Products | Business Valuation Resources

BIZCOMPS - Main Street Private Company Transaction Comparables

BIZCOMPS, a comprehensive online database, is the most thorough and accurate resource for financial details on “Main Street” private companies. This must-have tool includes 17,655+ deals dating back to 2000 and removes marketplace uncertainty with access to meaningful financial information. Learn more >>

Bizminer Premium Package

Get complete market intelligence with the Bizminer Premium Package!

This robust package includes all of the profiles and reports found in the Bizminer Starter Package, plus industry market profiles and reports, helping you gain a better understanding of your target market, and up to 40 report downloads credits with an annual subscription.

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Bizminer Pro Package

The Bizminer Pro Package offers complete access to all of Bizminer's financial and market analytics!

This robust package includes all reports in the Bizminer Premium Package, plus valuation tool, multiples and projections for 10 million U.S. business operations another tool for actionable outreach to your clients.

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Bizminer Starter Package

The Bizminer Starter Package includes the Industry Financial Series with in-depth US-state and metro market benchmarks for more than 5,000 industries, along with the Sole Proprietorship Financial Series covering 3,000 lines of business. The Bizminer Industry Financial reports are the best choice for extensive and cost-effective industry and geographic data available.

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Butler Pinkerton Calculator - Total Risk Allocator

The Butler Pinkerton Calculator (BPC) offers empirical data for total cost of equity (TCOE) and company-specific risk premiums (CSRP) – a first for the business valuation profession. Learn more >>

Cost of Capital Professional

The Cost of Capital Professional platform provides business valuators and analysts Equity Risk Premia, Size Premia, Risk Free Rates and an online calculator (with data similar to the original Ibbotson SBBI data). This state-of-the-art platform provides a simple and transparent way to estimate cost of capital. Learn more >>

DealStats (formerly Pratt's Stats)

DealStats (formerly Pratt's Stats) is the new generation of private and public company transaction comparables for valuation and M&A professionals. This state-of-the-art platform boasts the most complete financials on acquired companies in both the private and public sectors.

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Economic Outlook Update

The Economic Outlook Update monthly and quarterly reports digest expansive research from the leading authoritative sources into one convenient and cost-effective report. This robust resource can easily be used as a basis for the current economic conditions portion of your valuation reports.

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FactSet/BVR Control Premium Study

Rely on more than 20 years of detailed transaction data in the FactSet/BVR Control Premium Study database. This robust online resource provides empirical support for quantifying control premiums, implied minority discounts, and public company valuation multiples. Learn more >>

First Research Industry Profiles Screen Shot

First Research Profiles

First Research Industry Profiles, State Profiles, and Canadian Province Profiles provide detailed industry and economic analysis in thousands of segments. In a matter of minutes you can gain key insights into your industry or geographic area. Reports are available on a subscription or single report basis. Learn more >>

Guideline Public Company Comps Tool

Put the Guideline Public Company Comps Tool to work for you – it’s fast and current – and complete with an Excel add-in. Instantly access complete financial statements, financial ratios, and multiples for comparable companies – and then easily save or export your results directly to Excel. Learn more >>

ktMINE Reports

ktMINE Reports are customized products that streamline your intellectual property (IP) research process, saving you time and money. ktMINE Reports provide you with a company’s current IP portfolio and investments to expose its innovation strategy and give you the information you need for valuable company insight. Learn more >>

ktMINE Royalty Rate Comparables & Full Text Licensing Agreements Database

The ktMINE royalty rates database provides an efficient and organized gateway to canvass the landscape of intellectual property (IP) licensing payments and agreement terms. This interactive database provides direct access to royalty rates, full-text licensing agreements, and detailed agreement summaries. With precise search functionality, robust data mining capabilities, and a time-saving analysis center, ktMINE is the tool you should use to quickly identify and analyze market comparables from a goldmine of licensing agreements. Learn more >>

Nambri TaxXL

Nambri is the first, comprehensive, cloud-based, data extraction solution that converts pdf business tax forms into excel within minutes. This means, no more manual data entry! Securely upload pdf business tax returns (including scanned files), let Namri do its work, and export tax form information into excel. Learn more >>

RCReports

RCReports delivers a streamlined solution built on over 86 million wage data points and a proprietary system. Heralded by CPAs, business appraisers, forensic accountants and attorneys as the new must-have resource, RCReports generates lightning fast reasonable compensation reports that are objective, accurate, and backed by methodology that combines IRS criteria, court rulings, and geographic data. Learn more >>

Stout Restricted Stock Study & DLOM Calculator

The Stout Restricted Stock Study^TM, updated quarterly, is a thoroughly vetted, restricted stock sourced discount for lack of marketability database that provides empirical support to quantify marketability discounts used in the business valuation, venture capital, and merger and acquisition (M&A) professions. Take advantage of 750+ rigorously screened transactions with up to 60 data fields. Learn more >>

Valuation Advisors Lack of Marketability Discount Study

Defend your discounts for lack of marketability (DLOM) with the most current data in the Valuation Advisors Lack of Marketability Discount Study. This robust, online database includes 18,800+ pre-IPO transactions, including 2,600+ non-U.S. deals covering 45 countries. Ensure you have the most irrefutable data available and reference actual DLOMs for companies with similar characteristics to your subject company with this must-have tool, now with improved functionality and user interface. Learn more >>

Value Analytics Excel Add-In

Value Analytics offers financial statement and equity data for publicly traded companies at a fraction of the cost. Public data is free at the source but messy. Why pay a huge markup for cleaning and organization? Learn more >>

Vertical IQ - Industry Reports

Vertical IQ quickly turns you into an industry expert with hard-to-find intelligence on small- and medium-sized businesses in nearly 575+ industries. Designed to help valuation practitioners, Vertical IQ profiles dive into the details of risks, industry trends, financial metrics, operations, and financial challenges inherent to niche businesses of all types. Learn more >>

Business Valuation Update

The Business Valuation Update (BVU), a monthly newsletter with searchable online access, includes new thinking from leading professionals, detailed reports from valuation conferences, analysis of new business valuation approaches, thorough analysis of “landmark” legal cases in key business valuation issues, regulatory and standards updates, and much more. Learn more >>

BVLaw

Turn to the exclusive BVLaw collection, which includes case digests and court opinions for thousands of business valuation and damages cases that deal with economic damages, lost profits, estate and gift tax, divorce, shareholder repression, partnership dissolution, securities litigation, and more. Learn more >>

BVResearch Pro

Streamline your business valuation research. The new BVResearch Pro is the industry's most robust and a complete knowledge library with a wealth of the best business valuation research, news, legal analysis, webinar transcripts, and BVR publications in a comprehensive online platform.
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Content License

Put the most trusted and renowned business valuation sources to work for you –Business Valuation Update, BVWire, and Economic Outlook Update now ready for your branding. Grow your practice with unlimited use of the most exclusive business valuation content from BVR. Put it on your web site, publish a newsletter, send it an e-mail and/or ezine. Learn more >>

Fairness Opinion Research Service

With the absence of regulation surrounding the issuance of fairness opinions, market practices have become de facto standards. BVR's new "Fairness Opinion Research Service" (FORS) is a breakthrough tool that provides immediate and full access to hundreds of actual fairness opinions and enables professionals to easily know “what’s market” as well as benchmark their work against hundreds of board books, opinion summaries, and opinion letters filed at the SEC over the last five years. Learn more >>

Valuation Benchmarking Platform

BVR’s new Valuation Benchmarking Platform (VBP) is a groundbreaking tool that harnesses insight into comparable business valuations like never before. For the first time, you're able to screen acquisition assumptions made by the leading valuation and investment banking firms in the profession.

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Valuing Fractional Interests in Real Estate 2.0

Publish Date: January 2022

This book is the first complete, multidisciplinary work that fully integrates business valuation and real property appraisal. Webb addresses the long-standing struggle with fractional interests in real property, specifically because the practice lies squarely between business valuation and real property appraisal and draws from both professions and bodies of knowledge, which creates formidable challenges for all stakeholders. Webb has pulled off a feat that rarely occurs in practice: complete integration with the two fields. His book offers two practical, eye-opening case studies that represent a significant advance in valuation methodology and professional cooperation.

