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.

2024 Factset pre-order

FactSet Review, 2024

May 2024 Hardcover, PDF

FactSet Mergerstat

Business Valuation Resources, LLC

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 >>
$579.00
Valuing Physician Practices Cover

BVR’s Guide to Physician Practice Finance and Valuation, Fourth Edition

April 2024 Hardcover, PDF (594 pages)

Mark Dietrich

Business Valuation Resources, LLC

The Healthcare industry is as dynamic and ever-evolving as modern medicine is. BVR’s Guide to Physician Practice Finance and Valuation, 4th Edition isn’t just an update, it’s a completely reworked look at the key issues impacting healthcare valuation. Keep up on the latest insights relating to regulatory changes, insurance considerations, the lingering effects of both inflation and COVID-19, how Stark regulations influence the industry and much more!  Learn more >>
$209.00
Bond-Mar-Cover1

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.  Learn more >>
$295.00
Stock-Mar-Cover1

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.  Learn more >>
$295.00
2023-DLOM-Cover

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. Learn more >>
$295.00
2024 BRG

2024 Business Reference Guide

January 2024 Softcover

Tom West

Business Brokerage Press

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 >>
$197.00
BVR_LegalYearbook_2024

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
BVU_Yearbook_2024_FCover360

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
BV_Firm_Benchmarking_2023_Cover

Business Valuation Firm Benchmarking Guide: 2023 Edition

November 2023 PDF, Softcover (103 pages)

Business Valuation Resources, LLC

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 >>
$205.00
What-Its-Worth-Valuing-Jewelry-Stores

What It’s Worth: Valuing Jewelry Stores

November 2023 PDF (113 pages)

BVR (editor)

Business Valuation Resources, LLC

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 >>
$205.00
FactSet Cover

FactSet Review, 2023

May 2023 Hardcover, PDF

FactSet Mergerstat

Business Valuation Resources, LLC

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 >>
$579.00
Cannabis second edition cover

Cannabis Industry Accounting and Appraisal Guide, 2nd edition

May 2023 Hardcover, PDF (340 pages)

Brenda Clarke, Ron Seigneur, Stacey Udell

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 >>
$74.00
financial-expert-guide

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

April 2023 PDF, Softcover (413 pages)

John Tatlock, Kevin Yeanoplos, Ron Seigneur

Business Valuation Resources, LLC

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 >>
$165.00
Economic Damages 7ED_FCover360

The Comprehensive Guide to Economic Damages, Seventh Edition

April 2023 Hardcover, PDF (501 pages)

Business Valuation Resources, LLC

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 >>
$290.00
Medical_Practice_Specialties_Fcover

Engagement Guide to Understanding and Valuing Medical Practice Specialties

April 2023 Hardcover, PDF (396 pages)

Mark Dietrich

Business Valuation Resources, LLC

Mastering the numerous physician specialty services is an especially nuanced and challenging aspect of medical practice valuations. Mark Dietrich’s new Engagement Guide to Understanding and Valuing Medical Practice Specialties delivers the hands-on, practical guidance any practitioner needs to complete the most accurate conclusions possible  Learn more >>
$205.00

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