• QuickRead Top Story - Valuation/Appraisal

    Understanding IPCPL Theory, Evidence, and Application

    Empirical Evidence Supporting IPCPL Theory (Part III) In this third article, the authors present the empirical evidence supporting use of the IPCPL theory. In the second article in this series, it was shown that the general empirical implications of implied private company pricing line (IPCPL) theory are that buyers of privately owned businesses pay higher transaction costs in exchange for higher returns on their investments. The IPCPL theory treats transaction costs (TC) as a proportion or percentage of transaction price (P) stated as a decreasing convex function of P. (The higher the price, the lower the percentage transactions costs are…

  • Mergers and Acquisitions/Exit Planning - QuickRead Top Story

    The McLean Group: New Guidance on When to Use a Recent Round of Financing to Estimate Fair Value

    Consider Three Types of Private Preferred Stock Transactions, Each with Varying Degrees of Relevance to an Indication of Fair Value: Simple, Strategic, and Tranched Preferred Financing Last year, the AICPA issued guidance on evaluating private transactions with regards to their relevance in estimating the Fair Value of other securities within an enterprise via the back-solve method. The McLean Valuation Services Group  recaps that guidance and explains what it should mean in practice. Appraisers need to carefully follow specific criteria and they need to exercise reasonable judgment.