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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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Fair Value in Financial Reporting
February 23, 2006 Teleconference Transcript; Panel: Jay Fishman (Moderator), Stephen Jones, Anthony Aaron, Jim Wilson, and Ellen Larson ...
Valuation and ERISA Fiduciary Liability: Traps for the Unwary Appraiser
As retirement, healthcare, and other employee benefits continue to grow, they are placing new stresses on firms of all sizes whose commitments to these funds are beginning to outpace their revenues. Regulations and lawsuits are now challenging the defined responsibilities and liabilities of the financial professionals who create, manage, and even analyze these entities. This means that every appraiser now needs to assess the extent to which employee benefit plans impact enterprise value. In this webinar ...
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.
Succession Planning for the Private Business
December 2003 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Larry Cook, Stuart Kessler, and Brian Whitlock ...
Measuring Risk
Measuring Risk Conference Handbook May 19, 2008 Panelists: Susan Mangiero, Ph.D., AVA, CFA, AIFA, FRM, President & CEO, Pension Governance, LLC Aswath Damodaran, Ph.D. Professor of Finance, Leonard N. Stern School of Business Robert T. Slee, CB ...
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 ...
Reconciling FMV with Investment Value: What’s Up with the Proposed Redefinition of FMV by Healthcare Regulators?
In October, the Centers for Medicare and Medicaid Services (CMS) released its newly proposed updates to the Stark regulations that included an overhaul of the definition of fair market value (FMV) for regulatory compliance purposes. Surprisingly, CMS pointed to a whole new framework for FMV and valuation practice in general. To help practitioners prepare for the new paradigm, Tim Smith will do a deep dive into the proposed redefinition of FMV and how CMS now ...
Defending the Business Valuation in Court
May 2004 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Michael Kaplan, and Steven Kolodny ...
Critical Issues in Divorce Valuation
March 2004 Teleconference Transcript; Panel: Shannon Pratt (Moderator), Jay Fishman, Bonnie O'Rourke, and Frank Pankow ...
Tax Issues Arising in Valuations
Tax Issues Arising in Valuations Webinar Handbook July 26, 2015 Presenters: Patrice Radogna (Valuation Research Corporation) and Heather Tullar (Valuation Research Corporation) Please note: This Handbook does not qualify for self study CPE credits.
Current Issues in FAS 141 and 142
July 2004 Teleconference Transcript; Panel: Neal Beaton (Moderator), Tony Aaron, Dave Dufendach, and Jim Rigby ...
One Year Later: Assessing the Impact of Healthcare Reform on Value
Though known by many other names, the Patient Protection and Affordable Care Act will have a profound effect on the healthcare industry of this country. As its measures begin their implementation, knowing how they will affect the healthcare industry is paramount for appraisers working in this already mercurial industry. Indeed, as Mark Dietrich describes this legislation in the AHLA/BVR Guide to Healthcare Valuation, 2010 edition, reform will most likely mean a shifting of costs among ...
Patent Infringement Damages: Lost Profits and Royalties
If a patent owner can prove another company or party has made, used or sold a product covered by a patent without its permission, the patent owner is entitled, under 35 U.S.C. Section 284, to receive “damages adequate to compensate for the infringement, but in no event less than a reasonable royalty for the use made of the invention by the infringer, together with interest and costs as fixed by the court.” This program focuses ...
Advanced Workshop on Cost of Capital
The emergence of recent studies, resources, and scholarship has created something of an evolution of how appraisers understand and implement cost of capital techniques. Despite the age and ubiquity of this valuation tool, new questions are being asked about how best to derive and apply its constituent parts to arrive at a reasonable and defensible conclusion of value. Driving the way are new questions regarding the make-up and application of data resources; the relative validity ...
Cannabis Industry and Valuation Update
As a high growth industry, cannabis business valuations are in demand. But, in this highly regulated industry, many “must know” considerations impact engagements. Join experts Brenda Clarke, Stacey Udell, and Ron Seigneur for a discussion of the trends and opportunities facing the cannabis industry. Learn about the sales and tax issues that must be considered, and get an update on M&A and investment activity that are powering values. This experienced panel answers your cannabis questions ...
