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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. (II) (Graphite)

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.

Career Option: Neutral Financial Professional in Collaborative Divorce Proceedings

Valuators who work on divorce matters but dislike the litigation environment may find that serving as a neutral financial professional represents a very attractive career alternative.

Small biz maintains optimism

The MetLife and U.S. Chamber of Commerce Small Business Index recorded an overall score of 69.3, indicating a pause in the upward trend of the Index.

Gender-specific risk?

Despite an overall sense of optimism at small businesses, those owned by women are facing more growth challenges than male-owned firms.

NYSSCPA to hold cannabis conference December 11 in New York City

If you’re either currently working with or considering a cannabis client, check out the 2018 Cannabis Conference on December 11 in New York City to be held by the New York State Society of CPAs (NYSSCPA).

BVU News and Trends December 2018

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

Letter to the Editor: Calculation Engagements and USPAP

In response to the recent controversy over the use of calculation engagements. BVU recently published several articles on calculation engagements, and this letter is in response to those articles.

Survey: Small biz expects to do well in 2019

Small businesses are doing very well, and 70% say they expect to increase profits over the next 12 months, according to Accounting Today’s inaugural “Small Business Accounting Insights Survey” of over 1,000 owners and leaders from small businesses.

GDP growth continues on strong pace per 3Q 2018 Economic Outlook Update

The U.S. economy—as indicated by GDP—grew at an annual rate of 3.5% in the third quarter of 2018, putting it on pace to have the largest annual average GDP figure in over a decade, according to the 3Q 2018 Economic Outlook Update (EOU).

Noven Pharmaceuticals v Novartis Pharmaceuticals

In breach of contract action, court finds defendant’s valuation report is discoverable; report is relevant to an issue in dispute and not protected by attorney-client privilege or work-product doctrine where valuation was not done solely in anticipation of litigation but had mixed purpose.

Court Finds Defendant’s Valuation Had ‘Mixed Purpose’ and Orders Disclosure

In breach of contract action, court finds defendant’s valuation report is discoverable; report is relevant to an issue in dispute and not protected by attorney-client privilege or work-product doctrine where valuation was not done solely in anticipation of litigation but had mixed purpose.

EOU: Solid growth in U.S. economy

The Leading Economic Index increased 0.5% in September, coming in at 111.8 points, the 12th consecutive month of gains, according to the September 2018 Economic Outlook Update (EOU).

What Appraisers Should Know About the History and Regulation of Cannabis

Key background information to know before doing a valuation engagement in this emerging industry.

Valuation or Calculation: A Bad Appraisal Is Still a Bad Appraisal

A response to the recent controversy over the use of calculation engagements.

BVU News and Trends November 2018

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

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