Case Law & Expert Testimony

Attorneys and appraisers turn to BVR to understand and challenge business valuations in court. With a wealth of resources and case law, grow your client network and conduct better legal research and due diligence.
Guides & Books
BVR_LegalYearbook_2024

Business Valuation Case Law Yearbook, 2024 Edition

January 2024

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2024 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases that were added to BVLaw in 2023. Learn more >>
BVLaw Yearbook 2023 Cover

Business Valuation Case Law Yearbook, 2023 Edition

January 2023

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2023 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases were added to BVLaw in 2022.  Learn more >>
BVU_Yearbook_2023

Business Valuation Update Yearbook, 2023 Edition

January 2023

It's that time of year again, BVR's “greatest hits” publication is here!  The Business Valuation Update Yearbook 2023 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation.  It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts. Learn more >>
BVLaw Yearbook 2022

Business Valuation Case Law Yearbook, 2022 Edition

January 2022

The legal coverage and in-depth analysis from the BVR legal team deliver lessons learned to help appraisers reach better and more defensible valuation conclusions. All the cases featured in this book impart important lessons about applicable legal principles, approved and discredited valuation methodology, and the act (and art) of presenting expert opinions. This must-have collection benefits both the generalist as well as the specialist.

Learn more >>
Business Valuation Yearbook 2022

Business Valuation Update Yearbook, 2022 Edition

January 2022

A new year means another annual “greatest hits” publication!  The Business Valuation Update Yearbook 2022 covers the previous year’s most groundbreaking and thought-provoking advancements in valuation.  It captures changes in regulations and professional standards, key takeaways from professional conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting by the BVR editorial team including an Introduction by Andy Dzamba, BVR Executive Editor and insights from notable BV experts.  Learn more >>
Management Projections Guide 2021

The BVR Guide to Management Projections and Business Valuation: Analysis and Case Law

June 2021

BVR’s Guide to Management Projections and Business Valuation: Analysis and Case Law provides professionals with guidance in two forms. The Guide includes articles that discuss a variety of elements, issues, and techniques practitioners should consider when utilizing management’s projections or creating their own. In addition, the Guide includes a multitude of applicable case law  to assist practitioners in researching opinions on different matters in various jurisdictions. Learn more >>
Bankruptcy Compendium

Business Valuation and Bankruptcy: Case Law Compendium, 3rd Edition

March 2021

The bestselling Business Valuation & Bankruptcy: Case Law Compendium, Third Edition from BVR once again delivers, digests and summarizes all relevant recent case law.  This one-of-a-kind legal resource saves you hours of research and features a collection of articles and analysis that will prove illuminating for any practitioner. Learn more >>
Intellectual Property Case Law Compendium

Intellectual Property Valuation Case Law Compendium, Fourth Edition

January 2021

Intellectual property (IP) valuation and litigation continue to make headlines – especially when damages are involved.  Every financial expert and attorney practicing in this area needs to keep up with legal precedent – and stay ahead of new and evolving methodologies. This 4th edition of BVR’s IP Valuation Case Law Compendium puts all vital thought leadership and case law at your fingertips. Learn more >>
BVLaw Yearbook Cover 2021

Business Valuation Case Law Yearbook, 2021 Edition

January 2021

Practitioners have come to rely on the annual Business Valuation Case Law Yearbook– and certainly the 2021 edition will prove even more vital than ever. The legal coverage and in-depth analysis from the BVR legal team deliver lessons learned to help appraisers reach better and more defensible valuation conclusions. The Yearbook shows how financial experts helped their side win (and lose) in the courtroom.  Learn more >>
BVU Yearbook

Business Valuation Update Yearbook, 2021 Edition

January 2021

Always a highly-anticipated annual publication, the Business Valuation Update Yearbook 2021 covers the year’s most groundbreaking and thought-provoking advancements on valuation methodologies in the face of a global pandemic.  It also captures, changes in regulations and professional standards, key takeaways from the best virtual conferences, and tactical practice-building ideas. This critical desktop reference puts you ahead of the competition with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s expert editorial and legal teams. Learn more >>
BVLaw Yearbook 2020

Business Valuation Case Law Yearbook, 2020 Edition

January 2020

The Business Valuation Case Law Yearbook, 2020 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court.  Learn more >>
Business Valuation Yearbook 2020

Business Valuation Update Yearbook, 2020 Edition

January 2020

BVR has you covered with the Business Valuation Update Yearbook 2020. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>
BVR Legal and Court Case Yearbook 2019

Business Valuation Case Law Yearbook, 2019 Edition

February 2019

The Business Valuation Case Law Yearbook, 2019 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court.  Learn more >>
Business Valuation Update Yearbook 2019

Business Valuation Update Yearbook, 2019 Edition

February 2019

BVR has you covered with the Business Valuation Update Yearbook 2019. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>
BVR Law Yearbook 2018

Business Valuation Case Law Yearbook, 2018 Edition

February 2018

The Business Valuation Case Law Yearbook, 2018 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court.  Learn more >>
Business Valuation Update Yearbook 2018

