BVR's Online Symposium on Healthcare Valuation, experts Dennis Perrone and Jean-Pierre LoMonaco discuss the unique complexities and challenges in valuing these businesses. Learn how to approach ...