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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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Working Effectively With Attorneys (How to Be a Better Expert)
You’ve honed your valuation skills through education, training, and experience and have been educating clients about what their businesses have been worth for years. Now litigation counsel is asking you to educate judges and juries about the economics of a complex commercial dispute. The best way to be an effective expert, in addition to having those well-honed skills, is to gain an understanding of both the litigation forum and the general needs of counsel. This ...
American Business Appraisers and BVR Annual Key Issues Update
Every year American Business Appraisers brings together experts from across the country for a frank and practical discussion of the issues impacting business valuation. This year, everyone is invited to four great sessions. Get a current update on the SBA Paycheck Protection Program and the forgiveness application. Adam Rosenfield gives an overview of what the most recent changes to the program are and how that affects clients/future clients. Get guidance on how the loan and ...
Storytelling for the Expert Witness (A BVR Workshop)
In this webinar, forensic expert Michael Kaplan and jury trial consultant and communications specialist Jesse Wilson introduce you to the powerful storytelling skills that will transform technically accurate, matter-of-fact testimony into a compelling and persuasive story.
Introducing the PitchBook Excel Plugin
With the launch of the PitchBook plugin for Excel, BVR users now have seamless real-time access to PitchBook data from Excel without the need for export or entry. Join product manager Alex Legault and senior analyst Dan Cook as they cover all you need to know about this great new tool.
Advanced Workshop on Control Premiums and Discounts
Adjustments for controlling and noncontrolling interests are a knotty tangle of subjective considerations behind a seemingly simple objective analysis. Including considerations of cash flows, goodwill, marketability, and other classic valuation gray areas, control decisions can make or break the defensibility of a conclusion of value. In the Advanced Workshop on Control Premiums & Discounts, expert appraisers James Alerding and James Ewart provide an exhaustive four-hour look at the many pieces of information that affect, and are ...
Keys to Using a Royalty Database
Follow along as we review the detailed processes ktMINE uses in order to mine and curate the public domain into the most robust transactions database on the market. We will discuss ktMINE's data sources, how the information is analyzed, and specific questions a practitioner may need to solve. Anyone who is interested in learning how to leverage a transactions database to execute effective valuations will benefit from attending.
Excel Tricks and Tips for BV Professionals: A Hands-On 3 Hour Workshop
Participants will learn shortcuts and efficiency-saving tools for working in MS Excel models specifically designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s 20+ years of experience in with building models and working with Excel for valuations both domestically and internationally. Insights will help reduce use of the mouse and improve the use of the keyboard when modeling. Participants will learn how to ...
Valuing Auto Dealerships
Valuing Auto Dealerships Teleconference Presentation & Transcript October 18th, 2007 Panelists: Kevin Yeanoplos, Brueggeman and Johnson Yeanoplos, P.C. Clayton Danielson, Brueggeman and Johnson Yeanoplos, P.C. Moderator: John ...
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 ...
Clawbacks and Creditors: The Valuator's Role in Bankruptcy
Join Pasquale Rafanelli to get the fundamentals on the common issues and topics that arise when performing valuations for bankruptcy. Learn the analytical issues that practitioners face as well as practical tools and tips to use when performing a valuation for troubled companies. Avoid traps and build a defensible valuation in an area that has as high a likelihood of uncertainty as litigation. Using real-life examples to show how and when one needs to perform ...
The Valuation of Private Debt Investments: A Fair Value Update
Join Antonella Puca and Andreas Dal Santo for an update on the guidance to fair value measurement under ASC 820 as applicable to private debt investments, based on the guidance in the AICPA Guide on the Valuation of Portfolio Investments of Venture Capital and Private Equity Funds and Other Investment Companies, and Other Best Practices. Learn about the valuation methodologies that are suitable for private debt investments, and hear the key provisions of the guide ...
The Application of Professional Judgment in a Data-Driven World
In the 36 years since the first edition of Shannon Pratt’s Valuing a Business was published, we have seen a proliferation of data, tools, and techniques for business valuation. Some of these have been incredibly useful, leading to more reliable valuations and ushering in a new era of “evidence-based business valuation.” However, this proliferation has made it difficult for appraisers to keep up-to-date on the latest developments in the field. There are also concerns that ...
Valuation of Private Equity Firms and Interests
Understanding the technical issues that arise in valuations of private equity firms and private equity fund interests is an advanced skill. Develop and hone that expertise with the help of experts Vladimir Korobov and Peter Rahe. In this webinar, attendees will learn the typical fund management structures and understand the impact of profit participation/carried interest on value. You'll get practical pros and cons about the methodologies including the discrete DCF, Monte Carlo simulation-enhanced DCF, and ...
Fraudulent Transfers: Solving for Solvency
Even back as far as Elizabethan times, a fast-thinking shepherd—having been warned that the sheriff was about to descend on his flock to satisfy a creditor’s writ—could not simply convey his sheep to his brother for a shilling and then claim to have no assets to satisfy his debts. While not precisely a lost profits or damages calculation, fraudulent transfer is an area where attorneys require significant input and expertise from accountants and other financial ...
