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Defining Terms: Forecasts v. Projections—Why Does It Matter?

One area that can trigger some confusion is the difference between the terms “forecast” and “projection.” Some people use them interchangeably, but these are formal terms found in the literature, so they should be used appropriately.

BV News and Trends May 2021

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

Tax Court issues highly anticipated ruling in Michael Jackson case

In the long-running litigation between the estate of the late megastar Michael Jackson and the Internal Revenue Service, the U.S. Tax Court recently issued its opinion on the value of Jackson’s image and likeness, as well as the value of his interest in two music publishing assets. Overall, this much-anticipated decision is a major win for the Jackson estate. The court’s momentous decision includes an expansive analysis of the rivaling valuation testimony.

Blast from the past on forecasting

During a recent BVR webinar, Josh Shilts (Shilts CPA PLLC) mentioned a helpful article that appeared in the Harvard Business Review (HBR), “How to Choose the Right Forecasting Technique.”

Adjusting the Income Approach Highlights AICPA FVS Conference Panel

A panel at the AICPA FVS Conference fielded a barrage of audience questions about how to help make sure the income approach captures the impacts of the current environment. The panel, moderated by Jim Hitchner (Financial Valuation Advisors), included Lisa Cribben (Wipfli LLP), Harold Martin (Keiter), and Mark Zyla (Zyla Valuation Advisors LLC).

BVU News and Trends January 2021

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

Little-Known Resource Can Help Bolster Support for Projections

Projections used in business valuation have always been subject to scrutiny—and now more than ever. During the recent ASA International Conference, it was pointed out that many valuation analysts may not know of a resource that can be used to help support their assessment of projections.

Interesting poll results in latest Hitchner pub

The latest issue of Hardball With Hitchner includes the results of some recent polls that reveal what valuation practitioners are doing to reflect the impact of COVID-19 in valuations.

Global BVU News and Trends November 2020

Business valuation news from a global perspective.

Hitchner debuts monthly Hardball publication

James Hitchner (Valuation Products and Services) has released the first issue of Hardball With Hitchner.

This Deceptively Simple Tool Can Help Clients Forecast Cash Flow

Valuation and forensics expert Darrell Dorrell (Financial Forensics) offers an Excel spreadsheet you can give clients to help them keep a close eye on their cash flow during these tough times.

Reopen or Not? A Method for Analyzing a COVID-19-Shuttered Firm

A case study of using external yardstick data to help a client decide whether to hang in there and reopen his business or stay closed for good. This is not a full-blown valuation engagement, but rather a very high-level analysis designed to provide management with an objective basis to help make critical decisions in today’s unpredictable environment.

Leigh Miller says valuation ‘ranges’ still raise questions with auditors, even during COVID-19

Using multiple forecast scenarios has been a commonly practiced approach to market volatility—and many UK business valuers are now saying that it should be used more widely.

Financial Triage: Five One-Page Tools for Appraisers That Add Value During Transition Or Crisis

There are five simple, but powerful tools, financial experts can use to help their clients manage precious cash, increase diminished revenues, and concentrate people resources during business crises. The tools, i.e. RCF, DRC, CCO, BPM, and SMM and have been deployed for nearly two decades in businesses throughout North America ranging from sole proprietorships to Fortune 500 companies. They are ideally suited to businesses needing immediate cash and revenue enhancement supplemented by sustainable actions. Join ...

One way to analyze a COVID-19-shuttered firm

If you haven’t already, you will probably get this question from a client: “The pandemic forced my business to shut down."

BVU News and Trends July 2020

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

What do auditors expect from business valuation forecasts during COVID-19?

Auditors around the globe will be expecting multiple forecast scenarios in reports from their valuation experts.

Court Rejects FMV Appraisal of Dissociated Member’s Interest in Statutory Buyout

In buyout following member’s disassociation from company, appellate court affirms trial court’s fair value determination, including decision to exclude from valuation remaining members’ unsubstantiated debt claims and including litigation amount assessed against dissociated member for misconduct.

Flynn v. Maschmeyer

In buyout following member’s disassociation from company, appellate court affirms trial court’s fair value determination, including decision to exclude from valuation remaining members’ unsubstantiated debt claims and including litigation amount assessed against dissociated member for misconduct.

Should you consider a special COVID-19 premium?

During a recent webinar, a question came up as to whether or not valuation analysts should be separately identifying a risk rate associated with the impact of COVID-19 on a subject company.

Take advantage of lockdown time to hone your Excel skills for business valuation

BVR’s Excel for Valuation E-Learning Course offers the following.

BVU News and Trends April 2020

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

BVU News and Trends March 2020

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

New paper offers improvement to the Gordon growth model

“Capitalization 2.0—Terminal Value Under Changing Capital Structure” is a new paper by Mike Adhikari (Business ValueXpress Software), a valuation and M&A advisor.

Brush up on your Excel skills for BV

There is a live online valuation class coming up that includes a good dose of Excel training for valuers of all skill levels.

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