Guides, Books & Special Reports

BVR publications bring you the most up-to-date thought-leadership in the valuation profession with guides, books, and special reports on the most timely topics.

Mergerstat Pre-Order

FactSet Mergerstat Review, 2022

May 2022 Hardcover, PDF

FactSet Mergerstat

Business Valuation Resources, LLC

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 >>
$579.00
VAB6-Mockup

Valuing a Business, 6th Edition

March 2022 Hardcover

Shannon Pratt

McGraw-Hill Co.

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 >>
$95.00
UBV-Pre-order

Understanding Business Valuation - 6th edition

February 2022 Hardcover, PDF

Gary Trugman

Business Valuation Resources, LLC

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 >>
$95.00
VFI-2.0-Cover

Valuing Fractional Interests in Real Estate 2.0

January 2022 Hardcover (485 pages)

Dennis A Webb

Milonguero Press

Valuation professionals have relied on Fractional Interest Valuations 1.0  and it's extensive body of knowledge for valuing operating companies since 2004. Now author Dennis Webb lends his talents to developing a comprehensive guide for real estate ownership with Valuing Fractional Interests 2.0.

Learn more >>
$225.00
BVLaw_Yearbook2022_Cover360

Business Valuation Case Law Yearbook, 2022 Edition

January 2022 PDF, Softcover (177 pages)

BVR (editor)

Business Valuation Resources, LLC

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.

Learn more >>
$249.00
Business Valuation Yearbook 2022

Business Valuation Update Yearbook, 2022 Edition

January 2022 PDF, Softcover (454 pages)

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00
brg

2022 Business Reference Guide

January 2022 Softcover

Tom West

Business Brokerage Press

Now in its 32nd year, the 2022 Business Reference Guide is the essential guide to pricing businesses. With up-to-date rules of thumb and pricing details on nearly 600 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 >>
$185.00
Closed End Funds - Fixed Income Securities 2019

Closed-End Fund Report: Fixed Income Securities

December 2021 PDF (36 pages)

Bruce A. Johnson, James R. Park

Partnership Profiles, Inc.

The 2021 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 >>
$249.00
Closed End Funds - Stocks & Equity 2019

Closed-End Fund Report: Stocks and Equity Investments

December 2021 PDF (46 pages)

Bruce A. Johnson, James R. Park

Partnership Profiles, Inc.

The 2021 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 >>
$249.00
FLP Guide 6th Edition_Cover360 (1)

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

October 2021 Hardcover (300 pages)

Bruce A. Johnson, James R. Park, Spencer Jefferies

Partnership Profiles, Inc.

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 >>
$195.00
DLOM Guide Cover - 2021

2021 Discount for Lack of Marketability Study

September 2021 PDF

Bruce A. Johnson, James R. Park

Johnson/Park

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 >>
$149.00
WIW_Insurance_Agencies_FCover360

What It's Worth: Valuing Insurance Agencies

September 2021 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$199.00
Benchmarking Intangibles 2021

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

August 2021 PDF, Softcover

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00
Control Premiums-A BVR Briefing

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

June 2021 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$149.00
Management Projections Guide 2021

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

June 2021 Hardcover, PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

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