Adjusting the P&L for a Cannabis Dispensary Valuation
A sample valuation report for a cannabis firm reveals an interesting technique to get inside, and otherwise unavailable, information to help adjust the income statement.
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.
Adjusting Tech Company Financial Statements When Applying the Value Driver Formula
This article follows the authors' article in Business Valuation Review (November 2020) that explored typical errors when capitalizing cash flows in the terminal period of the Discounted Cash Flow Method. Since investments related to intangible assets are often expensed immediately through the income statement under generally accepted accounting principles, the article demonstrated that without significant adjustment, the value driver formula would likely overstate the net reinvestment into fixed assets and working capital when calculating the ...
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.
BV News and Trends December 2022
A monthly roundup of key developments of interest to business valuation experts.
RMA is the financial benchmarking data of choice, per BVR survey
Over three-quarters (78%) of valuation experts say they use RMA for financial benchmarking data, according to a recent survey by BVR. Coming in second is Bizminer, cited by 28% of respondents.
BVU News and Trends January 2021
A monthly roundup of key developments of interest to business valuation experts.
EBITDA/sales ratio added to 2020-21 RMA eStatement Studies
Many valuation experts use the annual RMA Statement Studies for industry-specific financial benchmarks.
Structure, Valuation & Tax Insights for Logistics & Trucking Companies
Join Jaclyn Burket Frank and Ricky Castillo for an engaging trip into the world of logistics and trucking businesses. Discover the different types of entity structure along with the advantages and disadvantages of each structure. Learn how the 2018 tax law impacted each entity structure and common deductible/nondeductible expenses for the logistics and trucking industry. The industry-specific adjustments to consider along with specific questions to ask business owners to determine whether economic, governmental, and location ...
www.BVMarketData.com sm expands
By Doug Twitchell * In addition to the newsletter you are now reading, Business Valuation Resources, LLC , also brings you several other business valuation-oriented products at www.BVMarket Dat ...
Financial Statement analysis and Business Valuation for the Practical Lawyer
n FINANCIAL STATEMENT ANALYSIS AND BUSINESS VALUATION FOR THE PRACTICAL LAWYER , Dickie, Robert B. American Bar Association, Section of Business Law , P.O. Box 10892, Chicago, Ill. 60610-0892 ...
Private companies sell at lower price multiples than public companies
The Done Deals transactions database, compiled from SEC filings, includes both companies that were public and companies that were private prior to the sale transaction. Comparisons of pricing mult ...
MoneySoft. Corporate Valuation.
MoneySoft . Corporate Valuation . One East Camelback Road, Suite 550, Phoenix, AZ 85012, (800) 966-7797, fax (602) 266-7713, website: www.moneysoft.com. Price: $495 through 1998. List Price ...