Case Study

Case Study

Changing Assignments from Fairness Opinion to Business Valuation Commercial damages matters can be challenging and require a flexible mind when “wrapping your brain” around the iss ...

Book Review

Book Review

The Art of Business Valuation: Accurately Valuing a Small Business This is a book review of The Art of Busines Valuation: Accurately Valuing a Small Business. This book is a guide ...

Best Practices for Estimating the Company-Specific Risk

Best Practices for Estimating the Company-Specific Risk

(Part IV of IV) This is the final article of the four-part series that sets forth best practices for estimating the company-specific risk premium. This discussion of the series sum ...

Intended and Actual Losses

Intended and Actual Losses

Briefing on Criminal Fraud Economic Loss Calculations One of the more exciting and challenging parts of our profession is learning about our judicial system. Professionals whose pr ...

Best Practices for Estimating the Company-Specific Risk Premium

Best Practices for Estimating the Company-Specific Risk Premium

(Part III of IV) This is the third of a four-part article that sets forth best practices for estimating the company-specific risk premium. This part of the discussion describes the ...

The Repurchase Obligation of an ESOP-Owned Company

The Repurchase Obligation of an ESOP-Owned Company

Funding and Planning for Repurchase Obligation and the Use of COLI Understanding the potential detriments of unfunded (or under-funded) repurchase agreements, the ability to put th ...

Best Practices for Estimating the Company-Specific Risk Premium

Best Practices for Estimating the Company-Specific Risk Premium

(Part II of IV) This is the second of a four-part article that sets forth best practices for estimating the company-specific risk premium. The first part of this series summarized ...

  • Case Study

    Changing Assignments from Fairness Opinion to Business Valuation Commercial damages matters can be challenging and require a flexible mind when “wrapp more ...

    January 13, 2021
  • Book Review

    The Art of Business Valuation: Accurately Valuing a Small Business This is a book review of The Art of Busines Valuation: Accurately Valuing a Small B more ...

    January 13, 2021
  • Best Practices for Estimating the Company-Specific Risk

    (Part IV of IV) This is the final article of the four-part series that sets forth best practices for estimating the company-specific risk premium. Thi more ...

    January 06, 2021
  • Best Practices for Estimating the Company-Specific Risk Premium

    (Part III of IV) This is the third of a four-part article that sets forth best practices for estimating the company-specific risk premium. This part o more ...

    December 30, 2020
  • The Repurchase Obligation of an ESOP-Owned Company

    Funding and Planning for Repurchase Obligation and the Use of COLI Understanding the potential detriments of unfunded (or under-funded) repurchase agr more ...

    December 30, 2020
  • The Changing World of Business Development

    Rethinking the Role of Your BD Team (Part II of II) In the November 2020 post, an alternative way to structure your firm’s BD efforts that relies less more ...

    December 02, 2020
  • The Changing World of Business Development

    Turning Traditional Business Development on Its Head (Part I of II) Business development (BD) used to be simple: do good work for existing clients, be more ...

    November 04, 2020
  • NACVA Standards Board

    Litigation and Non-Litigation FAQ Interpretations Initiative Business valuation/appraisal standards are promulgated by different business appraisal or more ...

    October 28, 2020
  • Book Review

    Finance & Accounting for Lawyers, Second Edition, by Brian Peter Brining, JD, CPA BVR has just released Finance & Accounting for Lawyers, Seco more ...

    October 28, 2020
  • What Professional Services Firms’ Websites Get Wrong

    The Marketing Funnel (Part II of II) In the August 2020 article, the author discussed five basic ways website planning and organization can result in more ...

    September 30, 2020

Case Study

Changing Assignments from Fairness Opinion to Business Valuation Commercial damages matters can be challenging and require a flexible mind when “wrapping your brain” around the issues and facts of a particular case. Beginning in the first quarter of 2019 and running through October 2020, I had an assignment w more ...

January 13, 2021

Accounting for COVID-19 in Valuation

The Bankruptcy Court Weighs-in In Re: Body Transit, Inc. The Bankruptcy Court of the Eastern District of Pennsylvania In re: Body Transit, Inc. addressed how COVID-19 impacts valuations. On August 7, 2020, the Court heard and decided the case. This case proceeded under the Small Business Reorganization Act (S more ...

October 07, 2020

Some Trends

Expert Witness Industry Revenues IBISWorld, an economic and industry source used by valuation and damages professionals, issues an economic report on the expert witness industry. In this article, Michael Pakter, an expert, discusses industry revenue trends—which are mixed—and also how that may affect current more ...

October 16, 2019

Using International Economic Time Series Data in Determining Lost Profits

Forensic engagements that involve determining lost profits or other economic damages often require a “time series” of economic and market data. When the lost profits or other economic damages engagement involves comparing international companies, multi-country economic data, and international market data, the more ...

June 25, 2020

Small Business Valuations

Using Forensic Accounting Valuing the small business is how most valuators earn their living. These small businesses pose as much issues to valuation professionals as they do for tax, accounting, and legal professionals by providing these entities with advice. The issues are wide-ranging, and the purpose of t more ...

July 17, 2019

Valuation of Ambulatory Surgery Centers

Technology (Part V of V) As noted in the first installment of this five-part series, an ambulatory surgery center (ASC) is a distinct entity that primarily provides outpatient surgical procedures to patients who do not require an overnight stay after the procedure. ASCs typically provide relatively uncomplica more ...

May 13, 2020

Case Study

Changing Assignments from Fairness Opinion to Business Valuation Commercial damages matters can be challenging and require a flexible mind when “wrapping your brain” around the issues and facts of a particular case. Beginning in the first quarter of 2019 and running through October 2020, I had an assignment w more ...

January 13, 2021

Representation and Warranty Insurance

Understanding the Claims Process and Anticipating Issues The merger and acquisition (M&A) market has evolved over the last several years and faced turbulence in 2020. One increasingly popular aspect of an M&A transaction is the use of representation and warranty insurance policies. After acquiring a b more ...

November 18, 2020

The Changing World of Business Development

Rethinking the Role of Your BD Team (Part II of II) In the November 2020 post, an alternative way to structure your firm’s BD efforts that relies less on a central “rainmaker,” and more on an integrated team. In this post, the focus is on how to execute the various activities involved in BD, such as hiring, o more ...

December 02, 2020

Tax/Personal Financial Planning

Avoid Traps with a Timely Appraisal New basis-consistency requirements make defensible valuations of inherited property even more important. Informed taxpayers are aware that only the wealthiest individuals should have concerns about the federal estate and gift tax, for gifts given and decedents dying in 2018 more ...

June 12, 2019

©2021 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

event themes - theme rewards

Scroll to top
UA-49898941-1
lw