Free Resources
Articles |
Podcasts |
Videos |
Risk Free Rate Lookup |
Click on column heading to sort by that category:
Date Posted | Title & Description | Topic | Format |
---|---|---|---|
May 20, 2024 | Global Control Premia - Stats by Country | Special Report | |
March 23, 2023 | 4Q 2022 Trading Multiples for BV |
Special Report | |
October 31, 2022 | Financial Experts in the UK Courts - Speaker's Outline (Andrew Strickland) |
Special Report | |
April 22, 2022 | International Valuation Glossary - Business Valuation (Updated February 24, 2022) |
Special Report | |
November 10, 2021 | International Valuation Glossary - Business Valuation |
Special Report | |
July 30, 2021 | BVR Survey on Methods Used for Estimating a Discount for Lack of Marketability (DLOM) - July 2021 |
Special Report | |
June 21, 2021 | What's Your Company Worth Infographic: A Chart Sourced from 10 years of DealStats Data |
Special Report | |
April 2, 2021 | Does CAPM Work for Valuing Renewable Energy Assets? |
Special Report | |
February 12, 2021 | Excel Models for Complex Debt - BVR Presentation (January 27, 2021) |
Special Report | |
January 12, 2021 | Charting Goodwill Jurisprudence + Easy Reference Map (formerly Goodwill Hunting Divorce) A state-by-state summary of the leading U.S. court cases deciding the disposition of goodwill in marital dissolution. |
Goodwill | |
January 3, 2021 | Excel spreadsheet for Rudich/Jaroudi BIZCOMPS DLOM Study |
Special Report | |
May 14, 2020 | Damage Awards for Unjust
Termination of Financial Advisors | Special Report | |
March 12, 2020 | Scalia v. Farmers National Bank of Danville - process agreement | Special Report | |
November 13, 2019 | IFRS-16 (Leases) - Impact on Business Valuations | Special Report | |
July 15, 2019 | Contentious Business Valuation: The Role of Experts in UK Courts | Special Report | |
June 28, 2019 | Industry Betas - I Quarter 2019 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
June 17, 2019 | UK Mergerstat Review Top 100 Global Transaction Roster | Special Report | |
April 21, 2019 | Aruba Networks: Should Appraisals Rely on Unaffected Market Price? | Special Report | |
April 16, 2019 | Kress v. United States - Estate and Gift Taxation (Exhibit List) | Special Report | |
April 15, 2019 | Seismic Shifts Underway in Business Valuation Practice in the U.K. | Special Report | |
January 30, 2019 | Acosta v. Vinoskey: DOL Post-Hearing Brief |
Special Report | |
January 30, 2019 | Acosta v. Vinoskey: Defense Evolve Bank and Trust’s Post-Trial Brief | Special Report | |
January 30, 2019 | Acosta v. Vinoskey: Vinoskey Defendants' Post-Trial Brief | Special Report | |
November 2, 2018 | Court Looks to Owner's 'Proportionate' Share in Business to Quantify Appreciation in Value (Case Digest) |
Special Report | |
October 23, 2018 | BVR to Launch New Platform for Estimating the Cost of Capital |
Special Report | |
October 4, 2018 | Industry Betas - III Quarter 2018 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
September 18, 2018 | Calculation Report Controversy | Special Report | |
July 11, 2018 | Industry Betas - II Quarter 2018 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
July 9, 2018 | Domestic Business Valuation/Appraisal Standards Comparison Charts Used with permission of the National Association of Certified Valuators and Analysts (NACVA) |
Special Report | |
July 9, 2018 | International Business Valuation/Appraisal Standards Comparison Charts Used with permission of the National Association of Certified Valuators and Analysts (NACVA) |
Special Report | |
April 6, 2018 | Industry Betas - I Quarter 2018 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
January 11, 2018 | Industry Betas - IV Quarter 2017 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
October 17, 2017 | Industry Betas - III Quarter 2017 (Levered and Unlevered) Research prepared by Salvidio & Partners |
Special Report | |
August 22, 2017 | United States of America Before the Securities and Exchange Commission: In the matter of KPMG LLP and John Riordan CPA | Special Report | |
July 24, 2017 | The Business Valuation Bench Book - Review by Steve Bravo | Special Report | |
June 19, 2017 | Business Valuation/ Appraisal Standards Comparison Chart 2017 | Special Report | |
June 27, 2017 | What Makes a Business Valuation Firm an Attractive Acquisition Target | Special Report | |
June 19, 2017 | Business Valuation/ Appraisal Standards Comparison Chart 2017 | Special Report | |
