BVResearch Pro
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.
Search Tips Expand the following panels for additional search options.
Using Regression Analysis in Business Valuation
As valuation analysts, we often analyze how one or more variables explain the behavior of another variable such as revenues or trends in market multiples. We are also tasked with analyzing trends in data over time to be used as a basis for a forecast of future expected results. A tool that helps us analyze the relationships between variables is linear regression. Linear regression models can be useful tools in analyzing relationships between economic and ...
Expert Insights: Q&A With Ron Seigneur
Be the first to experience the debut of BVR’s newest series: Expert Insights. Join host Jim Alerding as he asks the questions you want answered. Expert Insights brings in-depth interviews and a personal perspective from those impacting the profession. In this session, join our premiere expert, Ron Seigneur, well known for both his intelligence and his personality. Take this opportunity to learn tips on building your personal brand and gaining experience as an expert witness.
BizMiner: Dig Into the Data With Powerful Upgrades and Client-Friendly Outputs
In this free event focusing on BizMiner, see the power of the most granular industry financial and market analysis available that has been utilized by the valuation community for over a decade. If you are a current subscriber, you’ll get up to speed on the expanded data and improved formatting including new metrics and customization options. If you’re not a subscriber, join us for an exclusive tour of new offerings and features from this powerful ...
Discount and Capitalization Rates: Theory, Practical Applications, and Understandable Presentations
March 2005 Teleconference Transcript; Panel: James Hitchner (Moderator), Jim Alerding, Chris Mercer, and Gary Trugman ...
Courtroom Confidential: Solutions to Real-World Valuation Problems
In theory, valuation experts and attorneys share distinguished professions where documented case law and peer-reviewed methodology come together in perfect harmony. In reality, things get messy—particularly in divorce cases. Join matrimonial attorney Jennifer Rosenkrantz and valuation expert Pat Rafanelli for a discussion of several real-life scenarios regarding valuation issues in divorce cases and how those issues would be considered by attorneys and forensic experts. Hear fact patterns, and get complete insight from both an attorney ...
Discounts: Beyond DLOC and DLOM
In estate and gift planning, DLOC and DLOM have always been the discount headliners, but there is an entire cast of court-approved characters that could play a critical role in your value determination. These discounts include lack of voting rights; veto power; nonhomogeneous portfolio; tiered, contingent claims; and personal goodwill. Oh, and have you heard of the ”Mafia” discount? Join this presentation with Lance Hall for a review of all the discounts you should know ...
BVLaw Case Update
Join Jim Alerding and Jim Ewart, veteran valuators, and Drew Soshnick, family law attorney and experienced valuation expert, for a discussion of some of the most consequential recent valuation and financial litigation decisions. The three experts will present and discuss this selection of six to eight state and federal cases. The analysis of these cases, handpicked by the experts for their importance, will provide insight into current issues in the business valuation arena and discussion ...
Artificial Intelligence and the Future of Valuation
Artificial Intelligence (AI) and its progeny (such as machine learning [ML] and robotics) are increasingly becoming reality. The AI explosion is underway. Where and when it comes to the neighborhood of Business Valuation is a subject that we as Valuation Analysts should be informed about. In this webinar, Jim Alerding will explore the new frontier of Artificial Intelligence and discuss how it might impact the valuation of a business. Alerding’s s advice is that AI ...
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 ...
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 ...
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 ...
Challenges in Measuring the Fair Value of Intangible Assets
If fair value reporting contains a knot of complex issues, they are perhaps nowhere more complex than in the area of intangible asset valuation. Though ASCs 820, 805, and 350 all have something to say about intangible asset valuation, they jointly cover a wide range of assets and valuation settings. From identification through valuation, expert Robert Reilly will cover what every appraiser should know when tackling a valuation of an intangible asset for fair value ...
Apportionment Models: Valuing the Contribution of Intangible Property and Assets in Disputes
Intellectual properties (IP) and intangible assets (IA) drive the success and valuation of businesses. The ability to evaluate the contributions made by IP are becoming a required component of the business manager’s toolkit. In disputes and damages, understanding of the theory and concepts supporting apportionment models is critical to an expert's success. Join Brian Buss and Doug Bania for this must-attend webinar where they'll cover the value and contribution to business profitability of both intellectual ...
