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Vertical IQ industry research platform to add news from Lexis/Nexis

Behind-the-paywall industry news from Lexis/Nexis will be added to the Vertical IQ platform that provides industry research for business valuations.

How COVID-19 Has Impacted Insurance Agencies and Brokerages

Industry intelligence is excerpted from the new guide, What It’s Worth: Valuing Insurance Agencies.

Economy, Cannabis, Physician Pay, SPACs, and Expert Testimony Among the Hot Topics at the NJCPA BV Conference

Key takeaways from the 2021 New Jersey CPA Society’s Business Valuation and Litigation Services Conference are included.

BV News and Trends November 2021

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

Update on the pandemic’s impact on the gaming industry

While at the ASA International Conference in Las Vegas, we reached out to industry research provider Vertical IQ to give us an update on the impact of the pandemic on the gaming industry.

COVID-19 Cloud Has Silver Lining in the Cannabis Sector

A good example of the varying effects of COVID-19 on different industries can be found in the cannabis sector. Of course, the pandemic has had devasting effects overall, but something interesting happened in this sector that allowed it to weather the storm fairly well, according to valuation experts close to the industry.

BV News and Trends October 2021

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

Justifying hockey-stick projections

Valuation experts frequently receive from management what may appear to be an unrealistic forecast that starts off modestly but shoots up in future years as if by magic.

Attrition Analysis, Midperiod Convention and Customer Retirement Forecasts

Attrition analysis is widely used by valuation professionals as a recognized method to forecast customer population retirement behavior. With attrition analysis, an expected customer population retirement profile is developed through the study of historical customer retirement activity and applied to the customer population when valuing customer relationship intangible assets. As a frequent reviewer of customer relationship valuations, valuation practitioners regularly develop an attrition analysis founded on a midperiod retirement convention but then apply an end ...

Examining the ‘Reasonably Objective Basis’ Concept for Projections

Recent developments have raised the bar with respect to how valuation analysts document financial projections and forecasts with regard to a “reasonably objective basis.” But what exactly is this concept and where can analysts look for specific guidance.

Takeaways from the NJCPA BV conference

The New Jersey CPA Society held its Business Valuation and Litigation Services Conference last week, and event chair Don DeGrazia (Gold Gerstein Group LLC) put together an excellent program of cutting-edge and relevant topics.

Specialty pharmacies resilient amid COVID-19

The pandemic had less of an impact on specialty pharmacies than other types of entities, say speakers on a recent BVR webinar.

Strong LEI performance continues, reports BVR’s EOU

In June 2021, the U.S. Leading Economic Index (LEI) rose 0.7%, to 115.1 points, reports the Economic Outlook Update (EOU) for the second quarter of 2021, published by Business Valuation Resources (BVR).

Damodaran Says COVID-19 Crisis Puts More Emphasis on the Story Behind a Valuation

The keynote address by Dr. Aswath Damodaran (New York University Stern School of Business) at the CBV Congress 2021 includes a five-step framework to help develop an effective narrative.

Forecasting Expenses for an Economic Damages and Lost Profits Analysis

Several experts at the two-day BVR National Economic Damages Virtual Conference discussed projections in a damages and lost profits context. This article focuses on projecting expenses.

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.

The biggest challenges when benchmarking a client

Valuation experts seem to be evenly split on what they see as their main challenge when doing an industry analysis.

Today! Take a free tour of Bizminer’s industry data

Galen Pugh of Bizminer will conduct a free 50-minute webinar today (August 4) of its industry and market research database that covers over 5,000 industry segments.

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.

Monte Carlo 101: How to Set Up Your First Simulation

Join Oksana Westerbeke and Keith Konen to learn the basics of the Monte Carlo simulation. Review the pros and cons of different software used for Monte Carlo simulations. Then dive into the steps to set up your first Monte Carlo simulation with a detailed discussion of the “assumptions” and “forecast” of the Monte Carlo simulation, the analytics and output, and troubleshooting. Learn through the hands-on visual presentation of designing and implementing a Monte Carlo simulation ...

Embracing the Hockey Stick: Alternative Approaches to Formulating and Assessing Projections

The question of projections may be one of the most challenging elements of a business or intellectual property appraisal. Most business appraisers will be placed in a position of assessing projections, including projections another appraiser provided. Join Michael Blake for an exploration of the quantitative and empirical methodologies for creating and/or validating projections. As a result of this class, you will gain exposure to potentially new tools to help make your projections more robust and ...

BV News and Trends June 2021

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

A few recent papers of note

“Forecasting: Theory and Practice” is a recently updated encyclopedic presentation of forecasting methods in theory and practice.

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.

Is It Time to Terminate the Traditional Terminal Value?

All corporate valuation models rely on very long forecasts of free cash flows. The only question is whether those forecasts are accounted for explicitly by using an extended valuation model or implicitly in an estimate of the terminal value after an explicit short-term forecast period of five to ten years. Given current computing technology, there are good reasons to use projections running out multiple decades. Doing so gives a clearer picture of the long-run issues ...

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