June 12, 2017 | Republic of Ecuador v. Hinchee (court opinion/discovery) | Court Case | |
May 18, 2017 | Excel for Valuation: Basic Shortcuts (from BVR's eLearning course) | Special Report | |
May 1, 2017 | Three-Step Analysis to Manage the 'Noise' in IP Royalty Rate Data | Special Report | |
April 24, 2017 | Perez v. First Bank Trust Services (ESOP case) | Court Case | |
April 5, 2017 | Business Valuation Practice Aids - Valuation of Undivided Interests in Real Estate | Special Report | |
March 20, 2017 | Simplified MUM for Determining Personal Goodwill (article originally published in Business Valuation Update) |
Special Report | |
January 29, 2017 | How to Use Regional Data to Determine Reasonable Compensation Anywhere (article originally published in Business Valuation Update) |
Special Report | |
January 24, 2017 | Sample Chart of Accounts Legal Marijuana Business | Special Report | |
January 5, 2017 | The 10 Most Important Valuation Cases of 2016 | Special Report | |
November 29, 2016 | Discount for Lack of Marketability (DLOM) BVR Survey Results | Special Report | |
October 27, 2016 | S Corporation Association’s Comments to Proposed Regulations on Estate, Gift, and Generation Skipping Transfer Taxes; Restrictions on Liquidation of an Interest (REG-163113-02) | Special Report | |
October 18, 2016 | IRS Proposed Section 2704 Regulations: The Impact on and the Future of Estate and Gift Valuation | Special Report | |
October 4, 2016 | In Re: Horsehead Holding Corp., et al. | Special Report | |
August 9, 2016 | Estate, Gift, and Generation-skipping Transfer Taxes; Restrictions on Liquidation of an Interest-Notice of proposed rule making and notice of public hearing | Special Report | |
August 2, 2016 | Attorneys Reveal Seven Surprising Views on Expert Depositions A free article from the June 2016 issue of Business Valuation Update |
Special Report | |
June 21, 2016 | Chancery Trusts DCF to Home In on Common Stock Value | Special Report | |
June 13, 2016 | In re: Appraisal of Dell (Full Text Court Case) | Special Report | |
April 19, 2016 | Mergerstat Review, 2016 Excerpt | Special Report | |
April 19, 2016 | Sum Product Simulation Examples (Excel download) | Special Report | |
April 12, 2016 | Valuation Handbook - Guide to Cost of Capital and the Risk Premium Toolkit: What you need to know in 2016 A free webinar with expert Roger Grabowski. |
Cost of Capital | |
February 23, 2016 | BVWire Survey Results 2016 | Special Report | |
December 14, 2015 | Q&A with Ian Rusk on Architecture and Engineering Firm Value | Special Report | |
August 13, 2015 | State-by-State Summary of Economic Information, 2015 | Special Report | |
July 10, 2015 | Using the Industry Cost of Capital Handbook to Provide Better, Defensible Cost of Capital Estimates (Free Webinar) | Data Resources | |
June 26, 2015 | Using the Industry Cost of Capital Handbook to Provide Better, Defensible Cost of Capital Estimates Speaker: James Harrington Run Time: 1h 57m 0s |
Special Report | |
May 18, 2015 | Valuation of Non-Controlling Interests in Business Interests in Business Entities Electing to be Treated as a S Corporations for Federal Tax Purposes - A Job Aid for IRS Valuation Analysts | Special Report | |
May 18, 2015 | Reasonable Compensation Job Aid for IRS Valuation Professionals | Special Report | |
May 12, 2015 | March 2015 Economic Outlook Update Monthly | Special Report | |
April 10, 2015 | 2015 Mergerstat Review Exceprt | Special Report | |
January 20, 2015 | Business Valuation Standards Chart | Special Report | |
December 15, 2014 | Pratt's Stats Private Deal Update | Special Report | |
November 13, 2014 | Guide to Industry Cost of Capital: The Latest in the Duff &
Phelps Trilogy Speaker: James Harrington Run Time: 1h 10m 9s |
Special Report | |
October 23, 2014 | A Lively Debate on Global Business Valuation
Education Speakers: Andy Dzamba, April Mackenzie, Ben Elder, Bob Morrison, Doug McPhee, and Pierre Maille Run Time: 1h 52m 35s |
Special Report | |
October 17, 2014 | A Preview of the New Benchmark Resource for Industry Cost of Capital An article published in the November 2014 Business Valuation Update. |
Special Report | |
September 17, 2014 | Potential Impact of Health Reform on Various Healthcare Provider Business Models | Special Report | |
September 17, 2014 | Excerpt from The BVR/AHLA Guide to Healthcare Valuation, Third Edition (Chapter 40) | Special Report | |
August 1, 2014 | Rule 143 (T.C.R.) | Special Report | |
May 29, 2014 | The Duff & Phelps Risk Premium Calculator: Utilizing New Data &
