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.
Conflicts of interest—and low cost or automated solutions—plague all the valuation disciplines
Business valuers are required (under the Red Book and IVS standards for instance) to maintain objectivity.
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 ...
Alabama divorce court adopts result of calculation engagement
There is a split in the valuation community as to the merit of calculation engagements. As we recently reported, some valuators are adamantly opposed to doing them, whereas other appraisers believe that calculation engagements have a rightful place in their tool kit.
Valuations needed way ahead of exit
“Planning to sell a closely held business might start with a valuation three to five years before the targeted exit date,” says an article in The Estate Planner.
Defining a valuation engagement
n Defining a valuation engagement, Mercer, Z. Christopher, ASA, CFA E-Law Business Valuation Perspective , Volume 2000-02 In this article, the author lists and discusses eleven elements th ...
Other Articles - March 2000
"Assessing the Impact of Synergy on Value," Mark L. Zyla, CPA Expert, Fall 1999, pp. 5-7. "Auto Dealer Consolidation: The Impact on Valuations," Timothy W. York and James L. "Butch" Williams ...
The Business of Business Valuation
Jones, Gary, E. and Dirk Van Dyke . The Business of Business Valuation McGraw Hill: 11 West 19th street, New York, NY 10011; Phone: (212) 512-2247; Price $55.00 This book, as the title suggests ...