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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 Double Dipping Debate
The experts face off. Join Donald DeGrazia, Robert Levis, and Kim Willoughby for a 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 appropriate to consider these income-generating assets as either property for division or ...
Fairness Opinions
September 28, 2006 Teleconference Transcript; Panel: Craig Jacobson (Moderator), Jeffrey Tarbell and Shannon Pratt ...
The Fair Commission Model for Valuing Goodwill in Small Service Businesses
Hundreds of thousands of small service businesses are operating in the United States. These include accounting, tax, and bookkeeping practices; barbers and hair stylists; chiropractic, primary care, and dental practices; veterinarians; landscapers, house cleaners, and pool servicers. These businesses are small by virtue of being owned by one or a few owners who, in addition to managing the business, provide personal services directly to their clients, patients, or customers. Specialty brokerage firms often mediate equity ...
BVLaw Case Update: Kress, Vinoskey plus three more cases that dominated 2019
Join Jim Alerding, a veteran valuator, and Sylvia Golden, BVR’s legal editor, for a discussion of five of the most consequential valuation and damages cases of 2019. This selection of state and federal cases includes the year’s tax decisions that have reframed the conversation on tax affecting, a statutory appraisal case illustrating the Delaware Court of Chancery’s current approach to determining fair value, an ESOP trial court decision that solidifies the DOL’s litigation success, and ...
Valuation in Divorce Litigation: Winning Clients and Testifying in Court
Expert witness engagements are lucrative and profitable. The most accessible stepping stone for valuation professionals is family law, but even seasoned financial specialists will benefit from experts Melissa Gragg and Kristin Zurek’s insights. Learn to market your valuation skills to family law attorneys and to navigate the courts successfully. Be ready when you receive a subpoena for deposition and when called to testify in court—even if it is your first case. Gragg and Zurek will ...
ESOP Valuations & Repurchase Liability
Teleconference Presentation & Transcript July 10, 2007 Moderator: Robert Schweihs, Willamette Management Associates Panelists: Mike Hartman, Willamette Management Associates Stephen Smith, Krieg DeVault LLP Judith L. Kornfeld, ESOP Econo ...
Trade Secret Assets: Management and Valuation
As intangible assets continue to grow as a portion of company value, revenue, and future wealth creation, so too does the reliance on trade secrets. In this 75-minute program, expert attorney R. Mark Halligan will bring much-needed business and valuation clarity to a company's trade secrets and how the changing nature of our economy has increased their importance. Halligan will cover what every IP counsel and business valuation analyst needs to know about trade secrets in ...
Discounts for Lack of Marketability and Related Discount Issues
Discounts for Lack of Marketability and Related Discount Issues Teleconference Handbook October 2, 2008 Moderators: Mel H. Abraham, CPA, CVA, ABV, ASA, and Brian K. Pearson, CPA/PFS/ABV, ASA ...
Catch Me If You Can: Mitigating Compliance Risk Related To Provider Compensation
With ongoing regulatory changes and an evolving healthcare environment, it is likely that the Department of Justice (DOJ) will maintain its focus on enforcing actions against healthcare providers who prioritize their financial gains over patient well-being and unlawfully siphon funds from government programs. In this presentation, we will discuss recent enforcement actions and highlight themes related to specialty and methodology. We will also describe how organizations should manage Stark law and antikickback violations when prevention ...
Asset or Income? Double Dipping in Divorce
In Asset or Income? Double Dipping in Divorce, expert appraisers Don DeGrazia and Stacy Collins join BVR for an examination of issues related to the double counting of income and assets in marital dissolution. From knowing how to recognize so-called "double dips" to knowing how to adequately value various business aspects to avoid these issues, DeGrazia and Collins will cover what you need to know when facing a valuation for marital dissolution purposes. This presentation ...
BVResearch Pro: A Complete and Cost-Effective BV Library
BVR has amassed 25 years of the collective knowledge of the business valuation profession’s top thought leaders and packed it all into a single new cost-effective platform called BVResearch Pro. This program will show you the platform, what it includes, and how it can help you. You will see how the platform’s powerful search engine puts a complete library of insights, news, legal analysis, and commentary right at your fingertips.