Features for 2014 Speaker: James Harrington Run Time: 1h 12m 15s |
Data Resources | |
April 17, 2014 |
The Implied Private Company Pricing Line Speakers: Robert Dohmeyer and Rod Burkert Run Time: 1h 57m 4s |
Data Resources | |
March 11, 2014 |
Top 10 Analyst Guidelines for Bankruptcy
Valuations An excerpt from "A Practical Guide to Bankruptcy Valuation" by Robert Reilly and Dr. Israel Shaked |
Special Report | |
March 5, 2014 |
The Implied Private Company Pricing Model (IPCPM) Originally published in the March 2014 Business Valuation Update. |
Special Report | |
February 20, 2014 |
Valuation Handbook - Guide to Cost of Capital and the Risk
Premium Calculator Speaker: Roger Grabowski Run Time: 1h 0m 19s |
Data Resources | |
February 4, 2014 |
Is the Lingering Criticism of Using Pre-IPO Studies for DLOM
Justified? Originally published in the February 2014 Business Valuation Update. |
Special Report | |
January 14, 2014 |
Using Closed-End Funds to Derive Discounts for Lack of
Control Originally published in the January 2014 issue of the Business Valuation Update. Authored by Ray Bratcher. |
Special Report | |
January 14, 2014 |
Insights Into Recent Data on Small Private Company Executive
Comp Originally published in the January 2014 issue of the Business Valuation Update. Authored by Stuart Weiss. |
Special Report | |
November 15, 2013 |
BizMiner: A Guided Tour of New Offerings Speaker: Jon Brandow Run Time: 38m 51s |
Data Resources | |
October 1, 2013 | The Increase of Initial Public Offerings (IPOs) in 2013 and the Impact on Lack of Marketability | Special Report | |
September 12, 2013 |
The Implied Private Private Company Pricing Line - 2.01K0 = (FCFF1
/ P) + g An article printed in the September 2013 Business Valuation Update |
Special Report | |
July 29, 2013 | Cost of Capital Resources | Special Report | |
June 20, 2013 | Intrinsic Value Review Precludes Inclusion of Fractional Discounts - Patel vs. Patel | Special Report | |
June 7, 2013 | How to Use Transaction Databases for M&A, 2013 Update | Special Report | |
February 21, 2013 | Factset Mergerstat Review Excerpt, 2013 | Special Report | |
February 15, 2013 | Compare Apples to Apples: Recommended Adjustments to Transactional Data | Special Report | |
February 15, 2013 | Implied Minority Discount in Statutory Fair Value: The Doctrine that Just Won't Die | Special Report | |
February 1, 2013 | Excerpt from the 2012/2013 Milliman NW Executive Compensation Survey | Special Report | |
December 31, 2012 |
Pitfalls in Levering and Unlevering Beta and Cost of Capital
Estimates in DCF Valuations (Reprinted with permission from Journal of Applied Corporate Finance) |
Special Report | |
December 18, 2012 | Excerpt from Physician Practices: Key Value Drivers in a Changing Environment | Special Report | |
December 12, 2012 | Excerpt from the AHLA/BVR Healthcare Industry Compensation & Valuation: Practice Aid: Checklist for Tax-Oriented Reasonable Compensation Engagements | Special Report | |
October 9, 2012 | Walsh v. Walsh (Full Text) | Special Report | |
September 25, 2012 | FLP Appraisals: Plan for the New Matrix | BVU Article | |
September 11, 2012 | September 2012 Duff & Phelps Update | Special Report | |
August 24, 2012 |
In re: Appraisal of the Orchard Enterprises, Inc. (Full text court case) |
Special Report | |
June 29, 2012 |
More info from the New Articles Ask Us to Rethink the Equity Risk
Premium (Article published in July 2012 Business Valuation Update) |
Special Report | |
June 13, 2012 | Business Monitor International (BMI) Sample Report | Special Report | |
June 5, 2012 |
Valuation and Appraisal Glossary Reprinted by permission of Anthony V. Aaron, ASA CFA (Ernst & Young), and based on his presentation at the ASA Fair Value Conference in Los Angeles on May 15, 2012. |
Special Report | |
May 30, 2012 |
Strategies for Keeping Your Patent Applications on
Track To keep your patent applications on track, it is important to develop a practice of periodically monitoring their status. |
Special Report | |
May 22, 2012 |
Gaskill v. Robbins Court case digest and full text opinion |
Special Report | |
May 8, 2012 |
Pellegrino & Associates' Discount Rate
Calculator Published by Pellegrino & Associates |
Special Report | |
March 13, 2012 |
Introducing the 2012 Duff & Phelps Risk Premium Report &
Calculator Speaker: James Harrington Run Time: 1h 52m 20s |
Cost of Capital | |
March 13, 2012 |
Nancy Fannon's Reading Suggestions Excerpt from "Do Appraisers Need to Specialize to Survive?" published in the February 2012 Business Valuation Update, by Nancy Fannon. |