Double Dipping: Income, Assets, and Double Counting in Divorce
In the first installment of BVR's Advanced Webinar Series on Business Valuation in Divorce, experts Stacy Collins and Don DeGrazia join attorney Adam John Wolff to examine how financial experts can avoid the double counting of income and assets in a marital dissolution. From practical guidance on best practices to regulatory and jurisdictional considerations, this experienced and knowledgeable panel will address how to recognize so-called "double dips" and how to properly value various business aspects ...
Side Effect of COVID-19: Beta Changes Impacting Business Valuations
The COVID-19 pandemic is causing betas and other measures of risk commonly used in company valuations to appear to have changed. Beta is a critical component used by valuation experts when determining the discount rate in business valuation. Even small changes in betas can cause large changes in the discount rate and, consequently, can cause large changes in valuation. In this panel discussion, Dr. Roper and Cliff Ang, CFA, will describe how the COVID-19 pandemic ...
Fairness Opinions: Best Practices + BVR Gives First Look at New Research Tool
Get more than your fair share in this doubleheader event. Part 1 brings you a three-expert lineup who are well practiced in the art of fairness opinions. Valuation experts Craig Jacobson and Richard Peil are joined by attorney Jeffrey Rothschild. This all-star trio fully covers what you need to know about fairness opinions. Whether you are a rookie wanting to learn the steps for performing a fairness opinion, or a seasoned professional looking to get ...
Reasonable Compensation After the Tax Cuts & Jobs Act: To Infinity and Beyond
Many owner-employees are looking at their compensation options under the Tax Cuts and Jobs Act of 2017. Join Ron Seigneur and Kevin Yeanoplos as they explore how these options impact value. The primary focus is in relation to the new 20% deduction of Qualified Business Income for eligible pass-through entities, but discussion will also include the relevant reasonable compensation impact for all business owners. Appraisers should also take this opportunity to get refreshed on owner-employee ...
Healthcare Valuation: Marquee Topics 2023
The healthcare industry is a different place than it was even just three years ago. The combined result of the COVID-19 pandemic, regulatory changes, and reimbursement shifts have transformed the landscape for all healthcare industry stakeholders. This presentation will provide an overview of what we anticipate to be the most important topics of 2023 (from investing in behavioral health to increasing private equity and venture capital involvement) and their associated implication for healthcare valuation.
Personal vs. Entity Goodwill
Goodwill is the appraiser's oldest friend, most tenacious foil, and the most loyal companion throughout the valuation process. Apart from knowing how to account for it, the appraiser must also know how to apportion it, for it comes in different forms. In this highly anticipated webinar, expert appraisers James Alerding and Stacy Collins discuss the classic considerations in goodwill apportionment. From identifying and assessing goodwill to recognizing how the current economic climate has and will ...
Shielding Your FLPs and FLLCs Against IRS Attack
June 1, 2005 Teleconference Transcript; Panel: George Hawkins (Moderator), Spencer Jeffries, Bruce Johnson, and Stephanie Loomis-Price ...
409A Compliance - Issues, Approaches and Mistakes not to make.
Teleconference Presentation and Transcript May 2, 2007 Moderator: Bob Duffy, Partner at Grant Thornton LLP Speakers: Scott Beauchene, Senior Manager at Grant Thornton LLP Joel Johnson, Orchard Partners, Inc.
2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond. Opportunities Abound!
The session will explore current trends and engagement opportunities in the cannabis industry. The continuing conflict between federal and state laws and regulations, coupled with the economic impact of inflation, the illicit cannabis market, and the aftermath of the COVID pandemic pause have resulted in a perfect storm for an incredibly unique industry. Recreational use of marijuana is currently legal for adults in 21 states and Washington, D.C., while medical marijuana is legal and available ...
Cost of Capital Professional: Transparent. Simple. Free.
The newest resource for developing cost of equity capital estimates has arrived. The inputs to cost of capital have become so complex that the risk of making errors has increased greatly. This new cost-effective resource from BVR integrates data from multiple sources, including University of Chicago’s Center for Research in Security Prices (CRSP) data, Professor Aswath Damodaran’s data resources, and the U.S. Federal Reserve on Treasury bond yields. The philosophy behind the resource is to ...