Industry Analysis

Unique value drivers vary wildly across industries – benchmarks that hold true in one vertical may be completely irrelevant in another.  BVR’s industry-level data and research illuminates the unique factors at play across a host of sectors.  

Guides & Books

What It’s Worth: Valuing Limited-Service Restaurants

August 2024

Serve up a feast of knowledge and master the most pressing business considerations in the restaurant industry. This report examines how limited-service restaurants operate, current industry trends, valuation approaches, special situations unique to the industry and other critical factors. Learn more >>

FactSet Review, 2024

May 2024

The FactSet Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

2024 Business Reference Guide

January 2024

With up-to-date rules of thumb and pricing details on more than 800 types of businesses, this guide is a must-have for transaction brokers, accountants, attorneys, business appraisers, banks, business-lending institutions, professional advisors—anyone involved with privately owned business. Learn more >>

What It’s Worth: Valuing Jewelry Stores

November 2023

Stay appraised of all the latest methodologies in the jewelry industry! The report explains how jewelry stores operate, the nature of their revenue streams, value drivers, the industry environment, the risks involved, and other factors. Learn more >>

FactSet Review, 2023

May 2023

The FactSet Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

Cannabis Industry Accounting and Appraisal Guide, 2nd edition

May 2023

With the Second Edition of The Cannabis Industry Accounting and Appraisal Guide, authors Stacey Udell, Ron Seigneur and Brenda Clarke, distill their wealth of experience into over 340 pages of must-read insights, for anyone involved in this fascinating, rapidly evolving industry sector, including bookkeepers and accountants, lawyers, management and ownership and other advisors.  Learn more >>

What It’s Worth: Valuing Fitness Centers, Health Clubs, and Gyms

February 2023

Valuing fitness centers and gyms can provide a serious workout for even veterans of the business valuation field. Make sure you're up to date with all the latest considerations and industry-specific challenges, with this must-read report. Learn more >>

What It's Worth: Valuing Nightclubs, Bars, and Adult Cabarets

July 2022

This report provides a solid foundational understanding of the business of nightclubs, bars, and adult cabarets. It explains how these firms operate, the nature of their revenue streams, value drivers, the industry environment, the risks involved, and other key factors for valuation professional and any other stakeholder in a related business.  Learn more >>

FactSet Mergerstat Review, 2022

June 2022

The Mergerstat Review is the cornerstone of every mergers and acquisitions library. This must-have publication delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions.  And, as always, the Review is the most reliable source for premiums by year and industry multiples. Learn more >>

What It's Worth: Valuing Insurance Agencies

September 2021

What It’s Worth: Valuing Insurance Agencies takes a deep dive into the unique considerations for insurance agency and brokerage valuation – as well as the long-term outlook for consumer preferences and financial performance. The report draws upon the best data and industry sources available, summarizes key insights and appraisal factors, and will help guide your professional judgment in determining a conclusion of value that is as reliable as ever. Learn more >>

Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations, Third Edition

August 2021

Benchmark data is used to help support the allocation of intangible assets and the estimation of remaining useful lives for a purchase price allocation (PPA). Now in its third edition, Benchmarking Identifiable Intangibles and Their Useful Lives in Business Combinations delivers a compilation of reported, vetted and carefully analyzed data, particularly focused on useful lives of intangible assets as reflected in almost 16,000 purchase price allocations Learn more >>

What It's Worth: Valuing Full-Service Restaurants

October 2020

Valuing restaurants has always been a dynamic and challenging process, now more than ever before given the impact of COVID-19 on eateries. To meet this challenge, a back-to-basics approach steeped in fundamentals is required in order to build a foundation on which to develop a valuation in today’s volatile environment. This new and timely industry report from the editorial experts at BVR takes a deep dive into the unique considerations for restaurant valuation

Learn more >>

What It's Worth: Valuing Residential and Commercial Construction Companies

February 2020

What It’s Worth: Valuing Residential and Commercial Construction Companies is an ideal and timely resource for anyone looking for insight into what drives value in a building enterprise and how to account for every special consideration.  The report includes a case study that will illuminate and inform any stakeholder’s thinking.  Expert contributors analyze actual market comps from the DealStats transaction database along with industry intelligence from The Business Reference Guide. Learn more >>