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2009-2010 NW Milliman Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2009-2010 Milliman NW Executive Compensation Survey (PDF)

Publish Date: December 2009

The 2009 - 2010 Northwest Executive Compensation Survey, covering personnel in the states of Washington, Oregon and Idaho, is the only comprehensive source of data on executive compensation, benefits, and perquisites within the Northwest, with data compiled from 229 Northwest companies. Learn more >>

2010-2011 NW Milliman Survey Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2010 – 2011 Milliman NW Executive Compensation Survey (PDF)

Publish Date: December 2010

The 2010-2011 Northwest Executive Compensation Survey, covering personnel in the states of Washington, Oregon and Idaho, is the only comprehensive source of data on executive compensation, benefits, and perquisites within the Northwest, with data compiled from 219 Northwest companies. Learn more >>

2011-2012 NW Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2011-2012 Milliman NW Executive Compensation Survey (PDF)

Publish Date: December 2011

The 2011-2012 edition of the Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 232 Northwest companies. Learn more >>

2012-2013 NW Milliman Survey Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2012-2013 Milliman NW Executive Compensation Survey (PDF)

Publish Date: January 2013

The 2012-2013 edition of the Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 221 Northwest companies. Learn more >>

2013-2014 NW Milliman Survey Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2013-2014 Milliman NW Executive Compensation Survey (PDF)

Publish Date: January 2014

The 2013-2014 edition of the Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 288 Northwest companies. Learn more >>

Discount for Lack of Marketability Study 2014

2014 Discount for Lack of Marketability Study

Publish Date: July 2014

The 2014 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2014-2015 NW Milliman Survey Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2014-2015 Milliman NW Executive Compensation Survey (PDF)

Publish Date: December 2014

The 30th anniversary edition of the Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 281 Northwest companies. Learn more >>

Architecture & Engineering Business Valuation and M&A Transactions Study

2015 Architecture/Engineering Business Valuation and M&A Transaction Study

Publish Date: January 2015

The 2015 Architecture and Engineering Business Valuation and M&A Transaction Study examines data from over 230 distinct stock transactions collected via a confidential online survey. Learn more >>

Discount for Lack of Marketability Study 2015

2015 Discount for Lack of Marketability Study

Publish Date: July 2015

The 2015 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2015 - 2016 Executive Compensation Survey of Privately Held Companies and Publicly Traded Companies

2015-2016 Milliman NW Executive Compensation Survey (PDF)

Publish Date: February 2016

The Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 312 Northwest companies. Learn more >>

Discount for Lack of Marketability Study 2016

2016 Discount for Lack of Marketability Study

Publish Date: July 2016

The 2016 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

Milliman 2016-2017 Northwest Executive Compensation Survey

2016-2017 Milliman NW Executive Compensation Survey (PDF)

Publish Date: January 2017

The Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within 307 Northwest companies. Learn more >>

Discount for Lack of Marketability Study 2017

2017 Discount for Lack of Marketability Study

Publish Date: July 2017

This study provides objective rate of return measures for implementing the Johnson/Park Empirical Method for determining a discount for lack of marketability for the valuation of interests in privately held corporations and partnerships. Learn more >>

Discount for Lack of Marketability Report Cover 2018

2018 Discount for Lack of Marketability Study

Publish Date: July 2018

The 2018 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

Discount for Lack of Marketability Report 2019

2019 Discount for Lack of Marketability Study

Publish Date: July 2019

The 2019 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2020 Discount for Lack of Marketability Study

Publish Date: July 2020

The 2020 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2021 Discount for Lack of Marketability Study

Publish Date: September 2021

The 2021 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2022 Discount For Lack Of Marketability Cover

2022 Discount for Lack of Marketability Study

Publish Date: November 2022

The 2022 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. Learn more >>

2023 Discount for Lack of Marketability Study

Publish Date: January 2024

The 2023 Discount for Lack of Marketability Study provides objective rate of return measures to implement the Johnson/Park Empirical Method for determining a discount for lack of marketability (DLOM) for the valuation of interests in privately held corporations and partnerships. This nine-page report instantly provides you with the most current DLOM rate of return information including a thorough explanation and example on how to apply this data. This methodology has been used in several tax court cases including the first family limited partnership (FLP) case to go to trial. Learn more >>

2024 Business Reference Guide

Publish Date: January 2024

With up-to-date rules of thumb and pricing details on more than 800 types of businesses, this guide is a must-have for transaction brokers, accountants, attorneys, business appraisers, banks, business-lending institutions, professional advisors—anyone involved with privately owned business. Learn more >>

A Consensus View: Q&A Guide to Financial Valuation 2016 edition

Publish Date: March 2016

In A Consensus View Q&A Guide to Business Valuation, Jim Hitchner, Shannon Pratt, and Jay Fishman answer over 150 of the most important business valuation questions they’ve been asked over the years. Each year, new chapters will be added and existing chapters will be updated. Learn more >>

A Field Guide to Business Valuation

Publish Date: September 2022

This is an ideal first book for people who want to learn how to perform valuations themselves. It does not contain all the details necessary to master the craft of business valuation but will serve as an excellent introduction to the topic. Learn more >>

Architecture and Engineering Business Valuation and M&A Transaction Study, Fifth Edition

Publish Date: April 2018

Now in its fifth year, this study examines data from 169 distinct stock transactions collected via a confidential online survey. All data is analysed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers — individuals with decades of experience valuing privately held architecture and engineering (A/E) firms. Learn more >>

Architecture and Engineering Business Valuation and M&A Transaction Study, Seventh Edition

Publish Date: February 2019

Now in its seventh year, this study examines data from 261 distinct stock transactions collected via a confidential online survey. All data is analysed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers. Learn more >>

2019 ROG Architecture and Engineering Study

Architecture and Engineering Business Valuation and M&A Transaction Study, Sixth Edition

Publish Date: February 2019

Now in its sixth year, this study examines data from 167 distinct stock transactions collected via a confidential online survey. All data is analysed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers. Learn more >>

Architecture/Engineering Business Valuation and M&A Transaction Study, 3rd Edition

Publish Date: March 2016

Now in its third year, this study examines data from over 220 distinct stock transactions collected via a confidential online survey. All data is analyzed and compiled by Rusk O’Brien Gido Partners’ team of accredited business appraisers — individuals with decades of experience valuing privately held A/E firms. Learn more >>

Architecture/Engineering Business Valuation M&A Transaction Study, Fourth Edition

Architecture/Engineering Business Valuation and M&A Transaction Study, Fourth Edition

Publish Date: March 2017

Now in its fourth year, this study examines data from 198 distinct stock transactions collected via a confidential online survey. All data is analyzed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers — individuals with decades of experience valuing privately held architecture and engineering (A/E) firms. The result is the most comprehensive and reliable study of business valuations and mergers and acquisitions ever published for the A/E and environmental consulting industries. Learn more >>

Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations, Third Edition

Publish Date: August 2021

Benchmark data is used to help support the allocation of intangible assets and the estimation of remaining useful lives for a purchase price allocation (PPA). Now in its third edition, Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations delivers a compilation of reported, vetted and carefully analyzed data, particularly focused on useful lives of intangible assets as reflected in almost 16,000 purchase price allocations Learn more >>

Benchmarking Seller's Discretionary Earnings in a Small Business: Based on data from Pratt's Stats (PDF)

Publish Date: June 2015

This special report reveals what small business owners are achieving in seller's discretionary earnings by sector and company size with benchmarking from 21 industry groupings including real estate, personal services, restaurants, construction and more. Learn more >>

Building the Essential BV Templates in Excel

Publish Date: January 2020

Building the Essential BV Templates in Excel is a practical, hands-on guide to understanding and building Excel templates for business valuation analysis. This publication also includes access to an instructional video and Excel template samples. Learn more >>

Business Valuation and Bankruptcy: Case Law Compendium, 3rd Edition

Publish Date: March 2021

The bestselling Business Valuation & Bankruptcy: Case Law Compendium, Third Edition from BVR once again delivers, digests and summarizes all relevant recent case law. This one-of-a-kind legal resource saves you hours of research and features a collection of articles and analysis that will prove illuminating for any practitioner. Learn more >>

Business Valuation and Healthcare Case Law Compendium

Publish Date: September 2016

BVR’s new Business Valuation and Healthcare Case Law Compendium features the most discussed and the most recent court cases involving business valuation disputes in the healthcare industry. Our legal analysts have crafted this one-of-a-kind resource, which breaks down the cases and the decisions to save you hours of research. Learn more >>

Business Valuation Update Law Yearbook 2017

Business Valuation Case Law Yearbook, 2017 Edition

Publish Date: February 2017

The Business Valuation Case Law Yearbook analyzes the year’s most meaningful valuation-related issues in the major courts including marital disputes, breach of contract actions, damages, dissenting shareholder disputes, estate and gift tax cases, federal taxation, intellectual property cases, bankruptcy litigation, and more. Readers learn how debates over economic damages, goodwill, M&A-related appraisals, discounts, and Daubert challenges played out in court during the past year. Learn more >>

Business Valuation Case Law Yearbook, 2018 Edition

Publish Date: February 2018

The Business Valuation Case Law Yearbook, 2018 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court. Learn more >>

Business Valuation Case Law Yearbook, 2019 Edition

Publish Date: February 2019

The Business Valuation Case Law Yearbook, 2019 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court. Learn more >>

Business Valuation Case Law Yearbook, 2020 Edition

Publish Date: January 2020

The Business Valuation Case Law Yearbook, 2020 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court. Learn more >>

Business Valuation Case Law Yearbook, 2021 Edition

Publish Date: January 2021

Practitioners have come to rely on the annual Business Valuation Case Law Yearbook– and certainly the 2021 edition will prove even more vital than ever. The legal coverage and in-depth analysis from the BVR legal team deliver lessons learned to help appraisers reach better and more defensible valuation conclusions. The Yearbook shows how financial experts helped their side win (and lose) in the courtroom. Learn more >>

Business Valuation Case Law Yearbook, 2022 Edition

Publish Date: January 2022

The legal coverage and in-depth analysis from the BVR legal team deliver lessons learned to help appraisers reach better and more defensible valuation conclusions. All the cases featured in this book impart important lessons about applicable legal principles, approved and discredited valuation methodology, and the act (and art) of presenting expert opinions. This must-have collection benefits both the generalist as well as the specialist.

