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BVU News and Trends March 2021

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

Price Versus Value: A Transaction and Litigation Perspective

According to disciples of modern portfolio theory and its efficient market hypothesis, shares of public companies should always trade at a price equivalent to their economic value, making it impossible for investors to experience short-term arbitrage profits. But try to explain that theory to any hedge fund manager or day trader who purchased or sold GameStop Corp.

Treasure Trove of Data in the 2021 Business Reference Guide

Here’s a look at what’s in the 31st edition of this guide, including an example of how to value equity using a rule of thumb.

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 ...

BVU News and Trends January 2021

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

Book review: The Art of Business Valuation: Accurately Valuing a Small Business

The current issue of NACVA’s QuickRead includes a favorable review of a recently published book, The Art of Business Valuation: Accurately Valuing a Small Business.

Delaware court weighs in on goodwill in sole proprietorships

A recent divorce case out of Delaware is significant for addressing the treatment of goodwill where the business is a sole proprietorship.

NICE Value! How to Deploy the Non-Marketable Investment Company Evaluation Method

When it comes to valuing minority interests in family investment entities such as family limited partnerships, business valuation professionals have not often used the income approach. However, in three recent Tax Court cases, the income approach was prominently featured, and, in one case, it was clearly the deciding factor in the court’s decision. Join William Frazier to learn about the nonmarketable investment company evaluation (NICE) method. Learn its origins, what it doesn’t replace, and how ...

Business Reference Guide updated for 2021

The 2021 edition of the Business Reference Guide (BRG) by Tom West is now available.

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.

EBITDA/sales ratio added to 2020-21 RMA eStatement Studies

Many valuation experts use the annual RMA Statement Studies for industry-specific financial benchmarks.

DealStats 3Q20 small private-company EBITDA multiples rise

After stalled M&A, lockdowns, and a pandemic, it’s easy to forget that small enterprise value was declining through most of 2019.

BVU News and Trends November 2020

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

BVU News and Trends October 2020

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

Global BVU News and Trends October 2020

Business valuation news from a global perspective.

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 ...

A.A. v. B.A.

In valuing owner’s financial advisory business organized as sole proprietorship, court rejects idea that prior case law on goodwill in solely owned business precludes assigning goodwill to business; court says commissions earned during marriage but received post-separation or post-divorce are marital.

Delaware Court Revisits Issue of Goodwill in Sole Proprietorship

In valuing owner’s financial advisory business organized as sole proprietorship, court rejects idea that prior case law on goodwill in solely owned business precludes assigning goodwill to business; court says commissions earned during marriage but received post-separation or post-divorce are marital.

Amid Market Data Volatility, the Best Option Is a More Rigorous DCF

A panel of global valuation experts who conducted a recent webinar co-sponsored by RICS, and also NACVA, the ASA, GACVA, and CBVI gives their comments.

Time to Take a Fresh Look at the Use of Transaction Databases

This is an adaptation of an article contained in the new fourth edition of The Comprehensive Guide to the Use and Application of Transaction Databases.

Valuation Challenges and Best Practices in Joint Ventures and Strategic Affiliations

Today, corporate investments into joint ventures and other non-controlled entities now exceed $5 trillion per year, according to Ankura/Water Street Partners' analysis of U.S. Government data. Companies utilize joint ventures for a variety of reasons, including to access capabilities, share risk, pool capital, secure added scale and scope, and satisfy regulatory requirements of local ownership. Join Jerry Chang, Molly Faber, and Tim Lubbe of Ankura to learn more about the increasing prevalence of joint ventures ...

‘Overstated’ projections sink plaintiff’s fair value determination

Earlier this year, a New York trial court presiding over a buyout dispute featuring an online wholesaler of faucets, sinks, and fixtures rebuffed the departing shareholder’s valuation.

New edition of McKinsey valuation book now in BVR’s bookstore

The fully updated 7th edition of Valuation: Measuring and Managing the Value of Companies from McKinsey & Co. is now in BVR’s bookstore.

DealStats now lets nonsubscribers search comparables

The DealStats public- and private-transaction database now allows a nonsubscriber to fully utilize the “Quick Search” and “Search” tabs to view limited information on the “Data” tab.

What do KPMG and BDO have to say about current valuation and forecasting approaches?

COVID-19 dominates a lot of the discussion in the latest edition of KPMG’s 3Q2020 International Valuation Newsletter (IVN), though, as editors Johannes Post and Rolf Langenegger note, it ‘is not the only issue.’ BVWire—UK readers looking for a good summary of the effects the pandemic has had on UK and global markets should turn here, even though the effects on private companies, the LSE, and other markets are now familiar to everyone.

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