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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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Control Discounts and Premiums - What is Old and What is New
Where do they come from? Do they even exist? Should I fear using them? No, this October event doesn’t delve into the supernatural but rather attempts to demystify the methods and resources available to quantify control discounts and/or premiums. Join Jim Ewart and Jim Alerding to learn what is new, what is old, and what matters. Learn the sources, context, and usefulness of control premiums and discounts, and the best practices for determining what they ...
Insights and Intel on the Cannabis Industry
Join Ryan Cram and Ron Seigneur for a lively discussion of the current and emerging landscape for business valuation analysts and other professional advisors to the cannabis sector with a focus on the risks and rewards of being involved in the cannabis industry drawing on over 20 combined years of industry experience working marijuana and hemp/CBD clients throughout the country, both large and small. Explore the unique nuances associated with business and intellectual property appraisal ...
Carried Interest—What's it Worth?
Join Vladimir Korobov and Kyle Garcia for an overview of private equity funds and other alternative investment vehicles with similar characteristics in general and discuss situations that require business valuation. With discussion of the valuation of carried interests including the general approaches used for valuation, you’ll get helpful tips when undertaking engagements for these unique assets. Learn to address issues of the fund life cycle and the valuation methods applicable in different stages. Practical examples ...
ABCs of Intangible Asset Valuation
Do you know the ABCs of intangible asset valuation? Join Nene Glenn Gianfala to dive into the Approaches used to value intangible assets. Next, tackle the Background, importance, and hot topics of intangible assets. Lastly, bring it all together with a Case study on how to determine the value of goodwill and other intangible assets in a business combination. Get solid with the fundamentals, so you can confidently tackle your next IP engagement.
Patent Infringement Damages: Lost Profits and Royalties
If a patent owner can prove another company or party has made, used or sold a product covered by a patent without its permission, the patent owner is entitled, under 35 U.S.C. Section 284, to receive “damages adequate to compensate for the infringement, but in no event less than a reasonable royalty for the use made of the invention by the infringer, together with interest and costs as fixed by the court.” This program focuses ...
Excel: Tips and Tricks for BV Professionals
Participants will learn tools for working in Microsoft Excel specifically designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s more than 20 years of experience with building models and working with Excel for valuations both domestically and internationally. Insights will help reduce the use of the mouse and improve the use of the keyboard when modeling. Participants will learn how to custom format ...
Next in Line! Valuing a Limited-Service Restaurant
The restaurant segment is broad and consists of multiple segments with different risk and growth profiles. It is important to categorize a restaurant concept into the appropriate segment properly. This webinar will provide a basis for the classification of restaurants into the appropriate segment. No business is valued in a vacuum, and, to value a restaurant properly, it is important to classify the subject restaurant correctly and understand the different risk and growth profiles across ...
Discounts and Premiums and More: As Seen Through the Eyes of the Courts
January 2005 Teleconference Transcript; Panel: Mel Abraham (Moderator) and John Gilbert ...
Adjusting Multiples from Guideline Public Companies
August 31, 2006 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Alina Niculita and Tim Lee ...
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 ...
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 ...
Veterinary Practices: Unleashing Value
Veterinary practices come in all shapes and sizes. Whether the practice is urban, rural, has multiple locations, or additional add-on services such as grooming, it can all impact the value. Identifying the key performance indicators and knowing the overall market factors are vital to delivering a reliable value. Veteran valuer Mary Beth Koester walks you through what you need to know before unleashing the value of your next veterinary practice engagement.
Better. Faster. Free. How Business Intermediaries Can Excel With DealStats (A Free Webinar)
Listing a business with well-researched comps and data-backed analysis gives confidence to both the advisor and business owner. In this special session, designed for business intermediaries and business brokers, learn how to use DealStats (formerly Pratt’s Stats) to identify and analyze comparable private business sales. DealStats has advanced search functionality and built-in analysis tools to take the pain out of doing market research. Join over 10,000 deal professionals who make up the BVR Contributor Network ...
LEAPS and the DLOM
n this exclusive webinar, BVR welcomes author and valuation expert Ronald Seaman for an examination of the application of long-term equity anticipation securities (LEAPS) in determining discounts for lack of marketability (DLOM). Seaman's presentation in "LEAPS and the DLOM," coming hot on the heels of his just-published book of the same title, will address the knowledge and practices of applying LEAPS methodologies. This presentation will also review the results of the fourth LEAPS study, released ...