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Business Valuation Case Law Yearbook, 2023 Edition

Publish Date: January 2023

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2023 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases were added to BVLaw in 2022. Learn more >>

Business Valuation Case Law Yearbook, 2024 Edition

Publish Date: January 2024

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2024 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases that were added to BVLaw in 2023. Learn more >>

Business Valuation Firm Benchmarking Guide: 2023 Edition

Publish Date: November 2023

Capture essential insights from more than 190 BV firms and refine them into a concise and easy to reference guide that focuses on different aspects of practice management and practice building. Propel your firm to the forefront of the BV profession with the all-new Business Valuation Firm Benchmarking Guide! Learn more >>

Business Valuation in Divorce Compendium 5th Edition

Business Valuation in Divorce Case Law Compendium, Fifth Edition

Publish Date: September 2020

Since divorce statutes and law are state-specific, it is a time-consuming challenge for attorneys and financial experts alike to keep up with key valuation decisions and developments. The 5th edition of BVR’s Business Valuation in Divorce Case Law Compendium is the one reference that puts key insights and case law summaries in one place. Every divorce professional can stay ahead of the game with this indispensable resource.

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Business Valuation in Divorce Case Law Compendium, Fourth Edition

Publish Date: April 2019

With in-depth analysis from BVR’s legal team, the new Business Valuation in Divorce Case Law Compendium, Fourth Edition is an indispensable tool for every divorce professional to stay ahead of the game. Now updated with five new chapters and 40 new cases that have helped shape the landscape of business valuation in divorce proceedings, this must-have compendium offers advice from top business valuation experts.

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Business Valuation Update August 2020 Issue

Business Valuation Update - Special Issue (August 2020)

Publish Date: August 2020

The Business Valuation Update (BVU) has been the voice of the valuation profession since its inception in 1995. The August 2020 issue features articles and other information to support valuation experts in addressing the coronavirus in valuations they are currently working on. Learn more >>

Business Valuation Update - Special Issue (July 2020)

Publish Date: July 2020

The Business Valuation Update (BVU) has been the voice of the valuation profession since its inception in 1995. The July 2020 issue features articles and other information to support valuation experts in addressing the coronavirus in valuations they are currently working on. Learn more >>

Business Valuation Update - Special Issue (June 2020)

Publish Date: June 2020

The Business Valuation Update (BVU) has been the voice of the valuation profession since its inception in 1995. The June 2020 issue features articles and other information to support valuation experts in addressing the coronavirus in valuations they are currently working on. Learn more >>

Business Valuation Update - Special Issue (May 2020)

Publish Date: May 2020

The Business Valuation Update (BVU) has been the voice of the valuation profession since its inception in 1995. The May 2020 issue features articles and other information to support valuation experts in addressing the coronavirus in valuations they are currently working on. Learn more >>

September 2020 Business Valuation Update

Business Valuation Update - Special Issue (September 2020)

Publish Date: September 2020

The Business Valuation Update (BVU) has been the voice of the valuation profession since its inception in 1995. The September 2020 issue features articles and other information to support valuation experts in addressing the coronavirus in valuations they are currently working on. Learn more >>

Business Valuation Update Yearbook 2014

Publish Date: May 2014

Stay on top of the most important business valuation news with the Business Valuation Update Yearbook 2014. With emerging methodology, evolving approaches, and critical debate, it’s more important than ever to be current on the trends in the business appraisal profession. Learn more >>

Business Valuation Update Yearbook 2015

Publish Date: February 2015

BVR has you covered with the latest news in the business valuation profession! Get your Business Valuation Update Yearbook 2015 now to stay up to date with the most innovative approaches and techniques, leading conferences, new court decisions and changes in regulations and standards in the profession with on-the-ground reporting from valuation experts, thought-leaders and the BVR editorial team. Learn more >>

Business Valuation Update Yearbook, 2017 Edition

Publish Date: February 2017

BVR has you covered with the Business Valuation Update Yearbook 2017. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation including IRC Sec. 2704, DLOM, cost of capital, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

Business Valuation Update Yearbook, 2018 Edition

Publish Date: February 2018

BVR has you covered with the Business Valuation Update Yearbook 2018. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

Business Valuation Update Yearbook, 2019 Edition

Publish Date: February 2019

BVR has you covered with the Business Valuation Update Yearbook 2019. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

Business Valuation Update Yearbook, 2020 Edition

Publish Date: January 2020

BVR has you covered with the Business Valuation Update Yearbook 2020. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>

Business Valuation Update Yearbook, 2021 Edition

Publish Date: January 2021

Always a highly-anticipated annual publication, the Business Valuation Update Yearbook 2021 covers the year’s most groundbreaking and thought-provoking advancements on valuation methodologies in the face of a global pandemic. It also captures, changes in regulations and professional standards, key takeaways from the best virtual conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s expert editorial and legal teams. Learn more >>

Business Valuation Update Yearbook, 2022 Edition

Publish Date: January 2022

A new year means another annual “greatest hits” publication! The Business Valuation Update Yearbook 2022 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation. It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>

Business Valuation Update Yearbook, 2023 Edition

Publish Date: January 2023

It's that time of year again, BVR's “greatest hits” publication is here! The Business Valuation Update Yearbook 2023 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation. It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>

Business Valuation Update Yearbook, 2024 Edition

Publish Date: January 2024

Another year has come and gone and it's time again for one of BVR's “greatest hits” publications! The Business Valuation Update Yearbook 2024 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation. It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>

Business Valuation Yearbook 2016

Publish Date: February 2016

Keep up with business valuation’s most innovative approaches and techniques, new court decisions, and regulatory and professional standards updates. BVR has you covered with the Business Valuation Update Yearbook 2016. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements Learn more >>

Business Valuation: An Integrated Theory, 3rd Edition

Publish Date: October 2020

The revised and updated third edition of Business Valuation: An Integrated Theory explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. In their book, the authors—two experts on the topic of business valuation—help readers translate valuation theory into everyday valuation practice.

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Business Valuations and the IRS: Five Books In One

Publish Date: March 2018

Business Valuations and the IRS:Five Books in One, written by expert Michael Gregory, is specifically for business appraisers, expert witnesses, and those who work with or may need to work with the IRS regarding business valuations.This must-have publication aids the reader in understanding classification, the IRS review processes and structure, and how to resolve conflicts with the IRS. Learn more >>

Buy Sell Agreements: How to Avoid the Valuation Pitfalls Special Report Cover

Buy-Sell Agreements: How to Avoid the Valuation Pitfalls (PDF)

Publish Date: June 2015

Buy-sell agreements are an integral element in exit planning for business owners and have important implications to the valuation community. Valuation professionals play a critical role in assisting clients with administering or litigating ownership agreements and they must understand how shareholder agreements, operating agreements, partnership agreements, and bylaws impact value. Learn more >>

BVR Briefing - Cannabis and Hemp Valuations: A Market Analysis

Publish Date: January 2020

There is no better time for the new “BVR Briefing - Cannabis and Hemp Valuations: A Market Analysis” study by Ryan Cram, CVA, and Ron Seigneur, CPA/ABV, CVA, ASA. Cram and Seigneur present an empirically-based alternative to the “one-size-fits-all” application of market approach in the cannabis industry by putting current cannabis market sentiment and factors in the context of privately-held growth assets and relies upon the same rigor in data selection and research. Learn more >>

BVR Briefing - Control Premiums: A Deep Dive into the New Data on Invested Capital Premiums

Publish Date: June 2021

This briefing, based on a recent webinar with valuation experts Timothy J. Meinhart and Nate Novak (Willamette Management Associates) puts current and best thinking into one reference. It is all you need to ensure alignment with Control Premium thought leadership. The Briefing also covers the recently improved FactSet Mergerstat/BVR Control Premium Study, historically the most reliable, comprehensive transactional database, which now provides an invested capital premium as well as the corresponding implied minority discount. Learn more >>

