Case Studies Blog - John M. Leask II CPA/ABV, CVA

Family businesses bring valuation challenges

Parker v. Parker
Trial court uses DLOM to achieve “fairness and equity”

Buy-sell agreements: How to cover all the (valuation) bases

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Focus on fairness Discounts may apply when valuing shares in oppression cases

Valuators can take the “stress” out of financial distress

Is it time to switch to Subchapter S status?

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Ready to grow Valuators can help evaluate internal and external investment alternatives

Visual aids: A picture can be worth 1,000 words

Back to basics Getting a handle on terminal value

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Spotlight on reasonable pay

IRS job aid can be a useful resource for estimating owners’ compensation

What’s the value of my franchise?

Back to basics

When to consider ex post facto information

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Spotlight on discount rates

Personal goodwill: It’s not just for professional firms

Using a third expert to bridge the gap

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A closer look at valuation credentials

Rx for valuing health care providers
Despite strong demand, sector is plagued by uncertainty

Valuation date: Timing is everything

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How to maximize value when exiting a private business

Owen v. Cannon
Delaware Court narrows valuation gap

Save time and money with rebuttal reports

Tax law update: Hiring an appraiser for your estate

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How does industry risk impact business valuation?

Look to the future when estimating net cash flow

Cavallaro v. Commissioner
Faulty assumption causes court to discard petitioners’ appraisal

Back to basics
Blending appraisal disciplines to value fractional interests in real estate.

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