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How to Review a Report’s Valuation Methodology

This is part of a series on quality control for valuation engagements, which has emerged as the No. 1 concern at valuation firms and practices, according to BVR’s Benchmarking Survey. The article contains a checklist for an overall review of the income, market, asset, and excess earnings approaches.

Ideas for Solving Two Problems in the BV Profession

The business valuation profession needs to be more attuned to academic finance research, according to a letter to the editor of the ASA’s Business Valuation Review by Victor E. Jarosiewicz (Quid Valorem LLC), the chair of The Appraisal Foundation’s Business Valuation Resource Panel. He also has some ideas about attracting more young people to the profession by targeting colleges and universities. Feedback is wanted on the issues and his suggestions.

How Do Your Firm’s Benefits Stack Up?

“Flexibility” is the most important aspect of a benefits plan BV firms should be offering to employees, reveals a BVR survey. Also, a look at the levels of signing bonuses BV firms are doling out is presented.

Using Rule of Thumb Data to Uncover Cooked Books

In addition to using rule of thumb data to corroborate a value conclusion reached using other methods, the data are also helpful for validating historical financials—particularly for cash-intensive businesses. An example and some metrics for cash businesses are presented.

A Channel Analysis Is Key When Valuing a Fast-Food Restaurant

There has been a seismic shift in the operations of limited-service restaurants since the pandemic—and there’s no sign of reverting. Channels of revenue have been upended. Therefore, an analysis along these lines is important when valuing these entities, advises an expert in this space.

Practice-Building Tips From the AICPA FVS Conference

The largest event of 2024 was the AICPA & CIMA Forensic and Valuation Services (FVS) Conference. While there were many excellent technical sessions, there was good attendance at sessions that related to the management of a valuation or forensics firm or practice—a topic that is gaining in importance in the profession. This article is a recap of those sessions.

BV News and Trends May 2024

A monthly roundup of key developments of interest to business valuation experts.

Global BVU News and Trends May 2024

Business valuation news from a global perspective.

What to know from the ASA Fair Value Conference

It was another great turnout for the ASA Fair Value Conference in New York City last week.

Court’s valuation is out of bounds

In an Indiana divorce case, the subject company was a gift shop and boutique the wife owned.

What has been your experience with college recruiting?

Bringing new talent into the business valuation profession is a challenge.

FactSet Review 2024 PDF now available

The PDF version of the 2024 edition of the FactSet Review (formerly known as the FactSet Mergerstat Review) is now available.

Valuation conferences for May on our radar

Conference season is in full bloom in May.

Reminder: Take the IVSC survey on ESG

To investigate the evolution of how environmental, social, and governance (ESG) factors are being incorporated into the valuation process, the International Valuation Standards Council has launched a survey.

Global BV News: KPMG provides global market data

The Q1 2024 International Valuation Newsletter from KPMG Switzerland includes some key financial market data.

BV movers . . .

James Weaver has joined Crowe LLP as a consulting partner in the firm’s Valuation Services practice.

CPE events

A Saga About S Corporation Tax Affecting: It’s a Thriller! (A BVR Workshop), May 8, 10:00 a.m.-1:15 p.m. PT/1:00 p.m.-4:15 p.m. ET. Featuring: L. Paul Hood Jr., The University of Toledo Foundation. CPE credits: 3.5.

Popular Real Estate DLOC Database Is Not Going Away

Valuation analysts who use the Partnership Profiles real estate database for estimating a discount for lack of control for family limited partnerships have expressed concern about the future of the database. This is a letter from Bruce Johnson with some important news about the database and some recommendations for adjusting methodology.

Key Points From Hitchner’s Annual BV Update

A recap of Jim Hitchner’s look at the major issues in BV over the past year, including long-term growth rates, the three-stage DCF, normalizing the risk-free rate, cost of capital, plagiarism, lack of liquidity on a 100% interest, and more.

What to Glean From the IRS Hiring Binge for BV Experts

The IRS needs to hire 31 business valuation experts, and the job announcement provides an interesting perspective as to the valuation issues that are on the agency’s radar.

Mercer Extols the Virtues of Writing as a Valuation Career Builder

Chris Mercer (Mercer Capital) says writing was an important activity that contributed to his success, and he urges practitioners to do the same. He lays out his 12-step plan for a first-time writer (and BVR adds a few comments).

The BV Profession’s ‘Silver Tsunami’ Is More Like a Trickle

We keep hearing about the “silver tsunami” in the business valuation profession, meaning a huge wave of retirements as veteran practitioners ride off into the sunset. But it’s not happening quite yet, according to data from BVR’s benchmarking survey.

BV News and Trends April 2024

A monthly roundup of key developments of interest to business valuation experts.

Global BVU News and Trends April 2024

Business valuation news from a global perspective.

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