BVR Briefing – Cybersecurity in Business Valuation: Addressing the Impact of Data Breaches on Value

Publish Date: March 2020

This BVR Briefing presents some emerging ideas and techniques that are helping to pave the way to better understand and measure the impact of data security and cyber liability risks on the value of a business. Renowned cybersecurity pros Charles Hoff and Michael Blake share their deep knowledge and proven strategies. Learn more >>

BVR Briefing – The Real Story of COVID-19 For Valuation and Litigation Experts

Publish Date: September 2020

Healthcare valuation expert Mark Dietrich (Mark O. Dietrich CPA, PC) has done over a hundred hours of research digging into the “science” of COVID-19—its origin, how it spreads, protection methods, testing, and other issues. You might wonder what all of this has to do with the valuation and financial community. The answer is that for the economy to recover, these matters must be understood. Learn more >>

BVR Guide to Ancillary Healthcare Services Valuation

Publish Date: December 2016

In the new BVR Guide to Ancillary Healthcare Services Valuation, 15 of the top U.S. healthcare valuation experts have contributed a collection of tried and true methods infused with new and innovative approaches that will challenge the future direction of healthcare valuation. Learn more >>

BVR Legal & Court Case Yearbook 2014

Publish Date: May 2014

The BVR Legal and Court Case Yearbook 2014 is a must-have for business valuation professionals and attorneys who want to stay up-to-date on the most important legal issues confronting the profession in a range of fields, including: marital disputes, breach of contract actions, dissenting shareholder disputes, estate and gift tax cases, and bankruptcy litigation. Learn more >>

BVR Legal and Court Case Yearbook 2015

Publish Date: February 2015

The BVR Legal and Court Case Yearbook 2015 is essential for business valuation professionals and attorneys to stay current on the most important legal issues confronting the profession. The Yearbook covers marital disputes, breach of contract actions, damages, dissenting shareholder disputes, estate and gift tax cases, federal taxation, intellectual property cases, bankruptcy litigation, and more. Learn more >>

BVR Legal and Court Case Yearbook 2016

Publish Date: February 2016

The BVR Legal and Court Case Yearbook 2016 is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues confronting business valuation. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers come to better and more defensible valuation conclusions. Learn more >>

BVR/AHLA Guide to Valuing Physician Compensation and Healthcare Service Arrangements, Second Edition

Publish Date: October 2017

This new guide challenges and deconstructs the industry’s current standard for the fair market value (FMV) of physician clinical compensation based on the exclusive use of survey data and certain percentile-based valuation methods. Itdebunks the current “survey says” paradigm and provides the foundation for a completely new standard for the FMV of physician clinical compensation. Learn more >>

BVR/ktMINE Royalty Rate Benchmarking Guide, 2017/2018 Global Edition

Publish Date: October 2017

The BVR/ktMINE Royalty Rate Benchmarking Guide, 2017/2018 Global Edition was developed to help provide analysts clarity with an aggregated, big-picture indication of royalty rate trends within industries. The 21 industries examined within this guide help provide better transparency from licensing transactions in a global marketplace that is often murky. Learn more >>

Diagnostic Imaging Centers Industry Report

BVR’s Industry Transaction & Profile Annual Report on Diagnostic Imaging Centers

New technologies and an aging population are some of the opportunities in the future for the diagnostic imaging industry, while healthcare reform and government regulation are two key challenges these centers face. The Industry Transaction & Profile Annual Report: Diagnostic Imaging Centers discusses the business environment for this industry, as well as benchmarking balance sheets for both diagnostic labs and imaging centers, and transactional data on actual transactions of sales of these imaging centers. Learn more >>

BVR's Guide to Business Valuation Issues in Estate & Gift Tax Cover

BVR's Guide to Business Valuation Issues in Estate and Gift Tax

Publish Date: July 2010

While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges. Issues such as tax-affecting S corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. Learn more >>

Guide to Discounts for Lack of Marketability Cover

BVR's Guide to Discounts for Lack of Marketability, Fifth Edition (2 Volumes)

Publish Date: August 2013

In the fifth edition of BVR's Guide to Discounts for Lack of Marketability, John Stockdale, Sr. offers the newest treatise on the theories, evidence, and techniques for determining discounts for lack of marketability (DLOM). DLOM is one of the most discussed topics in the business valuation profession with a historically wide divergence in how valuators approach it. Learn more >>

BVR's Guide to Fair Value in Shareholder Dissent, Oppression, and Marital Dissolution

Publish Date: July 2011

The best-selling Fair Value in Shareholder Dissent, Oppression, and Marital Dissolution guide includes relevant articles and webinar transcripts by top business valuation professionals such as Shannon Pratt, Jay Fishman, Gilbert Matthews, and Michelle Patterson. In addition, it includes a wealth of court case digests and full text court opinions, a reference chart listing the statutes in all 50 states, and much more. Learn more >>

BVR's Guide to Intellectual Property Valuation, Second Edition

Publish Date: March 2012

Author and leading IP expert Michael Pellegrino analyzes real-world examples of IP valuation and discusses each of the primary IP categories including patents, trademarks, copyrights and trade secrets. The new edition includes chapters on valuation approaches and guidance, due diligence, discount rate development, royalty rates and much more. Learn more >>

BVR's Guide to Personal v. Enterprise Goodwill, Fifth Edition

Publish Date: August 2012

BVR's Guide to Personal v. Enterprise Goodwill delivers first-hand knowledge and the most important issues in goodwill with expertise from Mark Dietrich, Ron Seigneur, Kevin Yeanoplos, Jay Fishman, Shannon Pratt, David Wood, Noah Gordon, and more. Save valuable research time with the one resource that every BV professional needs to have in their business valuation library. Learn more >>

BVR's Guide to Restaurant Valuation

Publish Date: March 2010

In BVR’s Guide to Restaurant Valuation, expert Ed Moran, along with a small army of other franchise and restaurant professionals, walks you through the complicated, yet fascinating, process of determining a restaurant's value - while sharing some of his favorite eating establishments along the way. Learn more >>

BVR's Guide to Valuations for IRC 409A Compliance

Publish Date: December 2009

This Guide, authored by expert Neil J. Beaton, focuses on the nuts and bolts of performing valuation and allocation analyses specifically related to Internal Revenue Code 409A. In these types of valuations, metrics and methodologies differ by the stage of investment and the availability of quantitative and qualitative data. Learn more >>

BVR's Guide to Valuing Dental Practices

Publish Date: October 2011

BVR's Guide to Valuing Dental Practices details the mature, multi-method process of dental practice valuation and the qualitative factors that go into the appraisal. With exclusive articles by top experts in the profession and actual valuation reports to aid the practitioner in understanding the critical elements, this Guide is an important resource every appraiser should have in their business valuation library. Learn more >>

BVR's Guide to Valuing Wholesalers

Publish Date: November 2011

Like few other economic sectors, small and medium-sized distribution companies, wholesalers are under extreme margin pressure because of price discovery enabled by the internet. Shrinking margins mean that savvy wholesalers must fight technological fire with technology investments in purchasing, selling, and warehouse operations. Learn more >>

Calculating Eocnomic Damagesin Intellectual Property Infrigement Cases

Calculating Economic Damages in Intellectual Property Infringement Cases

Publish Date: September 2016

In this one-stop resource you’ll find a comprehensive overview of strategies, analysis, case studies, and legal insight to help you calculate and recover or defend a case involving the infringement of intellectual property. Nowhere else will you find such a complete and thorough analysis of current case law and the valuation methods that form the basis of damage awards in IP infringement cases. Learn more >>

Cannabis Industry Accounting and Appraisal Guide, 2nd edition

Publish Date: May 2023

With the Second Edition of The Cannabis Industry Accounting and Appraisal Guide, authors Stacey Udell, Ron Seigneur and Brenda Clarke, distill their wealth of experience into over 340 pages of must-read insights, for anyone involved in this fascinating, rapidly evolving industry sector, including bookkeepers and accountants, lawyers, management and ownership and other advisors. Learn more >>

Case Studies in Purchase Price Allocations

Publish Date: November 2016

In this new report, Case Studies in Purchase Price Allocations, experts Nathan DiNatale and Mark Zyla discuss the common approaches to valuing intangibles, considerations in modeling the calculations, and how to interpret the conclusions. It sparks thought and provides insight for those valuation professionals who are interested in providing fair value services related to business combinations. Learn more >>

CEO and Senior Executive Compensation Report 2015-2016

CEO & Senior Executive Compensation Report for Private Companies, 2015-2016 (Volumes I & II)

Publish Date: January 2016

Chief Executive Research has gathered compensation and best practice data from 1,186 private companies, with over 3,000 current CEO and executive compensation data points. This is the most comprehensive proprietary dataset for private company CEO and executive compensation ever collected. Be confident using this guide as the definitive source of benchmarking and best practices data. Learn more >>