BVR Briefing - Cannabis and Hemp Valuations: A Market Analysis

January 2020

There is no better time for the new “BVR Briefing - Cannabis and Hemp Valuations: A Market Analysis” study by Ryan Cram, CVA, and Ron Seigneur, CPA/ABV, CVA, ASA.  Cram and Seigneur present an empirically-based alternative to the “one-size-fits-all” application of market approach in the cannabis industry by putting current cannabis market sentiment and factors in the context of privately-held growth assets and relies upon the same rigor in data selection and research. Learn more >>

The State of Legal Cannabis Markets – 7th Edition

June 2019

As the cannabis industry grows–for both investors and operators–market intelligence becomes a significant source of competitive advantage. The seventh edition of this report leverages the most robust and accurate database of millions of actual point-of-sale data created by BDS Analytics, making market projections and estimates better informed, and allowing us to bring you more granular and precise data than ever before.  Learn more >>

FactSet Mergerstat Review, 2019

May 2019

The FactSet Mergerstat Review–U.S. Edition is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

FactSet Mergerstat Review, 2018

May 2018

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

Architecture and Engineering Business Valuation and M&A Transaction Study, Fifth Edition

April 2018

Now in its fifth year, this study examines data from 169 distinct stock transactions collected via a confidential online survey. All data is analysed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers — individuals with decades of experience valuing privately held architecture and engineering (A/E) firms. Learn more >>

What It's Worth: Valuing Paving Contractors

April 2018

In BVR's new special report, What It’s Worth: Valuing Paving Contractors, you’ll get advice from top experts who work with this industry on a daily basis. You'll learn the best methods to apply when valuing a paving company and gain critical insights on industry trends and risks.  Learn more >>

BVR/AHLA Guide to Valuing Physician Compensation and Healthcare Service Arrangements, Second Edition

October 2017

This new guide challenges and deconstructs the industry’s current standard for the fair market value (FMV) of physician clinical compensation based on the exclusive use of survey data and certain percentile-based valuation methods. Itdebunks the current “survey says” paradigm and provides the foundation for a completely new standard for the FMV of physician clinical compensation. Learn more >>

What It's Worth: Valuing HVAC Companies

August 2017

BVR's new special report, "What It's Worth: Valuing HVAC Companies," covers the unique factors that drive HVAC company value, the fundamental ways to measure what a business is worth, insight into the current market for HVAC companies, and how to boost the value of your HVAC business before cashing out. This comprehensive resource is a must-have to benchmark the value of an HVAC company. Learn more >>

What It's Worth: Valuing Electrical Contracting Companies

July 2017

BVR's special report, What It’s Worth: Valuing Electrical Contracting Companies, is your resource for understanding the accounting, operational, and workforce components that affect value within this dynamic industry. With guidance from valuation experts Erin Hollis, Matthew Crane, and others, this report explores the components that go into valuing electrical contractors, as well as the risk factors associated with their operations. Learn more >>

The BVR Private Company Value Benchmark Guide, 2017-2018 Edition

June 2017

The BVR Private Company Value Benchmark Guide is a one-of-a kind tool designed specifically for the private equity library. In the guide we aggregate our most meaningful data and analysis and present private company valuations by industry and key financial metrics. Add the guide to your valuation research team today. Learn more >>

What It's Worth: Valuing Oil, Gas, and Alternative Energy Assets, Second Edition

April 2017

The special report, “What It’s Worth: Valuing Oil, Gas, and Alternative Energy Assets, Second Edition” keeps business appraisers, analysts and owners current with the key trends, data, and valuation approaches in this constantly evolving space.  Learn more >>

FactSet Mergerstat Review, 2017

April 2017

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

Architecture/Engineering Business Valuation and M&A Transaction Study, Fourth Edition

March 2017

Now in its fourth year, this study examines data from 198 distinct stock transactions collected via a confidential online survey. All data is analyzed and compiled by Rusk O’Brien Gido + Partners’ team of accredited business appraisers — individuals with decades of experience valuing privately held architecture and engineering (A/E) firms. The result is the most comprehensive and reliable study of business valuations and mergers and acquisitions ever published for the A/E and environmental consulting industries. Learn more >>

