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Assume every valuation will be challenged

“As appraisers, our reputation is our single most valuable asset ...

COVID-19 to Trigger More Requests for ‘Risky’ Calculation Reports, Expert Says

It’s a settled matter about whether calculation reports “can” be used, but “should” they be used is another issue. Veteran valuation expert Kevin Yeanoplos (Brueggeman and Johnson Yeanoplos PC) explores this concern in a session at the recent BVFLS conference sponsored by the Virginia Society of CPAs (VSCPA).

LEI up but U.S. economy losing steam, reports BVR’s EOU

In September, the U.S. Leading Economic Index (LEI) improved 0.7%, to 107.2 points, reports the Economic Outlook Update (EOU) published by Business Valuation Resources (BVR).

BVU News and Trends October 2020

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

How COVID-19 Is Impacting the IRS and Valuation Audits

Still reeling from the effects of the government shutdown and budget cutbacks, the pandemic has dealt another blow to the IRS that has affected how the agency selects and reviews tax returns that include valuations. A former IRS manager who dealt with valuations at the agency gives some interesting insights.

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.

BVU News and Trends August 2020

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

IRS deals with triple whammy as it reviews valuations

The government shutdown, budget cutbacks—and now the pandemic—have impacted the IRS and how it selects and reviews tax returns that include valuations.

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.

BVU News and Trends July 2020

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

Global BVU News and Trends July 2020

Business valuation news from a global perspective.

Reminder: Take our economics trivia quiz

In case you missed it last week, we have a short quiz for nonsubscribers of BVR’s Economic Outlook Update (EOU) to test your economic IQ.

Calculations of value are admissible in divorce, Alabama appeals court confirms

About two years ago, in Rohling v. Rohling, an Alabama appeals court upheld a trial court’s decision to admit into evidence a qualified expert’s estimate about the value of the owner spouse’s business based on a calculation engagement.

Take our economics trivia quiz

In today’s environment, an understanding of the economy is more crucial than ever in valuations.

BVU News and Trends June 2020

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

The CFNAI plunged to -16.74 in April

The Chicago Fed’s National Activity Index (CFNAI) came in at -16.74 in April, down from a revised -4.97 in March (see chart below).

SOS: Pepperdine Private Capital Markets Project needs funding

Some appraisers feel that using public market data when estimating the cost of capital for a private company requires too many assumptions and adjustments to convert data from actively traded stocks into proxies for private-company valuation.

A Revisit of ‘Known or Knowable’ and Subsequent Events in the COVID-19 World

The authors have a recurring client for whom they perform an annual valuation as of December 31. They give a best practice suggestion as to how to address the coronavirus in their valuation report. The article includes a COVID-19 timeline they developed.

A Veteran Valuer’s Guidance on COVID-19 and the ‘Soul’ of a Business

An interview with Robert Schlegel, FASA, MCBA (Houlihan Valuation Advisors), in which he gives his perspectives on our current economic environment and how that affects the business valuation community.

Fifty percent of high street retailers could fail by August, say Alvarez & Marsal

Business valuers have stood their corners against changes in valuation methods based on economic crises.

March EOU tracks beginning of tough financial times

The Leading Economic Index (LEI) decreased 6.7% in March, the largest monthly decline in the 60-year history of the index, according to the March 2020 Economic Outlook Update (EOU).

Hitchner shares his COVID-19 timeline

When was COVID-19 known or knowable for valuation purposes?

AICPA issues a Subsequent Event Toolkit

In a prior issue of BVWire, we presented one valuation expert’s way of dealing with the coronavirus in valuation reports before it was known or knowable.

More resources for business valuers completing valuation engagements now

To help support the inquiries we’ve been receiving from our customers about how to address the coronavirus in the valuations they are working on, BVR has created a new COVID-19 business valuation resource website where we offer links to current news, past articles and webinars, third-party articles, and more to help BVWire—UK readers.

Shift more emphasis to numerator, panel says

During this time of crisis, the numerator of the valuation equation needs much more attention than before, said a panel during yesterday’s free BVR webinar.

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