Building a Successful BV Practice Within a CPA Firm
A BV practice is very different from a CPA practice. Here are five fundamentals that can spell the difference between success and failure of a valuation practice within a CPA firm.
NACVA surveys valuation analyst salaries
The National Association of Certified Valuators and Analysts (NACVA) is conducting a survey of annual entry-level salaries for valuation analysts.
Last chance to participate in the BVFLS study
It’s just a few days to the deadline for taking part in the most comprehensive analysis of best practices in the business valuation and forensic litigation services (BVFLS) profession, BVR’s Firm Economics Study.
Last chance to participate in the BVFLS study
Participate in BVR's Firm Economics Study by October 19.
Deadline looming to participate in the BVFLS study
Don’t miss your chance to find out about firm performance, compensation, billing rates, marketing, practice development, and more by taking part in the largest and most thorough analysis of best practices in the business valuation and forensic litigation services (BVFLS) profession, BVR’s Firm Economics Study.
Reminder: Participate in the BVFLS study
Find out about firm performance, compensation, billing rates, marketing, practice development—and more—by taking part in the largest and most thorough analysis of best practices in the business valuation and forensic litigation services (BVFLS) profession, BVR’s Firm Economics Study.
BVR launches study of BVFLS practices
Now is your chance to contribute to the largest and most thorough analysis of best practices in the business valuation and forensic litigation services (BVFLS) profession.
CPA firms ramp up social media
Accounting firms of all sizes plan to increase their use of social media, according to the 2018 Marketing and Business Development Strategies at Accounting Firms study.
Marijuana practice concern
Some practitioners who want to break into the legal marijuana industry may be concerned that marketing to this audience could negatively influence the more mainstream industries they serve.
Grow your business valuation practice and brand with these top tips
I want to grow my business valuation practice and brand, but where do I start? Business Valuation Update had the pleasure of talking with Debby Sweeney and Mellanie Bartlett, co-owners of Sweeney & Bartlett Marketing Partners Inc. Sweeney and Bartlett work with a number of business valuation (BV) firms, as well as other professional service firms, including attorneys, CPAs, and professional associations, to help them build their corporate and individual brands.
Valuations needed way ahead of exit
“Planning to sell a closely held business might start with a valuation three to five years before the targeted exit date,” says an article in The Estate Planner.
BV Firm Marketing Experts Reveal Practice-Building Insights
Debra Sweeney and Mellanie Bartlett, co-owners of Sweeney & Bartlett Marketing Partners Inc., are interviewed. They work with a number of business valuation firms to help them build their corporate and individual brands.
Think your social media marketing is not working?
Many valuation firms say they feel their involvement in social media is not a very effective way to market their practices, according to the findings in the BV Firm Economics & Best Practices Guide.
Case Study Reveals How to Use Neuroscience to Collaborate With the IRS
A former IRS manager marries neuroscience theory with practice as he presents real-life cases where an eight-step process was used in successful negotiations with the IRS over valuation matters.
New Tax Legislation Consequences on U.S. Transfer Pricing and Intangibles
The Tax Cuts and Jobs Act of 2017 (the Act) brought sweeping changes to the international tax landscape, including the transfer pricing arena. Intangible property is at the core of many of these changes. Plus, the IRS is cracking down on this area.
The Big Four’s booming consulting biz
Collectively, the Big Four accounting firms saw 42% of their global fiscal 2017 revenue come from consulting and advisory work.
Questions to spark new BV business
While U.S. business owners agree that it’s important to have a transition strategy, between 40% and 60% of these same owners say they have no plan at all—even though many of them plan to transition within 10 years, according to an article.
Better bait boosts BV biz
“It’s all about having the right bait in the water,” says Danielle Berg, chief marketing and corporate communications officer of Aprio, an Atlanta-based CPA and advisory firm that has a BV practice.
Global BV News: New study examines country risk models
Practitioners should carefully choose their country risk model because current models produce a wide range of cost of equity estimates, according to a paper.
Letter to the Editor: Improving Our Work Product (and Professional Image) … One Review at a Time
A letter to the editor from Clint Cronkite (Cronkite & Kissell LLC). Business valuation professionals are expected to provide unbiased professional analyses, opinions, and conclusions but also be supportive of our client’s goals—a schism that has led to skepticism about the neutrality and quality of our work product.
BV niche grows at leading CPA firms
Business valuation remains one of the niche services where the most CPA firms reported growth during 2017, according to the “2018 Top 100 Firms” from AccountingToday. (free registration required ...
Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos (Keynote Quarterly)
Collaboration is a critical component of success for today’s competitive businesses. No one expert—or even one functional group—can tackle today’s complex challenges, which often span technological, regulatory, economic, and environmental issues on an increasingly global scale. Yet organizational silos, as well as individual “stars” who build their own reputations and revenue streams, often block true collaboration. And, as businesses scale, it becomes more difficult for employees to know—let alone trust—their colleagues located at different sites.
Most business valuation firms require upfront payments
Four out of five business valuation firms surveyed say they ask for 50% down before starting work on a new engagement.
The Application of Professional Judgment in a Data-Driven World
In the 36 years since the first edition of Shannon Pratt’s Valuing a Business was published, we have seen a proliferation of data, tools, and techniques for business valuation. Some of these have been incredibly useful, leading to more reliable valuations and ushering in a new era of “evidence-based business valuation.” However, this proliferation has made it difficult for appraisers to keep up-to-date on the latest developments in the field. There are also concerns that ...