Closed-End Fund Report: Fixed Income Securities

Publish Date: August 2024

The 2024 Closed-End Fund Report – Fixed Income Securities report, authored by experts Bruce A. Johnson, ASA and James R. Park, ASA provides historical and current closed-end fund data in one convenient publication, saving you the hassle - and expense - of searching through other data sources. Learn more >>

Closed-End Fund Report: Stocks and Equity Investments

Publish Date: August 2024

The 2024 Closed-End Fund Report – Stocks and Equity Investments report, authored by experts Bruce A. Johnson, ASA and James R. Park, ASA provides historical and current closed–end fund data in one convenient publication, saving you the hassle–and expense–of searching through other data sources. Learn more >>

Comprehensive Guide for the Valuation of Family Limited Partnerships and LLCs, 6th Edition: Best Practices, Best Data Sources, Best Appraisal Reports

Publish Date: October 2021

The Comprehensive Guide for the Valuation of Family Limited Partnerships, published by Partnership Profiles, includes all new updates since the 5th edition released in 2017. The book includes all of PPI's annual Partnership Re-Sale Discount Studies published from 2016-2020. This is a comprehensive update and many of the changes are based on the authors' experience handling IRS audits regarding discounts for lack of control and marketability. Learn more >>

Current Trends in Normalization Adjustments

Publish Date: August 2012

Current Trends in Normalization Adjustments: A BVR Special Report is a compilation of articles from business valuation leaders that confirm there are no "automatic" adjustments and careful consideration must be given to each one. Facts, circumstances, and context are important. The authors emphasize the significance of classifying and grouping adjustments to provide clarity to valuation report users and your own analysis. It also includes recent court cases in which normalization was an issue. Learn more >>

Business Valuation & Daubert Challenges for Experts: The Courts Raise the Bar

Daubert Challenges: The Courts Raise the Bar (PDF)

Publish Date: July 2014

This special report equips practitioners with case law, expert insights, practice tips, and check lists. In the report's nearly 350 pages, financial experts and lawyers share their unique insights into what it means to face a Daubert challenge and what it takes to survive one. No expert hoping to excel in the litigation arena can afford to be without this unique practice tool. Learn more >>

Discount for Lack of Marketability Guide and Toolkit

Publish Date: May 2017

The estimation of a discount for lack of marketability (DLOM) is under increased scrutiny by users of valuation reports, the IRS and others. The VPS DLOM Guide and Toolkit by Jim Hitchner, Jim Alerding, Josh Angell, and Kate Morris is designed to provide the information and tools necessary to properly calculate and support a DLOM using both qualitative and quantitative methods. Learn more >>

Early Stage Valuation: A Fair Value Perspective

Publish Date: June 2020

Early Stage Valuation: A Fair Value Perspective provides a comprehensive review of the current methodologies used to value Early Stage Enterprises (ESEs) at fair value for financial reporting, investment, and mergers and acquisitions. Author Antonella Puca, Senior Director with Alvarez & Marsal Valuation Services in New York, provides accurate, up-to-date information on recent guidelines and new approaches for valuation assessments. Learn more >>

Private Co CEO and Exec Comp Report - Small Company Edition

Executive Compensation in Small (<$10Million) Private Companies, 2014-2015 (PDF)

Publish Date: September 2014

Chief Executive Research surveyed 293 small private companies about their 2013 senior executive incentives, and compiled this data in our 205 page Small Private Company Executive Compensation Digest. The Digest includes small company compensation data (Base Salary, Bonus, New Equity, Equity Gains, Benefits and Perks).
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FactSet Mergerstat Review, 2011

Publish Date: April 2011

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. Learn more >>

FactSet Mergerstat Review, 2012

Publish Date: April 2012

FactSet Mergerstat Review, 2013

Publish Date: April 2013

FactSet Mergerstat Review, 2014

Publish Date: May 2014

FactSet Mergerstat Review, 2015

Publish Date: April 2015

FactSet Mergerstat Review, 2016

Publish Date: April 2016

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FactSet Mergerstat Review, 2017

Publish Date: April 2017

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FactSet Mergerstat Review, 2018

Publish Date: May 2018

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FactSet Mergerstat Review, 2019

Publish Date: May 2019

The FactSet Mergerstat Review–U.S. Edition is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.

Learn more >>

FactSet Mergerstat Review, 2020

Publish Date: May 2020

The FactSet Mergerstat Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions. And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

FactSet Mergerstat Review, 2021

Publish Date: April 2021

FactSet Mergerstat Review, 2022

Publish Date: June 2022

The Mergerstat Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions. And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

FactSet Review, 2023

Publish Date: May 2023

The FactSet Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions. And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

FactSet Review, 2024

Publish Date: May 2024

Fair Value Measurement: Practical Guidance and Implementation, 3rd Edition

Publish Date: January 2020

Fair Value Measurement provides hands-on guidance and the latest best practices for measuring fair value in financial reporting. The Financial Accounting Standards Board (FASB), the U.S. Securities and Exchange Commission (SEC), and the American Institute of CPAs (AICPA) have all updated their guidelines for practitioners, and this book details the changes from a practical perspective. Learn more >>

Fairness Opinions in Today's Legal and Economic Environments

Publish Date: May 2012

Fairness Opinions in Today’s Legal and Economic Environments: A BVR Special Report helps advisors understand their roles, the process of analyzing fairness, and the process and pitfalls of issuing fairness opinions. The report contains a series of articles that examine fairness opinions from a number of angles, including the role of independent advisors, the effects of certain market conditions on the demand for fairness opinions, controversies surrounding fairness opinions, and the current state of fairness opinions from a regulatory perspective. Learn more >>

Finance and Accounting for Lawyers, 2nd Edition

Publish Date: September 2020

Contrary to popular belief, accounting is not a mathematical formula or calculation, but rather an organized system that logically summarizes business transactions into useable information that is meaningful to management, creditors, business investors and other stakeholders. This text takes readers through the system of accounting and the development of financial statements. Complexities and limitations of accounting information are explored, culminating in a study of ratio analysis of financial statements to glean relevant insights. Learn more >>

Financial Expert Guide for Family Law Judges and Attorneys, National Edition

Publish Date: April 2023

Financial issues are often the cornerstone issue in dissolution of marriage cases. Contests over the division of marital assets and debts, the determination of whether individual assets are part of the marital estate or one spouse’s separate property, and disagreements over value and allocation frequently merge to become one of, if not the, primary areas of focus of protracted domestic relations litigation in dissolution cases. Learn more >>

Franchise Value: Valuation Methods and Benchmarking Data

Publish Date: April 2016

This special report, "Franchise Value: Valuation Methods and Benchmarking Data," tackles the myriad of valuation challenges and presents a vast amount of valuable franchise benchmarking data, broken down by major industry. Successfully navigate your next franchise valuation with important lessons from the courts and tips on how to overcome the most common franchise valuation issues. Learn more >>

Guide to Intangible Asset Valuation

Publish Date: November 2014

This 700-page book, published by the AICPA, explores the disciplines of intangible asset valuation, economic damages, and transfer price analysis. Guide to Intangible Asset Valuation examines the economic attributes and the economic influences that create, monetize, and transfer the value of intangible assets. Learn more >>

How the Write Bulletproof Valuation Reports - Tips from the Experts

How to Write Bulletproof Valuation Reports: Tips From the Experts (PDF)

Publish Date: June 2015

Refresh your perspective on business valuation report writing with answers to today’s critical questions. This special report compiles the wisdom of top experts and their experience with business valuation report writing in one place. Learn more >>

Intellectual Property Case Law Compendium

Intellectual Property Valuation Case Law Compendium, Fourth Edition

Publish Date: January 2021

Intellectual property (IP) valuation and litigation continue to make headlines – especially when damages are involved. Every financial expert and attorney practicing in this area needs to keep up with legal precedent – and stay ahead of new and evolving methodologies. This 4th edition of BVR’s IP Valuation Case Law Compendium puts all vital thought leadership and case law at your fingertips. Learn more >>

Intellectual Property Valuation Case Law Compendium, Third Edition

Publish Date: April 2017

Confidently navigate your next IP engagement with new thought leadership in BVR's Intellectual Property Valuation Case Law Compendium, Third Edition. Ensure you have the most current analysis on how courts across the U.S. view key business valuation issues. This compendium includes in-depth analysis on nearly 200 court cases, several chapters with insight and advice from top business valuation experts, and a list of the top 20 questions to ask when completing due diligence for an IP valuation. Learn more >>

International Valuation Standards 2017

Publish Date: March 2017

International Valuation Standards 2017 (IVS) is key guidance for valuation professionals globally. This guidance is published by the International Valuation Standards Council (IVSC), with the goal of underpinning consistency, transparency and confidence in valuations. This latest version brings depth to IVS, as was requested by the organization’s members, including the major accountancy firms and other stakeholders. Learn more >>

