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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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Dueling Daubert motions question ‘dueling methodologies’ in restaurant valuation case
The Panda Express restaurant conglomerate is trying to construct a new outlet right next to a Chick-Fil-A in central Florida.
ABCs of Intangible Asset Valuation
Do you know the ABCs of intangible asset valuation? Join Nene Glenn Gianfala to dive into the Approaches used to value intangible assets. Next, tackle the Background, importance, and hot topics of intangible assets. Lastly, bring it all together with a Case study on how to determine the value of goodwill and other intangible assets in a business combination. Get solid with the fundamentals, so you can confidently tackle your next IP engagement.
Cost of Capital and Inflation Considerations
Inflationary times present unique challenges for businesses, investors, and valuation professionals. Understanding how inflation impacts the various methodologies as part of the valuation analysis and cost of capital components provides necessary insights into its impact on the final valuation. This webinar will also examine how inflation can affect various industries in distinctive ways and whether the purpose of valuation influences such analysis.
Industry Risk Premiums: How Do We Get There?
The industry risk premium (IRP) is an integral part of the cost of capital in both the CAPM and BUM methods. In the CAPM, it is encapsulated in the beta, and, in the BUM, it is determined by other methods, including the use of the Duff & Phelps industry risk premiums included in its annual Valuation Handbook - Guide to Cost of Capital. What do you really know about the IRP and what it does ...
Challenges in Valuing Real Property: What to Do When a Business Owns Real Estate
A classic appraisal conundrum pits an appraiser against a real estate-owning business. For the business appraiser, the ways out of this impasse are tricky, at best, raising questions about legality, credentials and qualifications, engagement letters, and defensibility. In this exclusive BVR webinar, valuation experts Franz Ross and Alina Niculita discuss what every business appraiser should know when presented with an assignment to value a business that owns real estate. From knowing when to go it alone ...
Business Valuations for Banks
Whether by rule, regulation, or technical expertise, there are cases where a business appraiser can help a bank assess the appropriateness of a proposed loan. In this webinar, expert appraiser Franz Ross joins BVR for a look at the opportunities and challenges that lie with any valuation engagement performed for bank consumption. Through a review of standards, regulations, and assignment scenarios, Ross will address what appraisers should know to work with bank clients, their real ...
Valuing Franchises
As of 2010, the U.S. Census Bureau estimated that 10% of businesses in the United States were either franchisee or franchiser-owned. Franchised businesses represent a broad scope of industries but often present the same set challenges to business appraisers. How, for instance, should an appraiser address the license granted to a franchisee to use the intellectual property and intangible assets of the franchisor? And which party holds ownership rights to the tangible assets needed to ...
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 ...
Valuing Real Estate Centered Entities in 2023
A review of the problems business appraisers and analysts see in companies holding substantial amounts of real estate, often necessary to run the business and produce cash flow. Discussion will focus on understanding and incorporating real property appraisal conclusions including an intangible asset and how to test those findings with business valuation evidence ...
Purchase or Sale of the Closely Held Business
Purchasing or selling a business requires the synchronization of a lot of moving parts. Jim Alerding helps you keep your clients moving by looking at some of the issues to consider during a purchase or sale of a closely held business. Learn the process and know the ins and outs of how to conduct a sale, whether you are a buyer or a seller, so you are the best advisor to your clients.
Valuing Distressed and Impaired Companies in the Time of Coronavirus
The Coronavirus Pandemic has created perhaps the most unusual economic downturn at least in our lifetimes and likely in the past 100 years. For Americans, the Pandemic stopped in its tracks one of the most explosive economic growth and expansion in many years, if ever. Overnight almost, businesses that were economically sound and growing were turned into distressed and impaired businesses. Jim Alerding will analyze the valuation perspective needed to value a distressed or impaired ...
Finding Comps in DealStats: Examples and Best Practices (A Free Webinar)
The market approach is required in most valuations, but taking hours to find comps? That’s optional. Join Adam Manson, Mitchell Cameron, and Oday Merhi, the team behind the world’s largest private-transaction database, for a review of 10 time-saving functions within DealStats. With five search scenarios, you will get firsthand lessons on how to maximize your DealStats experience. Be sure to get your questions answered in this free training session!
