3 Ways Valuation Experts Adjust Financial Statements
Common Pitfalls When Applying the Market Approach, January-February 2018
Picking a Winner: Understanding Pricing Multiples, September-October 2017
Family Businesses Bring Valuation Challenges, July August 2017
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Valuing franchises
Bombardier Rec. Prods. v. Arctic Cat Inc.
Are draft reports discoverable?
Public vs. private companies: Understand the key differences
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Pick a winner: Understanding pricing multiples
Salkini v. Salkini
Submit timely business valuation reports — or else
Should you consider hiring a joint business valuation expert?
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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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Beyond beta Assessing industry risk is a critical part of the valuation process
Deal price doesn’t always represent fair value
Ready, set, sell 4 ways to add value before selling a business
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Business valuation pitfalls 3 reasons earnings may not equal cash flow
Consider the cost approach in M&A
What’s the outlook for FLPs?
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See for yourself Site visits are a critical part of the valuation process
Court increases dissenters’ buyout offer by more than 25%
Using a “yardstick” to measure damages
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PECO Logistics v. Walnut
Investment Partners
Beware of valuation
provisions
Assessing fraud risks Valuation professionals factor fraud into the valuation equation
How to estimate reasonable owners’ compensation
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Define it before you assign it A business interest can have many different levels of value
Spotlight on the market approach
Relying on management’s estimates of expected cash flow
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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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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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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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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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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.
Here’s a brief glance at what you’ll find in the May/June issue...
Casting a spotlight on the guideline M&A method
SBA 7(a) program loans
Understand the valuation requirements before applying
Wright v. Irish: Which expert is right?
Back to basics
Why ESOPs need appraisals
Factoring taxes into divorce settlements
Potok v. Rebh
What’s the value of personal goodwill?
No clear-cut answers to the tax-affecting dilemma
Back to basics
Review statements of limiting conditions for weaknesses
Think of valuation first when writing buy-sell agreements
Factoring fraud into the valuation equation
Estate of Adell
Business value excludes son’s personal goodwill
Can joint appraisers really work?
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M&A deal skyrocket: Ways to operate sale-ready
Mapping out standards of value Business valuations can go in 4 directions
5 questions to gauge valuation expertise
Minority shareholder disputes , Don’t always count on stock-purchase agreements
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Questions IRS wants answered about marketability discounts
Recycle paper and plastic, not appraisal reports
How do private and public companies differ?
Methodologies on trial Keys to surviving a Daubert challenge
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Holding companies with built-in capital gains
Tax Court case addresses key valuation issues
Choosing between lost profits and lost value
Are shareholder advances bona fide debt or equity?
The cost approach: An integral piece of the valuation puzzle
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Facts and figures you need before closing , Valuators minimize stress on both sides of the deal
Key people: Hard acts to follow, hard risks to measure
5 steps to valuing a business
How excess earnings fits into an appraiser’s toolkit
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Strategic investments , How valuators facilitate decision making
Taking a closer look at financial statement adjustments
The early bird wins the case , Get appraisers involved in litigation sooner rather than later
A little bit of growth is a big deal
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Coming to terms with the cost of capital
Divvying up assets in divorce In-kind distributions of stock may warrant valuation discounts
The give and take of earn-outs
Expect more from rebuttal experts
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Cross-examining a valuator: Where do I start?
DCF method is only as good as what lies beneath
It’s only reasonable 5 factors to help determine reasonable compensation
Picking the “right” standard of value in divorce
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7 questions to gauge marketability
Hunting for buried treasure — or traps Hidden assets and liabilities may affect value
Sorting the alphabet soup of valuation credentials
Fair value Court frowns on speculative adjustments
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Too good to be true?
Some courts are allowing multitiered valuation discounts
Guideline public company method: Pros and cons
Why levels of value matter , Defining the appropriate basis is key
Help! When to call an appraiser
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A house divided , Shareholder disputes call for valuation expertise
Avoid roadblocks with a reliable buy-sell agreement
Go deep , Superficial overviews won’t pass muster in patent infringement cases
Site tours: Why experts visit before they value
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S corporation conversions , Should you strike while the iron’s hot?
Both sides of the story Taking a balanced approach to damages calculations.
Help your valuator help you , How to ask the right questions
Assessing the worth of a noncompete
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DIY valuations can lead to inequitable divorce settlements
Valuators can play a supporting role in business growth strategies
Replacement compensation Q&A Why these valuations pose challenges for experts
Visual aids have a strong impact
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Liquidation value may be more relevant in a troubled economy
Buy-sell agreements Cover all the valuation bases
SWOT analysis: A framework for evaluating risk and return
When subsequent events count
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Devil in the details Creative ways to structure mergers and acquisitions
Make sure your expert is really an expert Passing the Daubert test
Capital gains tax: To discount or not to discount?
Why valuators need accounting know-how
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Winning the DLOM debate Use an appraiser to support marketability discounts
Virtual reality Determining the value of intellectual property
Discount rates vs. capitalization rates
Fraud affects business valuations, too
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When selling isn't an option Alternative strategies to recoup your investment
Back to the future Create a viable buy-sell agreement now
Will your FLP be DOA? Estate of Liljestrand provides some clues
The critical difference between valuations and calculations
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Who, what, why and when? Preparing for an appraisal
Getting a fair deal A fairness opinion can help
Winning the battle, but losing the war A look at Estate of Gallagher
What to look for in an appraiser
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Accept no shortcuts when valuing ESOs
All the right questions Is your expert — or the opposing expert — qualified?
Impairment test makeover Requirements for testing goodwill are revised
Are draft reports discoverable?
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Transaction databases: Handle with care
The what, when, how and who of blockage discounts
Determining business value Site visits can make all the difference
Does goodwill equal noncompete?
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A valuator's insight into buy-sell agreements
Will your deal fall through? Avoiding M&A pitfalls
Sanity check When to use the excess earnings method
The benefits of collaborative divorce
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Purchase price allocations: Acquiring minds want to know
Projected cash flow History doesn't tell the whole story
Settling shareholder disputes Valuators build a bridge over troubled waters
Court rejects shortcut in favor of detailed analysis
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Risk assessment The added value of benchmarking
Re-evaluating discount rates in a distressed economy
Valuators cover the gamut from A to Z
Understanding liquidation value: Are you in the know? E-mail:
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