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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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Patent Damages: The Entire Market Value Rule
Intangible assets in general, and intellectual property in particular, comprise an increasingly larger component of the assets of a typical business. This greater importance of intellectual property has been accompanied by an increase in litigation alleging infringement of intellectual property, particularly patents. As awards from these damages claims have begun to soar, so has the use of the entire market value rule increased. On October 6, BVR welcomes expert appraiser Craig Jacobson and attorney Stephen Lieb ...
Valuing Sports Franchises
Though the Steinbrenners, Cubans, and Jerry Joneses of the world may be the most famous owners in sports, they and their teams represent but a small component of a large and diverse industry. Considering the operation of teams in major and minor sports leagues often involves a significant intangible franchise asset component, as well as minority ownership interests, no two valuations of sports franchises are the same. On September 15, BVR welcomes Drew Dorweiler for Valuing ...
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 ...
Reasonable Compensation for Closely Held Businesses + RCReports Demo
Determining reasonable compensation for closely held small and medium-sized businesses is not a magical or mysterious process. In fact, it is a straight forward process that relies on a basic understanding of the three different methods for determining reasonable compensation and when and where they apply. Join Stephen Kirkland and Paul Hamann for this rewarding and rich session. Practitioners armed with this knowledge and the proper tools can easily determine reasonable compensation for any company.
Subsequent Events
The experts discuss standards for managing subsequent events, judicial precedents and guideline cases, the practicality of solutions to subsequent event problems, and the dangers of "known, knowable, and foreseeable." This is a must for any appraiser whose valuation report or testimony could be skewed by events after the fact.
The Market Approach Today: Deciphering Messages From Markets, Courts, and Common Appraisal Errors
You would be forgiven for viewing this as the age of the income approach. While increased scrutiny through scholarship and judicial decision has raised the income approach to new prominence, a turbulent economy and tempestuous public markets have caused some appraisers to shy away from the market approach. But keep in mind: No valuation is complete without thorough analysis, and market evidence appears throughout the valuation process. In The Market Approach Today: Deciphering Messages From Markets ...
Structure, Valuation & Tax Insights for Logistics & Trucking Companies
Join Jaclyn Burket Frank and Ricky Castillo for an engaging trip into the world of logistics and trucking businesses. Discover the different types of entity structure along with the advantages and disadvantages of each structure. Learn how the 2018 tax law impacted each entity structure and common deductible/nondeductible expenses for the logistics and trucking industry. The industry-specific adjustments to consider along with specific questions to ask business owners to determine whether economic, governmental, and location ...
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 ...
Financial Triage: Five One-Page Tools for Appraisers That Add Value During Transition Or Crisis
There are five simple, but powerful tools, financial experts can use to help their clients manage precious cash, increase diminished revenues, and concentrate people resources during business crises. The tools, i.e. RCF, DRC, CCO, BPM, and SMM and have been deployed for nearly two decades in businesses throughout North America ranging from sole proprietorships to Fortune 500 companies. They are ideally suited to businesses needing immediate cash and revenue enhancement supplemented by sustainable actions. Join ...
Valuation of Senior Living and Post-Acute Providers
Join Jed Cheney to learn the considerations when valuing senior living and post-acute healthcare providers ranging from assisted living and memory care to skilled nursing and home health/hospice providers. With insights on the industry at large and government reimbursement considerations along with environmental considerations in the senior living and post-acute provider operating environment, this webinar will focus on various value drivers impacting these providers that should be considered. The impacts of COVID-19 have been significant ...
Valuing Small and Micro Businesses Using the Income Method
Focus in on valuing micro and small businesses using the income methods of business valuation. Learn to distinguish differing risk factors between large companies and micro and very small companies. Join Gregory Caruso for a deep dive into problematic areas of actual small-business valuation cases to review theory and tie it into the actual application of methods using best practices and professional judgment. Audience questions and succinct opinions welcomed in this hands-on event.
Valuing Telehealth Services
Join Todd Zigrang and Jessica L. Bailey-Wheaton for a discussion of the valuation of telehealth services in the healthcare industry. Learn the current telehealth trends and the role of telehealth in the healthcare industry. Gain an understanding of the types of telehealth services typically provided, such as clinical services, management services, and the provision of technology, and how these services may vary by healthcare industry subsector. Get expert guidance on typical valuation approaches as they ...
