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Pratt’s Document Request Checklist Stands the Test of Time

The new sixth edition of Shannon Pratt’s Valuing a Business does not only contain a great deal of valuation concepts, but also includes some very practical advice and tools. One such tool that has endured is a checklist for an initial request for documents. The list has some minor updates, but it is essentially the same as the one Pratt included in prior editions.

BV News and Trends July 2022

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

Breaking Into Bankruptcy Valuations With Little—or No—Experience

There are a lot of opportunities for business valuation analysts in the context of financially distressed or bankrupt companies. A veteran expert gives some advice on how to add this area to your practice regardless of your level of direct experience.

BV News and Trends May 2022

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

More business owners deciding to sell, most retiring

The long anticipated “Silver Tsunami” wave of retiring baby boomers appears to be arriving and is expected to supply the market with a steady stream of available businesses throughout the year, according to a report from BizBuySell.

Two BV Firms Collaborate to Serve Clients Better—and Boost Business

Solo and small-business valuation practitioners can scale up their practices using an idea that two firms have discovered: collaboration. It allows them to take on engagements that they otherwise would have turned away and gives them access to each other’s knowledge, resources, and contacts.

BV News and Trends April 2022

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

Tip: Add an expiration date to an engagement letter

During a very informative—and entertaining—webinar on expert witnessing, Robert Vance (Forensic & Valuation Services PLC), gave this advice: Consider putting an expiration date on the cover letter to your proposed engagement letter.

Power Panel: Industry Insights

Join our power panel of three industrious valuation professionals: Jay Fishman, Bryce Erickson, and Donald Erickson. Every business is different, but some are more different than others. When tackling engagements in a new or different industry, what are the questions you should be asking to be successful? Using sports franchises, oil and gas, and software as a service as examples, the panel will explore the impact of industry on valuation.

Sources of new business you may overlook

Business valuation professions know that attorneys are a prime source of new engagements, but other sources may not immediately come to mind.

Carried Interest—What's it Worth?

Join Vladimir Korobov and Kyle Garcia for an overview of private equity funds and other alternative investment vehicles with similar characteristics in general and discuss situations that require business valuation. With discussion of the valuation of carried interests including the general approaches used for valuation, you’ll get helpful tips when undertaking engagements for these unique assets. Learn to address issues of the fund life cycle and the valuation methods applicable in different stages. Practical examples ...

Start due diligence before accepting an engagement

This is one of the tips in an article from the latest journal of the Chartered Business Valuators Institute (CBV Institute), Canada’s valuation professional organization (VPO) and standard-setter.

Ownership transition in the middle market

There are an estimated 200,000 middle-market businesses in the U.S., which represent about one-third of private-sector GDP and close to 50 million jobs, according to the National Center for the Middle Market.

Larchick v. Pollock

The trial court (TC) in this case excluded the evidence of a business valuation expert because he had submitted a calculation of value report and was then asked to testify to it. The expert self-admitted that he would not testify to a calculation of value and had explained in his engagement letter that a valuation engagement would be required for testimony. Despite the exclusion by the TC and the self-admission of the inadequacy of a calculation of value for testimony purposes, the appellate court nevertheless remanded the case in part to determine whether the calculation of value met the requirements of Arizona Rule 702 for allowable evidence.

Arizona Appeals Court Says a Calculation of Value Is Not Per Se Unacceptable

The trial court (TC) in this case excluded the evidence of a business valuation expert because he had submitted a calculation of value report and was then asked to testify to it. The expert self-admitted that he would not testify to a calculation of value and had explained in his engagement letter that a valuation engagement would be required for testimony. Despite the exclusion by the TC and the self-admission of the inadequacy of a calculation of value for testimony purposes, the appellate court nevertheless remanded the case in part to determine whether the calculation of value met the requirements of Arizona Rule 702 for allowable evidence.

Business Valuation Ethics

With valuation standards issued by AICPA, NACVA, ASA, and USPAP 2020-2021, it is easy to see how complying can be complex. Join Scott Saltzman to obtain a better understanding of the valuation standards that are applicable to you and those that may be applicable to an opposing expert. Any engagement can turn into a litigation matter so making sure you are crafting a complete compliant and competent report in accordance with your professional standards is ...

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.

Pandemic Triggers Chances for Valuers in Exit Planning

Remarks from the AICPA ENGAGE conference on the timely opportunities for financial professionals in exit/succession planning. This article gives some basics on how valuation experts can leverage their experience into this type of consulting.

BVU News and Trends October 2020

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

Is COVID-19 changing the types of new BV engagements?

BVWire—UK discussed this topic with a number of business valuation experts in the UK and North America and discovered a surprising degree of stability, given FTSE risk and overall predictions of GDP reductions in the 7%-to-15% range.

Estate planning opportunity amid depressed business values

Among the key takeaways from the recent ENGAGE 2020 conference sponsored by the AICPA was one of particular interest to business valuers.

MoneySoft BV software now integrated with DealStats

The new version of the MoneySoft Business Valuation Specialist software now allows users to import data from BVR’s DealStats database of private- and public-company transaction comparables.

Alabama Appeals Court Affirms Calculation of Value Is Admissible and Lets Rohling Stand

In divorce case, Alabama appeals court upholds trial court’s admission of calculation of value from qualified expert for medical practice; appeals court agrees with lower court that objections to methodology go toward weight and expert’s credibility; court lets earlier Rohling decision stand.

Horne-Ballard v. Ballard

In divorce case, Alabama appeals court upholds trial court’s admission of calculation of value from qualified expert for medical practice; appeals court agrees with lower court that objections to methodology go toward weight and expert’s credibility; court lets earlier Rohling decision stand.

Global BVU News and Trends April 2020

Business valuation news from a global perspective.

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