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The Balance Sheet and its Correlation to Company Specific Risk

The pandemic is teaching us that businesses, small and large, and their balance sheets are important not just from handling a pandemic, but also from sustaining operations. Understanding assets, and which matter, will help analysts determine the specific company risks. Expert Josh Shilts discusses which categories are important in understanding risk and what ratios and other analyses can be used to measure risk. Identifying and linking balance sheet financials to company-specific risk is a critical ...

Tips for Valuing—and Designing—Buy-in and Buyout Agreements for Medical/Dental Practices

After hundreds of engagements, the author identifies a number of best practices for both the valuation analyst and the consultant with respect to buy-in/buyout arrangements.

Experts clash over definition of ‘net worth’ in New Jersey buyout dispute

Business partners often think that a buyout agreement will forestall future conflicts. A recent New Jersey case proves the opposite.

Namerow v. PediatriCare Associates, LLC

In pediatrician buyout suit, court says practice’s operating agreement requires net worth calculation; court agrees with defense expert’s definition of “net worth” as the value of assets minus liabilities, as stated in the balance sheets, and rejects proposed inclusion of intangible assets.

Court Says Expert’s Inclusion of Intangible Assets Violates Buyout Agreement

In pediatrician buyout suit, court says practice’s operating agreement requires net worth calculation; court agrees with defense expert’s definition of “net worth” as the value of assets minus liabilities, as stated in the balance sheets, and rejects proposed inclusion of intangible assets.

Expert’s Detailed Risk Analysis Bolsters Use of Deep Discount in Law Firm Valuation

In buyout dispute over law firm interest, court credits firm’s expert, noting his extensive relevant experience, his taking care to value interest under fair market value standard, as required by the partnership agreement, and his detailed risk analysis to support a deep discount.

Fredericks Peebles & Morgan LLP v. Assam

In buyout dispute over law firm interest, court credits firm’s expert, noting his extensive relevant experience, his taking care to value interest under fair market value standard, as required by the partnership agreement, and his detailed risk analysis to support a deep discount.

Court Nixes Double-Dip Claim Based on Accounts Receivable Treatment

Appeals court rejects claim that accounts receivable used in asset-based business valuation by wife’s expert are analogous to future income stream for purposes of arguing double dip in light of income determination for spousal support award.

Discovery Evidence Casts Doubt on Valuator’s Independence

Appeals court affirms fair value determination in statutory appraisal, finding trial court properly assessed expert testimony against background of seller’s financial condition and circumstances surrounding sale; purchase price was relevant consideration.

Admissibility Does Not Depend on Personal Knowledge of Facts

Appeals court says expert’s lack of personal knowledge of information undergirding lost profits calculation does not disqualify his opinion, as long as he can show experts in his field would rely on this information and it is otherwise reasonably reliable ...

TWC I, L.L.C. v. Damos

Appeals court affirms fair value determination in statutory appraisal, finding trial court properly assessed expert testimony against background of seller’s financial condition and circumstances surrounding sale; purchase price was relevant consideration.

Am. Eagle Waste Indust., LLC v. St. Louis County

Appeals court says expert’s lack of personal knowledge of information undergirding lost profits calculation does not disqualify his opinion, as long as he can show experts in his field would rely on this information and it is otherwise reasonably reliable ...

Hospitals’ bad debt on the rise

Salumbides v. Salumbides

Divorce court values medical practice based solely on accounts receivable, largely due to lack of evidence and cooperation from owner-spouse.

Personal Goodwill Excluded, Accounts Receivable Included in Professional Practice in Illinois Marital Dissolution Case

The issue in this marital dissolution was the value of husband’s dental practice and whether personal goodwill and accounts receivable should be included in that value.

Schneider v. Schneider

The issue in this marital dissolution was the value of husband’s dental practice and whether personal goodwill and accounts receivable should be included in that value.

Accounts receivable and work-in-progress included in law firm valuation

The issue in this case was whether the trial court correctly rejected the court appointed expert’s valuation of husband’s partnership interest in his law firm.

Rubino v. Rubino

Attorney husband argues that accounts receivable and work in progress should not be valued as per partnership agreement, but judgment is affirmed.

Evidence That Law Practice Had No Goodwill Accepted

The issue in this case was whether the trial court erred in valuing the parties' law practice, Liggett-Pelanda, LPA, by not awarding accounts receivable and goodwill. Facts The pa ...

Pelanda v. Pelanda

The issue in this case was whether the trial court erred in valuing the parties' law practice, Liggett-Pelanda, LPA, by not awarding accounts receivable and goodwill.

A lawyer's guide to asset-based approaches to business valuation

Generally, asset-based approaches to valuation deal with a simplified view of the net assets and liabilities of a corporation. Fair market value is determined under asset-based approaches by using the ...

In re the Marriage of Vander Zee

At issue is the valuation of husband's medical practice and interest in a real estate holding company.

Court rejects expert's double-dipping argument

This marital dissolution appeal concerns the value of the husband's plastic and reconstructive surgery practice, which is subject to the marital property distribution.

Chancellor's careful valuation upheld; Net asset and rule-of-thumb evidence considered

The issue in this case is whether the chancellor erred in valuing the husband's architecture firm for marital dissolution purposes.

Medical Practice Valuation Turns on Accounts Receivable

Two rheumatologists, Hensarling and Songcharoen, were equal shareholders of the Jackson Arthritis Clinic and Osteoporosis Center PA.

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