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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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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 ...
Calculating Damages for Insured Claims
Part 2 of BVR's Online Symposium on Litigation and Economic Damages features attorneys John Garaffa and Jack Montgomery discussing valuation issues related to insurance claims for business interruption. With Garaffa and Montgomery taking the sides of the insurer and the insured, respectively, this presentation is a not-to-miss opportunity to learn the nuances of these claims, their litigation, and their valuations from two top attorneys.
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 state and federal cases. The analysis of these cases, which the experts handpicked for their importance, will provide insight into current issues in the business valuation arena and discussion of not only ...
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 state and federal cases. The analysis of these cases, which the experts hand-picked for their importance, will provide insight into current issues in the business valuation arena and discussion of not only ...
Evaluating and Applying Control Premiums
In recent years, a greater amount of scrutiny has been placed on valuation analysts’ selection and use of control premiums. As a result, there has been a renewed interest in distinguishing acquisition premiums from control premiums and equity premiums from invested capital premiums. Join Timothy Meinhart for a comprehensive discussion of the proper quantification and application of acquisition premiums and control premiums and also learn about the benefits of using market-based invested capital premiums rather ...
Discounting Damages: Case Law and Methods—A Legal Perspective
In the first part of BVR's Advanced Webinar Series on Lost Profits Damages, Michael Crain and Robert Lloyd discuss the most fundamental obstacle to the amount of a lost profits award or claim: its value—or rather, its present value. As all appraisers know, the value of money changes over time. When this fact is combined with basic considerations of the details of the case and the jurisdictional rules of the court, knowing how to properly ...
Valuation Challenges and Best Practices in Joint Ventures and Strategic Affiliations
Today, corporate investments into joint ventures and other non-controlled entities now exceed $5 trillion per year, according to Ankura/Water Street Partners' analysis of U.S. Government data. Companies utilize joint ventures for a variety of reasons, including to access capabilities, share risk, pool capital, secure added scale and scope, and satisfy regulatory requirements of local ownership. Join Jerry Chang, Molly Faber, and Tim Lubbe of Ankura to learn more about the increasing prevalence of joint ventures ...
Business Valuation Through an ESG Lens
Understand the risks that environmental, social, and governance (ESG) factors impose on business values. This presentation will begin with an overview of ESG and the current regulatory and disclosure environment. Next, the presenters will dive into the impact that ESG scores have had on investment policies and credit decisions. Lastly, the webinar will cover the impacts of ESG on business values including the ESG components considered in the new IVSC exposure draft.
Volatility Adjustments for Industry, Size and Leverage
How well do you understand the theory and application of industry, size, and leverage adjustments for estimating equity volatility? Do you feel confident explaining it to a new analyst? A client? A judge? It may be time to get more confident. Join James Herr for a discussion of the basic concepts around applying volatility estimates in valuation, covering common pitfalls when calculating the basic volatility measure. Learn the differences between equity and asset volatilities, and ...
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.
Valuing Marketable Securities Portfolios
Given the expected reduction in the estate tax exemption, the use of privately-held marketable equity securities (MES) portfolios as a wealth transfer vehicle is likely to increase. Join Gary Gerlach to learn the ins and outs of valuing these investment vehicles. We will cover the use of multiple (free) sources of closed-end mutual fund (CEF) data and discounts and analyze and select guideline CEFs, focusing on metrics such as asset type, concentration and allocation issues ...
Valuation Considerations in High Inflationary Environments
After more than a decade of modest price increases, the U.S. Consumer Price Index increased by 9.0 percent in June 2022 which is the largest increase since January 1982, the tail end of The Great Inflation which began in 1965 and lasted for approximately 17 years. With inflation at its highest level since The Great Inflation, valuation analysts will have to consider macroeconomic factors that have not been present in the U.S. economy in over ...
Cost of Capital in Cross-Border Valuations
Join Carla Nunes and James P. Harrington, both of Kroll (formerly Duff & Phelps), for a presentation about developing cost of capital estimates for cross-border (i.e., international) valuations. This presentation includes a comprehensive case study along with a framework for cross-border valuations and common errors to avoid. Hear a discussion of models and data sources, and see the models in action.