Valuing Franchises: Beyond Restaurants
Hertz. Marriott. RE/MAX. Franchises are everywhere. Join expert Nevin Sanli for an overview on franchises, the franchisor and franchisee relationship, and key terms found in franchise disclosure documents agreements. Learn the key considerations and potential challenges that may arise while valuing nonfood franchisors or franchisees. With over 30 years of experience, Nevin Sanli will share a detailed case study on the valuation of a franchisee that will provide real-time insight into the thought process as ...
BVLaw™ Case Update: A One-Hour Briefing
On August 21, the BVLaw™ Case Update returns with a one-hour briefing from BVLaw™ Legal Editor Sylvia Golden and valuation expert James Alerding. Join BVR’s point-counterpoint answer to Shields and Brooks, Couric and Lauer, and Hall and Oates for a discussion of recent and impactful judicial decisions that shape the methods and practices of valuation professionals. Their docket of must-know cases will include the statutory appraisal that introduced the Delaware Chancery to the DCCF method ...
Valuing Wineries and Breweries
In this special installment of BVR's Industry Spotlight Series, we relax into summer with a tall, cool, refreshing look at an industry whose products we all know. While many are familiar with the production methods, business models, and distribution goals of wineries and breweries, their valuations involve often complex considerations not readily apparent to the casual observer. Join valuation expert Jim Andersen as he explains the nuances that make these valuations so challenging. Take advantage ...
Goodwill: Let’s Get Personal
Join experts Harold Martin and Jim Alerding as they discuss the current status and pressing issues in the area of personal goodwill, with particular emphasis on divorce cases. Dive deep into the definition of goodwill and the concept of personal goodwill and learn the pertinent case law and current thinking on the allocation between personal and entity goodwill. Listeners will discover what is transferrable, as well as strategies for succeeding on your next goodwill engagement.
The Benefits of Bizminer’s Reliable and Granular Industry Data (Free Webinar)
Bizminer is a truly unique industry and market research database that covers over 5,000 industry segments, market areas that range from the US down to the ZIP code, and a variety of customizable reports to meet your research needs. Join Galen Pugh, Bizminer's Senior Account Executive, to get an in-depth look at the functions and features of the database as well as insight into how and why BV professionals are using its reports.
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 ...
Business Interruption
Business Interruption Teleconference Presentation and Transcript December 12th, 2007 Moderator: John Stockdale Panelist: John Marcus of Marcus, Hastings & Associates © 2007 Business Valuation Resources, LLC All Rights Reserved Business Valuation ...
Agree to Disagree: Perils of Bias in Valuation
Appraisers often disagree. Sometimes there is a big value gap, sometimes there is not. How do you reconcile when there is a large difference? What are the key assumptions that create the significant deviation—and potentially expose the bias? This session with Courtney Sparks White and Marc Bello will walk through the typical assumptions that are disputed and provide the appraiser with information to mitigate disagreement early. If you are an appraiser involved in disputed matters ...
Valuing a Business With BIZCOMPS: Considerations, Tips, and Advanced Methods
When methodology meets the data, things get messy. No matter how good the database is, you’ll often need to exclude some transactions and adjust others for aspects such as sellers financing. You may also need to consider the impact of region or the age of the comparables—and all that is before trying to apply them to a methodology. Join Toby Tatum for this ultrapractical session that takes some of the transaction methods' most ambiguous questions ...
Current Trends in Trade Secret Value and Damages
We have all seen intellectual property become more important in the world of valuation and litigation. Within the IP sector, the increasing mobility of people and ideas has led to an increase in the importance of understanding trade secret valuation and infringement damages. This webinar will enable you to identify, understand the legal protection of, and analyze trade secrets.
The Implied Private Company Pricing Line
In the September 2013 issue of Business Valuation Update™, experts Robert Dohmeyer, Peter Butler, and Rod Burkert laid out a new approach to cost of capital estimation for private businesses whose revenues are less than $10 million. Their model, the implied private company pricing line, seeks to eliminate "pitfalls for unsystematic risk, liquidity, small stock premium, PTE taxes, and cash/leverage by utilizing real transaction market-clearing prices between buyers and sellers of comparable small private businesses."
IP Valuations for Licensed Property Acquisitions
Active brands, dormant brands, and languishing brands are changing hands in an increasingly competitive marketplace. As a new wave of businesses, venture firms, and private equity funds seek to exploit a "pure" licensing business model by buying these properties, the opportunities and complexities of valuations in this space continue to grow. In IP Valuations for Licensed Property Acquisitions, experts Weston Anson and Jeff Anderson will explore the methodologies available when valuing licensed properties for acquisition or ...