Pre-IPO Studies Are Not a Valid Basis for Calculating DLOMs

Pre-IPO Studies Are Not a Valid Basis for Calculating DLOMs

The two most widely approaches used by valuators to determine a discount for lack of marketability (DLOM) are restricted stock studies and IPO studies. The restricted stock studies ...

Understanding Accounts Receivable

Understanding Accounts Receivable

The Ratios and Use of Comparative Analysis Accounts receivable are such an important asset class that company management will be anxious to convert these to cash as soon as possibl ...

Entrepreneurial Operating Systems® (EOS®)

Entrepreneurial Operating Systems® (EOS®)

Key Components How did so many business owners succeed in this current crisis? How did some business owners even thrive during the most challenging year one will hopefully ever exp ...

May 2021

May 2021

How to Make Pricing Your Competitive Advantage This article is a follow up to the author’s April 2021 QuickRead article: “Here is What Prospects Believe About Our Pricing.” The les ...

Why Don’t You Know Your Insurance Agency’s Value?

Why Don’t You Know Your Insurance Agency’s Value?

Not Just for the End of Your Career What is the value of an independent insurance company? In this article, the author shares the reasons—other than for transactional reasons—for k ...

StraightTalk Webinar Series–April 29, 2021

StraightTalk Webinar Series–April 29, 2021

Healthcare Valuation 2021 Update The COVID-19 pandemic has impacted nearly all businesses and is poised to continue to do so through at least the end of 2021. In healthcare, there ...

Assessing Lost Profits

Assessing Lost Profits

After the COVID-19 Pandemic The COVID-19 pandemic put a strain on the U.S. and global economies as well as individual lives throughout the world. As much as most people would like ...

  • Entrepreneurial Operating Systems® (EOS®)

    Key Components How did so many business owners succeed in this current crisis? How did some business owners even thrive during the most challenging ye more ...

    June 09, 2021
  • May 2021

    How to Make Pricing Your Competitive Advantage This article is a follow up to the author’s April 2021 QuickRead article: “Here is What Prospects Belie more ...

    June 09, 2021
  • April 2021

    What Prospects Believe About Our Pricing is What We Believe About Our Pricing When prospects say, “You’re too expensive” (and some inevitably will), w more ...

    May 05, 2021
  • March 2021

    These Drivers Quantify the Time and Money You Get from Your Practice Time and money. These are two things we generally want more of. Because they are more ...

    April 07, 2021
  • How Fees Help Determine Client Perceptions of Value

    Confessions of the Pricing Man, How Price Affects Everything Financial experts often struggle with setting fees for their own services and expertise. more ...

    March 17, 2021

Pre-IPO Studies Are Not a Valid Basis for Calculating DLOMs

The two most widely approaches used by valuators to determine a discount for lack of marketability (DLOM) are restricted stock studies and IPO studies. The restricted stock studies compare transaction prices in restricted shares with contemporaneous trading prices for unrestricted shares. The pre-IPO studies, more ...

June 16, 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

Risk and Fraud

in the Cryptocurrency Economy Although cryptocurrency and blockchain technology create an environment that can help combat fraud within their systems, their introduction into the global economy has opened numerous doors for nefarious activity. This article provides an overview of what is cryptocurrency, block more ...

March 31, 2021

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

StraightTalk Webinar Series–April 29, 2021

Healthcare Valuation 2021 Update The COVID-19 pandemic has impacted nearly all businesses and is poised to continue to do so through at least the end of 2021. In healthcare, there has been additional issues due to the industry’s unique position at the crossroads of the front line of care and policy response. more ...

June 02, 2021

Assessing Lost Profits

After the COVID-19 Pandemic The COVID-19 pandemic put a strain on the U.S. and global economies as well as individual lives throughout the world. As much as most people would like to put 2020 behind us, experts will have to continue to review financial returns from 2020 in the historical data for businesses c more ...

May 26, 2021

Delaware Chancellor Rejects “Apples-to-Oranges” Damages Analysis

Dieckman v. Regency GP LP et al. This article discusses Dieckman v. Regency GP, LP, a recent Delaware Chancery Court decision. It is a reminder for valuation professionals providing damages testimony to be wary when mixing the use of the market approach and income approach when estimating damages in situation more ...

April 21, 2021

Entrepreneurial Operating Systems® (EOS®)

Key Components How did so many business owners succeed in this current crisis? How did some business owners even thrive during the most challenging year one will hopefully ever experience? Because they stuck to the basics—staying focused. These business owners continually promoted their vision, ensured they h more ...

June 09, 2021

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

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