THE VALUATION REPORT

Just click on a date for a downloadable PDF.

FALL 2017

Valuation Issues Impact Court Cases
Getting to the Meat of Restaurant Valuations
Litigation Update: Valuation Issues
IVSC Issues Final Valuation Standards

SUMMER 2017

How to Value Startups and Pre-Revenue Companies
The Importance of Storytelling in Valuation
Different Standards Apply to Different Circumstances

SPRING 2017

Understanding Investment Value and Synergies in a Sale
What’s the Relationship Between Debt and Value?
Considerations When Valuing a Carve-Out

WINTER 2017

How to Get Your Company Transaction-Ready
IRS Suggests Restricting Estate Valuation Discounts
AICPA Introduces New Fair Value Credential

FALL 2016

Court Cases Illustrate Key Valuation Concepts
Put Projections in Context
Expert Witness or Consultant: Which Do You Need?

SUMMER 2016

Research Backs Validity of Tax Affecting S Corporations
The Ins and Outs of Calculating Lost Profits
Normalizing Compensation Reflects True Cash Flow

SPRING 2016

The Ins and Outs of Using a Neutral Appraiser
Key Factors Influencing Physician Practice Valuations
Buyer Beware: How to Perform Proper Due Diligence
Valuation or Calculation: Which Do You Need?

WINTER 2016

The Red Flags of Fraud
Huge Bankruptcy Case Involves Many Valuation Questions
TEEM: How to Value a Business with Real Estate
Considering an Exit? Close the Value Gap Now

FALL 2015

Court Cases Shed Light on Key Valuation Topics
Considerations in Oil and Gas Valuation
DLOM Tool Offers Probability-Based Calculations

SUMMER 2015

Personal or Corporate? – Bross Trucking Case Illuminates the Nature of Goodwill
Subsequent Events – What Did the Analyst Know – and When Did He Know It?
Different Credentials = Different Standards

SPRING 2015

Litigation Update – DLOM at Issue in Recent Valuation Cases
Technical Topics – The Importance of Challenging Projections with DCF
Beware of Rules of Thumb

WINTER 2015

Litigation Update – Genco Case Illuminates Key Valuation Issues
Exit Planning – Put Yourself in the Mind of a Buyer
What’s It Worth…to Whom?

FALL 2014

Planning Ahead – Best Valuation Practices for Buy-Sell Agreements
Litigation Topics – Economic Damages: Lost Profits vs. Lost Business
Technical Topics – Determining the Value of Control
One Neutral Appraiser May Speed Litigation

SPRING 2014

Technical Topics – Know the Value of Your Company’s Intellectual Property
Looking Ahead – Who’s the Right Buyer for Your Business?
Valuation Audits – How to Work with the IRS
Normalization Adjustments Reflect True Performance

WINTER 2014

Legislative Update – Latest Court Cases Present Provocative Issues
Investment Issues – Start-up Valuations Require Careful Assessment of Risk
Simplified GAAP Proposed for Private Companies