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Using Rule of Thumb Data to Uncover Cooked Books

In addition to using rule of thumb data to corroborate a value conclusion reached using other methods, the data are also helpful for validating historical financials—particularly for cash-intensive businesses. An example and some metrics for cash businesses are presented.

BV News and Trends May 2024

A monthly roundup of key developments of interest to business valuation experts.

The BV Profession’s ‘Silver Tsunami’ Is More Like a Trickle

We keep hearing about the “silver tsunami” in the business valuation profession, meaning a huge wave of retirements as veteran practitioners ride off into the sunset. But it’s not happening quite yet, according to data from BVR’s benchmarking survey.

BV News and Trends April 2024

A monthly roundup of key developments of interest to business valuation experts.

Some wine with that valuation?

Very few attendees at a recent webinar had ever done a valuation of a winery.

Reminder: Quick survey on BVFLS credentials

Many credentials are found in business valuation, forensics, and litigation services (BVFLS) firms and practices.

What are your firm’s policies regarding BVFLS credentials?

Many credentials are found in business valuation, forensics, and litigation services firms and practices.

Tax Valuations Are the Main Profit Driver for BV Firms, Per BVR Survey

Valuations for income, estate, and gift tax purposes are the most profitable for business valuation firms, according to a BVR survey. These valuations leap-frogged over litigation services and valuations for transactions/M&A purposes, which topped the list in 2018.

BV News and Trends March 2024

A monthly roundup of key developments of interest to business valuation experts.

Kroll examines the staffing industry

Here are a few insights on the North American staffing and human capital industry from Kroll.

Quality Control Is Now the No. 1 Concern of BV Firms

What keeps business valuation firm managers up at night? Mostly, they worry about maintaining control over the quality of the work product, according to the Business Valuation Firm Benchmarking Guide. This article presents the other top concerns.

A Wealth of Rules of Thumb in the 2024 Business Reference Guide

At a recent conference, an audience member asked top valuation thought leader Gary Trugman (Trugman Valuation): “Do you use rules of thumb in your valuations?” He replied: “Absolutely! But only as a sanity check.” A good source of rules of thumb is the Business Reference Guide, which has been updated for its 2024 edition.

Unexpected results from survey on AI usage at BV firms

“More practitioners are using AI than I would have guessed,” says Rod Burkert (Burkert Valuation Advisors), a practice management advisor, about the latest in a series of “Two-Minute Practice Builder” surveys he developed for BVWire.

Afraid of AI? Get over it, say tax pros

“Whether or not you’re afraid of AI, we’re going to need it to meet the demand for services,” said Scott Kadrlik, managing partner at Meuwissen, Flygare, Kadrlik & Associates, quoted in an article for Accounting Today.

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.

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.

BV News and Trends January 2024

A monthly roundup of key developments of interest to business valuation experts.

Survey results: Data collection tools

More than two-thirds (78%) of valuation experts use an online tool to collect documents and other information from clients, according to the first in a series of “Two-Minute Practice Builder” surveys.

Last call! Take a survey on data collection tools

Please take a two-minute survey about the use of portals to collect client data. We will publish the results in next week’s BVWire.

Do you use a portal to collect client data?

We’d like to know—and so would your peers.

BVR kicks off ‘Two-Minute Practice Builder’ surveys

As any profession matures, the issue of practice management becomes more critical. Management and administrative issues that took a back seat when riding a growth wave must be dealt with when the landscape gets more competitive.

BV News and Trends December 2023

A monthly roundup of key developments of interest to business valuation experts.

Reminder: Preorder deal on the 2024 Business Reference Guide

The 2024 print edition of the Business Reference Guide (BRG) by Tom West is now available for preorder at a 20% savings if you click here (valid through December 31).

Preorder deal on the 2024 Business Reference Guide

The 2024 print edition of the Business Reference Guide (BRG) by Tom West is now available for preorder at a 20% savings if you click here (valid through December 31).

BV News and Trends November 2023

A monthly roundup of key developments of interest to business valuation experts.

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