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  • Case Law - QuickRead Featured

    Case Law—State: Ohio Rules on Experts, and Delaware on Share Value

    November 20, 2012

    Cases in Ohio, Delaware Assess Acquisition Share Value, Family Business In Iacampo v. Oliver Iacampo, the Ohio Court of Appeals rules on the appropriate use of experts in valuing a family business, the nature of passive income, and financial help from the wife’s parents. In Delaware,  Gaerreald v. Just Care, Inc. turns on proper methods for determining share value, the value of an expert opinion, and deference to management projections. 

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  • QuickRead Archive - QuickRead Featured - Valuation/Appraisal

    Capitalized Earnings: When are the Earnings Stabilized?

    June 6, 2012

    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.

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  • QuickRead Archive - Valuation/Appraisal

    Five Things to Watch For In Year-End Portfolio Company Fair Value Measurements

    May 18, 2012

    Five Things to Watch For In Year-End Portfolio Company Fair Value Measurements Private equity fund managers—and their limited partners—cannot take fair value measurement for granted. In 2011, a number of new procedures and policies spawned by SFAS 157 (not Topic 820) have hardened into established routines. This checklist helps fund managers and consultants measure the fair value of portfolio company investments. 

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