Business Valuation Update Yearbook, 2018 Edition

February 2018

BVR has you covered with the Business Valuation Update Yearbook 2018. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>
The Business Valuation Bench Book

The Business Valuation Bench Book

April 2017

If you are an attorney or judge navigating business valuation concepts and calculations in financial experts' reports, you'll want this practical reference guide on your bookshelf. The  Business Valuation Bench Book , gives you the guidance and tools to better assess the facts and analysis made by business valuation experts. Written by top financial experts William J. Morrison and Jay E. Fishman this must-have resource addresses fundamental business valuation concepts in an easy-to-use format. Learn more >>
Intellectual Property Valuation Case Law Compendium

Intellectual Property Valuation Case Law Compendium, Third Edition

April 2017

Confidently navigate your next IP engagement with new thought leadership in BVR's Intellectual Property Valuation Case Law Compendium, Third Edition. Ensure you have the most current analysis on how courts across the U.S. view key business valuation issues. This compendium includes in-depth analysis on nearly 200 court cases, several chapters with insight and advice from top business valuation experts, and a list of the top 20 questions to ask when completing due diligence for an IP valuation.  Learn more >>
Business Valuation Update Law Yearbook 2017

Business Valuation Case Law Yearbook, 2017 Edition

February 2017

The Business Valuation Case Law Yearbook analyzes the year’s most meaningful valuation-related issues in the major courts including marital disputes, breach of contract actions, damages, dissenting shareholder disputes, estate and gift tax cases, federal taxation, intellectual property cases, bankruptcy litigation, and more. Readers learn how debates over economic damages, goodwill, M&A-related appraisals, discounts, and Daubert challenges played out in court during the past year. Learn more >>
Business Valuation Update Yearbook, 2017 Edition

Business Valuation Update Yearbook, 2017 Edition

February 2017

BVR has you covered with the Business Valuation Update Yearbook 2017. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements in business valuation including IRC Sec. 2704, DLOM, cost of capital, and more. This critical desktop reference keeps you ahead of your peers with on-the-ground reporting from valuation experts, thought-leaders, and BVR’s editorial team. Learn more >>
Business Valuation Update Yearbook 2016

Business Valuation Yearbook 2016

February 2016

Keep up with business valuation’s most innovative approaches and techniques, new court decisions, and regulatory and professional standards updates. BVR has you covered with the Business Valuation Update Yearbook 2016. This newest edition from the publishers of Business Valuation Update covers the year’s most groundbreaking and thought-provoking advancements Learn more >>
BVR Legal & Court Case Yearbook 2016

BVR Legal and Court Case Yearbook 2016

February 2016

The BVR Legal and Court Case Yearbook 2016 is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues confronting business valuation. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers come to better and more defensible valuation conclusions. Learn more >>
Business Valuation Update Yearbook 2015

Business Valuation Update Yearbook 2015

February 2015

BVR has you covered with the latest news in the business valuation profession! Get your Business Valuation Update Yearbook 2015 now to stay up to date with the most innovative approaches and techniques, leading conferences, new court decisions and changes in regulations and standards in the profession with on-the-ground reporting from valuation experts, thought-leaders and the BVR editorial team. Learn more >>
BVR Law Yearbook 2015

BVR Legal and Court Case Yearbook 2015

February 2015

The BVR Legal and Court Case Yearbook 2015 is essential for business valuation professionals and attorneys to stay current on the most important legal issues confronting the profession. The Yearbook covers marital disputes, breach of contract actions, damages, dissenting shareholder disputes, estate and gift tax cases, federal taxation, intellectual property cases, bankruptcy litigation, and more. Learn more >>
Valuation Cases From the Delaware Court of Chancery Show How to Excel

Valuation Cases From the Delaware Court of Chancery Show How to Excel (PDF)

October 2014

Valuation Cases From the Delaware Court of Chancery Show How to Excel is an important and one of a kind reference tool for your library. The court case digests and articles presented in this special report provide rigorous analysis of and insight into the court’s view of business valuation methodologies and valuation techniques. Learn more >>
Business Valuation & Daubert Challenges for Experts: The Courts Raise the Bar

Daubert Challenges: The Courts Raise the Bar (PDF)

July 2014

This special report equips practitioners with case law, expert insights, practice tips, and check lists. In the report's nearly 350 pages, financial experts and lawyers share their unique insights into what it means to face a Daubert challenge and what it takes to survive one. No expert hoping to excel in the litigation arena can afford to be without this unique practice tool. Learn more >>
Training
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Excel for Valuation: Beginner to Advanced (eLearning Course)

Excel for Valuation: Beginner to Advanced (eLearning course)

Whether you're new to the field or a veteran business valuation practitioner, there is no tool more critical than Excel.  BVR's new eLearning course, "Excel for Valuation: Beginner to Advanced," will catapult your Excel knowledge and skills so you can work as efficiently as possible with spreadsheets, formulas and functions. You can customize the course to match your skill level; start with the very basics or jump right into more complex areas. The eLearning combination of video, notes, take-away templates, quizzes, and exercises ensure you will remain thoroughly engaged for the duration of the course.  Learn more >>
Family Limited Partnership Masterclass

