Pratt’s Document Request Checklist Stands the Test of Time
The new sixth edition of Shannon Pratt’s Valuing a Business does not only contain a great deal of valuation concepts, but also includes some very practical advice and tools. One such tool that has endured is a checklist for an initial request for documents. The list has some minor updates, but it is essentially the same as the one Pratt included in prior editions.
A new job for 2023? IRS needs BV experts
The job posting is still open from the IRS, which is looking to hire experienced business appraisers for 14 open positions at various U.S. locations.
Urge to merge? Look beyond the numbers
For some BV firms to grow, it’s a matter of acquire or be acquired.
Reminder: IRS has job openings for BV experts
The agency is looking to hire experienced business appraisers for 14 open positions at various U.S. locations.
Young BV Practitioners Speak Out About the Profession
You may be surprised at the comments from a panel of young valuation experts who were asked to give their perspectives on the profession at the recent Business Valuation and Financial Litigation Super Conference hosted by NACVA in Salt Lake City.
The Impact of 80 Billion Dollars and 87,000 Additional IRS Employees on BV
It has been announced that the IRS will be receiving $80 billion dollars and will be adding 87,000 employees over the next 10 years. Mike takes a look at the IRS strategic plan, and public information available from the Treasury Department and IRS, and shares with you his insights of what this may mean overall and with a specific look in more detail at the IRS Engineering Program where the business valuers are located. Implications ...
The IRS to BV experts: We want you!
The agency is looking to hire experienced business appraisers for 14 open positions across the U.S., Gary Smith, IRS lead financial analyst, tells BVWire.
Develop your young BV staffers’ interpersonal skills
How to communicate with clients effectively is one thing young BV professionals say they need more help with from their veteran colleagues.
ASA Ramps Up Efforts to Attract and Retain Young BV Pros
Ray Moran (FON Valuation Services), marketing director with the iiBV, interviews Johnnie White, CEO of the American Society of Appraisers, who outlined the ASA’s efforts in dealing with the ripple effects of the great resignation in the valuation profession.
What young BVers need from veteran practitioners
An interesting session—the first we’ve seen anywhere—was a panel of young valuation experts giving their perspectives on the profession.
What to do when job candidates take their sweet time
You’ve found a promising candidate to fill that vacant analyst spot and made an offer—but you can’t get an answer.
Automating Valuation Reports
Most BVFLS practitioners rely on Microsoft Office products and tools to develop and support their work. In this program, join Nick Mears to learn the essential techniques to integrate Microsoft Excel and Word for report writing purposes. See integration techniques to automate report sections to eliminate mistakes, reduce rework, and improve consistency and efficiency. With a focus on practical implementation, this session will guide attendees through real-world examples of developing Excel models that can be ...
CPA firms continue to have trouble finding staff
Historically, “finding qualified staff” has been a leading concern of all CPA firms other than sole proprietors, and that held true to a large degree this year, according to the “2022 PCPS CPA Firm Top Issues Survey” unveiled during the recent AICPA ENGAGE Conference in Las Vegas.
A Sneak Peek at the 2022 AAML/BVR Divorce Conference
Check out this preview of a few of the events taking place at the 2022 AAML/BVR National Divorce conference, in sunny Las Vegas!
Breaking Into Bankruptcy Valuations With Little—or No—Experience
There are a lot of opportunities for business valuation analysts in the context of financially distressed or bankrupt companies. A veteran expert gives some advice on how to add this area to your practice regardless of your level of direct experience.
Leadership change in BVR Training
BVR wishes Jared Waters all the best in his new endeavor as a business owner and welcomes our new training director, Debbie Goldfarb, to our leadership ranks.
More business owners deciding to sell, most retiring
The long anticipated “Silver Tsunami” wave of retiring baby boomers appears to be arriving and is expected to supply the market with a steady stream of available businesses throughout the year, according to a report from BizBuySell.
Becoming an industry expert—from the ground up
Some valuation analysts become expert in certain industries by chance—they get some engagements in a particular sector and learn along the way.
Two BV Firms Collaborate to Serve Clients Better—and Boost Business
Solo and small-business valuation practitioners can scale up their practices using an idea that two firms have discovered: collaboration. It allows them to take on engagements that they otherwise would have turned away and gives them access to each other’s knowledge, resources, and contacts.
Helping BV staff advance—when ‘up’ is in short supply
What should you do when staffers want to move up, but it doesn’t look like there’s any “up” to offer?
Tip: Add an expiration date to an engagement letter
During a very informative—and entertaining—webinar on expert witnessing, Robert Vance (Forensic & Valuation Services PLC), gave this advice: Consider putting an expiration date on the cover letter to your proposed engagement letter.
Mercer continues to examine appraisal review
After a hiatus from his blog, veteran valuer Chris Mercer (Mercer Capital) certainly has made up for lost time.
Mercer examines appraisal review
After a two-month break from his blog, veteran valuer Chris Mercer (Mercer Capital) has started a series of thoughtful posts focusing on appraisal review, a process he deems “essential.”
Sources of new business you may overlook
Business valuation professions know that attorneys are a prime source of new engagements, but other sources may not immediately come to mind.
Credential program for value growth advisors June 6-10
Valuation professionals who want to extend their practices to advising business owners on ways to maximize that value can pursue a Certified Value Growth Advisor (CVGA) credential.