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BVU News and Trends October 2019

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

BV and litigation seminar in New Haven, Conn., September 26

There’s a unique opportunity to hear from a veteran valuation expert with many years of experience in court, and BVWire will be there! Appraiser Jim Alerding (Alerding Consulting LLC), who has testified in over 400 cases, will present a full-day seminar, Business Valuation and Litigation.

Small biz optimistic despite financing angst

Even with almost half (49%) of small to midsize businesses claiming that the current business financing environment restricts growth opportunities, businesses appear to be confident about the future, with 68% of them expecting increases in revenue over the next year.

BVU News and Trends July 2019

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

Sources of deal data for insurance agencies

During a recent BVR webinar on insurance agency valuation, the audience asked Lucas Parris (Mercer Capital) about sources of deal transaction data.

New edition of cannabis market research guide

For business appraisers who are valuing firms in the cannabis industry, The State of Legal Marijuana Markets, 7th edition, is now available.

Survey finds small biz market may have peaked

Seller’s market sentiment is down in all market segments except for businesses with $5 million to $50 million in enterprise value.

Appraiser Shuns Public Data for Private Cost of Capital

One appraiser has done hundreds of valuations of small owner-operated firms by looking to private capital markets to estimate cost of capital. This eliminates the need to make all of the many assumptions and adjustments to convert data from actively traded stocks into proxies for private-company valuation.

BVU News and Trends April 2019

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

Newest survey on private rates of return

Some appraisers are not comfortable using public market data when estimating the cost of capital for a private company.

Should you assume your clients are totally clueless?

Amid the ongoing debate over the use of calculation reports (see prior coverage), the author of the original article that sparked the discussion made an intriguing point.

How IRS turmoil from the shutdown affects BV

The IRS is doing its best to recover from the government shutdown, but business valuation experts need to be aware of certain issues, according to Michael Gregory (Michael Gregory Consulting LLC), who gave an IRS update during a recent BVR webinar.

Vertical IQ: Very Smart Industry Research

A practitioner’s review of the newest platform for industry research that focuses on the financial aspects of how firms operate in a particular industry.

BVU News and Trends March 2019

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

Galasso v. Cobleskill Stone Products

New York appellate division upholds the trial court’s order to disclose a valuation report, finding the appraisal was relevant to the litigation and done for estate tax purposes and therefore was not “of a legal character”; the attorney-client privilege does not apply, court says.

Court Explains Why Valuation Report Is Discoverable

New York appellate division upholds the trial court’s order to disclose a valuation report, finding the appraisal was relevant to the litigation and done for estate tax purposes and therefore was not “of a legal character”; the attorney-client privilege does not apply, court says.

Calculation Engagements: Still Broken, Still Bad

A response to a rebuttal of the author’s previous article which strongly criticizes the use of calculation engagements.

BVU News and Trends February 2019

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

In ESOP Discovery Dispute, Court Affirms Protection of Expert Drafts Under Rule 26

In ESOP case, court, citing Rule 26 of federal rules of civil procedure, denies defendant trustee’s motion to compel disclosure of information related to DOL expert’s prior work in valuation industry and expert’s other work for DOL on ESOP-related matters.

Acosta v. Wilmington Trust, N.A.

In ESOP case, court, citing Rule 26 of federal rules of civil procedure, denies defendant trustee’s motion to compel disclosure of information related to DOL expert’s prior work in valuation industry and expert’s other work for DOL on ESOP-related matters.

Pepperdine launches 2019 cost of capital survey

Input is sought from anyone involved in the funding of private businesses for the annual cost of capital survey that is part of the research at the Pepperdine Private Capital Markets Project.

BVR now offers Vertical IQ industry research

When BVR conducted a survey of business valuation firms, a new provider appeared when we asked about the industry research sources respondents use: Vertical IQ.

‘Mixed-purpose’ valuation is discoverable, New York court rules

When it comes to document discovery, the “why and “when” matter greatly, as a recent New York ruling centering on a valuation report makes clear.

BVR Now Offers Vertical IQ as an Additional Source for Industry-Specific Research

The newest service for industry research is designed as an easy-to-use platform that focuses on the financial aspects of how firms operate in a particular industry.

Synergyflow: A New System Designed to Add Intelligent Workflow to the BV Process

A new online workflow platform can be used with or without BV software to create, acquire, manage, and deploy the knowledge capital utilized in the valuation process.

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