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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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Projecting But-For Profits
Do you feel like being asked to calculate but-for profits feels like an engagement in another dimension? Calculating the harmed party in a position that it would have been “but for” the alleged acts is an advanced skill for appraisers. Join expert and contributing author to The Comprehensive Guide to Economic Damages, Stacey Udell, for a discussion of different strategies to determine net lost profits including the critical step of removing incremental costs that did ...
Valuing Architecture and Engineering Firms
BVR's Industry Spotlight Series continues with Valuing Architecture and Engineering Firms. Featuring Ian Rusk and Michael O'Brien, two appraisers with 30 years experience between them in this industry alone, this webinar focuses on the unique valuation challenges inherent in valuing architecture, engineering, and landscape architecture firms. Through their presentation, Rusk and O'Brien show how companies in this industry embody the valuation challenges of both professional services firms and construction firms, with a lack of intangible assets ...
Discounted Cash Flow: Speculative or Convincing
Gary Trugman and Harold Martin will discuss, debate, and dissect the pros and cons of using a discounted cash flow analysis, particularly in times of COVID-19. With questions such as how to handle the unknown future, when and how to use past performance to forecast the future, what to do when management gives you a forecast that you do not believe, and what to do when management is incapable of giving you a forecast at ...
The Relief From Royalty Method
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, the underlying confusion generated when putting it to use remains. In this presentation, expert Brent Sloan will show attendees how to implement the relief from royalty method in order to arrive at a sound, defensible conclusion of value.
Report Writing: Do's and Don'ts
The main problems that CPAs have in writing client letters is: (a) they don’t seem to know the reading level of the audience; (b) they can’t explain complicated topics to regular people; and (3) they have picked up bad writing habits from reading too many FASB pronouncements or IRS memos. Some of these same difficulties inhabit the BV profession. Presenter Stuart Weiss will offer writing tips to the BV audience as he critiques valuation reports ...
Using Alternative Valuation Approaches in Intellectual Property
Techniques for valuing intellectual property continue to develop. The actual practice of valuing intellectual property has only been around for the past few decades. During that time, a few methodologies have become standard, but, as with art forms, the art of valuation has evolved, producing alternate valuation approaches. In this webinar, CONSOR experts, Weston Anson and Jeff Anderson, will explore the various methodologies used in IP valuation and describe the situations where their use is ...
Valuing Architecture & Engineering Firms
Architecture and engineering firms present a number of challenges to business appraisers, including irregular income streams, a lack of tangible assets, and specialized markets. In Valuing Architecture and Engineering Firms, BVR welcomes Ian Rusk, one of the foremost experts on architecture and engineering firm valuation, for an examination of how appraisers can best overcome the obstacles these businesses pose.
Lost Profits for Construction Claims
Given the complexity of purpose, planning, and execution, it should be no surprise that claims alleging adverse actions result in unwarranted costs, lost profits, or other economic damages are not uncommon in the construction industry. Yet, with all valuation challenges involving construction companies, knowing how to properly assess the economic impact of these actions can be tricky at best. In Part 7 of BVR's Online Symposium on Litigation and Economic Damages, attorney George Burns discusses what ...
Valuations in Agribusiness: Food Processing Companies
From farm to table, the food and agriculture industry represents nearly 10% of the U.S. GDP and employs over 16.5 million people. As with any industry this large and specialized, the valuation challenges inherent in its constituent businesses are numerous and onerous. In Valuations in Agribusiness: Food Processing Companies, the latest installment of BVR's Industry Spotlight Series, BVR welcomes experts Jim Alerding and Ron Nielsen for an in-depth examination of the businesses that make up ...
Calculating But-For Profits
Do you feel like being asked to calculate but-for-profits feels like an engagement in another dimension? Calculating the position the harmed party would have been in “but for” the alleged acts is an advanced skill for appraisers. Join expert and contributing author to The Comprehensive Guide to Economic Damages, Stacey Udell, for a discussion of different strategies to determine net lost profits including the critical step of removing incremental costs that did not occur. Every ...
Valuation in Times of High Inflation
Over the past year, inflation rates as measured by the U.S. Consumer Price Index have moderated but remain well above the Federal Reserve’s long-term target rate of 2%. The Federal Reserve continues to take measures to control the elevated levels of inflation by raising interest rates and tightening monetary policy. With elevated inflation levels and high interest rates, valuation analysts continue to be challenged with incorporating these macroeconomic trends into the valuation of closely held ...
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 ...
Unjust Enrichment
As in many other types of economic damages claims, the analysis required to quantify unjust enrichment requires a complex understanding of economic and accounting methods, legal theories, and jurisdictional idiosyncrasies. Further, the same skill set is required for remedies of unjust enrichment. In Part 8 of BVR's 2013 Online Symposium on Economic Damages, attorney George Roach discusses how claims and remedies of unjust enrichment are defined, argued, and quantified and what financial experts must know when ...