Special Report | |
February 14, 2012 |
Fundamental Principles of Patent Value Article by Fernando Torres, MSc, published in the January 2012 issue of IP Management & Valuation newsletter. |
Special Report | |
January 24, 2012 |
Valuing Covenants Not-to-Compete: an 11-Factor
Checklist Article by Gary Trugman, published in the February 2012 Business Valuation Update. |
Special Report | |
January 3, 2012 |
CEO & Executive Compensation in Privately Held Companies in
2011 Report excerpt and benefits of buying the reports |
Special Report | |
November 29, 2011 |
McReath vs. McReath Complete published decisions and case digests |
Special Report | |
October 12, 2011 |
FMV Responds to the IRS DLOM Job Aid Speaker: Lance Hall Run Time: 1h 26m 59s |
DLOM | |
September 13, 2011 | Software Firms: Update on Industry Information | Special Report | |
August 31, 2011 | Seigneur's Law Firm Valuation Checklist | Special Report | |
August 16, 2011 |
Discount for Lack of Marketability Job Aid for IRS Valuation
Professionals (Be sure to also listen to Lance Hall's response to the Job Aid here) |
Special Report | |
July 15, 2011 | Examples of Factors Implementing Personal Goodwill in Cases | Special Report | |
July 12, 2011 | Estate of Gallagher v. Commissioner, T.C. Memo, 2011-148 (June 28, 2011) | Special Report | |
June 23, 2011 |
Business Valuation Fundamentals: Key Concepts, Nuances, and Take
Aways Speakers: Ron Seigneur and Kevin Yeanoplos Run Time: 1h 4m 4s |
Business Valuation Fundamentals | |
June 7, 2011 |
The New Minority Share Exchanges: What do they Mean for Private
Company Value and Strategy Speakers: Jeff Thomas, Neil Beaton, Susan Casey, Lawrence Lenihan, and Chip Lion Run Time: 1h 2m 19s |
BVResearch | |
June 7, 2011 | Tips for Successful On-site Interviews (Authored by Warren D. Miller) | Special Report | |
May 17, 2011 |
A Guided Tour of ktMINE Speaker: Jeffrey Cozzo Run Time: 51m 58s |
Data Resources | |
May 10, 2011 | The Generous Helping of Company-Specifc Risk That May Already Be Included in Your Size Premium (Article by Ted Israel from the June 2011 Business Valuation Update) | Special Report | |
May 3, 2011 | DE Chancery Cobbles Capitalization of Earnings Value from Dueling Experts (Reis v. Hazelett Strip-Casting Corp. Court Case Abstract) | Special Report | |
March 25, 2011 |
Valuation Advisors DLOM Study: Using the Newest Lack of
Marketability Discount Data Speaker: Brian Pearson Run Time: 1h 7m 29s |
DLOM | |
March 8, 2011 |
More Problems With Using Preliminary Valuations in Divorce In re Marriage of Cantarella, 2011 WL 86284 (Ca. App. 4 Dist.)(Jan. 11, 2011)(unpublished)) |
Special Report | |
March 3, 2011 | The Duff & Phelps Risk Premium Report 2011 Speaker: Roger Grabowski Run Time: 58m 22s |
Cost of Capital | |
March 2, 2011 | Valuation Issues in Shareholder Dissent & Oppression Highlights from the October 2010 Webinar with Jay Fishman and Gil Matthews Narrator: Stuart Weiss Listen Now |
Shareholder Dissent | |
March 2, 2011 |
Succession Planning & Exit Strategies: Challenges & Opportunities Today Highlights from the September 2010 Webinar with James Anderson and Ron Seigneur Narrator: Stuart Weiss Listen Now |
Succession Planning | |
March 2, 2011 | Valuing Architecture & Engineering Firms Highlights from the September 2010 Webinar with Ian Rusk and Michael O'Brien Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
March 2, 2011 |
Everything You Always Wanted to Know About DLOM But Were Too Afraid To Ask Highlights from the August 2010 Webinar with Kevin Yeanoplos, James Lurie, and Chris Mercer Narrator: Stuart Weiss Listen Now |
DLOM | |
February 18, 2011 | Introducing the Duff & Phelps Risk Premium
Calculator Host: Doug Twitchell Speaker: James Harrington Run Time: 1h 20m 41s |
Cost of Capital | |
February 1, 2011 |
Divorce Court Rejects 'Calculation Value' Offered by CPA Expert Court Case Abstract: In re Marriage of Hagar |
Special Report | |
January 10, 2011 | Uniloc U.S.A. v. Microsoft Corp. | Court Case | |
November 16, 2010 |
Introducing the FMV DLOM Calculator Speaker: Kyle Vataha Run Time: 1h 3m 52s |
DLOM | |
November 2, 2010 |
How Much is Your Business Worth - According to Inc. and
BVR A Universe of Value According to Inc. and BVR Business Valuation Resources, LLC BVResources: The Definitive Valuation Guide from Inc. Magazine (Graphics by Tommy McCall) depicts current marketplace data for private companies, median sale, price median annual revenue sectors, sale price to annual revenue ratio, premium zone discount for everything from modestly valued to very highly valued sectors. |
