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BV News and Trends August 2024

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

SEC has an uphill battle over nixed private fund rule, per PwC

Last month, we reported that the SEC’s Private Fund Adviser Rule, which was supposed to kick in starting later this year, was presenting opportunities for independent third-party valuation experts because of the increased reporting and disclosures the rule required.

Free AICPA Portfolio Valuation Forum June 13

A panel of private equity and alternative investment industry experts will be featured on a free webinar from the AICPA on portfolio valuations. The panel will discuss the latest issues, trends, regulations, and methods affecting valuations and reporting in the current environment.

Takeaways from the NYSSCPA valuation conference

BVWire attended last week’s annual New York State Society of CPAs’ Business Valuation and Litigation Services Conference, and—as usual—it was an excellent event.

Global BVU News and Trends April 2024

Business valuation news from a global perspective.

BV News and Trends February 2024

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

Automatic DLOC for a minority interest? Not so fast

Business valuation analysts generally agree that minority interests in a privately held company are worth less on a per-share basis than controlling interests.

Practice opportunity in new SEC rules for private funds

There is a “big opportunity” for valuation practitioners as well as accounting and attestation firms as a result of the new SEC rules designed to enhance the regulation of private fund advisers, remarked Justin Kuczmarski (NAV Valuation & Advisory LLC) during a session at the 2023 ASA International Conference recently in New Orleans.

BV News and Trends October 2023

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

AICPA offers free replay of portfolio valuation event

If you missed the live AICPA Portfolio Valuation Forum, a free replay is available if you click here (free account registration needed).

BV News and Trends September 2023

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

Replay available of AICPA portfolio valuation event

If you missed the live AICPA Portfolio Valuation Forum, a free replay is available if you click here (free account registration needed).

Tips on portfolio valuation policies from inaugural AICPA forum

BVWire attended the AICPA’s late afternoon forum on portfolio valuations on June 28, hosted by KPMG in its offices in New York City (it was also virtual).

Today! Free AICPA event on portfolio valuations

Today, June 28, the AICPA will debut the first in what will be a recurring event: the Portfolio Valuation Forum.

New AICPA event on portfolio valuations

On June 28, the AICPA will debut the first in what will be a recurring event: the Portfolio Valuation Forum.

Global BV News and Trends February 2023

Business valuation news from a global perspective.

Houlihan Lokey named best valuation firm by Asian hedge funds

For the third year in a row, Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice has been recognized for its exceptional performance in valuation, earning the title of “Best Valuations Firm” at the HFM Asian Services Awards 2022.

BV News and Trends March 2022

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

Free replay of Kroll’s Alternative Investments Conference 2021

Hot-button global valuation and regulatory issues facing alternative asset managers and investors were among the topics discussed at Kroll’s 15th Annual Global Alternative Investments Virtual Conference.

Global BVU News and Trends September 2020

Business valuation news from a global perspective.

Global BVU News and Trends August 2020

Business valuation news from a global perspective.

BVU News and Trends June 2020

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

Global BV News: D&P examines ‘breaking point’ for global firms

Almost half (47%) of alternative investment fund managers polled by Duff & Phelps say that three months is the “breaking point” at which the current economic restrictions impair the ability of businesses to resume business as usual after the lockdown.

Houlihan Lokey notes increase in ‘affiliate transactions’ leading to current demand for fairness opinions

Some investment fund sponsors are now holding damaged assets in many of their late-state funds.

BVU News and Trends April 2020

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

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