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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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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 ...
Fairness Opinions in Today's Economy
In 2006, BVR hosted expert appraiser Craig Jacobson in an in-depth review of fairness opinions. Since that presentation, unprecedented changes have occurred through regulation, court case law, and—of course—the economy. In this presentation, Jacobson rejoins BVR with attorney Jeffrey Rothschild to cover how these changes affect fairness opinions. From changes to the processes of determining value to operating in the current regulatory and market environment, Jacobson and Rothschild discuss how classic considerations and emerging trends ...
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.
BV 2023, Year in Review: Top 10 List
The year 2023 was full of change. How have high interest rates and market volatility impacted the cost of capital and minority discounts? What were some of the top cases impacting business valuation? What does the new lease accounting standard mean for valuations? What has changed in tax regulation? In this webinar, we highlight 10 major topics that impacted business valuation in 2023 and discuss implications to valuators in the upcoming year.
Advanced Workshop on Estate and Gift Valuations for the IRS
Of late, much uncertainty has surrounded appraisals for estate and gift tax purposes. Though as financial experts watch judicial action and legislative inaction closely for signs of change and stability, the work of estate and gift appraisals continues with a singular constant: the Internal Revenue Service as reviewer. In the Advanced Workshop on Estate and Gift Valuations for the IRS, expert Michael Gregory, a former territory manager with the IRS, joins BVR for an in-depth examination ...
Discounts for Lack of Marketability: Critique of the Bajaj Approach
April 2004 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Lance Hall, Chris Mercer, and Rob Oliver ...
Comparison of Economic Damages and Business Valuation Methodologies
February 2005 Teleconference Transcript; Panel: Robert Dunn (Moderator), Marci Bour, Ev Harry, and Bonnie Goldsmith ...
Marketing Your Business Valuation Firm: Keys to Building Business
March 9, 2006 Teleconference Transcript; Panel: Barbara Walters Price (Moderator), Harold Martin, Nancy Fannon, and Chris Mercer ...
Playing and Prospering by the New Valuation Rules
Teleconference Presentation and Transcript May 23, 2007 Panelists: Al King, Vice Chairman and Director of Marshall & Stevens Matthew Crow, Senior Vice President of Mercer Capital ...
Emerging Issues in Electronic Evidence, Document Retention and Spoliation for BVFLS Practitioners
Teleconference Presentation & Transcript July 25, 2007 Moderator: Ron Seigneur, Seigneur Gustafson Knight, LLP Panelists: Melinda Harper, Harper Lutz Zuber Potenza & Associates, LLC Shari Lutz, Harper Lutz Zuber Potenza & Associates, LLC E ...
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 ...
The Uses and Abuses of Management Projections
The Uses and Abuses of Management Projections Teleconference Handbook December 4, 2008 Moderator: Stuart Weiss, CPA/ABV Panelists: Neil Beaton, CPA/ABV, CFA, ASA and James Catty, MA, CA, CPA, CFA, CBV, CFE ...
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.
The Uses and Abuses of Management Projections
The Uses and Abuses of Management Projections Teleconference Handbook December 4, 2008 Moderator: Stuart Weiss, CPA/ABV Panelists: Neil Beaton, CPA/ABV, CFA, ASA and James Catty, MA, CA, CPA, CFA, CBV, CFE Please note: This Handbook does not qual ...
Minimizing HIPAA Risk for Solo and Small-Firm Business Appraisers
Business appraisers working with healthcare organizations can face serious HIPAA-related risk. It is important that appraisers know why they may be at risk and understand how they can better protect their business from a HIPAA violation. Join Darcy Devine and HIPAA security specialist John Mamon for this webinar where they will focus on the knowledge that every business appraiser should have about HIPAA. Learn practical safeguards that solo and small-firm business appraisers can implement to ...
BVLaw Case Update
Join Jim Alerding, a veteran valuator, and, Sylvia Golden, BVR’s legal editor, as they discuss six recent valuation and damages cases, including reviewing the applicable legal and valuation principles and highlighting developments in various litigation contexts. This selection of state and federal cases features a controversial buyout case, several contract actions with problematic damages evidence, and divorce proceedings featuring conflicting valuation methodology.
Solvency Opinions: Legal Insights and Best Practices for Valuation
The assessment of a firm's ability to remain solvent after a leveraged financial transaction requires a solid understanding of capital structures, underlying assets, and basic valuation principles. Solvency opinions continue to be an important component of transaction types as transactions continue to face high levels of regulatory scrutiny and possible litigation. Expert Craig Jacobson and attorney Stephen Selbst examine the best practices, emerging trends, and upcoming challenges for the determination and authorship of solvency opinions.
The New ROI: Return on Individuals (Keynote Quarterly)
Ask anyone from the CEO to the shipping clerk about the organization's most valuable asset, and you'll get the same answer: "The people!" However, when it comes to the valuation of that organization, especially in terms of intangible assets, items such as patents and trademarks wind up seeming to be more valuable. How can that be? Simple: They're more quantifiable. Join our panel discussion with Dave Bookbinder (Pine Hill Valuation), Laura Queen (29Bison), Al Cini ...
Valuation and Technology: A Panel Discussion (Keynote Quarterly)
What does the future of valuation look like? In partnership with the North California Chapter of the ASA, a panel of experts has been put together to answer this question. Lorenzo Carver, Greg Endicott, Joseph French, Bharat Kanodia, Steven Liu, and Adam Manson each bring a unique perspective and background in the overlap between technology and valuation. See examples of how technology is transforming valuation practices today and learn what technology you need to start ...
Valuation Considerations for Venture and Early-Stage Companies
There are many challenges to overcome when determining the value of high-risk, early-stage companies. Valuations must consider not only acceptable methodology, but also the present economic and market conditions. This panel discussion features venture capitalist Laura Markley, attorneys Neil Bagchi and Patrick Connelly, along with valuation experts Liza Bowersox and Stuart Neiberg. They'll cover common best practices and guidance on techniques to value early-stage companies. Learn about corporate form, practical, and "real life" impacts of ...
What You Need to Know About DLOMs and the IRS
With fresh insight from developing his recent book, Business Valuations and the IRS, Mike Gregory provides you with the highlights of what you need to know about discounts for lack of marketability (DLOM ) when providing a business valuation report for federal tax purposes. The DLOM is one of the most common adjustments by IRS valuers, so you need to know how to minimize the potential of your business valuation report being audited on this ...
Valuing Very Large Estates Holding Investment Assets
Piecing together the special considerations and components of a very large estate consisting of investment assets is a formidable task. Typically, most estates of this type are structured with a central FLP or LLC holding most of the assets. Frequently, subsidiary entities are designed to hold and manage investment assets that differ in nature from the estate’s primary asset class. Join William Frazier for instruction on the special valuation situations that can arise in very ...
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 ...
Valuing Hedge Funds
Join this advanced-level discussion of technical issues that arise in hedge fund valuations. Vladimir Korobov and Peter Rahe review the fundamentals such as typical fund management structures before moving on to valuation methodologies, such as the pros and cons of discrete DCF and Monte Carlo simulation-enhanced DCF. Become familiar with frequently encountered specific valuation challenges such as investment return expectations, reasonable compensation issues, and important discount rate(s) considerations.