Database Solutions | |
October 27, 2010 |
A Guided Tour of BVLaw™ Speakers: Doug Twitchell & Sherrye Henry, Jr. Run Time: 1h 1m 23s |
Database Solutions | |
September 20, 2010 | Duff & Phelps Client Alert: Client Alert Delaware Chancery Court Fails to Adopt the Morningstar/Ibbotson Historical Equity Risk Premium (ERP) Opts for Lower Estimate, Effectively Increasing Valuation | Special Report | |
August 31, 2010 |
Putting Transaction Databases to Work Speaker: Heidi Walker Run Time: 1h 2m 49s |
Database Solutions | |
August 24, 2010 | Control Premium Study: Application & Analysis (An excerpt from BVR's Special Report) | Special Report | |
August 17, 2010 | Case Digests: Supreme Court Decisions in Daubert and Kumho Tire | Special Report | |
August 10, 2010 |
Sample Houlihan Lokey Fairness Opinion - FORM PREM14A: EF Johnson
Technologies, Inc. - EFJI Filed: June 23, 2010 (period: ) A preliminary proxy statement relating to a merger and acquisition |
Special Report | |
August 3, 2010 | Top 5 Free Sources of Automobile Dealership Industry Information | Special Report | |
July 15, 2010 |
Fairness Opinions in Today's Economy Highlights from the July 2010 Webinar with Craig Jacobson and Jeffrey Rothschild Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
July 7, 2010 |
Valuing Auto Dealerships Highlights from the July 2010 Webinar with R. James Alerding, Kevin R. Yeanoplos, and Carl Woodward Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
June 24, 2010 |
Software Company Valuation Highlights from the June 2010 Webinar with Mike Pellegrino and Robert Schlegel Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
July 13, 2010 | Valuation Advisors DLOM Study Host: Blake Lyman Speaker: Brian Pearson Run Time: 1h 2m 8s |
DLOM | |
May 25, 2010 | Energy Capital Corp. vs. United States (full text court case) | Court Case | |
May 18, 2010 | Reasonable Compensation Data Sources | Special Report | |
May 13, 2010 |
Valuing Construction Companies Highlights from the May 2010 Webinar with Don M. Drysdale and M. Keith Prescott Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
May 5, 2010 | Historic Trends in Private Company Valuation Multiples | Special Report | |
March 15, 2010 |
Personal Goodwill: A Survey of Definitions Adam Manson and David Wood, CPA/ABV, CVA |
Special Report | |
March 31, 2010 |
The Butler Pinkerton Calculator: Come and See What All the
Hoopla is About Speaker: Peter Butler, Gary Trugman Run Time: 1h 5m 1s |
Database Solutions | |
March 1, 2010 | Statement of the American Society of Appraisers Panel Discussion with IRS Regarding The Process for Assessing Civil Money Penalties Against Appraisers for Valuation Misstatements | Special Report | |
March 1, 2010 |
Substantial and Gross Valuation Misstatements Attributable to
Incorrect Appraisals Lari B. Masten, MSA, CPA, ABV, CVA, Chairman, Executive Advisory Board, National Association of Certified Valuation Analysts) |
Special Report | |
February 18, 2010 |
Using the 2010 Duff & Phelps Report: Learn from the
Master Speaker: Roger Grabowski Run Time: 2h 1m 51s |
Cost of Capital | |
February 16, 2010 | IN RE SUNBELT BEVERAGE CORP. SHAREHOLDER LITIGATION | Special Report | |
January 19, 2010 | Does Black Scholes Overvalue Early Stage Company Allocations? | Special Report | |
December 16, 2009 |
The Effect of Taxes on Value in Private Capital Markets Highlights from the December 2009 Webinar with Nancy Fannon Narrator: Stuart Weiss Listen Now |
S Corporation Taxation |
|
December 15, 2009 |
It's Turtles All the Way Down Authored by William Frazier |
Special Report | |
December 11, 2009 |
Mining the Biz With BizMiner Speaker: Jon Brandow Run Time: 52m 58s |
Database Solutions | |
November 11, 2009 | An Hour With the FMV Restricted Stock Study Speaker: Lance Hall Run Time: 1h 1m 41s |
Database Solutions | |
November 10, 2009 | A Timely New Study of Bankruptcy Prediction Models from Morningstar | Special Report | |
November 5, 2009 |
Companies in Distress: Valuing the Impaired and Currently Unprofitable Highlights from the November 2009 Webinar with Jim Alerding, Jim Ewart, and Robert Shortle Narrator: Stuart Weiss Listen Now |
Impaired Valuation | |
November 3, 2009 | Explosion of Electronic Evidence Creates New Challenges for Experts | Special Report | |
October 5, 2009 | Reasonable Compensation: Can Your Opinion Survive this 12-point
