Sample Report - Contributor Confidential
Sample Reports
DealStats Transaction Report Prepared: 07/29/2024 01:45PM (MDT) Target Details Source Data Transaction ID 55303-1 Name Target Type Private Contributor Company Business Description Industrial Automation Company Focused in the Automotive and Defense Sectors Contributor Name Location Troy, MI, United States Target Region East North Central Contact Broker Age 43 Structure LLC Employee Count 160 SIC NAICS 3569 - General Industrial Machinery and Equipment, NEC 333998 - All Other Miscellaneous General Purpose Machinery Manufacturing Transaction Data Sale Initiation Sale Date 02/28/2022 Days To Sell Percentage Acquired 100.0% Asking Price Transaction Type ...
DealStats Companion Guide 2024
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DealStats Companion Guide CONTENTS INTRODUCTION 3 DESCRIPTION OF THE DATA 4 DEALSTATS FEATURES 5 Sample Transaction Report 6 DATA SOURCES AND THE REVIEW PROCESS 8 Contributor Network 8 SEC and SEDAR 8 FIELDS AND DEFINITIONS 10 Source and Company Data 10 Income Statement Data 11 Balance Sheet Data 14 Purchase Price Allocation Data 15 Transaction and Other Data 16 Company Structure Data 18 Valuation Multiples 19 Financial Ratios 19 WHY USE TRANSACTION DATA? 21 FINDING COMPARABLE COMPANIES 22 SELECTING VALUATION MULTIPLES 28 APPLYING VALUATION MULTIPLES 34 USING DEALSTATS 40 Quick Search 40 Search 42 Search Insight 45 Field Defnitions 46 Use Pure Play ...
Casement v. Casement
This case emphasized, as in many other cases, that, absent expert testimony as to a business’s value, the trial court had discretion to determine the value based on the evidence submitted at trial.
Parties Fail to Provide Expert Valuation—Appellate Court Affirms Value of Trial Court
This case emphasized, as in many other cases, that, absent expert testimony as to a business’s value, the trial court had discretion to determine the value based on the evidence submitted at trial.
What It’s Worth: Valuing Limited-Service Restaurants
August 2024 PDF (187 pages)
BVR (editor)
Business Valuation Resources, LLC
WIW_LimitedServiceRestaurants_Excerpt
Book Excerpts
A BVR SPECIAL REPORT W H AT I T’S W O RT H: Valuing Limited-Service Restaurants Valuing Limited-Service Restaurants EXCERPT FROM W H AT I T’S W O RT H: Valuing Limited-Service Restaurants A BVR SPECIAL REPORT 111 SW Columbia Street, Suite 750, Portland, OR 97201-5814 503-479-8200 • www.bvresources.com Copyright © 2024 by Business Valuation Resources, LLC (BVR). All rights reserved. Printed in the United States of America. No part of this publication may be reprinted, reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical ...
new-bvresearch-pro-infographic-including-rada
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“Oh, have you heard of BVResearch Pro? Its advanced search engine helps you find answers and insights with access to 15,000 articles, legal digests, and more from thought-leaders in the BV profession.” "Yes! You can easily search all the latest news and updates on critical topics including DLOM, IP, case law, professional conferences, and so much more that you can easily refer to in your valuation report." How to ironclad your valuation report with facts Find answers quickly and easily with BVResearch Pro's powerful search engine that ...
Valuation takeaways from the AICPA cannabis confab
Two topics at last week’s AICPA & CIMA Cannabis Industry Conference in Colorado came up in just about every session over the three days of the event: the 280E tax issue and rescheduling.
Two strikes against FTC’s ban on noncompete agreements
In the wake of the overturned Chevron decision, a second federal judge has ruled that the impending ban on noncompete agreements is likely invalid.
Reminder: Please take a survey on staff shortages
That’s the topic of this month’s “Two-Minute Practice Builder” survey.
Updates to two closed-end fund reports are available
Closed-end fund (CEF) data are commonly used to derive discounts for lack of control (DLOC) for closely held holding companies invested in marketable securities.
Want to help shape the future of the BV profession?
Consider joining BVR’s inaugural Leadership Council, an independent, professionwide group that will share insights, drive innovation, and shape the future of business valuation practice.
ASA adds new ‘Power Network Hour’ to its annual conference
Here’s an interesting new networking event that will be held at the ASA International Appraisers Conference September 15-17 in Portland, Ore.
Global BV News: V20: Uniting and raising the profile of the valuation profession
That is one of the main goals of the V20 Summit and Conference in São Paulo, Brazil, September 30 to October 2, says Ben Elder, global leader of valuation at RICS.
The Summer 2024 edition of EBVM is now available
The European Association of Certified Valuators and Analysts (EACVA) and the International Valuation Standards Council (IVSC) have released the latest edition of the European Business Valuation Magazine (EBVM).
BV movers . . .
Robert J. Zahner, CPA/ABV, ASA, CVA, has been promoted to principal-in-charge at HBK Valuation, Litigation & Forensics, effective January 1.
CPE events
BVLaw Case Update, August 28, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET. Featuring: R. James Alerding, Alerding Consulting LLC; James D. Ewart, James D. Ewart LLC; and Andrew Z. Soshnick, Faegre Drinker Biddle & Reath LLP. CPE credits: 2.0.
FairX valuation: from bad to worse
In a statutory appraisal case, the Delaware Court of Chancery rejected two valuation approaches in favor of its own method, which had “seriously flawed” underpinnings.
Several Cases Have Now Entered the Covenant Not to Compete Fray
By way of background, on April 23, 2024, the Federal Trade Commission (FTC) issued a final rule to, in their words, “ promote competition by banning noncompetes nationwide, protecting the fundamental freedom of workers to change jobs, increasing innovation, and fostering new business formation.”
Am. Nw. Distribs. v. Four Roses Distillery LLC
Even under the new FRE 702, testimony was admissible if it was “reliable” and based on an acceptable foundation and related to the case at hand. The expert in this case met all these requirements. Since the methodology the expert used was not challenged, that part of the new FRE 702 was not applicable. The court admitted the expert.
Washington U.S. District Court Rules Damages Expert’s Calculations Are ‘Reliable’ and Admissible Under Rule 702
Even under the new FRE 702, testimony was admissible if it was “reliable” and based on an acceptable foundation and related to the case at hand. The expert in this case met all these requirements. Since the methodology the expert used was not challenged, that part of the new FRE 702 was not applicable. The court admitted the expert.
Industry Financial Profile
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Industry Market Profile
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The Deal Price and Synergies
A bungled sales process, dumping a board member from a key investor, faulty methodologies, and lack of quantification of synergies? These all occurred in one case! Read on to see how it all turns out!