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.
The Long Arm of the Bankruptcy Court: Valuation in Fraudulent Transfer Matters
When a company files for bankruptcy, the first analysis is to determine what the company has and what the company owes as of the filing date. Next is a thorough analysis of what had been paid out of the company before the filing date to determine whether such payments can be clawed back into the estate for the benefit of creditors. Payments made within 90 days of the filing may automatically be considered preferential. Beyond ...
Healthcare Industry Valuation
Healthcare Industry Valuation Teleconference Presentation & Transcript February 20th, 2008 Moderator: Lucretia Lyons Panelists: Mark Dietrich, Mark Dietrich, CPA, PC Don Barbo, Healthcare Valuation Services for Hill Schwartz S ...
Cryptocurrency—Price Versus Value
Whether you are a skeptic or a believer, cryptocurrencies are more prevalent than ever. Learning the fundamental similarities and differences between valuing cryptocurrency and traditional operating companies is critical for professionals wanting to stay ahead of the curve. Arik Van Zandt and John Sawyer will cover the underlying aspects of how ICOs are raising funds and interests, and what core value drivers, if any, are driving the ICO market. They'll also detail how cryptocurrencies are ...
EBITDA Single-Period Income Capitalization for Business Valuation
The focus on the EBITDA of private companies is almost ubiquitous among business appraisers. Join Chris Mercer to learn about the relationship between depreciation (and amortization) and EBIT as one measure of relative capital intensity. This relationship, "the EBITDA Depreciation Factor," is then used to convert debt-free pretax (i.e., EBIT) multiples into corresponding multiples of EBITDA. Mercer presents analysis that illustrates why the pervasive rules of thumb suggest that many private companies were worth 4.0x ...
Fairness Opinions: Best Practices + BVR Gives First Look at New Research Tool
Get more than your fair share in this doubleheader event. Part 1 brings you a three-expert lineup who are well practiced in the art of fairness opinions. Valuation experts Craig Jacobson and Richard Peil are joined by attorney Jeffrey Rothschild. This all-star trio fully covers what you need to know about fairness opinions. Whether you are a rookie wanting to learn the steps for performing a fairness opinion, or a seasoned professional looking to get ...
Measuring Unjust Enrichment
Choosing the right approach to measuring damages is critical for the best outcome. At times, unjust enrichment may be the only possible financial remedy. At other times, especially in claims for intellectual property, fiduciary duty, or fraud, the measurement principles for unjust enrichment may provide a superior alternative remedy for the client’s case. This remedy does not require economic projections or discount rates, but rather an understanding of their legal rationale. In this session with ...
Down-to-Earth Considerations for Appraising Private Space Commercialization Companies
Since the inauguration of the International Space Station in 2000, and accelerated with the termination of the Space Shuttle program in 2011, the private sector has been given an unprecedented opportunity to lead the commercialization of space. From satellite launch and operation to cargo deliveries to the International Space Station, space tourism, mineral prospecting, and colonization, the commercialization of space is capturing the imaginations of entrepreneurs and the attention of investors. Though a relatively small ...
ESOPs for Government Contractors
Part 2: Join experts Nathan DiNatale and Mark Zyla for this example-filled expansion on ASC 805 and 820. In this second session, learn best practices for applying the theory of valuing intangibles into your practices. Get tips on the practical components of fair value such as documentation and resources to utilize. Come away with actionable steps for a better valuation flow.
How to Prepare a Discount for Lack of Marketability for the IRS
Join Michael Gregory, formerly of the IRS, to hear the most current thinking on discounts for lack of marketability. In this program, Gregory will offer his insights into the IRS Job Aid on Discount for Lack of Marketability that he championed while at the IRS. Take advantage of his firsthand knowledge and extensive experience in the private sector when addressing DLOM issues—particularly when they involve federal tax or technical issues. You won't want to miss ...
Valuing Law Firms
In Valuing Law Firms, BVR's Industry Spotlight Series continues with an examination of one of the trickiest and, some would say, most ubiquitous professional service companies. Through their presentation, experts Ron Seigneur and Pete Peterson will review the operational characteristics of law firms, the challenges they present, and how best to overcome these obstacles in the valuation process. In addition to Seigneur's past position as CFO of a 50-attorney firm, this panel has consulted with ...