Checklist Special report from Deluxe BVUpdate |
Special Report | |
September 10, 2009 | Full Text of Delaware Open MRI Radiology Associates, P.A. v. Kessler, et al. | Court Case | |
September 2, 2009 |
Veterinary Practice Valuation Highlights from the September 2009 Webinar with Cindy Ed dins Collier, David Greene, and Byron Farquer Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
August 28, 2009 | Meet the Butler Pinkerton Calculator Speakers: Keith Pinkerton and Peter Butler Run Time: 1h 2m |
Database Solutions | |
August 6, 2009 |
Valuing Restaurants Highlights from the August 2009 Webinar with Edward Moran, Kevin Yeanoplos, and John T. Hall Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
July 23, 2009 |
Goodwill Impairment in a Troubled Economy Highlights from the July 2009 Webinar with Edward Morris, Edward Moran, and Brian Steen Narrator: Stuart Weiss Listen Now |
Goodwill | |
June 22, 2009 |
Key data from the 2009 Valuation Survey: How do ASC Companies
Assess Value Within the healthcare industry, ambulatory surgery centers (ASCs) are some of the most common physician-owned entity types. For an insider's take on data contained in this new survey, download this article authored by Healthcare Appraisers, Inc.'s Jason Ruchaber and Curtis Bernstein for the June issue of Business Valuation Update™. |
Healthcare | |
June 15, 2009 |
IRS 77-287 Find the 5-page Revenue Ruling 77-287. |
Tax | |
June 9, 2009 |
New Study on LEAPS Put Options: DLOM is valuation-date
specific The recently released study, Minimum Marketability Discounts-4th Edition: A Study of Discounts For Lack of Marketability Based on LEAPS Put Options, shows that costs of price protection/discounts vary by date; they are not constant in size over time. Ronald Seaman's preview of his new data is a Special Report from the Business Valuation Update™. |
DLOM | |
June 1, 2009 | A Guided Tour of BVR's Webinars & Live
Events Run Time: 3m 45s |
BVR's Webinars & Live Events | |
June 1, 2009 |
A Guided Tour of BV Market Data Run Time: 4m 51s |
Database Solutions | |
May 19, 2009 |
Forensic Accounting in Business Valuation This download by Darrell Dorrell was presented at the Portland Chapter of the ASA educational event on May 5, 2009. |
Forensics | |
May 14, 2009 | Valuing Dental Practices Highlights from the May 2009 Webinar with James Andersen, Ron Seigneur, and Dr. Stephen Persichetti Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
April 30, 2009 |
Developing Discount and Cap Rates in a Troubled Economy Highlights from the April 2009 Webinar with Ron Seigneur, Don DeGrazia, and Stacy Preston Collins Narrator: Stuart Weiss Listen Now |
Discount Rates | |
April 21, 2009 |
Fair Value Accounting & Litigation: The Next Wave of Valuation
Risk This download is an excerpt from the April 2009 Business Valuation Update. |
Fair Value | |
April 14, 2009 |
Real-World Employment/Consulting Agreements from Pratt's
Stats® This download contains real-world examples of employment/consulting agreements that can be found in the Pratt's Stats© database. |
Valuation Practices | |
April 14, 2009 |
Real-World Non-Compete Agreements from Pratt's
Stats® This download contains real-world examples of non-compete agreements that can be found in the Pratt's Stats© database. |
Valuation Practices | |
March 16, 2009 |
There is a 'New' Beta in Town and it's Not Called Total
Beta for Nothing Tauthored by Keith Pinkerton, ASA, CFA, and Peter J. Butler, ASA, CFA, this is a Special Report from the Business Valuation Update™. |
Cost of Capital | |
March 5, 2009 |
Lost Profits Damages: Lessons Learned from Motions to Exclude Financial Experts Highlights from the March 2009 Webinar with Nancy Fannon and Jonathan Dunitz Narrator: Stuart Weiss Listen Now |
Lost Profits | |
March 3, 2009 |
The Guideline Public Company Method - Exclusive Interview and
Workshop Preview with Rob Schlegel Turbulence in public markets is wrecking havoc on unprepared appraisers. The Guideline Public Company Method (GPCM) is one of the tools to capture the effect of today's volatile economy on the value of an appraisal target. |
Guideline Public Companies |
|
February 24, 2009 |
Summary of FAS 157, Fair Value
Measurements Summary of FAS 157, Fair Value Measurements |
Fair Value | |
February 10, 2009 |
Appraisals for Tax Purposes: Collateral Damage of the 'Pomeroy
Bill' By William Frazier, ASA An excerpt from the March 2009 Business Valuation Update®. |
Tax | |
February 2, 2009 |
Fair Value Accounting: Visionary Thinking or Oxymoron?
