• Mergers and Acquisitions/Exit Planning - QuickRead Featured

    America’s Wealthiest People: Who are they?

    Who Are America’s Wealthiest People? Small- and medium-sized businesses are the engines that drive the American economy. An IRS study of everyone who died with a net worth of at least $600,000 (and thus was required to file an estate tax return) showed America’s wealthiest citizens all have one thing in common: they all held significant blocks of stock in closely held private companies.  In a nutshell, the surest way to get rich in America is to own a business. Want to know the actual numbers?   According to  IRS reports, over six million businesses file tax returns each year: 80…

  • QuickRead Archive - QuickRead Featured - Valuation/Appraisal

    Capitalized Earnings: When are the Earnings Stabilized?

    Capitalized Earnings: When are the Earnings Stabilized? When you’re doing a business valuation, should you use a Capitalization of Earnings/Cash Flows? Or should you use a Discounted Earnings/Cash Flow method? Here’s a rule of thumb: If the benefit stream will be constant over time, choose the Capitalized Earnings/Cash Flows. Richard Claywell explains.

  • QuickRead Featured - Valuation/Appraisal

    ValuSource Introduces: The Richest and Most Comprehensive Comparables on the Web: IBA Data, 24/7

    The Richest and Most Comprehensive Comparables: IBA Data, 24/7. Log On Today. Business valuation has often been called an art, not a science. Revenue multiples are one key method; another is the use of comparables. Many valuators use both. KeyValueData offers NACVA members access to the IBA comparables, which are the richest and most comprehensive set of comparable available in the valuation world. Here’s an overview of the why comparables help—and what you’ll find in the IBA data set.

  • Healthcare - QuickRead Featured

    Structuring Competitive Physician Compensation Models

    Structuring Competitive Physician Compensation Models Healthcare financial executives need to understand valuation methodology to ensure legal and regulatory compliance. Specifically, when developing and reviewing their physician compensation programs, healthcare organizations should understand the market data, test outcomes of incentive plans for fair market value, and check total compensation for fair market value and reasonableness. 

  • Expert Witness - QuickRead Featured

    Ten Deadliest Mistakes of Expert Witnesses

    Ten Deadliest Mistakes of Expert Witnesses Are you an expert? Technical knowledge isn’t enough, as Michael G. Kaplan explains. An effective expert witness must understand the dynamics of trial, possess excellent communication skills, and have a full command of the litigation process. Here are 10 mistakes that 35 years of experience have taught Kaplan to avoid. 

  • Case Law - QuickRead Archive - QuickRead Featured

    Case Law—State: Case Law—State: American Ethanol, Inc. v. Cordillera Fund, LP

    Case Law—State: American Ethanol, Inc. v. Cordillera Fund, LP In American Ethanol, Inc. v. Cordillera Fund, LP, the Supreme Court of Nevada is required to weigh in on fair market value. A lower court had judged that stockholders were fairly paid some $1.75M (about $3 per share) for American Ethanol at the time of the merger. American Ethanol appealed, claiming it was worth more. Part of its argument was that its appraiser—an unaccredited one—couldn’t be expected to perform sophisticated calculations, such as a discount for lack of marketability. Find out what the Nevada Supreme Court determines and why!

  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    Top Ten Deal Killers!

    Top Ten Deal Killers! It’s an too familiar story line in the deal business. After months of hard work and, in many cases, hundreds of thousands of dollars in legal fees and expenses, the deal blows up. Most of the time it’s solely the fault of the participants—usually the seller—but sometimes external factors can add to the risk of deal failure. The really unfortunate thing about these bad outcomes is that many can be avoided with careful planning, due diligence, preparation, and just plain common sense. This article addresses the Top Ten Deal Killers and offers some suggestions on how…