Cryptocurrency Fraud & Forensics: What Valuation Professionals Need to Know
Cryptocurrency has more recently achieved a level of mainstream appeal as an investment vehicle, regardless of its limited current application in retail transactions. As cryptocurrency usage increases, more individuals will use this new asset class as a means of committing fraud or hiding assets from creditors or ex-spouses. Join Mark DiMichael and Katerina Gaebel for an introduction to cryptocurrency, how it works, and the current regulatory environment. Experts and consultants should know the types of ...
Sure Bet: Valuations and M&A in the Gaming Industry
Go all in on this panel discussion that brings five gaming experts to the table. Join Ray Moran, Brian Holloway, Scott Kellenberger, Jack Behrens, and Joe Tinucci for a discussion on the casino industry, financial metrics, and M&A activity. You’ll come away with practical tips that you can use for engagements. With a deep dive and many different perspectives, this event is the perfect bet to get up to speed on the unique gaming industry.
Divorce Disputes: When Valuation Experts Disagree
Valuations performed in the context of divorce litigation encounter scrutiny and challenge from opposing counsel and their experts. This puts experts in the unique situation of defending their analyses and opinions. Utilizing proper valuation techniques encompassed with supporting documentation, facts, and statistical market and industry analyses will enhance credibility by increasing an appraiser’s confidence level in his or her opinion. Join expert valuator Josh Shilts and Jeff Robison as they discuss areas in valuation that ...
Automating Valuation Reports
Most BVFLS practitioners rely on Microsoft Office products and tools to develop and support their work. In this program, join Nick Mears to learn the essential techniques to integrate Microsoft Excel and Word for report writing purposes. See integration techniques to automate report sections to eliminate mistakes, reduce rework, and improve consistency and efficiency. With a focus on practical implementation, this session will guide attendees through real-world examples of developing Excel models that can be ...
The Million Dollar Question… Who Do I Want To Be When I Grow Up?
It’s a question we all ask ourselves throughout our career—or at least should. Whether we’re a fresh business face or a seasoned veteran, reminding ourselves about the ultimate goal—the big picture—is crucial for a successful career—and life. Join us for an insightful and necessary discussion of the top 10 list for achieving happiness, fulfillment, and balance in a professional world that is constantly working against us.
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.
DLOM Day: An Advanced Workshop
A crisis of consensus. No regulatory or legal clarity. Over 20 possible approaches. Many appraisers deal with this ambiguity by using outdated benchmarks or a rule-of-thumb percentage. Others adopt an approach and apply it to every minority valuation regardless of the circumstance. The solution for the lack of confidence in the profession in addressing discounts for lack of marketability (or overconfidence in a single approach) is not a wholesale adaptation of a single school of ...
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 ...
Reasonable Compensation
Reasonable Compensation Teleconference Handbook July 9, 2008 Moderator: Ronald L. Seigneur, MBA, CPA/ABV, CVA, Partner in Seigneur Gustafson LLP Panelists: Sharyn Maggio, CPA/ABV, Principle of Maggio & Company, Stacey ...
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 ...
Tour de Value: Team iiBV Tours the Global Valuation Landscape
Valuation is maturing around the globe, and few have more firsthand exposure than the expert instructors from the International Institute of Business Valuers. To celebrate the recent education partnership between iiBV and BVR, we have brought the professionals who teach iiBV courses and practice around the globe and put them at our table. Join John Hawthorne, Mark Weston, Andrew Strickland, Jeff Tarbell, John Barton, Ray Rath, and moderator Ray Moran for a sprint to the ...
Valuing Banks: Day 1 Fundamentals
According to the FDIC, 94% of all U.S. commercial banks, or 4,800, are “community banks.” Community banks are closely held, have shareholders’ equity ranging from $5 million to $100 million, and have approximately 150 employees, on average. Due to unique regulatory and operating factors, valuation of a commercial bank requires industry-specific insights and knowledge. Join expert Keith Sellers for insight into all aspects of the valuation of U.S. commercial banks, focusing on “community banks. Day ...
Working Capital and Value: Gone But Not Forgotten?
Why is working capital given so much attention in the context of a private business sale, yet given so little attention in the typical business valuation report? Do you wonder how others consider working capital levels and changes in their reports, given the relative lack of resources available on the topic? This session, led by Glen Birnbaum of Heinold Banwart Ltd. and Kevin Yeanoplos of Brueggeman and Johnson Yeanoplos PC, will provide a common framework ...