Valuing Electrical Contractors
The U.S. electrical contracting industry includes nearly 70,000 establishments with a combined annual revenue of about $135 billion, according to the latest industry report from First Research. This potentially creates an increased business demand for appraisers. Get the knowledge you need on key value drivers and normalizations in the industry. Attendees will learn the difference between return on labor and return on investment in order to understand when valuing a job or a company. Take ...
Advanced Risk Issues in Business Valuations
Risk is ubiquitous and complex. Expert Mark Gottlieb will lead this session that is dedicated to addressing specific types of risk, including industry, economic, business, and company. He will discuss what risk types to consider when forming an opinion of value and address questions such as: How are these risks discovered? How are these risks quantified? What affect may they have on the ultimate value of a company? He will also explain how risks are ...
Valuing Oncology Centers
Oncology center transactions have become increasingly common as industry reimbursement changes and regulatory pressures grow. The valuation of these centers can prove challenging due to the specialized nature of the oncology industry, and the necessity of ensuring that affiliations and partnerships with outside entities meet the stringent standards of fair market value and commercial reasonableness. Join renowned experts William Hamilton and Tynan Olechny, both of PYA, as they reveal the nuanced considerations essential to valuing ...
Valuing Full-Service Restaurants
Barbeque? Italian? Chinese? Along with a seemingly infinite variety of dining establishments, there are an equally large number of complex questions surrounding full-service restaurant valuations. What are the key industry issues? How do full-service restaurants differ from quick service restaurants? What are the value drivers? Join expert Lynton Kotzin, managing partner of Kotzin Valuation Partners LLC, as he shares his framework to answer these questions and addresses the unique nuances and considerations appraisers must consider ...
Fairness Opinions
As transaction markets recover from the great recession, their volumes continue to grow as prices and values recover. For those who have weathered the storm, however, assessing and ensuring a fair transaction price has taken on new importance, giving further prominence and credence to an old mainstay of the transaction process: the fairness opinion. In the final installment of the Advanced Webinar Series on Valuations for Business Transactions, John Ashbrook discusses the methodology that goes into ...
Valuing Government Contractors
Federal budget battles, unclear tax positions, and domestic and international economic and political trends create a challenging environment for government contracting firms and the business appraisers that value them. While the appraiser may recognize the factors contributing to this environment, specific knowledge of the operations and marketplace of government contractors is required to make appropriate and adequate adjustments in the valuation process. In Valuing Government Contactors, expert Donald Nalley discusses the unique characteristics and considerations important ...
Valuing Shareholder Loans in Divorce
On their own, shareholder loans can be a tricky valuation obstacle. In the all-too-frequent context of divorce proceedings, they become even more of a challenge. In Valuing Shareholder Loans in Divorce, expert Christine Baker joins BVR to address the identification, valuation, and presentation of shareholder loan valuations in marital dissolution cases. From the recognition of the loan and determining whether it is a bona fide debt obligation or should instead be classified as capital to ...
IP Valuations for Licensed Property Acquisitions
Active brands, dormant brands, and languishing brands are changing hands in an increasingly competitive marketplace. As a new wave of businesses, venture firms, and private equity funds seek to exploit a "pure" licensing business model by buying these properties, the opportunities and complexities of valuations in this space continue to grow. In IP Valuations for Licensed Property Acquisitions, experts Weston Anson and Jeff Anderson will explore the methodologies available when valuing licensed properties for acquisition or ...
Valuing Sports Franchises
Though the Steinbrenners, Cubans, and Jerry Joneses of the world may be the most famous owners in sports, they and their teams represent but a small component of a large and diverse industry. Considering the operation of teams in major and minor sports leagues often involves a significant intangible franchise asset component, as well as minority ownership interests, no two valuations of sports franchises are the same. On September 15, BVR welcomes Drew Dorweiler for Valuing ...
Royalty Rates and How to Use Them in the Relief from Royalty Method
While multiple sources of royalty rates exist, do you know how to find, select and ultimately use the appropriate data for valuation assessment? Despite its utility, the Relief from Royalty method remains a misunderstood and often misused appraisal technique. Though recent intellectual property court battles have brought prominence to the method and its constituent inputs, with primary focus on Royalty Rates, the underlying confusion generated when putting it to use remains. In this presentation, expert ...
Valuing Residential and Commercial Construction Companies
Cash flow seasonality, bid requirements, license particulars, economic forces, and ubiquitous litigation are all hallmarks of the residential and commercial construction industries and all unique factors when appraising a construction company. Join What it’s Worth guide author and expert Pasquale Rafanelli for a full inspection of residential and commercial construction company valuation issues from accounting methods to value drivers. Avoid the common valuation mistakes that appraisers make and learn to answer the one question on ...