What It's Worth: Law Firm Value

January 2017

BVR's special report, "What It's Worth: Law Firm Value," provides a solid foundation for determining law firm value and offers law firm owners with critical advice on succession planning. This comprehensive resource helps appraisers understand the key considerations to take into account when valuing a law firm including goodwill, origination credits, billing, and productivity. Learn more >>

BVR Guide to Ancillary Healthcare Services Valuation

December 2016

In the new BVR Guide to Ancillary Healthcare Services Valuation, 15 of the top U.S. healthcare valuation experts have contributed a collection of tried and true methods infused with new and innovative approaches that will challenge the future direction of healthcare valuation.  Learn more >>

Marijuana Licensing Reference Guide, 2017 Edition

November 2016

The Marijuana Licensing Reference Guide, 2017 Edition, co-published by Cannabiz Media and BVR, is an invaluable resource for owners and operators, investors, business appraisers, financial experts, regulators, lobbyists, government officials, and others who want and need to understand the marketplace opportunities and risks of this industry. Learn more >>

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry (PDF)

August 2016

What It's Worth: Value and Business Challenges in the Budding Cannabis Industry helps you navigate the swirl of issues that surround providing services to cannabis businesses. The authors, experts who know this industry inside and out, walk readers through the unique aspects of a cannabis business’s financial records, key valuation challenges, benchmarking data, and more. Learn more >>

What It's Worth: Hotel Business Value

June 2016

In "What It's Worth: Hotel Business Value," the authors provide an overview of the opportunities available in the hospitality industry and walk readers through a detailed case study covering valuation considerations from estimating room revenues and expenses to applying a cost approach and asset allocation method.  Learn more >>

The BVR/AHLA Guide to Healthcare Industry Finance and Valuation, Fourth Edition

May 2016

The new edition of the BVR/AHLA Guide to Healthcare Industry Finance and Valuation, is the premier resource for appraisers, attorneys, and healthcare administrators involved in any healthcare valuation. Edited by renowned valuation thought leader Mark Dietrich, and co-published with the American Health Lawyers Association (AHLA), this comprehensive guide addresses all aspects of healthcare valuation. Learn more >>

What It's Worth: Brewery Value

May 2016

BVR's new special report, What It’s Worth: Brewery Value, offers advice from top experts who work with craft breweries and study valuation issues associated with this industry daily. These experts walk you through the very specific factors involved in brewery valuation, from the best valuation approaches to use, considerations for valuing the buildings associated with the brewery, the specialized equipment needed to produce the beers, and the value of the key personnel who operate the brewery. Learn more >>

What It's Worth: Winery Value

May 2016

In What It’s Worth: Winery Value, you’ll get advice from top experts who work with wineries and study valuation issues associated with this industry on a daily basis. These experts walk you through the factors involved in winery valuation and examine the top value drivers including real estate, wine clubs, ancillary product sales, and production capacity.  Learn more >>

Franchise Value: Valuation Methods and Benchmarking Data

April 2016

This special report, "Franchise Value: Valuation Methods and Benchmarking Data," tackles the myriad of valuation challenges and presents a vast amount of valuable franchise benchmarking data, broken down by major industry. Successfully navigate your next franchise valuation with important lessons from the courts and tips on how to overcome the most common franchise valuation issues. Learn more >>

FactSet Mergerstat Review, 2016

April 2016

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales. 
Learn more >>

What It's Worth: Automobile Dealership Value

March 2016

What It’s Worth:  Auto Dealership Value (formerly Key Trends Driving Auto Dealership Value) provides you with wisdom from numerous experts who work with auto dealerships and study the valuation issues associated with this industry daily.  Learn more >>

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 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 >>

What It's Worth: Architecture and Engineering Firm Value (PDF)

December 2015

In this BVR special report, What It's Worth: Architecture and Engineering Firm Value, experts home in on these issues to help business valuators, business brokers, and A/E practice owners understand the nuances to valuing a firm, along with data analysis that reveals the latest benchmarks in A/E firm value. Learn more >>

