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.
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.
Valuing Marketable Securities Portfolios
Given the expected reduction in the estate tax exemption, the use of privately-held marketable equity securities (MES) portfolios as a wealth transfer vehicle is likely to increase. Join Gary Gerlach to learn the ins and outs of valuing these investment vehicles. We will cover the use of multiple (free) sources of closed-end mutual fund (CEF) data and discounts and analyze and select guideline CEFs, focusing on metrics such as asset type, concentration and allocation issues ...
The Strategic Premium: An Inside Look at M&A Prices
Synergistic/strategic value should not be combined into one level in the typical chart that shows levels of value. Some buyers pay a “strategic premium” that propels strategic value to the top of the value chart and well in excess of the expected synergistic value. The author uses real-world examples to illustrate this concept.
Conceptual Overview of the Integrated Theory
The integrated theory of business valuation provides a conceptual framework for disciplined analysis of valuation questions. Too often, valuation analysts are tempted to view individual components of a valuation assignment on a piecemeal basis. Adhering to the integrated theory helps valuation analysts develop base valuation conclusions, discounts, and premiums that are rooted in a shared perspective of the subject company and the subject ownership interest. This first webinar in the three-part series sets the stage ...
Reliable Valuations for Small and Medium Enterprise: M&A Methods Win
If you have been involved in an M&A transaction and seen how different the M&A model is from the buildup method with public data, have you ever wondered why the M&A model isn’t a key valuation approach or wondered how M&A data differ in character from public market data? In this seminar, Jim Lisi explains why the M&A model with private data is the more reliable approach. The difference between deal data for whole companies ...
GameStop and AMC set the stage to redefine ‘fair’ investment value
BVWire—UK hopes all of our readers are silently enjoying the GameStop and AMC stock price explosion these last two weeks.
Family Matters: Standard of Value, DLOM/DLOC Discounts and Drama in BV
A buried body, sex surrogates, and family-owned business create a dramatic background for a recent court case impacting valuation. With complex minority discounts, this case kicks off a compelling discussion of key issues in family law. Experts Stacey Udell, Neil Beaton, and Ron Seigneur tackle these thorny issues with clarity and comedy. Get treated to the tricks and tips you’ll want when your next family-owned business engagement rings your doorbell.
Control Discounts and Premiums - What is Old and What is New
Where do they come from? Do they even exist? Should I fear using them? No, this October event doesn’t delve into the supernatural but rather attempts to demystify the methods and resources available to quantify control discounts and/or premiums. Join Jim Ewart and Jim Alerding to learn what is new, what is old, and what matters. Learn the sources, context, and usefulness of control premiums and discounts, and the best practices for determining what they ...
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 ...
BVU News and Trends April 2020
A monthly roundup of key developments of interest to business valuation experts.
D&P examines impact of coronavirus on asset values
Duff & Phelps is monitoring the financial impact of the coronavirus on businesses and asset values across the investment funds sector globally, according to a client alert.
Global BVU News and Trends October 2018
Business valuation news from a global perspective.
BVU News and Trends September 2018
A monthly roundup of key developments of interest to business valuation experts.
Global BV News: Fund valuations on the global enforcement radar
In France, enforcement action against alternative investment firms for improper valuation procedures and controls is a “sign of things to come—and not just in France,” according to an article in Valuation Insights, Third Quarter 2018 from Duff & Phelps.
BVU News and Trends August 2018
A monthly roundup of key developments of interest to business valuation experts.
BVU News and Trends July 2018
A monthly roundup of key developments of interest to business valuation experts.
BVU News and Trends June 2018
A monthly roundup of key developments of interest to business valuation experts.