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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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The Emerging Impact of the Sarbanes-Oxley Act on Valuation Services
July 2003 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Ed Dupke, Ron Seigneur, and Don Wisehart ...
Valuation Advisors’ DLOM Study
Teleconference Presentation & Transcript August 23, 2007 Panelist: Brian Pearson, Valuation Advisors, LLC Moderator: Lucretia Lyons, Business Valuation Resources, LLC ...
Valuing Sole Proprietorships
Sole proprietorships often feature a unique blend of familiar valuation challenges, combining a very small business valuation with enigmatic considerations of key-person discounts and personal goodwill allocations, among others. In Valuing Sole Proprietorships, BV hall of famer Ron Seigneur and Brenda Clarke discuss how these all too familiar businesses can create some of the most perilous valuation assignments and what appraisers can do to overcome the obstacles they pose.
Valuing Professional Practices
Valuing Professional Practices Teleconference Handbook April 2, 2009 Moderator: Stuart Weiss, CPA/ABV, MBA Panelists: Kevin Yeanoplos, CPA/ABV, ASA, amd Ron Seigneur, MBA, CPA/ABV/CFF, CVA Please note: This Handbook does not qualify for self study ...
Discounts for Lack of Marketability
April 26, 2006 Teleconference Transcript; Panel: Lance Hall (Moderator), Espen Robak and Ashok Abbott ...
Recruiting in the BV Profession
Teleconference Presentation and Transcript June 26, 2007 Moderator: Jim Alerding, Clifton Gunderson LLP Panelists: Megan Nail, Clifton Gunderson LLP Ron Seigneur, Seigneur Gustafson Knight LLP ...
Implied Minority Discounts in Statutory Fair Value: The Doctrine That Just Won't Die
The Delaware Chancery Court (DCC), it appears, may be living in the past. Despite new thinking on issues related to implied minority discounts, the DCC has tenaciously maintained that enterprise values for comparable guideline public companies must inherently be adjusted for control premiums. Though the experts who initially imbued this thinking into the DCC have since changed their minds, the court has held fast, creating an environment where legal standards regarding fair value are opposed ...
Valuing Professional Practices
In a service-based economy, it can be difficult to place a value on a company whose product is intangible and whose workforce is possibly its only asset. Despite their ubiquity, these businesses carry enough issues relating to goodwill and key-person value to make their valuations a challenge for even the most experienced appraiser. In this webinar, expert appraiser Kevin Yeanoplos joins BVR to discuss the numerous valuation challenges inherent in valuing professional practices and how ...
M&A and Valuation in The Financial Services Space in the Current Market Environment
M&A and Valuation in the Financial Services Space in the Current Market Environment M&A and Valuation in the Financial Services Space in the Current Market Environment Teleconference Handbook September 17, 2009 Panelists: Steven M. Levitt, MBA ...
Valuing Professional Practices
December 2005 Teleconference Transcript; Panel: Ron Seigneur (Moderator), Mark Dietrich, and Kevin Yeanoplos ...
Valuation of Illiquid and Hard-to-Value Securities
Teleconference Presentation and Transcript May 9, 2007 Moderator: Ashok Abbott, of Business Valuation, LLC Panelists: Espen Robak, President of Pluris Valuation Advisors Barry Silbert, CEO of Restricted Stock Partners ...
Entity vs. Personal Goodwill: Taxes, Divorces, Stockholder Disputes & More
August 2003 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Jim Alerding, Michael Berger, and Jay Fishman ...
Double Dipping: The Debate Continues
The experts face off—again. If you missed the first session, don’t miss this one. Join Donald DeGrazia, Robert Levis, and Kim Willoughby as they continue their spirited discussion on the fundamental dilemma in divorce-related financial matters involving the intersection of the division of income-generating assets such as business intangible assets (e.g., goodwill) and incentive stock compensation and consideration of these same assets when analyzing income available for spousal maintenance. Some divorce practitioners believe it is ...
Compensation, Hiring, and Retention in the Business Valuation Industry
March 23, 2006 Teleconference Transcript; Panel: John Borrowman (Moderator ...
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 ...
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 ...
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 ...
Entity vs. Personal Goodwill Revisited
November 2004 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Jay Fishman, Mark Luttrell, and Don Schiller ...
Defining, Measuring & Defending Discounts for Lack of Liquidity
Teleconference Presentation and Transcript April 25, 2007 Moderator: Shannon Pratt, President of Shannon Pratt Valuations Speakers: Ashok Abbott, Professor of Finance at West Virginia University Rob Schlegel, Principal with Houlihan Valu ...
S Corporation Valuation
S corp valuation has eluded and frustrated analysts for years. On the one hand, both public and private C corporations and S corporations pay taxes on income, the former at the corporate level and the latter at the shareholder or “pass through” level. On ...
Sell-Side Advisory Services: A Savvy Way to Excel in the ESOP Market
Sell-side advisory services is the most savvy way to crack into employee stock ownership plans (ESOPs), and, as a unique ownership transition strategy, there are many tax, financial, and business advantages to consider. Despite these advantages, most valuation practices are not equipped to participate in the ESOP market. Experts Brian Bornino and Tracy Woolsey use case studies and share practical experience that will allow you to assist your clients with the evaluation and execution of ...
Discounts for Lack of Marketability: Uses and Misuses of Databases
May 2003 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Mukesh Bajaj, John Emory Jr., and David Tabak ...
Valuation Differences Between Emerging Market Companies and U.S. Companies: Corporate Valuation
Emerging markets, such as China, India, and Brazil, are growing in economic influence globally. Increased financial activity related to these markets necessitates a higher number of valuation assignments. Valuing an emerging market business involves a certain number of deviations from the standard approach followed in developed markets such as the U.S. and Western Europe. In this webinar, Jeff Hooke will discuss the process of valuation in emerging markets and how it differs. He is the ...
Rendering Solvency Opinions in Today’s Transaction Environment
October 2005 Teleconference Transcript; Panel: Lance Hall (Moderator) and John Ashbrook ...
Goodwill in Divorce
Perhaps the most ubiquitous challenge in a valuation for divorce is the assessment and allocation of goodwill. Whether personal or enterprise, or attributable to the controlling or noncontrolling spouse, allocating the most intangible aspects of any business can be a challenge in the best times, say nothing of a marital dissolution. On July 14, expert appraiser Jim Alerding and attorney Andrew Soshnick join BVR for a special in-depth look at all things pertaining to goodwill in ...