What It's Worth: Accounting Firm Value (PDF)

November 2015

BVR’s new What It’s Worth series starts out with Accounting Firm Value, which offers an in depth look at the value drivers in and the valuation of accounting firms. This report contains vital advice from industry experts for both firm owners and the appraisers who value them. These experts share their vast knowledge and best practices, which will bring readers up-to-date on the pressing issues and key drivers of practice value, along with data analysis that shows the latest benchmarks in accounting firm valuation. Learn more >>

What It's Worth: Veterinary Practice Value (PDF)

November 2015

BVR’s new special report, What It’s Worth: Veterinary Practice Value, brings business appraisers, practice owners, and potential buyers up-to-date on the current market trends and key drivers of vet practice value. This report provides important benchmarking data  and valuation rules of thumb, along with expert guidance on professional practice issues such as goodwill, covenants not to compete, and common valuation errors and challenges. Learn more >>

Benchmarking Seller's Discretionary Earnings in a Small Business: Based on data from Pratt's Stats (PDF)

June 2015

This special report reveals what small business owners are achieving in seller's discretionary earnings by sector and company size with benchmarking from 21 industry groupings including real estate, personal services, restaurants, construction and more. Learn more >>

FactSet Mergerstat Review, 2015

April 2015

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

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 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 >>

2015 Architecture/Engineering Business Valuation and M&A Transaction Study

January 2015

The 2015 Architecture and Engineering Business Valuation and M&A Transaction Study examines data from over 230 distinct stock transactions collected via a confidential online survey. Learn more >>

Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues (PDF)

September 2014

BVR’s special report,Valuing Companies with Real Estate: Appraisal Experts Untangle the Issues addresses the unique concerns and challenges of valuing a company with real estate. This report, with perspective from both real estate and business appraisers will help steer the profession toward a more sensible consensus.
Learn more >>

Painting Companies: What's Your Business Worth? (PDF)

June 2014

After a long lull, construction and home buying, along with remodeling activity are on the rise. With this improving industry landscape, contractors need to know how to create more value in their painting companies to get the most when they are ready to sell. Painting Companies: What’s Your Business Worth? hones in on the unique characteristics and considerations important to contractors who are looking to increase and maintain value in their businesses. Learn more >>

FactSet Mergerstat Review, 2014

May 2014

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

FactSet Mergerstat Review, 2013

April 2013

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

Physician Practices: Key Value Drivers in a Changing Environment (PDF)

December 2012

With health reform initiatives driving the frantic pace of physician practice acquisitions, both hospital systems and physician practices are positioning their organizations for success in a new environment. Physician Practices: Key Value Drivers in a Changing Environment discusses the drivers of physician practice value, poses critical questions to ask and analyses to undertake for a successful acquisition, and shares lessons learned from industry peers. Learn more >>

FactSet Mergerstat Review, 2012

April 2012

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

BVR's Guide to Valuing Wholesalers

November 2011

Like few other economic sectors, small and medium-sized distribution companies, wholesalers are under extreme margin pressure because of price discovery enabled by the internet. Shrinking margins mean that savvy wholesalers must fight technological fire with technology investments in purchasing, selling, and warehouse operations.  Learn more >>

BVR's Guide to Valuing Dental Practices

October 2011

BVR's Guide to Valuing Dental Practices details the mature, multi-method process of dental practice valuation and the qualitative factors that go into the appraisal. With exclusive articles by top experts in the profession and actual valuation reports to aid the practitioner in understanding the critical elements, this Guide is an important resource every appraiser should have in their business valuation library. Learn more >>

Lost Profits Damages in Construction Claims (PDF)

September 2011

The nature of economic damages in the construction industry is unique mainly due to the numerous events that can impact timing, performance or the sequence of a project. BVR’s Special Report on Lost Profits Damages in Construction Claims covers the examination of typical claim types and pricing methodologies as well as the calculation of lost profits and the appropriate methods and procedures used to determine net economic damages. Learn more >>