BVLaw Case Update
Join Jim Alerding, a veteran valuator, and Sylvia Golden, BVR’s legal editor, for a discussion of some of the most consequential recent valuation decisions. This selection of state and federal cases includes two key state court rulings on the use of discounts in valuing minority interests in buyback situations, a state court decision on the admissibility of calculations of value in divorce proceedings, an expansive statutory appraisal ruling involving a public company from a North ...
IRS New Rules: Pension Protection Act and Beyond
© 2009 Business Valuation Resources, LLC. All Rights Reserved. March 18, 2009 Teleconference Handbook What It’s Worth BVR IRS New Rules: Pension Protection Act and Beyond IRS New Rules: Pension Protection Act and Beyond Teleconference Handbook ...
The Due Diligence Imperative in the Era of Value-Based Reimbursement
With the emergence of value-based reimbursement, such as accountable care organizations (ACOs), clinically integrated networks (CINs), and bundled payment models, which rely on achieving the “Triple Aim” of healthcare at lower cost, U.S. hospitals and other service providers are increasingly looking to change how services are being delivered by seeking more collaborative relationships with physicians. The rise of these emerging healthcare organizations (EHOs) to address value-based reimbursement initiatives has led to a growing number of ...
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.
Valuing Auto Dealerships
Valuing Auto Dealerships Teleconference Presentation & Transcript October 18th, 2007 Panelists: Kevin Yeanoplos, Brueggeman and Johnson Yeanoplos, P.C. Clayton Danielson, Brueggeman and Johnson Yeanoplos, P.C. Moderator: John ...
Mastering the ESOP Valuation
April 5, 2006 Teleconference Transcript; Panel: Jared Kaplan (Moderator), Richard May and Bob Socol ...
Calculating Goodwill: What is Personal and What is Professional?
January 18, 2006 Teleconference Transcript; Panel: Ron Seigneur (Moderator), Jim Alerding, Kevin Yeanoplos, and Mark Dietrich ...
American Business Appraisers and BVR Annual Key Issues Update
Every year American Business Appraisers brings together experts from across the country for a frank and practical discussion of the issues impacting business valuation. This year, everyone is invited to four great sessions. Get a current update on the SBA Paycheck Protection Program and the forgiveness application. Adam Rosenfield gives an overview of what the most recent changes to the program are and how that affects clients/future clients. Get guidance on how the loan and ...
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 ...
BV Standards: AICPA, IRS and Beyond -- Where Are We Headed?
Teleconference Presentation and Transcript January 25, 2007 Moderator: Ron Seigneur, Partner at Seigneur Gustafson Knight Speakers: Jay Fishman, Managing Director of Financial Research Associates Ed Dupke, Senior Consultant with Clifton Gunderson T ...
Promoting Quality in Providing Fair Value Measurements for Financial Reporting
Preparing fair value measurements for financial reporting has become an increasingly large part of the activities of business valuation specialists. In a recent survey of the business valuation profession by The Appraisal Foundation, over 60% of respondents indicated that they participate in this subspecialty. The survey results also indicated that this was the largest of the business valuation subspecialties among respondents. Given the rigor surrounding financial statement preparation, auditing of financial statements, and the activities ...
Tax Issues Arising in Valuations
Many business appraisers prepare opinions of value and corresponding reports for gift and estate tax filings. Tax issues surrounding applicable tax rates, corporate structure, and specific interest factors (control vs. minority, type of security) provide fertile ground for assumptions that may be subject to attack in valuations that may have material impacts on the concluded value. This webinar offers practical, hands-on advice for the gift and estate valuation professional encountering these issues.
Transfer Pricing
Transfer Pricing Teleconference Handbook June 19, 2008 Moderator: Mark Fidelman M.A., Vice President, Ballentine Barbera Group, a CRA International Company Panelists: John Breen J.D., LL.M., Caplin & Drysdale Elena Khripounova Ph.D., Director, Gra ...
The Planner's Role in Buy-Sell Agreements (Part 2 of 3)
Teleconference Presentation and Transcript June 14, 2007 Moderator: Z. Christopher Mercer, CEO of Mercer Capital Panelists: John H. Brown, President of Business Enterprise Institute, Inc. L. Paul Hood, Jr., Esq.