Damages Estimation and Valuation: How to Use Survey Research
Are you using empirical evidence or educated guesses? The use of surveys in damages estimations, particularly in intellectual property disputes, can be a powerful tool, but also easy to misuse. By understanding key judiciary and industry guidelines regarding the design and execution of surveys, you can strengthen your position and avoid blunders. Experts Larry Chiagouris and Leon Kaplan will instruct you on survey fundamentals and also highlight special topics that can help assure a successful ...
The Market Participant Acquisition Premium
In April 2013, The Appraisal Foundation introduced a new term to the business valuation vernacular: the market participant acquisition premium (MPAP). Created to "emphasize the importance of the market participant perspective when measuring fair value, and to distinguish this premium from the more general (and occasionally controversial) notion of the control premium," the MPAP includes considerations for risk, goodwill, and other valuation staples. Part 10 of BVR's 2014 Online Symposium on Fair Value Measurement features expert ...
Valuing Oil and Gas Properties
Oil and gas production in North America has been growing rapidly over the past decade, helped, in part, by improved technologies for exploration and extraction. While long-ranging debates regarding environmental impacts have been a concern for regulators, it is clear that this rapid growth in oil and gas production is likely to continue, creating a ripple effect in both the economic and regulatory environments in which oil and gas companies operate. On October 4, BVR welcomes ...
Analysis of the Intangible Drivers of Company Value
Value creation is the study of what drives the operations of companies today. In this 75-minute program, acclaimed author Mary Adams, a highly respected intangible asset strategist, brings clarity to the changing nature of our economy and how it has led to the increased importance of intellectual property and intangible assets: in how companies look, how they work, and what drives their financial performance. Adams covers what every business valuation analyst needs to know in the ...
Advanced Workshop on Option Pricing Modeling
In this one-of-a-kind hands-on interactive web workshop, expert Mark Zyla provides appraisers with all the tools they need to properly implement option pricing modeling (OPM) analysis. From basic fact patterns and implementation through what new developments in the AICPA's forthcoming practice aid will mean for OPM techniques, Zyla will cover this tricky, but highly useful, valuation technique through case studies and hands-on examples. In addition to Zyla's tutorial and written materials, attendees will receive access ...
Using Closed-End Funds to Derive Discounts for Lack of Control
Because closed-end funds (CEFs) are both traded in public and issued in a limited number of shares, their prices represent a comparable public proxy for a minority interest in a fully marketable security. In this webinar, appraiser Ray Bratcher and closed-end fund expert Tom Roseen discuss how the wealth of data available for CEFs can be put to use in determining a sound and defensible market-based discount for lack of control.
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 ...
Transfer Pricing and the Valuation of Intangibles
Transfer pricing is widely acknowledged as the top international tax issue for multinational companies with related-party (or controlled) transactions. Frequently these transactions involve intangibles, and the transfer prices assigned to such intangibles transactions are among the most heavily scrutinized by tax authorities across the world. Join Kash Mansori and Guy Sanschagrin for an overview of the regulatory environment governing the transfer pricing of intangibles, and a comprehensive discussion on the valuation methods used by transfer ...
What Opportunities Can Exit Planning Provide?
Join Vanessa Brown Claiborne and G.F. Gay Le Breton (both of Chaffe & Associates Inc.) for this must-attend webinar on the opportunities that exit planning can provide for valuation professionals. The experts will cover what tools are available for exit planning and what benefits it can provide to you, your clients, and their companies. With a practical case study, you’ll have a head start on adding exit planning as a service in 2018.
Lost Profits in Early-Stage Companies
Most methods of lost profits analysis and quantification require a comparison of multiple periods of revenues and profits. In the case of an early-stage company, however, the lack of historical earnings creates a unique challenge for the financial expert: how to measure or show economic damages without a credible source of comparative data. In Part 8 of BVR's 2013 Online Symposium on Economic Damages, expert Neil Beaton and attorney John Du Wors highlight the analysis that ...
Valuation of Know-How: Patents, Proprietary Technology, and IPR&D
In Valuation of Know-How, expert Mark Zyla joins BVR to discuss the appraisal challenges posed by the intangible assets that are becoming an ever-larger portion of a firm's value. Whether noted as proprietary technology, in process research and development, or "know-how," Zyla will address the many forms of intellectual property now facing appraisers. His presentation will also cover the legal protections provided for these assets, the valuation techniques best suited for their appraisal, and the ...
Pre-IPO Revival: Up your DLOM Game in 2020
Pre-IPO data are very useful for valuators. Join Brian Pearson, creator of the Valuation Advisors Lack of Marketability Discount Study, to learn how to calculate discounts using different types of data (stock, options, and convertible preferred stock) and learn why the abundance of pre-IPO data is useful versus smaller samples of discount data. Brian will lead a discussion of prior criticisms of some sources of data and address those criticisms as they pertain to Valuation ...