FactSet Mergerstat Review, 2011

April 2011

The FactSet Mergerstat Review is the cornerstone of any mergers and acquisitions library. This must-have resource delivers comprehensive rosters, data and statistics on merger and acquisition (M&A) transactions that involve U.S. companies, including privately held, publicly traded and cross–border transactions, and also lists unit divestitures, management buyouts, and certain asset sales.  Learn more >>

BVR's Guide to Restaurant Valuation

March 2010

In BVR’s Guide to Restaurant Valuation, expert Ed Moran, along with a small army of other franchise and restaurant professionals, walks you through the complicated, yet fascinating, process of determining a restaurant's value - while sharing some of his favorite eating establishments along the way. Learn more >>

BVR’s Industry Transaction & Profile Annual Report on Diagnostic Imaging Centers

New technologies and an aging population are some of the opportunities in the future for the diagnostic imaging industry, while healthcare reform and government regulation are two key challenges these centers face. The Industry Transaction & Profile Annual Report: Diagnostic Imaging Centers discusses the business environment for this industry, as well as benchmarking balance sheets for both diagnostic labs and imaging centers, and transactional data on actual transactions of sales of these imaging centers. Learn more >>
Training

Black Scholes Option Model: Global Education by iiBV (eLearning Course)

The Black Scholes Option Model was first published in 1973, but the applicability in valuation is strong to this day. Join iiBV expert Andrew Strickland as he dissects and explains the various components of the models, and how they can be utilized in your valuation. Learn more >>

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 >>

International Business Valuation Standards and Ethics (eLearning course)

Valuation is a global profession, and for many that means complying with the new 2020 International Valuation Standards and Code of Ethical Principles. This comprehensive eLearning course delivers what you need to know to demonstrate global valuation competency and understand the significant changes to the standards. See practical and relevant examples by working through an actual case study that follows all of the logical steps of a valuation engagement. Hold yourself to a higher  global standard and be prepared to venture wherever your next valuation assignment takes you. Learn more >>

International Cost of Capital: Global Education by iiBV (eLearning course)

The income approach is the most relied upon approach for most valuations, and determining the cost of capital for your engagement for a non-U.S. company is often difficult due to lack of local data. Utilizing commonly applied models in developing international cost of capital, such as relative volatility models or country yield spread models, is critical for success. Learn the shortcomings of each model in terms of their ability to capture the systematic and unsystematic risk in a subject company. Learn more >>

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 (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 >>

Valuing Early Stage Companies: Global Education by iiBV (eLearning course)

Early stage companies are challenging to value. Often with undeveloped or even no revenue these companies require a unique set of tools for a business valuer. Learn the common models used to deploy valuations in this area such as the Current Value Method, Option Pricing Model, and the Probability Weighted Expected Return Method (PWERM), along with their shortcomings. Learn more >>

Valuing Intangible Assets: Global Education by iiBV (eLearning course)

 Every valuation professional needs to be able to identify the differences between intangible and tangible assets. The first step is to define the major categories of intangible assets and understand the common models used to determine value. Often the purpose of intangible valuation is for financial reporting contexts, including purchase price allocation. Join Jon Barton in this fundamental eLearning course that builds on core valuation concepts with in depth lectures and Excel-based case studies. Learn more >>

Valuing Minority Interests: Global Education by iiBV (eLearning course)

Valuing a partial interest in a business is difficult, and when that interest is a minority ownership stake the impact to value can be significant. In this eLearning course, led by John Barton, you’ll learn methods to adjust for and quantify minority discounts. Control is a key issue, and understanding the multiple methods an appraiser can utilize is critical to a defensible valuation. Learn more >>

Mind the Gap: BV Theory and Practice

The Valuation of Dealerships

Deal & Market Data

BIZCOMPS - Main Street Private Company Transaction Comparables

BIZCOMPS, a comprehensive online database, is the most thorough and accurate resource for financial details on “Main Street” private companies. This must-have tool includes 17,655+ deals dating back to 2000 and removes marketplace uncertainty with access to meaningful financial information. Learn more >>

Bizminer Premium Package

Get complete market intelligence with the Bizminer Premium Package!

