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.
Publisher: Partnership Profiles, Inc.
Closed-End Fund Report: Fixed Income Securities
March 2024 PDF (41 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.
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$295.00
Closed-End Fund Report: Stocks and Equity Investments
March 2024 PDF (56 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 closed–end fund data in one convenient publication, saving you the hassle–and expense–of searching through other data sources.
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$295.00
2023 Discount for Lack of Marketability Study
January 2024 PDF (9 pages)
Bruce A. Johnson, James R. Park
Partnership Profiles, Inc.
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.
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$295.00
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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.
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$195.00
Authors
- Alina Niculita (1)
- Antonella Puca (1)
- Brenda Clarke (1)
- Brian Brinig (1)
- Bruce A. Johnson (13)
- BVR (editor) (69)
- Casey Karlsen (1)
- Chris Mercer (1)
- David Wessels (1)
- Dennis A Webb (1)
- Ed Moran (1)
- FactSet Mergerstat (14)
- Gary Trugman (1)
- Gregory Caruso (1)
- James Hitchner (4)
- James R. Park (13)
- Jay Fishman (2)
- Jim Alerding (1)
- John Stockdale Sr. (1)
- John Tatlock (1)
- Jonathan Dunitz (1)
- Josh Angell (1)
- Kate Morris (1)
- Keith Sellers (1)
- Kevin Yeanoplos (2)
- Linda Trugman (1)
- Marc Goedhart (1)
- Mark Dietrich (7)
- Mark Zyla (1)
- Michael Gregory (1)
- Michael Pellegrino (1)
- Milliman (9)
- Nancy Fannon (2)
- Neil Beaton (1)
- Pasquale Rafanelli (1)
- Robert F. Reilly (1)
- Robert P. Schweihs (1)
- Robert Slee (1)
- Ron Seigneur (4)
- Rusk O'Brien Gido Partners (6)
- Ryan Cram (1)
- Seth Webber (1)
- Shannon Pratt (2)
- Shawn Hyde (1)
- Spencer Jefferies (1)
- Stacey Udell (1)
- Stanley Pollock (1)
- Tim Koller (1)
- Timothy Smith (2)
- Tom West (1)
- Travis Harms (1)
- Warren Miller (1)
- William Morrison (1)
Publishers
- AICPA (1)
- Arcview Market Research (1)
- Birch Grove Publishing (1)
- Business Brokerage Press (1)
- Business Valuation Resources, LLC (117)
- Chief Executive Group (2)
- FactSet Mergerstat (5)
- International Valuation Standards Council (1)
- IPRA, Inc. (2)
- John Wiley & Sons, Inc. (8)
- Johnson/Park (9)
- McGraw-Hill Co. (1)
- Milliman (9)
- Milonguero Press (1)
- Partnership Profiles, Inc. (4)
- Rusk O'Brien Gido Partners (6)
- Valuation Products & Services (1)
Categories
- appraisal standards and regulations (10)
- bankruptcy (1)
- business valuation standards & regulations (32)
- case law & expert testimony (25)
- case law analysis (19)
- company-specific risk (1)
- compensation (18)
- cost of capital (16)
- daubert (1)
- discount for lack of marketability (DLOM) (20)
- discounts & premiums (28)
- economic damages & lost profits (22)
- economic data for valuations (11)
- ESOP valuations (1)
- estate and gift taxation (17)
- evidence (1)
- fair value for financial reporting (8)
- family law valuation (11)
- financial expert services (7)
- forensic accounting (1)
- fraud (1)
- global business valuation (17)
- goodwill (13)
- healthcare (23)
- income approach (1)
- industry analysis (61)
- intangible property (1)
- intangibles (1)
- intellectual property (6)
- intellectual property valuation (10)
- international valuations (10)
- M&A valuations (10)
- marital dissolution/divorce (16)
- market approach (1)
- market comparables (15)
- methodology (2)
- patents (1)
- personal injury (1)
- practice management and growth (1)
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- private company transaction data (5)
- public company comparables (13)
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- purchase price allocation (3)
- royalty (1)
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- securities litigation (1)
- standards of value (5)
- tax valuations (3)
- valuation for commercial disputes (1)
- valuation for partnership agreements (3)
- valuation method (3)
- valuation methods & approaches (36)
- valuation of minority interests (3)