What It’s Worth: Valuing Dental Practices
January 2025 PDF (150 pages)
BVR (editor)
Business Valuation Resources, LLC
Preorder deal on the updated Business Reference Guide for 2025
The 2025 edition of the Business Reference Guide (BRG) is now available for preorder at a discounted price if you click here.
Matter of Magarik v. Kraus USA, Inc. (Kraus III)
This is the full court opinion for Matter of Magarik v. Kraus USA, Inc., 2024 N.Y. App. Div. LEXIS 5239, 2024 NY Slip Op 04964 (October 9, 2024).
What It’s Worth: Valuing Limited-Service Restaurants
August 2024 PDF (187 pages)
BVR (editor)
Business Valuation Resources, LLC
BV News and Trends July 2024
A monthly roundup of key developments of interest to business valuation experts.
Using Rule of Thumb Data to Uncover Cooked Books
In addition to using rule of thumb data to corroborate a value conclusion reached using other methods, the data are also helpful for validating historical financials—particularly for cash-intensive businesses. An example and some metrics for cash businesses are presented.
Bloom or bust for landscaping businesses?
It’s that time of year when flowers and trees emerge and grow.
Top Issues Impacting Cannabis Valuations
An apple is an apple. A pear is a pear. A dispensary in MyTown USA is not the same as a dispensary in NextDoor USA. A cultivation facility in Michigan is not the same as a cultivation facility in Illinois. This webinar will focus on adult use legalization, Section 280E, geography, research and resources and other important issues impacting valuations in the cannabis space.
BV News and Trends March 2024
A monthly roundup of key developments of interest to business valuation experts.
A Wealth of Rules of Thumb in the 2024 Business Reference Guide
At a recent conference, an audience member asked top valuation thought leader Gary Trugman (Trugman Valuation): “Do you use rules of thumb in your valuations?” He replied: “Absolutely! But only as a sanity check.” A good source of rules of thumb is the Business Reference Guide, which has been updated for its 2024 edition.
Court KO’s market comp analysis due to industry choice
What business is your subject company in?
Valuation Approaches and Methods—Which Do I Use, When, and Why
The inclusion or exclusion of a specific valuation approach or method can often change a business’s value by more than 10%. So, regardless of whether you are a listed user of a valuation, a CPA/appraiser providing an opinion of value, or are reviewing a valuation for reasonableness, how do you know which valuation approaches and methods should be used, when they are (not) applicable, how to weight those used/applicable, and, most importantly, why?
Reminder: Preorder deal on the 2024 Business Reference Guide
The 2024 print edition of the Business Reference Guide (BRG) by Tom West is now available for preorder at a 20% savings if you click here (valid through December 31).
Preorder deal on the 2024 Business Reference Guide
The 2024 print edition of the Business Reference Guide (BRG) by Tom West is now available for preorder at a 20% savings if you click here (valid through December 31).
BV News and Trends November 2023
A monthly roundup of key developments of interest to business valuation experts.
What It’s Worth: Valuing Jewelry Stores
November 2023 PDF (113 pages)
BVR (editor)
Business Valuation Resources, LLC
Private Equity Roll Up of Professional Practices Valuation Considerations
This webinar transcript focuses on private equity roll-up acquisitions of professional practices and the possible effect of these transactions on business valuation.
BIZCOMPS being upgraded with new platform
Users of BIZCOMPS will soon see a new look to the database of small private-company transactions.
A Difference of Opinions—Using the Right Tools for the Market Approach
This course will be a hands-on exercise in valuing a small owner-operated business using the market approach. Two appraisers will walk through the valuation of a business with $5 million to $10 million in revenue using the same fundamental financial information but different valuation tools. The results are meant to highlight the differences in value based on a selected market approach and the use of different databases. The training will use multiples derived from private ...
Valuers Are Now Spending More Time ‘on Everything’
A panel discussion during the Global Town Hall: State of the Global Markets and Their Effect on Business Valuation event talked about having to dig more into income statement line items, perform more sensitivity analyses, request multiple forecasts, change Excel models, and more.
Advanced Topics and Case Studies When Valuing Family Limited Partnerships and LLCs
As professional methodology has advanced and tax court cases have confirmed, employing analytical techniques to value family limited partnerships/LLCs using the income and market approaches allow appraisers to determine an accurate value objectively. Certain types of partnerships may be considered complicated. This webinar will focus on valuing more complex FLPs using case studies. Mr. Johnson will present empirical data that support the use of these objective appraisal methods and share his opinion on current issues ...
BV News and Trends June 2023
A monthly roundup of key developments of interest to business valuation experts.
Construction Company Valuation
This webinar will provide insight into valuing residential and commercial construction companies. We will cover the approaches and methods that are most commonly used. In addition, we will cover the nuances that one needs to be aware of when valuing these types of companies.
One of My Favorite Court Cases Reveals What Makes a Guideline Company—It’s a Classic
The very essence of the market approach is summed up in this court case that has stood the test of time.
BV News and Trends May 2023
A monthly roundup of key developments of interest to business valuation experts.