Lost Profits Damages in Construction Claims Special Report

Lost Profits Damages in Construction Claims (PDF)

Publish Date: September 2011

The nature of economic damages in the construction industry is unique mainly due to the numerous events that can impact timing, performance or the sequence of a project. BVR’s Special Report on Lost Profits Damages in Construction Claims covers the examination of typical claim types and pricing methodologies as well as the calculation of lost profits and the appropriate methods and procedures used to determine net economic damages. Learn more >>

Marijuana Licensing Reference Guide, 2017 Edition

Publish Date: November 2016

The Marijuana Licensing Reference Guide, 2017 Edition, co-published by Cannabiz Media and BVR, is an invaluable resource for owners and operators, investors, business appraisers, financial experts, regulators, lobbyists, government officials, and others who want and need to understand the marketplace opportunities and risks of this industry. Learn more >>

Milliman 2018 Northwest Executive Compensation Survey

Publish Date: November 2018

The Northwest Executive Compensation Survey provides unique reference information regarding executive compensation practices within Northwest companies. This survey covers personnel in the states of Washington, Oregon and Idaho and is the only comprehensive source of data on executive compensation, benefits, and perquisites within the Northwest. Learn more >>

Painting Companies: What 's Your Business Worth? Cover

Painting Companies: What's Your Business Worth? (PDF)

Publish Date: June 2014

After a long lull, construction and home buying, along with remodeling activity are on the rise. With this improving industry landscape, contractors need to know how to create more value in their painting companies to get the most when they are ready to sell. Painting Companies: What’s Your Business Worth? hones in on the unique characteristics and considerations important to contractors who are looking to increase and maintain value in their businesses. Learn more >>

Physician Practices: Key Value Drivers in a Changing Environment (PDF)

Publish Date: December 2012

With health reform initiatives driving the frantic pace of physician practice acquisitions, both hospital systems and physician practices are positioning their organizations for success in a new environment. Physician Practices: Key Value Drivers in a Changing Environment discusses the drivers of physician practice value, poses critical questions to ask and analyses to undertake for a successful acquisition, and shares lessons learned from industry peers. Learn more >>

Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests, 2nd Edition

Publish Date: June 2011

Now fully revised and in a second edition, Private Capital Markets provides lawyers, accountants, bankers, estate planners, intermediaries, and other professionals with a workable framework for making sound investment and financing decisions based on their own needs and experiences. Learn more >>

Proposed IRC Section 2704: Potential Impacts on Estate and Gift Valuations

Publish Date: October 2016

With a possible effective date as early as 2017, now is the time to understand these potential changes and how to respond quickly. BVR's new special report, Proposed IRC Section 2704: Potential Impacts on Estate and Gift Valuations, sheds light on the proposed regulations and helps appraisers navigate the possible implications on the valuation of private business entity interests for transfer tax purposes. Learn more >>

Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes

Publish Date: October 2010

For many closely held businesses, no single operating expense impacts the profitability as much as compensation does. This Guide helps practitioners whenever employee-owner compensation is subject to review and adjustment. It is also an invaluable resource when valuing non-compete agreements or calculating personal vs. enterprise goodwill. Learn more >>

Royalty Rates for Pharmaceuticals & Biotechnology, 8th Edition

Publish Date: March 2012

Royalty Rates for Pharmaceuticals & Biotechnologyfeatures more real-deal royalty rates, license fees, and milestone payment benchmarks than any other publication. This new edition contains hundreds of royalty rates and other financial compensation benchmarks that can be used to optimize the pricing of biotechnology and pharmaceutical innovations. Learn more >>

Royalty Rates for Technology, 6th Edition (PDF)

Publish Date: March 2015

Royalty Rates for Technology, 6th Edition contains more information on pricing of licensed technology than in any other publication – and 21% more than the previous edition. This unique reference reports all available compensation terms from actual completed license agreements. Learn more >>

Taxes and Value: The Ongoing Research and Analysis Relating to the S Corporation Valuation Puzzle

Publish Date: April 2015

Seven years in the making, Taxes and Value: The Ongoing Research and Analysis Relating to the S Corporation Valuation Puzzle guide provides a substantive contribution to the controversial issue of how to value pass-through entities. Authors Nancy Fannon and Keith Sellers present the findings of decades of academic research on the impact of taxes on firm value and demonstrate that historical market returns impound the effects of shareholder taxes. Learn more >>

The Art of Business Valuation: Accurately Valuing a Small Business

Publish Date: October 2020

If you conduct small business valuations, you may be seeking guidance on topics and problems specific to your work. This publication fills a previous void in valuation resources. It provides a practical and comprehensive framework for small and very small business valuation (Companies under $10 million of revenues and often under $5 million of revenues), with a specialized focus on the topics and problems that confront valuators of these businesses. Learn more >>

The Business Valuation Bench Book

Publish Date: April 2017

If you are an attorney or judge navigating business valuation concepts and calculations in financial experts' reports, you'll want this practical reference guide on your bookshelf. The Business Valuation Bench Book , gives you the guidance and tools to better assess the facts and analysis made by business valuation experts. Written by top financial experts William J. Morrison and Jay E. Fishman this must-have resource addresses fundamental business valuation concepts in an easy-to-use format. Learn more >>

The BVR Guide to Management Projections and Business Valuation: Analysis and Case Law

Publish Date: June 2021

BVR’s Guide to Management Projections and Business Valuation: Analysis and Case Law provides professionals with guidance in two forms. The Guide includes articles that discuss a variety of elements, issues, and techniques practitioners should consider when utilizing management’s projections or creating their own. In addition, the Guide includes a multitude of applicable case law to assist practitioners in researching opinions on different matters in various jurisdictions. Learn more >>

The BVR Private Company Value Benchmark Guide, 2017-2018 Edition

Publish Date: June 2017

The BVR Private Company Value Benchmark Guide is a one-of-a kind tool designed specifically for the private equity library. In the guide we aggregate our most meaningful data and analysis and present private company valuations by industry and key financial metrics. Add the guide to your valuation research team today. Learn more >>

The BVR/AHLA Guide to Healthcare Industry Finance and Valuation, Fourth Edition

Publish Date: May 2016

The new edition of the BVR/AHLA Guide to Healthcare Industry Finance and Valuation, is the premier resource for appraisers, attorneys, and healthcare administrators involved in any healthcare valuation. Edited by renowned valuation thought leader Mark Dietrich, and co-published with the American Health Lawyers Association (AHLA), this comprehensive guide addresses all aspects of healthcare valuation. Learn more >>

The Complete Guide to Fair Market Value Under the Stark Regulations

Publish Date: August 2022

Published in collaboration with American Association of Provider Compensation Professionals (AAPCP), this timely new Guide by healthcare valuation expert Timothy Smith delivers a critical and in-depth assessment of the new definitions of fair market value (FMV) under the recently updated regulations for the federal physician self-referral law – the Stark law. The updated regulations make critical changes in how accepted valuation principles and practices are used to determine Stark FMV. Learn more >>

The Comprehensive Guide to Economic Damages, Seventh Edition

Publish Date: April 2023

The Comprehensive Guide to Economic Damages, 7th Edition combines the economic expert’s knowledge of damages calculations and methods with legal and case analysis. It provides a deep and rich resource for financial experts and attorneys seeking guidance on appropriate remedies and related damages calculations. Learn more >>

The Market Approach Then and Now: What Business Appraisers Need to Know

The Market Approach Then and Now: What Appraisers Need to Know (PDF)

Publish Date: June 2013

The Market Approach Then and Now: What Appraisers Need to Know, A BVR Special Report provides practical guidance and articles from top valuation experts, new techniques to apply, and what to take into account when valuing businesses in varying economic climates. Plus, gain insight on the latest court views. This is a must-have for your business valuation library. Learn more >>

The State of the Cannabis Market 7th Edition

The State of Legal Cannabis Markets – 7th Edition

Publish Date: June 2019

As the cannabis industry grows–for both investors and operators–market intelligence becomes a significant source of competitive advantage. The seventh edition of this report leverages the most robust and accurate database of millions of actual point-of-sale data created by BDS Analytics, making market projections and estimates better informed, and allowing us to bring you more granular and precise data than ever before. Learn more >>

The Use of Management Projections for Valuations

Publish Date: July 2011

Management forecasts and projections can be keys to determining a company’s value, but they are often unreliable or unrealistic. In Using Management Projections for Valuations, BVR delivers meaningful guidance on what steps to take in order to ensure as much accuracy as is possible when working with management reports – or dealing with the absence of these reports. Learn more >>

Understanding Business Valuation 6 Edition

Understanding Business Valuation - 6th Edition

Publish Date: February 2022

In this exciting new edition of Understanding Business Valuation, Gary Trugman takes his characteristic talent for simplifying the technical and complex to even greater heights. In his easy-to-read and understand style he covers all the bases with valuation approaches, methods, and techniques. Trugman identifies critical points in his callout notes throughout the publication. Learn more >>

