Pepperdine private cost of capital project is back up and running
On the brink of ending its long run, the Private Capital Markets Project from Pepperdine University has secured funding to continue its ongoing survey of expected rates of return of providers in the private capital market.
McKinsey examines consumer goods and retail in the wake of COVID-19
Consulting firm McKinsey has some very useful economic and industry reports, research studies, and regular briefings.
ASA adds two events to the spring conference season
The American Society of Appraisers (ASA) will present a brand-new event—and a popular ongoing one.
Blast from the past on forecasting
During a recent BVR webinar, Josh Shilts (Shilts CPA PLLC) mentioned a helpful article that appeared in the Harvard Business Review (HBR), “How to Choose the Right Forecasting Technique.”
New Research From Grabowski and Abbott on Recovery and Growth
New upcoming research from Roger Grabowski (Duff & Phelps) and Ashok Abbott (West Virginia University) challenges conventional wisdom about long-term growth rates and economic recovery.
BVU News and Trends February 2021
A monthly roundup of key developments of interest to business valuation experts.
Agenda available for Energy Valuation Conference May 12
A post-COVID-19 outlook for the energy sector, downstream refineries, upstream reserves, oil and gas valuations, and complex infrastructure assets are some of the topics on the agenda for the Houston Chapter of the American Society of Appraisers (ASA) Energy Valuation Conference on May 12.
LEI up but at slowing pace, reports BVR’s EOU
In December 2020, the U.S. Leading Economic Index (LEI) improved 0.3%, to 109.5 points, which follows an increase of 0.7% in November, reports the Economic Outlook Update (EOU) published by Business Valuation Resources (BVR).
BVR to webcast Energy Valuation Conference May 12
For the third year, BVR is pleased to partner with the Houston Chapter of the American Society of Appraisers (ASA) to present a live webcast of the Energy Valuation Conference on May 12.
BVU News and Trends January 2021
A monthly roundup of key developments of interest to business valuation experts.
Valuations remain high in senior healthcare
Strong deal flow, record levels of unspent capital, and valuations remaining at a high level characterize the M&A environment for senior living and post-acute providers, reports Jed Cheney (CliftonLarsonAllen LLP), a principal in CLA’s healthcare transaction services group.
Good, free economic research from McKinsey
We hear more valuation analysts touting the free material available from McKinsey on economic and industry analyses, particularly with respect to the COVID-19 crisis.
BVU News and Trends December 2020
A monthly roundup of key developments of interest to business valuation experts.
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.
Match industry forecasts to valuation date
At a number of conference sessions we’ve attended recently, speakers say that they are spending a great deal more time on the industry and economic analyses for their valuations.
Interesting poll results in latest Hitchner pub
The latest issue of Hardball With Hitchner includes the results of some recent polls that reveal what valuation practitioners are doing to reflect the impact of COVID-19 in valuations.
BVU News and Trends November 2020
A monthly roundup of key developments of interest to business valuation experts.
Home health and hospice sector bouncing back, per Levin study
Deal volume in the home health and hospice sector accelerated in the third quarter of 2020, up 120%, with 22 publicly announced transactions, compared with 10 acquisitions in the second quarter of 2020, according to data from HealthCareMandA.com and Deal Search Online.
LEI up but U.S. economy losing steam, reports BVR’s EOU
In September, the U.S. Leading Economic Index (LEI) improved 0.7%, to 107.2 points, reports the Economic Outlook Update (EOU) published by Business Valuation Resources (BVR).
Senior healthcare M&A hits new low in 3Q20, per Levin
The number of publicly announced seniors housing and care acquisitions in the third quarter of 2020 fell to a new recent low, with 58 deals announced, based on new acquisition data from Irving Levin Associates.
Hitchner debuts monthly Hardball publication
James Hitchner (Valuation Products and Services) has released the first issue of Hardball With Hitchner.
Ups and downs in healthcare M&A, per Levin data
Different sectors in healthcare experienced different levels of mergers and acquisitions activity in the third quarter of 2020, according to new acquisition data from Irving Levin Associates.
Food for thought in BVR’s new guide to valuing restaurants
There is no magic formula for doing valuations for firms impacted by the pandemic—especially in the hard-hit restaurant sector.
BVU News and Trends September 2020
A monthly roundup of key developments of interest to business valuation experts.
Reopen or Not? A Method for Analyzing a COVID-19-Shuttered Firm
A case study of using external yardstick data to help a client decide whether to hang in there and reopen his business or stay closed for good. This is not a full-blown valuation engagement, but rather a very high-level analysis designed to provide management with an objective basis to help make critical decisions in today’s unpredictable environment.