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BVU News and Trends June 2020

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

Alternate Valuation Methods in the Era of COVID-19

The authors address the impact of COVID-19 on the capital markets and offer alternate valuation methods that should be considered in these turbulent times.

Is History Repeating Itself? A List of BV Guidance From the 2008 Financial Crisis

Insights from business valuation history can give some degree of help during today’s crisis. Here are some blasts from the past courtesy of the search capabilities of the BVResearch Pro platform.

Put extra scrutiny on market comps, panel advises

The market approach is obviously troublesome now, which makes it even more important to scrutinize your comps, according to a panel that participated in BVR’s second free Town Hall event on the impact of COVID-19 on valuations.

The Comprehensive Guide to the Use and Application of Transaction Databases, Fourth Edition

May 2020 Hardcover, PDF

Alina Niculita

Business Valuation Resources, LLC

Edited by esteemed BV practitioner Alina Niculita, ASA, CFA, MBA and now in its 4th edition, The Comprehensive Guide to the Use and Application of Transaction Databases has become the most trusted source for details on every transaction set available to the valuation profession for use in the market approach. Learn more >>

Valuation and Covid-19 Update: BVR Townhall and Q&A

In part two of this town hall-style event, Michelle Gallagher, Gary Trugman, Stacy Collins, and Harold Martin talk through key impacts of COVID-19 on valuation issues. From cost of capital to family law to guideline companies, the impact on the inputs, approaches, and the business we value is profoundly felt. Experts who have weathered financial crises before are doing a yeoman’s job of keeping current with the ever-changing information. Send early questions and comments to ...

BVU News and Trends April 2020

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

The Impact of COVID-19 on Restructuring, Insolvency & Impairment

The world of valuation has changed along with everything else. In this panel on the Impact of COVID-19 on Restructuring, Insolvency & Impairment, three experts will discuss the changing environment for valuation assignments. Craig Jacobson, Richard Peil, and Dan Korcyk each bring a unique perspective and will discuss three specific areas where valuation activity might increase due to the virtual shutdown of the U.S. economy. Finally, we will discuss topics related to performing valuations in ...

New guideline public comps tool makes public debut

A large audience watched the first public demo of an affordable alternative to existing platforms on the market that appraisers use for the guideline public-company method (GPCM).

Valuing Distressed and Impaired Companies in the Time of Coronavirus

The Coronavirus Pandemic has created perhaps the most unusual economic downturn at least in our lifetimes and likely in the past 100 years. For Americans, the Pandemic stopped in its tracks one of the most explosive economic growth and expansion in many years, if ever. Overnight almost, businesses that were economically sound and growing were turned into distressed and impaired businesses. Jim Alerding will analyze the valuation perspective needed to value a distressed or impaired ...

New tool emerges for guideline public comps

Unprepared appraisers may struggle with capturing the effect of today’s volatile economy on the value of a subject company.

Extreme Uncertainty: How Valuation Experts Should Respond to Today’s Volatility and Risk

In this town hall-style event, Michelle Gallagher, Gary Trugman, Stacy Collins, and Harold Martin talk through key impacts of COVID-19 on valuation issues. From cost of capital to family law to guideline companies, the impact on the inputs, approaches, and the business we value is profoundly felt. Experts who have weathered financial crises before are doing a yeoman’s job of keeping current with the ever-changing information. Send early questions and comments to questions@bvresources.com. Invite your ...

Recent Cases from the Delaware Chancery: What Appraisers Need to Know Now

Join Bill Kennedy for a summary of key valuation issues ruled on by the Delaware Chancery and Delaware Supreme Court. Get coverage of recent cases and discover trends seen in the courts. Learn how the courts have treated the different valuation methods in recent cases, as well as factors to consider when applying the methods. No matter where you practice, the takeaways from this session will help valuation professionals deliver a quality, litigation-ready report.

Valuing Rural Healthcare Clinics

Rural health clinics (RHCs) are specially certified entities that were created to increase access to primary care services for patients located in rural communities. Demand for rural health services is expected to increase in the coming years due to the aging baby boomer population and its status as potential acquisition targets by nonprofit healthcare organizations seeking to meet their charitable mission. The number of transactions involving RHCs is expected to increase, creating an opportunity for ...

Edelson v. Cheung

In business dispute alleging breach and fraud, court adopts plaintiff expert’s methodology to value contested interest by way of the market approach; court notes expert well explained why the income approach was not available and the asset approach was too limited to provide an accurate valuation.

Court Agrees Market Approach Generates Most Accurate Value of Plaintiff’s Interest

In business dispute alleging breach and fraud, court adopts plaintiff expert’s methodology to value contested interest by way of the market approach; court notes expert well explained why the income approach was not available and the asset approach was too limited to provide an accurate valuation.

Valuation underpinning contested stock sale reflects fair value, Court of Chancery says

In a breach of fiduciary duty action arising out of a controversial stock sale, the Delaware Court of Chancery dismissed the plaintiff’s attacks on the underlying valuation, noting the appraiser was “exceptionally knowledgeable about the industry” and held “informed beliefs” as to the company’s specific structure.

Assessing Cybersecurity Risk When Doing a Business Valuation

Don’t fall into the trap of thinking that just large firms face material risks related to data security and privacy concerns. Here’s a checklist for the guidance of valuation professionals to help assess these risks when performing a business valuation.

BVU News and Trends February 2020

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

Navigating Healthcare’s New Path: Valuing Care Coordination and Alternate Care Delivery Models

Care coordination and alternate care delivery models are more present than ever in healthcare. Care coordination involves deliberately organizing patient care activities and sharing information among all of the participants concerned with a patient's care to achieve safer and more effective care. Valuing these companies involves understanding the healthcare model, and the rules and pending regulations that may impact value. Join Jason Ruchaber for the rules, methods and examples you need to have to coordinate ...

Valuing Customer Relationships: The Do's and Don'ts of the Distributor Method

While the relief from royalty method and multiperiod excess earnings method are effective tools for valuing intangible assets such as customer relationships, they rely on market data that can be both highly subjective and of poor comparable value to the subject company. As an alternative, the distributor method provides appraisers with a market-based proxy for use in valuing customer relationships. Join experts Edward Hamilton and Sean Woodward to explore the strengths and weaknesses of customer ...

Advance look at BVR’s new guideline public comps tool

In late March, a free trial will be available for BVR’s new Guideline Public Company Comps Tool (GPCCT), which has been built exclusively for the business valuation community.

Asset-based appraisal unsuitable for fair value determination, court says

In a bitter fight between siblings over the buyout of the minority shareholder’s interest in a successful construction business, the trial court found the asset-based valuation the majority shareholder’s expert proposed was fatally flawed for at least two reasons.

Coster v. UIP Companies, Inc.

In breach of fiduciary duty action, court says stock sale passes enhanced fairness review; appraiser valuing real estate investment services company before sale is eminently qualified and knowledgeable about industry; capitalized cash flow method “generated a reliable indicator” of company’s value.

Valuation Underlying Controversial Stock Sale Satisfies Highest Scrutiny

In breach of fiduciary duty action, court says stock sale passes enhanced fairness review; appraiser valuing real estate investment services company before sale is eminently qualified and knowledgeable about industry; capitalized cash flow method “generated a reliable indicator” of company’s value.

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