Update on Control Premiums: What the Experts Say (PDF)

Publish Date: May 2015

BVR’s data-rich special report "Update on Control Premiums: What the Experts Say," presents both qualitative commentaries and case studies from numerous experts who address these issues. It is includes all the necessary quantitative considerations along with coverage of the controversies about the concepts and data, presenting all sides of the argument. Learn more >>

Valuation Cases From the Delaware Court of Chancery Show How to Excel (PDF)

Publish Date: October 2014

Valuation Cases From the Delaware Court of Chancery Show How to Excel is an important and one of a kind reference tool for your library. The court case digests and articles presented in this special report provide rigorous analysis of and insight into the court’s view of business valuation methodologies and valuation techniques. Learn more >>

Valuation: Measuring and Managing the Value of Companies, 7th Edition

Publish Date: August 2020

Valuation has been the foremost resource for measuring company value for nearly three decades. Now in its seventh edition, this acclaimed volume continues to help financial professionals around the world gain a deep understanding of valuation and help their companies create, manage, and maximize economic value for their shareholders. Learn more >>

Valuing a Business, 6th Edition

Publish Date: April 2022

Since the first edition was published in 1981, the profession of business appraisal has matured immensely. The IRS has come out with business valuation guidelines, and the AICPA has published their business valuation standards. While each organization’s standards or guidelines are slightly different from the others, there is unanimous agreement on the central concepts of business valuation. Learn more >>

Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues (PDF)

Publish Date: September 2014

BVR’s special report,Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues addresses the unique concerns and challenges of valuing a company with real estate. This report, with perspective from both real estate and business appraisers will help steer the profession toward a more sensible consensus.
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Valuing Goodwill in Divorce (PDF)

Publish Date: July 2011

BVR's Special Report on Valuing Goodwill in Divorce addresses the difference between personal and enterprise goodwill, and discusses treatment of goodwill in the context of a divorce dispute. This special report also includes BVR's Goodwill Hunting guide, a state-by-state summary of the precedent-setting court cases affecting the handling of goodwill in marital dissolution. Learn more >>

What It’s Worth: Valuing Fitness Centers, Health Clubs, and Gyms

Publish Date: February 2023

Valuing fitness centers and gyms can provide a serious workout for even veterans of the business valuation field. Make sure you're up to date with all the latest considerations and industry-specific challenges, with this must-read report. Learn more >>

What It’s Worth: Valuing Jewelry Stores

Publish Date: November 2023

Stay appraised of all the latest methodologies 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 factors. Learn more >>

What It’s Worth: Valuing Limited-Service Restaurants

Publish Date: August 2024

Serve up a feast of knowledge and master the most pressing business considerations in the restaurant industry. This report examines how limited-service restaurants operate, current industry trends, valuation approaches, special situations unique to the industry and other critical factors. Learn more >>

What It's Worth: Accounting Firm Value Special Report Cover

What It's Worth: Accounting Firm Value (PDF)

Publish Date: November 2015

BVR’s new What It’s Worth series starts out with Accounting Firm Value, which offers an in depth look at the value drivers in and the valuation of accounting firms. This report contains vital advice from industry experts for both firm owners and the appraisers who value them. These experts share their vast knowledge and best practices, which will bring readers up-to-date on the pressing issues and key drivers of practice value, along with data analysis that shows the latest benchmarks in accounting firm valuation. Learn more >>

What It's Worth: Architecture and Engineering Firm Value Special Report NEW

What It's Worth: Architecture and Engineering Firm Value (PDF)

Publish Date: December 2015

In this BVR special report, What It's Worth: Architecture and Engineering Firm Value, experts home in on these issues to help business valuators, business brokers, and A/E practice owners understand the nuances to valuing a firm, along with data analysis that reveals the latest benchmarks in A/E firm value. Learn more >>

Automobile Dealership Value Special Report

What It's Worth: Automobile Dealership Value

Publish Date: March 2016

What It’s Worth: Auto Dealership Value (formerly Key Trends Driving Auto Dealership Value) provides you with wisdom from numerous experts who work with auto dealerships and study the valuation issues associated with this industry daily. Learn more >>

What It's Worth: Brewery Value

Publish Date: May 2016

BVR's new special report, What It’s Worth: Brewery Value, offers advice from top experts who work with craft breweries and study valuation issues associated with this industry daily. These experts walk you through the very specific factors involved in brewery valuation, from the best valuation approaches to use, considerations for valuing the buildings associated with the brewery, the specialized equipment needed to produce the beers, and the value of the key personnel who operate the brewery. Learn more >>

What It's Worth: Hotel Business Value

Publish Date: June 2016

In "What It's Worth: Hotel Business Value," the authors provide an overview of the opportunities available in the hospitality industry and walk readers through a detailed case study covering valuation considerations from estimating room revenues and expenses to applying a cost approach and asset allocation method. Learn more >>

What It's Worth: Law Firm Value

Publish Date: January 2017

BVR's special report, "What It's Worth: Law Firm Value," provides a solid foundation for determining law firm value and offers law firm owners with critical advice on succession planning. This comprehensive resource helps appraisers understand the key considerations to take into account when valuing a law firm including goodwill, origination credits, billing, and productivity. Learn more >>

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry (PDF)

Publish Date: August 2016

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry helps you navigate the swirl of issues that surround providing services to cannabis businesses. The authors, experts who know this industry inside and out, walk readers through the unique aspects of a cannabis business’s financial records, key valuation challenges, benchmarking data, and more. Learn more >>

What It's Worth: Electrical Contracting Companies Special Report

What It's Worth: Valuing Electrical Contracting Companies

Publish Date: July 2017

BVR's special report, What It’s Worth: Valuing Electrical Contracting Companies, is your resource for understanding the accounting, operational, and workforce components that affect value within this dynamic industry. With guidance from valuation experts Erin Hollis, Matthew Crane, and others, this report explores the components that go into valuing electrical contractors, as well as the risk factors associated with their operations. Learn more >>

What It's Worth: Valuing Full-Service Restaurants

Publish Date: October 2020

Valuing restaurants has always been a dynamic and challenging process, now more than ever before given the impact of COVID-19 on eateries. To meet this challenge, a back-to-basics approach steeped in fundamentals is required in order to build a foundation on which to develop a valuation in today’s volatile environment. This new and timely industry report from the editorial experts at BVR takes a deep dive into the unique considerations for restaurant valuation

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What It's Worth: Valuing HVAC Companies

Publish Date: August 2017

BVR's new special report, "What It's Worth: Valuing HVAC Companies," covers the unique factors that drive HVAC company value, the fundamental ways to measure what a business is worth, insight into the current market for HVAC companies, and how to boost the value of your HVAC business before cashing out. This comprehensive resource is a must-have to benchmark the value of an HVAC company. Learn more >>

What It's Worth: Valuing Insurance Agencies

Publish Date: September 2021

What It’s Worth: Valuing Insurance Agencies takes a deep dive into the unique considerations for insurance agency and brokerage valuation – as well as the long-term outlook for consumer preferences and financial performance. The report draws upon the best data and industry sources available, summarizes key insights and appraisal factors, and will help guide your professional judgment in determining a conclusion of value that is as reliable as ever. Learn more >>

What It's Worth: Valuing Nightclubs, Bars, and Adult Cabarets

Publish Date: July 2022

This report provides a solid foundational understanding of the business of nightclubs, bars, and adult cabarets. It explains how these firms operate, the nature of their revenue streams, value drivers, the industry environment, the risks involved, and other key factors for valuation professional and any other stakeholder in a related business. Learn more >>

What It's Worth: Valuing Oil, Gas, and Alternative Energy Assets Special Report

What It's Worth: Valuing Oil, Gas, and Alternative Energy Assets, Second Edition

Publish Date: April 2017

The special report, “What It’s Worth: Valuing Oil, Gas, and Alternative Energy Assets, Second Edition” keeps business appraisers, analysts and owners current with the key trends, data, and valuation approaches in this constantly evolving space. Learn more >>

What It's Worth: Valuing Paving Contractors

Publish Date: April 2018

In BVR's new special report, What It’s Worth: Valuing Paving Contractors, you’ll get advice from top experts who work with this industry on a daily basis. You'll learn the best methods to apply when valuing a paving company and gain critical insights on industry trends and risks. Learn more >>

Valuing Construction Companies Special Report

What It's Worth: Valuing Residential and Commercial Construction Companies

Publish Date: February 2020

What It’s Worth: Valuing Residential and Commercial Construction Companies is an ideal and timely resource for anyone looking for insight into what drives value in a building enterprise and how to account for every special consideration. The report includes a case study that will illuminate and inform any stakeholder’s thinking. Expert contributors analyze actual market comps from the DealStats transaction database along with industry intelligence from The Business Reference Guide. Learn more >>