This robust package includes all of the profiles and reports found in the Bizminer Starter Package, plus industry market profiles and reports, helping you gain a better understanding of your target market, and up to 40 report downloads credits with an annual subscription.

Learn more >>

Bizminer Pro Package

The Bizminer Pro Package offers complete access to all of Bizminer's financial and market analytics!

This robust package includes all reports in the Bizminer Premium Package, plus valuation tool, multiples and projections for 10 million U.S. business operations another tool for actionable outreach to your clients.

Learn more >>

Bizminer Starter Package

The Bizminer Starter Package includes the Industry Financial Series with in-depth US-state and metro market benchmarks for more than 5,000 industries, along with the Sole Proprietorship Financial Series covering 3,000 lines of business. The Bizminer Industry Financial reports are the best choice for extensive and cost-effective industry and geographic data available.

Learn more >>

Butler Pinkerton Calculator - Total Risk Allocator

The Butler Pinkerton Calculator (BPC) offers empirical data for total cost of equity (TCOE) and company-specific risk premiums (CSRP) – a first for the business valuation profession.  Learn more >>

DealStats (formerly Pratt's Stats)

DealStats (formerly Pratt's Stats) is the new generation of private and public company transaction comparables for valuation and M&A professionals. This state-of-the-art platform boasts the most complete financials on acquired companies in both the private and public sectors.

Learn more >>

FactSet/BVR Control Premium Study

Rely on more than 20 years of detailed transaction data in the FactSet/BVR Control Premium Study database. This robust online resource provides empirical support for quantifying control premiums, implied minority discounts, and public company valuation multiples. Learn more >>

First Research Profiles

First Research Industry Profiles, State Profiles, and Canadian Province Profiles provide detailed industry and economic analysis in thousands of segments. In a matter of minutes you can gain key insights into your industry or geographic area. Reports are available on a subscription or single report basis. Learn more >>

Vertical IQ - Industry Reports

Vertical IQ quickly turns you into an industry expert with hard-to-find intelligence on small- and medium-sized businesses in nearly 575+ industries. Designed to help valuation practitioners, Vertical IQ profiles dive into the details of risks, industry trends, financial metrics, operations, and financial challenges inherent to niche businesses of all types.  Learn more >>
News & Research

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

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

Treasure Trove of Data in the 2021 Business Reference Guide

Business valuation experts can find a great deal of useful information in the Business Reference Guide (BRG) by Tom West, which has been updated for 2021. Now in its 31st year, the book contains the latest industry-related information including pricing tips, benchmarking information with comparison data, industry resources, and general industry data on over 600 types of businesses, including franchises. Read more >>

Industries Most Affected by Coronavirus (Top Performing and Hardest Hit)

Vertical IQ is the leading provider of industry intelligence for those advising small- and medium-sized businesses, and their research team is working to provide updates on how COVID-19 affects industries, sectors, and economies. As the situation surrounding coronavirus (COVID-19) continues to develop, industries are experiencing the impacts in various ways. Read more >>

Industry forecast, profit drivers, and inherent risks for pest control services

Vertical IQ, an easy-to-use online service that focuses on the financial aspects of how firms operate in a particular industry, quickly turns you into an industry expert with hard-to-find intelligence on small- and medium-sized businesses. The following covers many of the unique areas of pest control services, which specialize in residential or non-residential services, including the industry forecast, business size and structure, profit drivers, and risks to watch out for. Read more >>

Corporate Cannabis: One-Hitter or Here to Stay?

This is the second installment in ktMINE's Cannabis series. In Part I, it discussed the marijuana IP landscape in general and explored trademarks in the industry. In this post, it investigates the potential movement of Big Pharma and multinational agricultural corporations into the cannabis space. Read more >>

9 trends that impact a law firm’s value

Valuing law firms is very different from valuing other service businesses because they depend on professional reputation and skills, referrals, a high relative intangible asset base, licenses, client relationships, and price sensitivity. In BVR’s special report, What It’s Worth: Law Firm Value, editor Ron Seigneur tackles nine trends that influence the success and reputation of professional services and should be taken into account when valuing law firms. Read more >>