Masterclass in the Valuation of Family Limited Partnerships and LLCs (eLearning course)

As professional appraisal methodology has advanced, so has the valuation of family limited partnerships (FLPs) and limited liability companies (LLCs). Adopting an analytical method for valuing FLPs and LLCs using the income and market approaches allows appraisers to more accurately and objectively determine a value that can withstand the scrutiny of IRS challenges. Experts Bruce Johnson, Jim Park, and Spencer Jefferies conduct case studies to teach the best practices for valuing noncontrolling, nonmarketable FLP and LLC interests. Learn more >>
Monte Carlo: Applications, Examples and Best Practices for Valuation

Monte Carlo: Applications, Examples and Best Practices for Valuation (eLearning course)

As complexity and uncertainty continue to increase, business valuation experts must up their game to master the challenges that accompany today's engagements. Rise to – and soar beyond – the occasion using Monte Carlo simulations, an indispensable method for advanced valuation scenarios. This eLearning course, "Monte Carlo: Applications, Examples and Best Practices for Valuation" distills the best instruction and content on the topic. Learn more >>
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Deal & Market Data
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News & Research
December 2024 BVU Issue cover

Business Valuation Update

The Business Valuation Update (BVU), a monthly newsletter with searchable online access, includes new thinking from leading professionals, detailed reports from valuation conferences, analysis of new business valuation approaches, thorough analysis of “landmark” legal cases in key business valuation issues, regulatory and standards updates, and much more. Learn more >>
BVLaw Screen Shot

BVLaw

Turn to the exclusive BVLaw collection, which includes case digests and court opinions for thousands of business valuation and damages cases that deal with economic damages, lost profits, estate and gift tax, divorce, shareholder repression, partnership dissolution, securities litigation, and more. Learn more >>
Blog Posts
20 / November 2024

Tales From the Trenches Episode No. 2—Who Wrote the Report?

In a very contentious litigation, I was called to testify as to the reasonable compensation for a receiver. A limestone quarry company had been involved in a family dispute over ownership, and the court had appointed a receiver to operate the company and conduct a sale of the company. Read more >>
Posted in: Business Valuation Law News Written by: Jim Alerding
Categories: case law & expert testimony case law analysis
24 / September 2024

American Society of Appraisers (ASA) 2024 International Conference

I had the pleasure of attending the 2024 ASA International Conference in Portland, Ore., September 15 to 19. This was my first time to visit Portland, Ore., and I found it to be a very pleasant and attractive place to be. The conference was held at the Downtown Hilton in Portland. Read more >>
Posted in: BVWire News Written by: Jim Alerding
Categories: business valuation accrediting organizations economic damages & lost profits estate and gift taxation
06 / June 2024

Supreme Court Unanimously Includes Life Insurance Proceeds Intended for Redemption of a Shareholder in the Value of the Corporation in the Estate

The U.S. Supreme Court ruled unanimously on June 6, 2024, that “[a] corporation’s contractual obligation to redeem shares is not necessarily a liability that reduces a corporation’s value for purposes of the federal estate tax.” Let's take a closer look at this ruling. Read more >>
Posted in: Business Valuation Law News Written by: Jim Alerding
Categories: case law & expert testimony case law analysis
Tags: case law analysis
13 / August 2021

Five Areas to Explore If You Suspect a Spouse Is Hiding Crypto Assets in a Marital Dispute

In BVR’s recent webinar, Cryptocurrency Fraud and Forensics: What Valuation Professionals Need to Know, forensic and cryptocurrency experts Katerina Gaebel and Mark DiMichael, both of Citrin Cooperman, covered various hot topics on fraud and forensic accounting issues in digital assets and how they affect the business valuation profession. Here, we summarize five key areas where one would find proof of crypto asset fraud in a marital dispute, including interviews, tax returns, bank accounts, credit card statements, and more. Read more >>
Posted in: BVWire News
Categories: evidence fraud marital dissolution/divorce
Tags: asset value bitcoin cryptocurrency divorce fraud
05 / July 2021

Caesars Entertainment sues over COVID-19-related economic damages

On March 19, Caesars Entertainment joined the long list of businesses that have filed lawsuits against their insurance companies for refusing to pay business interruption losses stemming from COVID-19-related government shutdowns of economies across the nation and world. Whether Caesars, which asserts that losses its various business entities incurred may exceed $2 billion, succeeds where a lot of other plaintiffs have failed will be worth monitoring. Read more >>
Posted in: Business Valuation Law News
Categories: case law analysis economic damages & lost profits
28 / June 2021

Five Timely Insights From the NYSSCPA Business Valuation and Litigation Services Conference

The conference season is well underway, and Business Valuation Update has been on the virtual road, collecting the latest insights on a wide variety of topics. Here are some interesting takeaways from the New York State Society of CPAs (NYSSCPA) Business Valuation and Litigation Services Conference, held May 17. Topics included emerging issues (SPACs, cryptocurrency, Zoom as a practice-builder) and some new perspectives on evergreen topics (estate valuations, cannabis, distressed firms, and collaborations). Read more >>
Posted in: BVWire News
Categories: estate and gift taxation family law valuation