Speakers: Dr. Aswath Damodaran Venue: BVR's 2nd Annual Summit on Fair Value for Financial Reporting Run Time: 48m 34s |
Fair Value for Financial Reporting | |
February 2, 2009 |
Mock Fair Value Audit Review Speakers: Neil Beaton, Anthony Aaron, David Dufendach, and Lyn Graham Venue: BVR's 2nd Annual Summit on Fair Value for Financial Reporting Run Time: 1h 17m 25s |
Fair Value for Financial Reporting | |
January 16, 2009 |
Link to Statement on Standards for Valuation Services (SSVS) No.
1 The AICPA Consulting Services Executive Committee has written this standard to improve the consistency and quality of practice among AICPA members performing business valuations. |
Standards | |
January 16, 2009 |
22 Ways to Avoid Appraisal Missteps Exclusive report from the recent AICPA/ASA National Business Valuation Conference in Las Vegas, shows BV experts how to steer clear of common "red flags" that appear in tax-related appraisals and can prompt an IRS review and/or inquiry. |
Valuation Practices | |
December 9, 2008 |
An excerpt from BVR's Guide to Business Valuation Issues in
Estate and Gift Tax, Second Edition An excerpt from BVR's Guide to Business Valuation Issues in Estate and Gift Tax, Second Edition with Astleford v. Commissioner and table of all court case abstracts. |
Tax | |
December 8, 2009 |
Medical A/R: Top Issues That Impact Your Valuations An article published in the November 2008 BVU authored by: Mark Dietrich, CPA, ABV |
Healthcare | |
December 1, 2008 |
Reporting Standards Update: What all BV Analysts Must
Know An article published in the December 2008 BVU authored by: Donald P. Wisehart, ASA, CPA/ABV, CVA and David Anderson, ASA |
Standards | |
December 1, 2008 |
The Comprehensive Guide to the Use and Application of the
Transaction Databases An excerpt from The Comprehensive Guide to the Use and Application of the Transaction Databases authored by Nancy Fannon, ASA, CPA/ABV, MCBA and Heidi P. Walker, ASA, CPA/ABV |
Database Solutions | |
October 2, 2008 |
Discounts for Lack of Marketability and Related Discounts Highlights from the October 2008 Webinar with Brian Pearson Narrator: Stuart Weiss Listen Now |
DLOM | |
October 23, 2008 |
Transaction Databases Highlights from the October 2008 Webinar with Nancy Fannon and Heidi Walker Narrator: Stuart Weiss Listen Now |
Database Solutions | |
September 23, 2008 |
Commissioner v. Estate of Jelke: Briefs on Writ of
Certiorari to the U.S. Supreme Court (2008) Commissioner v. Estate of Jelke: Briefs on Writ of Certiorari to the U.S. Supreme Court (2008) |
Court Case | |
September 12, 2008 |
Buy-Sell Agreements Highlights from the September 2008 Webinar with Chris Mercer, Hugh Gottschalk and L. Paul Hood, Jr. Narrator: Stuart Weiss Listen Now |
Buy-Sell | |
August 5, 2008 |
Current Topics in Bank Valuation - Reflections on Industry Trends
and Emerging Financial Reporting Issues An article published in the Mercer Capital's Bank Watch 2008-03 authored by Andrew K. Gibbs |
Industry Valuation | |
August 1, 2008 |
Tips from the Experts: Working Effectively With a Financial Expert
Witness An article published in the Summer 2008 edition of Expert Alert authored by Susan M. Mangiero |
Valuation Practices | |
August 1, 2008 |
The State of the Fair Value Standard in Divorce An article published in the August 2008 BVU authored by John Stockdale, Jr., Esq. |
Divorce | |
July 21, 2008 |
Valuing Employee Stock Options for Closely Held
Companies An article published in the August 2008 BVU authored by Keith Sellers, Yingping Huang and Brett King |
ESOP | |
July 14, 2008 |
Registration Rights Agreement Authored by: Laurie Green of Holland & Knight LLP |
Intellectual Property | |
July 14, 2008 |
New Financial Reporting Valuation Guidelines Authored by: Bill Johnston, ASA of Empire Valuation Consultants, LLC |
Standards | |
June 1, 2008 |
Value of Employee Stock Options for SFAS 123R Highlights from Keith Sellers' June 2008 presentation at the Institute of Business Appraisers' Symposium 2008 Narrator: Stuart Weiss Listen Now |
ESOP | |
April 30, 2008 |
Valuing the Very Small Company Highlights from the April 2008 Webinar with Gary Trugman, Ron Seigneur, and Stacy Collins Narrator: Stuart Weiss Listen Now |
Industry Valuation | |
April 23, 2008 |
