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Valuing Small Owner-Operated Business

Small owner-operated businesses have unique characteristics that are fundamentally different from other businesses. These differences should be taken into consideration when performing valuations. Join David Coffman for a dive into those characteristics and a detailed description on how they impact valuation procedures and conclusions. Learn about the market for small owner-operated business valuations.

Journal of Business Valuation 2021 Edition

From the CBV Institute ...

Understanding Business Valuation - 6th Edition

February 2022 Hardcover, PDF

Gary Trugman

Business Valuation Resources, LLC

In this exciting new edition of Understanding Business Valuation, Gary Trugman takes his characteristic talent for simplifying the technical and complex to even greater heights.  In his easy-to-read and understand style he covers all the bases with valuation approaches, methods, and techniques. Trugman identifies critical points in his callout notes throughout the publication.  Learn more >>

Valuing Small and Micro Businesses Using the Income Method

Focus in on valuing micro and small businesses using the income methods of business valuation. Learn to distinguish differing risk factors between large companies and micro and very small companies. Join Gregory Caruso for a deep dive into problematic areas of actual small-business valuation cases to review theory and tie it into the actual application of methods using best practices and professional judgment. Audience questions and succinct opinions welcomed in this hands-on event.

Small Business, Bankruptcy and Business Valuation

The Small Business Restructuring Act makes Chapter 11 reorganization proceedings faster, cheaper and more efficient for companies that come to Bankruptcy Court with debts below the statutory cap. That may allow certain small business to survive the current turmoil resulting from the corona virus pandemic. What is, however, not yet clear is the role of business valuators in the process. Michael Pakter explains what that role might be.

Valuing Micro and Small Businesses in the Shadows of COVID-19

Valuing micro and small businesses in the shadow of COVID-19 is daunting. COVID-19’s effects on the economy has magnified risk and uncertainty for small business, making the job of valuators more difficult. Join small business broker, attorney, valuation professional, and author Gregory Caruso for a deep dive into problematic areas of actual small-business valuation cases. With a review of how the theory ties into the actual application of methods using best practices and professional judgment ...

Key Issues in Valuing Owner Operated Small Businesses

Owner-operated business must be considered in a different framework than many other types of business. Everything from hypothetical transaction (asset sale versus equity interest) to financial objectives (minimize taxable income versus maximize shareholder value) must be considered from a different perspective. Join David Coffman as he discusses rate of return and personal goodwill through this unique lens.

Healthcare Valuation in the Corona Virus Era: That Was Then, This Is Now

COVID-19 has impacted perhaps no industry in such a complex way as healthcare. Join Mark Dietrich in this discussion of items to consider before you forecast the likely impact on the healthcare industry of the current crisis. First, it is necessary to understand where the industry was before COVID-19 and then to understand what the crisis revealed about the allocation of resources. Second, you need to consider where future spending will be directed and how ...

Valuation for Small Business Administration Loans

The Small Business Administration (SBA) requires that lenders obtain business valuations for certain SBA loans. Join David Coffman, a practitioner who has performed hundreds of SBA valuations, to learn the nuances of SBA valuation engagements. The webinar will cover when SBA valuations are required, who are considered qualified sources of business valuations, how SBA valuations differ from other engagements, what valuation approaches and methods are best suited for SBA valuations, how to prepare more ‘lender ...

The Fair Commission Model for Valuing Goodwill in Small Service Businesses

Hundreds of thousands of small service businesses are operating in the United States. These include accounting, tax, and bookkeeping practices; barbers and hair stylists; chiropractic, primary care, and dental practices; veterinarians; landscapers, house cleaners, and pool servicers. These businesses are small by virtue of being owned by one or a few owners who, in addition to managing the business, provide personal services directly to their clients, patients, or customers. Specialty brokerage firms often mediate equity ...

Business Valuation OIV Journal Spring 2019

Business Valuation OIV Journal has been created by Organismo Italiano di Valutazione (OIV), the Italian Valuation Standard Setter, to provide a forum for discussion and to foster cultural progress in the field of business valuation. In this issue, articles include "Company Valuation as Result of Risk Analysis: Replication Approach as an Alternative to the CAPM"; "Residual Income Model and Abnormal Returns: A Comparison to Factor Styles and Sell-Side Analysts"; and "Critical Issues When Valuating Small Businesses".

Valuing a Small Business: Extended Case Study

In this long form case study, Pasquale Rafanelli spares no detail and leaves nothing to the theoretical. Go through the details of collecting client information, building the valuation, and issuing the report. Review the specific items that are raising red flags and see the practical implementation of best practices. Review a report and examples of working through real-life valuation issues. Little details make a big difference in small businesses so join this deep dive into ...

Book Review: Understanding Business Valuation: A Practical Guide to Valuing Small to Medium Sized Businesses, 5th Edition

A valuation expert reviews the newest version of one of the leading business valuation texts, written by Gary Trugman.

New independent analysis tests IPCPL reliability

Major advance in thinking about S corp taxes and value

Latest transaction multiples in Pratt's Stats

Damodaran asks: Are you valuing or pricing?

Feedback wanted on new BUM/WACC Calibrator tool

Hidden risks make franchise valuations tricky

NACVA praises new cost of capital model

‘Exciting’ time in evolution of DLOM

More on Mike Crain's analysis of the diminishing size premium

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