What It's Worth: Veterinary Practice Value (PDF)

Publish Date: November 2015

BVR’s new special report, What It’s Worth: Veterinary Practice Value, brings business appraisers, practice owners, and potential buyers up-to-date on the current market trends and key drivers of vet practice value. This report provides important benchmarking data and valuation rules of thumb, along with expert guidance on professional practice issues such as goodwill, covenants not to compete, and common valuation errors and challenges. Learn more >>

What It's Worth: Winery Value

Publish Date: May 2016

In What It’s Worth: Winery Value, you’ll get advice from top experts who work with wineries and study valuation issues associated with this industry on a daily basis. These experts walk you through the factors involved in winery valuation and examine the top value drivers including real estate, wine clubs, ancillary product sales, and production capacity. Learn more >>

2020 AAML/BVR Virtual Divorce Conference Training Pack

Brought to you by the American Academy of Matrimonial Lawyers (AAML) and Business Valuation Resources (BVR), the Virtual Divorce Conference brought together the leading matrimonial attorneys and financial experts to gain critical insights from nationally recognized presenters and to increase your practice proficiency. Learn more >>

2022 AAML/BVR Divorce Conference Training Pack

Brought to you by the American Academy of Matrimonial Lawyers (AAML) and Business Valuation Resources (BVR), the National Divorce Conference brought together the leading matrimonial attorneys and financial experts to gain critical insights from nationally recognized presenters and to increase your practice proficiency. Learn more >>

2024 ASA Energy Valuation Conference

BVR is pleased to partner with the Houston Chapter of the ASA to present the webcast of the 2024 Houston ASA Energy Valuation Conference. The conference agenda featured presentations from nationally recognized speakers who are profession leaders, covering a range important topics in the industry. Learn more >>

Advanced Business Valuation eLearning Course

Advanced Business Valuation: Global Education by iiBV (eLearning Course)

Get the full benefit of world-class valuation education (and save) by purchasing all five courses from the iiBV education series. This combines our courses on Valuing Intangible Assets, Valuing Early Stage Companies, Valuing Minority Interests, International Cost of Capital, and Black Scholes Option Modeling, into a comprehensive next step in becoming a valuation expert. Learn more >>

ASA/USC 14th Annual Fair Value Conference: A BVR Webcast

BVR is pleased to partner with the American Society of Appraisers and the University of Southern California to present the 14th Annual Fair Value Conference at KPMG in Los Angeles, California. The conference agenda will feature presentations from nationally recognized speakers who are profession leaders, covering a range of fair value measurement and valuation topics, as well as other current and future expected trends regarding the FASB, SEC, and international accounting standards. Learn more >>

Black Scholes Option Model: Global Education by iiBV (eLearning Course)

The Black Scholes Option Model was first published in 1973, but the applicability in valuation is strong to this day. Join iiBV expert Andrew Strickland as he dissects and explains the various components of the models, and how they can be utilized in your valuation. Learn more >>

Desktop Learning Center

The Desktop Learning Center is an all-access pass to select archived BVR web events. Subscribers have access to top thought-leaders in the profession presenting on the most timely business valuation topics, exclusive ancillary reading materials from BVR's extensive library, as well as all presentation materials. Learn more >>

Desktop Learning Center Pro

The Desktop Learning Center Pro is an all-access pass to archived BVR web workshops, webinars, and special series. Subscribers have access to top thought-leaders in the profession presenting on the most timely business valuation topics, exclusive ancillary reading materials from BVR's extensive library, as well as all presentation materials. Learn more >>

Excel for Valuation: Beginner to Advanced (eLearning course)

Whether you're new to the field or a veteran business valuation practitioner, there is no tool more critical than Excel. BVR's new eLearning course, "Excel for Valuation: Beginner to Advanced," will catapult your Excel knowledge and skills so you can work as efficiently as possible with spreadsheets, formulas and functions. You can customize the course to match your skill level; start with the very basics or jump right into more complex areas. The eLearning combination of video, notes, take-away templates, quizzes, and exercises ensure you will remain thoroughly engaged for the duration of the course. Learn more >>

International Business Valuation Standards and Ethics (eLearning course)

Valuation is a global profession, and for many that means complying with the new 2020 International Valuation Standards and Code of Ethical Principles. This comprehensive eLearning course delivers what you need to know to demonstrate global valuation competency and understand the significant changes to the standards. See practical and relevant examples by working through an actual case study that follows all of the logical steps of a valuation engagement. Hold yourself to a higher global standard and be prepared to venture wherever your next valuation assignment takes you. Learn more >>

International Cost of Capital eLearning Course

International Cost of Capital: Global Education by iiBV (eLearning course)

The income approach is the most relied upon approach for most valuations, and determining the cost of capital for your engagement for a non-U.S. company is often difficult due to lack of local data. Utilizing commonly applied models in developing international cost of capital, such as relative volatility models or country yield spread models, is critical for success. Learn the shortcomings of each model in terms of their ability to capture the systematic and unsystematic risk in a subject company. Learn more >>

Masterclass in the Valuation of Family Limited Partnerships and LLCs (eLearning course)

As professional appraisal methodology has advanced, so has the valuation of family limited partnerships (FLPs) and limited liability companies (LLCs). Adopting an analytical method for valuing FLPs and LLCs using the income and market approaches allows appraisers to more accurately and objectively determine a value that can withstand the scrutiny of IRS challenges. Experts Bruce Johnson, Jim Park, and Spencer Jefferies conduct case studies to teach the best practices for valuing noncontrolling, nonmarketable FLP and LLC interests. Learn more >>

Monte Carlo: Applications, Examples and Best Practices for Valuation (eLearning course)

As complexity and uncertainty continue to increase, business valuation experts must up their game to master the challenges that accompany today's engagements. Rise to – and soar beyond – the occasion using Monte Carlo simulations, an indispensable method for advanced valuation scenarios. This eLearning course, "Monte Carlo: Applications, Examples and Best Practices for Valuation" distills the best instruction and content on the topic. Learn more >>

National Economic Damages Virtual Conference 2021 Training Pack

BVR is pleased to present the National Economic Damages Virtual Conference, bringing together the pre-eminent attorneys and expert witness that prepare and litigate damages cases. Drawing directly from the expertise of six editions of The Comprehensive Guide to Economic Damages BVR is excited to gather the authoritative voices behind the renowned publication.

Learn more >>

Training Passport

Kick your professional development up a notch and earn career-defining CPE with a subscription to Training Passport, which grants you year-round access to our unmatched web-based training programs, featuring the brightest minds in business valuation. Learn more >>

Training Passport Pro

The ultimate professional development and CE tool, Training Passport Pro provides you and your team with year-round unlimited access to our extensive library of webinars and workshops, from foundational knowledge to industry insights and everything in between. Learn more >>

Valuing Early Stage Company eLearning Course

Valuing Early Stage Companies: Global Education by iiBV (eLearning course)

Early stage companies are challenging to value. Often with undeveloped or even no revenue these companies require a unique set of tools for a business valuer. Learn the common models used to deploy valuations in this area such as the Current Value Method, Option Pricing Model, and the Probability Weighted Expected Return Method (PWERM), along with their shortcomings. Learn more >>

Valuing Intangible Assets eLearning Course

Valuing Intangible Assets: Global Education by iiBV (eLearning course)

Every valuation professional needs to be able to identify the differences between intangible and tangible assets. The first step is to define the major categories of intangible assets and understand the common models used to determine value. Often the purpose of intangible valuation is for financial reporting contexts, including purchase price allocation. Join Jon Barton in this fundamental eLearning course that builds on core valuation concepts with in depth lectures and Excel-based case studies. Learn more >>

Valuing Minority Interests eLearning Course

Valuing Minority Interests: Global Education by iiBV (eLearning course)

Valuing a partial interest in a business is difficult, and when that interest is a minority ownership stake the impact to value can be significant. In this eLearning course, led by John Barton, you’ll learn methods to adjust for and quantify minority discounts. Control is a key issue, and understanding the multiple methods an appraiser can utilize is critical to a defensible valuation. Learn more >>

Control Premiums: Application and Analysis

Publish Date: July 2010

BVR's Control Premiums: Application and Analysis is a comprehensive special report that addresses the application and analytical framework for control premiums and provides an analysis of the factors that are commonly believed to influence the magnitude of control premiums. Learn more >>

Valuing Goodwill in Physician Practices Special Report

Valuing Goodwill in a Physician Practice (PDF)

Publish Date: July 2010

BVR’s Special Report Valuing Goodwill in a Physician Practice discusses methodologies for identifying and measuring goodwill in a medical practice. It also includes summaries of court cases in which physician practice goodwill was central to the dispute, along with a state-by-state summary of key court cases for easy reference. Learn more >>

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