Valuation Advisors DLOM Study An excerpt from BVR’s Guide to Discounts for Lack of Marketability 2008 Edition |
DLOM | |
March 20, 2008 |
Mergerstat®/BVR Control Premium Study™ Highlights from the March 2008 Webinar with Shannon Pratt and Alina Niculita Narrator: Stuart Weiss Listen Now |
Database Solutions | |
March 6, 2008 |
BPM Specific Company Risk Highlights from the March 2008 Webinar with Peter Butler and Keith Pinkerton Narrator: Stuart Weiss Listen Now |
Database Solutions | |
January 21, 2008 |
Jelke Reversal: Case Law
Overview Prepared by John Porter, Esq. for the January 17, 2008 BVR Webinar |
Court Case | |
January 8, 2008 |
Subsequent Events Highlights from the January 2009 Webinar with Jay Fishman, Jim Hitchner, Mike Mard, and Chuck Rettig Narrator: Stuart Weiss Listen Now |
Divorce | |
November 6, 2007 |
Comparing the Simplified Model to the
Traditional Model An excerpt from Fannon's Guide to the Valuation of Subchapter S Corporations 2008 Edition |
S Corporations | |
November 1, 2007 | Summary of Restricted Stock Studies | Valuation Practices | |
December 4, 2007 | IRS Revenue Ruling 59-60 | Standards | |
September 17, 2007 |
Recent Cases Highlight Problem Areas in
Buy-Sell Agreements An article by John Stockdale, Jr. originally published in Mercer Capital's Value Matters (July 2007) |
Buy-Sell Agreements | |
July 1, 2007 |
ESOP Due Diligence
Checklist This checklist is excerpted with permission from Willamette Management Associate’s Guide to ESOP Valuation and Financial Advisory Services |
ESOP | |
July 1, 2007 | Appeals Coordinated Issue Settlement Guidelines: Discounts for Family Limited Partnerships IRS FLP Settlement Guidelines | Standards | |
February 1, 2007 |
Healthcare Valuation Resource List
A comprehensive resource list prepared by Mark Dietrich, Don Barbo, Carol Carden, and Reed Tinsley for the 2/8/07 teleconference, Healthcare in Light of Recent Court Cases. |
Healthcare | |
September 1, 2006 |
IRS Business Valuation
Guidelines The newly-revised IRS Business Valuation Guidelines (released July 27, 2006), reflecting comments received from the BV community and its professional associations since 2004 are now available for download in PDF format. |
Standards | |
April 1, 2006 |
How to Avoid (or Survive) an IRS Valuation
Audit This article is from the April, 2006 Business Valuation Update™. |
Standards | |
October 1, 2002 |
Federal and Regional Reporters
list A complete list of official federal, state reporters, and regional state jurisdiction abbreviations, and public domain citation formats. |
Valuation Practices | |
May 1, 2002 | A Response to Dr. Shannon Pratt's Critique of my Work on Marketability Discounts, by Mukesh Bajaj, Ph.D. As announced in the March 2002 issue of the Shannon Pratt's Business Valuation Update, readers of the newsletter as well as visitors to our site can read and download the full response by Dr. Mukesh Bajaj to Dr. Pratt's critique of his co-authored paper, "Firm Value and Marketability Discount." | DLOM | |
September 1, 2001 |
Court Case Citation Map GIF | PDF |
Valuation Practices | |
November 1, 2001 |
Gross v. Commissioner
Valuation court case - Full Text |
Court Case | |
November 1, 2001 |
Gross v.
Commissioner Valuation court case - Abstract from the January 2002 issue of BV Update |
Court Case | |
November 1, 2001 |
Estate of Heck v.
Commissioner Valuation court case - Full Text |
Court Case | |
November 1, 2001 |
Estate of Heck v.
Commissioner Valuation court case - Abstract from the March 2002 issue of BV Update |
Court Case | |
November 1, 2001 |
Estate of Adams v.
Commissioner Valuation court case - Full Text |
Court Case | |
November 1, 2001 |
Estate of Adams v.
Commissioner Valuation court case - Abstract from the January 2002 issue of BV Update |
Court Case | |
June 1, 2001 | International Glossary of Business Valuation Terms | Valuation Practices | |
January 1, 1997 |
The 1997 IRS Valuation Training for Appeals
Officers The 1997 IRS Valuation Training for Appeals Officers provides valuation professionals with IRS approaches to business valuation methodologies and concepts. Some of the lessons in this 195 page document include Introduction to Valuation of Closely Held Business Interests, Discounts, Valuing Intangible Assets and Appraisal Report. This is a must have for any business appraiser. |
Tax |