Expand the following panels for additional search options.

Neutral valuer does what he can with limited info

In a California divorce case, a court-appointed valuation expert was caught in the middle of a squabbling couple who didn’t provide enough information to value all the marital assets, including business interests.

FRE 702 Rule Change Cases Are Coming

The rule changes on FRE 702, which we have covered previously, went into effect on Dec. 1, 2023. As expected, case opinions are already noting the new rule and how it impacted a particular case. Let's take a look at two such cases.

2024 ASA Energy Valuation Conference

BVR is pleased to partner with the Houston Chapter of the ASA to present the webcast of the 2024 Houston ASA Energy Valuation Conference. The conference agenda featured presentations from nationally recognized speakers who are profession leaders, covering a range important topics in the industry. Learn more >>

Stout Transaction Report Sample-Mattersight

Free Downloads

 Stout Transaction Report Prepared: 01/05/2024 12:07PM (MST) Company Name Mattersight Corporation SIC 7373 Computer Integrated Systems Design Ticker MATR NAICS 541512 Computer Systems Design Services Exchange NASDAQ GM Discount Size Measures(000's) Transaction Discount 16.67% Market Value $95,842 Book Value ($19,602) For more information, please see the FAQ Page. Total Revenues $38,720 Total Assets $45,564 Transaction Data Profitability Measures (000's) Transaction Date 02/23/2017 EBITDA $29,192 Announcement Date 02/24/2017 EBIT $23,246 Agreement Date 02/23/2017 Pretax Income $20,927 Registration Rights Yes Net Income $20,977 Holding Period 6 Months EBIT Margin 0.60% Offering Price $3.00 Net Profit Margin ...

ESOP group drafts rule framework for DOL valuation regs

In advance of the Department of Labor issuing its proposed final regulations related to ESOP valuations, the ESOP Association has drafted a “proposed regulatory framework,” according to the group’s blog post.

Reminder: Take a quick survey on AI

Is your firm using AI in its practice? And for what? What are your peers using it for? Find out by taking a very short survey—the latest in our “Two-Minute Practice Builder” surveys.

TAF seeks candidates for its board of trustees

The Appraisal Foundation (TAF) is searching for candidates to serve on its board of trustees, and three positions are available.

New issue of Willamette’s Perspectives is released

The January 2024 issue of the quarterly digital publication Perspectives, from Willamette Management Associates, has been released.

2023 Johnson/Park DLOM study is now available

The Johnson/Park empirical method to estimate a discount for lack of marketability (DLOM) has been used in several tax court cases, including the first family limited partnership (FLP) case to go to trial.

Global BV News: Canada valuers predict an M&A increase

After a “tepid” 2023, over half (58%) of valuation professionals in Canada expect M&A transaction activity to increase over the next 12 to 24 months, as compared to 2023, according to the “2024 M&A Outlook Survey” from the Chartered Business Valuators Institute (CBV Institute).

BV movers . . .

Dr. Stephen Blough, Ph.D., has joined Valentiam Group, a valuation and transfer pricing firm, as partner.

CPE Events

The Wisdom of the Pastrami Sandwich: The Secret Sauce for Delivering Compelling Expert Testimony , February 16, 10:00 a.m.-1:45 p.m. PT/1:00 p.m.-4:45 p.m. ET. Featuring: Michael G. Kaplan (Kaplan Forensics) and Jesse Wilson (Tell the Winning Story). CPE credits: 4.0.

Another expert ‘Dauberted’ out of a damages case

In last week’s issue, we reported on a damages case in which a valuation expert’s testimony was excluded because of the methodology used in the analysis. In this week’s case (also a damages matter), the expert didn’t even get that far before being excluded.

Quantifying DLOMs for Minority and Controlling Interests

The discount for lack of marketability is one of the largest and most important adjustments made in the valuation of a privately held business. It is crucial to understand that an investor purchases the privately held interest at a discount to increase the rate of return on the investment. This increased rate of return offsets the additional risk the lack of marketability of the investment causes. This webinar will discuss how to use this concept ...

Preview: Business Valuation Update Yearbook 2024, Part 2

With a maxed-out capacity, the ASA New York Fair Value Conference was the place to be for anyone interested in valuation. Get a look behind the curtain at this event!

Valuers need to examine the lingering effects of COVID-19

The pandemic is over but not for some businesses that continue to feel the effects—and this impacts valuation.

Are your peers using AI in their practice—and for what?

Find out by taking a very short survey—the latest in our “Two-Minute Practice Builder” surveys.

NVIDIA is the world’s fasting-growing brand, per Brand Finance report

There has been a significant gain in brand value among companies that have heavily invested in artificial intelligence (AI), with NVIDIA now the world’s fastest-growing brand (up 163% to $44.5 billion), according to the “Brand Finance Global 500 2024” report.

Two New York City conferences set dates for 2024

On April 25, the ASA will hold its Fair Value Conference in New York City for both in-person and virtual attendance.

SBA lending data added to Vertical IQ

The Vertical IQ industry research platform has added key data sets of Small Business Administration (SBA) lending trends and industry performance insights.

Global BV News: New version of IVS published

Now used in over 100 countries, the latest edition of the International Valuation Standards (IVS) was published on Jan. 31, 2024, and has an effective date of Jan. 31, 2025, one year later.

BV movers . . .

Two professionals have been elected partners at New York City-based CohnReznick.

CPE events

Quantifying DLOMs for Minority and Controlling Interests, February 13, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET. Featuring: Bruce A. Johnson (Munroe, Park & Johnson Inc.). CPE credits: 2.0.

Lost profits calculation goes off the track

In a Missouri breach of contract case, the plaintiffs were carriers who delivered print newspapers to subscribers under an agreement that gave them territorial rights.

51 - 75 of 27,307 results (limit 10,000)