Tax returns as a source of historical data
The vast majority (91%) of valuation experts say federal tax returns are crucial or very important sources of historical financial data.
Low-cost alternative for public-company data
BVWire recently met with Derek Zweig, a valuation practitioner who saw the need for a more affordable source of financial data when doing a guideline public company analysis.
BVPro adds new guide on valuing fitness clubs
The BVResearch Pro platform adds new content continually to its collection of over 20,000 articles, books, special reports, court case digests, webinar transcripts, and more.
Reminder: Take a survey on tax return data extraction
Is the historical financial information you get from client tax returns in usable form? Do you have to extract it by hand? Do you use an automated solution?
How do you extract tax return data?
BVR is always on the lookout for new offerings that will help practitioners. One area where we see some potential need is in extracting historical financial data from client tax returns.
New Deal Alert feature in DealStats
In response to user feedback, DealStats has added a Deal Alert feature that allows you to receive notifications when new transactions are added to DealStats, based on your specific saved search parameters.
BIZCOMPS now has over 15,000 transactions
A new infographic shows that BIZCOMPS, the database of sales transactions involving small “Main Street” private companies, now includes over 15,165 deals.
Report drills down on dental practice financials
PKF O’Connor Davies has released its 2022 edition of “Dental Practices by the Numbers,” which provides key financial benchmarks.
BV News and Trends January 2023
A monthly roundup of key developments of interest to business valuation experts.
Business Valuation Update Yearbook, 2023 Edition
January 2023 PDF, Softcover (426 pages)
BVR (editor)
Business Valuation Resources, LLC
DealStats Hall of Fame members for 2022
Thanks to business brokers and other intermediaries who contribute data, DealStats is the leading database of private-company and public-company M&A transactions.
Data on preowned medical equipment prices
The “BuckheadFMV January 2023 Benchmark Report on Pre-Owned Medical Equipment Prices” is now available.
Survey reveals use of Excel add-ins for the GPCM
As part of BVR’s ongoing surveys related to data resources and methodologies, we recently ran a short survey on the use of Excel add-ins for the guideline public company method (GPCM).
Reminder: Please take a survey on Excel add-ins for the GPCM
As part of BVR’s ongoing surveys related to data resources and methodologies, we’re exploring the use of Excel add-ins for the guideline public company method (GPCM).
Leases Pieces—Digesting the New Accounting Standards and Business Valuation Impacts
The mandatory adoption of ASC 842 (Leases) poses several unique challenges for business valuation experts and other financial service providers alike. Listen in as experts from Adamy Valuation and BDO review the new standard, break down its accounting implications and presentation in GAAP financial statements, and identify methods that ensure these changes are properly addressed in a valuation context.
Please take a survey on Excel add-ins for the GPCM
As part of BVR’s ongoing surveys related to data resources and methodologies, we’re exploring the use of Excel add-ins for the guideline public company method (GPCM).
Probing Questions Valuers Will Face About Their Guideline Transaction Analysis
Here are the questions a trier of fact (or other reviewer) will ask the analyst about his or her guideline transactions method. Includes a worksheet judges use to compare the work of two opposing experts.
Keys to Using a Royalty Database
Follow along as we review the detailed processes ktMINE uses in order to mine and curate the public domain into the most robust transactions database on the market. We will discuss ktMINE's data sources, how the information is analyzed, and specific questions a practitioner may need to solve. Anyone who is interested in learning how to leverage a transactions database to execute effective valuations will benefit from attending.
A ‘Radical’ Market Data Approach to Startup Valuations
Michael Blake (Brady Ware & Co.) has issued a challenge to appraisers of early-stage companies: add rationality to valuing startups by relying more heavily on market inputs. The income approach is not always effective in prerevenue situations, so Blake turns to guideline public-company and transaction method alternatives.
Holy cow! New York Yankees hit $6 billion in value
That’s what the legendary announcer Phil Rizzuto would be yelling over this news.
‘Eye-opening’ valuations for RIA firms
A review of 2021 M&A activity among registered investment advisors (RIAs) shows that valuations “increased materially, while the median-adjusted EBITDA multiple set a record,” according to the newest edition of “The RIA Deal Room,” an annual study from Advisor Growth Strategies.
Three special BVR workshops in May: energy, estate/gift, and intangibles
The month of May will see BVR webcast three special events.
Newest valuation data for A/E firms
The latest transactional data on the fair market value of businesses in the architecture, engineering, and environmental consulting industries (A/E firms) is now available in the Architecture/Engineering Business Valuation and M&A Transaction Study, 9th edition.
DealStats Hall of Fame members for 2021
Thanks to business brokers and other intermediaries who contribute data, DealStats is the leading database of private-company and public-company M&A transactions.
Business Valuation Update Yearbook, 2022 Edition
January 2022 PDF (454 pages)
BVR (editor)
Business Valuation Resources, LLC