BVLaw Case Update: A One-Hour Briefing
BVR’s Case Law Update returns. Find out which recent opinions from state and federal courts have valuators talking, frowning, or puzzled by tuning in to a one-hour briefing with BVR’s executive legal editor, Sylvia Golden, and valuation expert James Alerding (Alerding Consulting). The presenters will discuss six decisions from various legal disciplines that affect how practitioners approach litigation. This round of noteworthy cases includes opinions that wrestle with issues such as double dipping, measuring compensation ...
Valuing the Very Small Company
As practitioners know, valuing a very small company is uniquely challenging. Gary Trugman, Ron Seigneur and Stacy Collins guide you through the assignment from beginning to end and share their proven tips. They disclose excerpts from actual valuation repo ...
Developing Discount and Cap Rates in a Troubled Economy: New and Emerging Views on Old Issues
Developing Discount & Cap Rates in a Troubled Economy: New and Emerging Views on Old Issues Teleconference Handbook April 30, 2009 Panelists: Ron Seigneur, MBA, CPA/ABV/CFF, CVA, Don DeGrazia, CPA/ABV/CFF, and Stacy Preston Collins, CPA/ABV, CFF ...
Incorporating Industry Research Throughout the Engagement Process (Free Webinar)
In this presentation, the co-founder and CEO of Vertical IQ, Bobby Martin, will share how industry research can help you have more value-added discussions with the business owners you advise. By leveraging industry-specific content in the business valuation process, you will increase new client percentages and strengthen existing relationships. Learn best practices for using industry research to go beyond the basic requirements of business valuations.
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 ...
Fair Value Measurement Auditing: The How To’s of MPF (A BVR Workshop)
Learn how the new Mandatory Performance Framework (“MPF”) for valuation professionals will help the auditing of fair value measurements, including the extensive documentation and analysis required by the MPF.
Advanced Workshop on Management Forecasts and Projections
There is no doubt that an accurate and reliable projection greatly aids a valuation for any purpose. Yet questions about management projections and forecasts have long posed challenges for appraisers: How can an appraiser verify the projections validity and accuracy? What is the best use for a projection or forecast once it's in hand? How can an appraiser best obtain projections? And, most importantly, what do you do when a projection or forecast is unreliable ...
Data as a Commercial Asset: Valuation Techniques and Analytical Insights (A BVR Workshop)
The importance of data as a commercial asset means that the financial value of data is becoming difficult to ignore. Increasingly, credible methodologies for data valuation will have to be performed for commercial litigation, financial reporting, tax reporting, and even transaction support. Mike Blake will walk through data valuation methodologies as well as analytical points that help distinguish the relative values of different data sets. Attendees will gain a high level of knowledge of data ...
Using Regression Analysis to Value Small Controlling Interests
The harmonic mean is a popular measure of statistical central tendency. However, it should be avoided because it is biased, according to an article in the January 2015 issue of Business Valuation Update. In this webinar, Bob Dohmeyer (a co-author of the article) and Pete Butler review the statistical fundamentals for use in a business valuation and show how a statistical regression approach is the most accurate way to use statistical data to accurately estimate ...
Hospitality Valuation: Check in Time
Do you suffer from guideline-public-data-phobia? Symptoms include comparable company size anxiety and difficulty with adjustments and cost avoidance. You’re not alone. Many appraisers suffer from guideline-public-data-phobia and avoid using public data in their private-company valuation assignments. Perhaps it’s time for you to have a talk with an expert. Join Linda Trugman and Rob Schlegel for an update on this fundamental skill. Hear advice for factoring in public market evidence through economic and industry data to ...
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 Craft Breweries
The valuation profession was born in the age of prohibition, and the recent craft beer explosion takes us back to our roots. It’s coming full circle, and it is all about the beer! According to the Brewers Association, the number of brewers has been steadily increasing, from just over 600 in 1994 to more than 2,800 in 2013. Join expert appraiser Courtney Sparks White for insight on the value drivers specific to craft breweries, along ...
Valuing Brands
Brands are perhaps the most recognizable of any intangible asset and the surest signal of a firm's identity. They carry legal protections as well as value. Yet knowing how to quantify the latter in view of the former can be a perplexing challenge to even the most experienced business and asset appraiser. In this webinar, appraiser Mike Pellegrino and licensing expert Ira Mayer join BVR to discuss how brands create and retain value and what ...