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.


Category: discounts & premiums


Closed-End Fund Report: Fixed Income Securities

October 2024 PDF (38 pages)

Bruce A. Johnson, James R. Park

Partnership Profiles, Inc.

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 >>
$295.00

Closed-End Fund Report: Stocks and Equity Investments

October 2024 PDF (50 pages)

Bruce A. Johnson, James R. Park

Partnership Profiles, Inc.

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 closedend fund data in one convenient publication, saving you the hassleand expenseof searching through other data sources.  Learn more >>
$295.00

Business Valuation Case Law Yearbook, 2024 Edition

January 2024 PDF, Softcover (222 pages)

BVR (editor)

Business Valuation Resources, LLC

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 >>
$259.00

Business Valuation Update Yearbook, 2024 Edition

January 2024 PDF, Softcover (401 pages)

BVR (editor)

Business Valuation Resources, LLC

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 >>
$259.00

Business Valuation Update Yearbook, 2023 Edition

January 2023 PDF, Softcover (426 pages)

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

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

Business Valuation Update Yearbook, 2022 Edition

January 2022 PDF (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

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

Business Valuation Update Yearbook, 2021 Edition

January 2021 Hardcover, PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

Business Valuation Case Law Yearbook, 2020 Edition

January 2020 Hardcover, PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

Business Valuation Update Yearbook, 2020 Edition

January 2020 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

Business Valuation Case Law Yearbook, 2019 Edition

February 2019 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

Business Valuation Update Yearbook, 2019 Edition

February 2019 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$249.00

Business Valuations and the IRS: Five Books In One

March 2018 Softcover (852 pages)

Michael Gregory

Birch Grove Publishing

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 >>
$249.00

Business Valuation Case Law Yearbook, 2018 Edition

February 2018 PDF

BVR (editor)

Business Valuation Resources, LLC

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 >>
$220.00

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