Fair Value and Valuation: Understanding the SEC, PCAOB, and Key Case Law
Valuation for fair value can be challenging. Deficiencies in the valuation process can result in exposure to regulatory scrutiny from the SEC or PCAOB and may result in enforcement actions or costly litigation—and corresponding damages or financial penalties. Regulatory oversight can be compounded with pressure from auditors and, of course, the clients themselves. In situations such as these, you want to make sure you have a good lawyer on your side. Attorneys Peter Anderson and ...
Valuing Quarries and Mines
The extraction of minerals from beneath the ground is a centuries-old endeavor. Despite its age, the quarry and mining business is still evolving, engaging and developing new technologies, refining existing regulation, and responding to rapid changes in demand for various minerals. In Valuing Quarries and Mines, expert Michael Nowobiliski discusses the classic considerations and emerging trends that are making quarry and mine valuations more complex and challenging than ever. Join him to learn how to ...
Construction Company Valuation
This webinar will provide insight into valuing residential and commercial construction companies. We will cover the approaches and methods that are most commonly used. In addition, we will cover the nuances that one needs to be aware of when valuing these types of companies.
The Use of Monte Carlo in Valuation
Participants will understand the origins of Monte Carlo, as well as learn basic applications for use in the real world. The webinar will cover basic statistics and mathematics required to understand how Monte Carlo simulations are performed, including discussing the central limit theorem and the law of large numbers. The participant will learn how to model stochastic equity/asset processes for use in option pricing and contingent consideration valuations. The participant will learn basic Excel functions ...
SBIR/STTR Grant Funding: Innovation Research and Technology Transfer
Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) grants now represent the largest source of early-stage funding for innovative research and development projects. In this 75-minute program, Dr. Kris Johansen, SBIR/STTR program administrator for Iowa State University's Office of Intellectual Property and Technology Transfer, will bring much needed business and valuation clarity to the nuances of SBIR/ STTR programs. Dr. Johansen's webinar will cover what every entrepreneur, intellectual property manager, investor, university and ...
Goodwill Impairment in a Troubled Economy
Valuation experts Ed Morris, Jim Alerding, and Brian Steen will cover the hands-on, must-know issues relating to recognizing, testing, and accounting for goodwill impairment. For all valuation practitioners, this presentation is an imperative preparation for the coming wave of impairment-related valuation issues. Indeed, Ed Morris notes "we've seen some increase in goodwill impairment for the 2008 financial statements, but we think that's going to continue—and if nothing else accelerate—in 2009, and get into some of ...
Valuing Manufacturing Companies: Value Drivers and Industry Risk
The U.S. manufacturing sector consists of about 256,000 companies with combined annual sales of about $5.5 trillion, according to First Research. Join veteran appraisers Jay Gibson and Brent McDade as they help you assemble your next value for a manufacturing company. Learn about the methodology selection and why it is important to report your opinions using the vernacular of the manufacturing industry. Learn to better defend the procedures and judgments that comprise your valuation and ...
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 ...
Key Concepts in Middle-Market Debt Valuation
Gain more middle-market clients by having the advanced expertise to value debt. Join Melissa Brady as she shares her middle-market loan valuation knowledge, and learn the critical skills that will set you apart from the competition. Whether you apply the DCF or recovery method, this session has you covered along with practical skills such as modeling out contractual cash flows and conducting a credit analysis. Learn the variables that most seriously impact future cash-flow risk ...
Lost Profits vs. Lost Business
In determining whether to claim lost business or lost profits, a business sets in motion several considerations for the analysis and prosecution of its economic damages case. In this webinar, Part 2 of BVR's Online Symposium on Economic Damages, expert Neil Beaton and attorney Tyler Farmer discuss the key distinctions between lost profits and lost business cases, including the analysis and calculation each implies.
Discounting Damages to Present Value: Today’s Hottest Issue
July 2005 Teleconference Transcript; Panel: Robert Dunn (Moderator), Brian Brinig, Ev Harry, and Mike Wagner ...
Valuing Residential and Commercial Builders
Do you have construction company valuation to build? Are you looking for an in-depth blueprint to the analysis you need when valuing residential and commercial construction companies? Do you have a foundation in accounting issues including income tax issues of this widespread niche? Do you have the industry-specific risks nailed down and a framework to capture the valuation nuances in place? Whether you’re an apprentice or experienced journeyman, attend this event lead by Pasquale Rafanelli ...