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Get a Sneak Peek at Trends, Valuation Multiples, and Operation Ratios for Small, Main Street Private Companies

BIZCOMPS, a comprehensive online database with financial details on small, Main Street private companies, has been recently updated with new transactions, and the current BIZCOMPS/BVR Deal Review (BDR), exclusively for subscribers, is now available. This special publication analyzes general trends, valuation multiples, and operating ratios for transactions in the database. Get a sneak peek at the Summer 2021 issue with highlights including harmonic mean and median sale price, median SDE/rent, and more.

Wholesale Trade: Sales and Inventories

In the May issue of the Economic Outlook Update (EOU), the publication added data highlighting the wholesale trade segment of the U.S. economy, putting a spotlight on the data the U.S. Census published. The report highlights the sales totals of merchant wholesalers for April 2021, which included adjustments for seasonal variations and trading day differences. The report showed an improvement in wholesale trade in April 2021 when compared to March 2021 and from one year ago. In April, total sales were $570.8 billion, or 0.8% higher than the revised March level and 43.6% higher than the level from one year ago.

Business Valuation’s ‘Dirty Little Secret’

Recent developments have put the spotlight squarely on projected financial information (PFI). The perception is that too many valuation experts simply accept projections and forecasts they’re given without applying enough scrutiny—or any scrutiny at all. Fortunately, there is some new guidance on how to examine and substantiate PFI you get from management or other third parties in BVR’s new Guide to Management Projections and Business Valuation: Analysis and Case Law. The following is an excerpt from that chapter.

How Did the Pandemic Impact EBITDA Multiples in 2020? Explore a 12-Month Snapshot in the DealStats Value Index

With the COVID-19 pandemic putting a stranglehold on the U.S. economy for most of 2020 and causing an unprecedented economic impact on small businesses, DealStats Value Index (DVI) captured the 12-month snapshot on how earnings before interest, taxes, depreciation, and amortization (EBITDA) multiples have trended.

Restaurant Valuation: Serving Your Clients During the Covid-19 Crisis

Few industries have been as harshly impacted by COVID-19 as the restaurant industry. Join Lynton Kotzin for an overview of the state of the restaurant industry and what the future looks like for different restaurant types. Learn the reasonableness test, value drivers, and proper application of the approaches during these volatile times. Be ready to advise and value your restaurant clients.

American Business Appraisers and BVR Annual Key Issues Update

Every year American Business Appraisers brings together experts from across the country for a frank and practical discussion of the issues impacting business valuation. This year, everyone is invited to four great sessions. Get a current update on the SBA Paycheck Protection Program and the forgiveness application. Adam Rosenfield gives an overview of what the most recent changes to the program are and how that affects clients/future clients. Get guidance on how the loan and ...

2Q 2020 U.S. Economic Performance Indicators at a Glance

Business valuators must have a firm grasp on the current state of the economy in order to successfully complete a business valuation engagement. Many finance and valuation professionals rely on economic components and indicators as a key point of reference in their work. These components can have a significant impact when valuing businesses, evaluating mergers and acquisitions, and performing a variety of other financial analyses.

The government makes a huge bet on UK business productivity research

A new £32m Productivity Institute (PI) headquartered at the Alliance Manchester Business School will boost groundbreaking research to explore how to increase productivity, boost wages, and support the economic recovery across the UK.

Understanding the Science of COVID-19 Is Key to Assessing Valuation Impacts

For the economy to recover, the origin, transmission, and “hot spots” related to the coronavirus have to be understood. Much of the economy is highly localized, so the nightmare of the spreading virus will impact future cash flow of the smaller businesses most valuation experts work with. This is an excerpt from the new “BVR Briefing: The Real Story of COVID-19 for Valuation and Litigation Experts.”

Industries Most Affected by Coronavirus (Top Performing and Hardest Hit)

Vertical IQ is the leading provider of industry intelligence for those advising small- and medium-sized businesses, and their research team is working to provide updates on how COVID-19 affects industries, sectors, and economies. As the situation surrounding coronavirus (COVID-19) continues to develop, industries are experiencing the impacts in various ways.

Valuing Residential and Commercial Construction Companies

Cash flow seasonality, bid requirements, license particulars, economic forces, and ubiquitous litigation are all hallmarks of the residential and commercial construction industries and all unique factors when appraising a construction company. Join What it’s Worth guide author and expert Pasquale Rafanelli for a full inspection of residential and commercial construction company valuation issues from accounting methods to value drivers. Avoid the common valuation mistakes that appraisers make and learn to answer the one question on ...

How Has the Coronavirus Affected Consumer Confidence, Retail Sales, and Unemployment?

When it comes to saving time and effort when performing economic research, where is the best place to start given the current climate due to the coronavirus pandemic? The Economic Outlook Update (EOU), published by Business Valuation Resources, reports digest expansive research from the leading authoritative sources into one convenient report. Get a sneak peek of our April 2020 EOU report.

Discounted Cash Flow: Speculative or Convincing

Gary Trugman and Harold Martin will discuss, debate, and dissect the pros and cons of using a discounted cash flow analysis, particularly in times of COVID-19. With questions such as how to handle the unknown future, when and how to use past performance to forecast the future, what to do when management gives you a forecast that you do not believe, and what to do when management is incapable of giving you a forecast at ...

Healthcare Valuation in the Corona Virus Era: That Was Then, This Is Now

COVID-19 has impacted perhaps no industry in such a complex way as healthcare. Join Mark Dietrich in this discussion of items to consider before you forecast the likely impact on the healthcare industry of the current crisis. First, it is necessary to understand where the industry was before COVID-19 and then to understand what the crisis revealed about the allocation of resources. Second, you need to consider where future spending will be directed and how ...

Key Updates and Insights in the U.S. Economy

Having a firm grasp on the current state of the economy is vital to any business valuation engagement. Business valuation experts and many other industry professionals rely on economic indicators as a key point of reference in their work. Economic factors can have a significant impact when valuing businesses, evaluating mergers and acquisitions, and a variety of other financial analyses.

Kress gift tax case signifies approval of tax affecting—at least in federal district court

One aspect that has valuators excited about the Kress v. United States gift tax case is that the federal court that ruled on the taxpayers’ challenge to the IRS’s gift tax assessment accepted valuations from both parties’ experts that applied a C corporation tax rate to value minority shares in an S corporation.

10 key economic metrics from 1Q 2018: Housing, services, manufacturing, and more [infographic]

An infographic highlighting 10 key economic factors useful in business valuation and other financial analyses. View metrics from 1Q 2018, including housing starts, consumer confidence, retail sales, services sector index, manufacturing sector index, and more.

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